Construction business leaders, financial executives (CFOs, Controllers) can support success by improving visibility, accuracy, and collaboration between their field operations and finance departments. The integration of Sage Intacct and Procore helps drive this critical mission forward by creating a connected, real-time tech ecosystem that enhances efficiency, reduces risk, and drives profitability.
Introducing the Technological Foundation for Construction Success
With tighter margins, more complex projects, and increasing pressure on managing data across teams and systems, the integration of Sage Intacct and Procore is emerging as a solution that can eliminate silos, slow processes, and costly mistakes by seamlessly sharing data and facilitating key administrative functions.
On its own Sage Intacct, an industry leading accounting and financial management tool, supports finance departments by delivering:
- Core financial management with AP/AR, cash management, and multi-entity support;
- Construction-specific job costing and compliance reporting;
- Advanced reporting with customizable dashboards and real-time metrics; and
- Ongoing education and training resources to empower finance teams.
Similarly, Procore, a project and operations management platform, offers:
- Comprehensive project execution and financial tools for managing costs, quality, and safety;
- Real-time integration through the Sage Intacct Connector for instant field-to-office updates; and
- Optional Procore Pay for simplifying subcontractor payments and improving cash flow management.
Together, Sage Intacct and Procore can now deliver an integrated, cloud-based program bridging the gap between the back-office and job site. Integrating these systems can enable real-time visibility into work progress, connect workflows, and unify insights from across construction operations. As a result, project execution can be more measurable, and financial performance data becomes more accurate.
Change Order: Discontinue Disconnected Data and Inefficient Workflows
In practice, the integration of Sage Intacct and Procore is a digital change with tangible business implications. Currently, firms operating without this integration can face:
- Limited visibility into project and finance;
- Reliance on manual data entry and spreadsheet management;
- Slow approval and invoicing processes;
- Siloed data leading to inconsistent information; and
- Financial reporting, audit, and regulatory compliance efforts managed across multiple sources;
In turn, these issues invite inefficiencies that can contribute to missed deadlines, runaway costs, and delayed decision making.
The Connected Construction Ecosystem
Centralizing data that spans accounting and finance management (Sage Intacct) and projects and operations (Procore) enables data to flow automatically between platforms, so teams have one central source of truth for up-to-date insights. The bidirectional nature of the integrated platform ensures that updates made in one place are automatically distributed to relevant fields throughout your integrated platform, eliminating manual entry redundancies and the confusion that comes with conflicting sources of information.
With the improved capabilities on offer, teams with Sage Intacct and Procore can leverage:
- Real-time visibility into job costing, budgets, and commitments;
- Automation of invoice, change order, and approval workflows;
- Configure data mapping to align with charts of accounts, departments, and projects; and
- Provide role-based access and audit trails to support compliance and controls.
Together, these advantages can unlock seamless collaboration and deliver more accurate, actionable data for leadership to develop planning, forecasting, and growth strategies.
A Roadmap for Success
A simple, four-step process can be employed to help ensure your business maximizes the benefits of the Sage Intacct and Procore integration. These four steps include:
- Consultation & Discovery: Assessing workflows and integration needs
- Team Alignment & Demonstration: Showing how systems connect
- Deployment & Training: Guiding onboarding and enablement
- Optimization & Continuous Improvement: Maximizing value post-launch
Build Smarter, Bring Sage Intacct and Procore Together
The benefits of an integrated technology ecosystem are most obvious in their ability to streamline collaboration, reduce redundancies of effort, and empower leadership with more accurate, up-to-date information.
And, with the improved compatibility of Procore and Sage Intacct, integration is easier than ever.
Excited to see what your team can achieve with less time spent organizing disconnected data and more dedicated to driving growth? Contact a CBIZ professional to guide the seamless integration of Sage Intacct and Procore and unlock greater back-office potential.
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