WEBINAR | From Sage 300 CRE to Sage Intacct Construction: When (& WHY) construction companies make the shift

Whether you’re using Sage 300 CRE, Sage 100 Contractor, or QuickBooks, the same challenges tend to surface as construction companies grow. Reporting takes longer than it should. Teams rely on spreadsheets. Project visibility is delayed. Workflows feel rigid.

We’ll walk through five key areas where construction finance teams most often feel system strain, and how those areas change when firms move from Sage on-premise system to Sage Intacct Construction:

1. Drill-down capabilities: how easily can you move from high-level financials to job-level detail — without exporting reports or relying on spreadsheets?‍
2. Multi-entity capabilities and consolidations: how easily can we process intercompany transactions and create consolidated reports.
3. Importing & exporting data: where manual data movement slows teams down, increases risk, and limits timely decision-making.
4. Custom fields: how well your system reflects your jobs, contracts, and reporting needs — not a generic chart of accounts.
5. Custom workflows: what changes when approvals, controls, and processes match how work actually gets done.
6. Questions and answers

Key questions we cover

Procore and project management

• How does Sage Intacct Construction fit with Procore and other PM tools
• What typically syncs between project management and accounting
• When does it make sense to use ERP reporting versus PM reporting

Payroll and human resources

• What payroll options work best with Sage Intacct Construction
• How do contractors handle union payroll, certified payroll, and multi-state requirements
• Where do HR processes typically live alongside the ERP

Excel-based reporting solutions

• How do finance teams reduce reliance on spreadsheet reporting
• What replaces Office Connector-style reporting in a cloud environment
• When does Excel still make sense and when should reporting live in the ERP

Integrations, permissions and user license

• What systems commonly integrate with Sage Intacct Construction
• How do role-based permissions work for finance, ops, and project teams
• What user types and licensing models should finance leaders consider

Implementation and migration

• What does a realistic migration plan look like for a construction company
• Do teams need to run two systems during transition
• What data should be migrated first to get value quickly

Meet the speakers

Troy Guevara

Construction Technologist, Alta Vista Technology

As a former construction business owner, estimator, and project manager, Troy now leads Software evaluations for construction firms. He brings hands-on experience and deep knowledge of Construction Software, including Sage’s suite of Construction Software solutions — helping teams assess what truly fits their business.

Tina Rehberg

Intacct CRE Team Lead, Alta Vista Technology

From Assistant Controller to CFO, Tina has spent over 25 years leading accounting teams in construction. A long-time Sage 100 and Sage 300 power user, she understands firsthand what works, what doesn’t, and what changes when firms move to Sage Intacct.

Ready to learn more?

At Alta Vista Technology, our role is to help you evaluate your goals and recommend the solution that aligns best with your strategy. If you are exploring ways to modernize your construction accounting solution, get in touch with our team!