Running a roofing business means juggling projects and finances. When these areas work together, operations run more smoothly, financial information is more accurate, and teams can make smarter decisions.
By integrating AccuLynx, a leading roofing contractor management software, with Sage Intacct, a powerful cloud-based accounting solution, roofing businesses streamline processes and improve performance. This integration establishes a two-way link that synchronizes your accounts receivable and accounts payable data between both systems. With real-time financial updates, teams can manage projects and finances more accurately and efficiently.
Simplifying Day-to-Day Operations
Sync AccuLynx Jobs and Customers with Sage Intacct
Accurate, connected data forms the foundation of efficient operations. With this integration, roofing companies can seamlessly sync customer data and job information between AccuLynx and Sage Inacct. Whether you’re managing a new roof installation or a repair project, teams see consistent data across both platforms. This reduces manual updates, minimizes errors, and provides real-time visibility into job status, accounts receivable, and job costs.
Create and Send Invoices with Ease
Once job and customer data are aligned, billing becomes much simpler. Teams can generate and send invoices directly from AccuLynx, with job details automatically populated. This eliminates manual entry, enhances billing accuracy, and ensures invoices are sent on time, resulting in faster payments and improved cash flow.
Automatic Invoice Recording for Financial Accuracy
As invoices are generated, financial records update automatically in Sage Intacct, reducing duplicate entries and manual reconciliation. This consistency across systems improves reporting accuracy and allows finance teams to close books more efficiently.
Turning Financial Data Into Better Decisions
Comprehensive Reporting with Sage Intacct’s Dimensions
With clean, synchronized data in place, reporting becomes far more effective. Roofing companies gain a comprehensive view of financial performance through Sage Intacct’s reporting tools. Teams can analyze revenue and costs across different projects, job types, and organizational segments, providing clearer insights into both individual project results and overall business health.
In-Depth Revenue and Departmental Analysis
Beyond high-level reporting, businesses can explore profitability in greater detail. Teams can evaluate performance across residential and commercial projects or compare results by trade or department. This insight identifies the most profitable areas, uncovers inefficiencies, and supports better-informed decisions.
Streamlined Payment Handling and Account Reconciliation
Aligning invoicing and reporting makes payment management more efficient. Payments recorded in AccuLynx sync automatically with Sage Intacct, keeping records up to date. This reduces reconciliation time and improves visibility into unpaid invoices.
Customization: Tailoring Solutions for Roofing Businesses
Every roofing business operates differently, and financial processes often reflect that complexity. The integration’s flexibility enables customized workflows that align with operational and financial needs. At CBIZ, we work closely with roofing companies to implement tailored integrations, including advanced construction accounting solutions.
Here’s an example:
We partnered with Apex Roofing and Restoration to automate the transfer of revenue and cost of goods upon project completion. This approach is especially useful for short-term contracts, where costs are first recorded as work-in-progress (WIP) assets.
By automating this process, Apex ensured revenue and costs are recognized simultaneously in the income statement, reducing manual work, improving accuracy, and saving time. Tailored integrations can synchronize financial processes with the way your projects actually run.
To see our solution in action, read the full Apex Roofing and Restoration case study.
Bringing It All Together
Connecting AccuLynx and Sage Intacct unifies project management and financial operations into a single, efficient workflow — the outcome: increased productivity, enhanced accuracy, and clearer insight into performance. At CBIZ, we understand the operational and financial challenges roofing businesses face. Our team implements and optimizes integrations to meet your goals, whether you need a standard setup or a fully customized solution.
Ready to elevate your financial operations? Connect with a member of our team to see how a customized integration can streamline your roofing business, save time, and drive growth.
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