Modern Finance & Mid‑Market ERP Implemented Without the Guesswork
Launch Sage Intacct for best‑in‑class cloud financials or Sage X3 for full‑scope ERP in manufacturing/distribution—using fit‑to‑standard design, upgrade‑safe extensions, resilient integrations, and sprint‑level metrics. From QuickBooks/Sage legacy → Intacct to on‑prem X3 → cloud/hybrid, we de‑risk every step and ship measurable outcomes.
What We Do For Sage Intacct Services
New Implementations
- Chart of accounts & dimensions design, entities/ledgers, multi‑currency/tax
- Core: GL/AP/AR/FA, Cash, Purchasing/Order Entry, Inventory, Projects/Time & Expense, Contracts/Revenue (ASC‑606), Consolidations
- Approvals, spend controls, close calendar, audit configuration
Legacy → Intacct Migrations
- QuickBooks/Sage legacy readiness
- Import templates & validations, rehearsal loads, controlled cutover with fallback
Optimization & Rescue
- Close acceleration, dimension hygiene, dashboards/report groups, performance tuning
- Role/SoD cleanup, audit trails, period‑lock governance
Integrations & Automation
- REST & Web Services APIs; event/webhook patterns
- Front office & billing: Salesforce/HubSpot/CPQ; expenses/payroll; payments/banking
- iPaaS: Workato, Boomi, Celigo, Make; bank feeds, tax engines, e‑invoicing
Reporting, Analytics & Planning
- Dashboards/KPIs, dimensional reporting, Multi‑Book and global consolidations
- Feeds to Sage Intacct Planning or external BI (Power BI/Looker/Tableau) via secure pipelines
Security, Quality & Compliance
- Role design with SoD checks, approvals, audit trails, environment segregation
- Quarterly release readiness and regression packs
Managed Services & Admin‑as‑a‑Service
- Hypercare → enhancement backlog; entity roll‑ins; close‑ops assistance
What We Do For Sage X3 Services
On‑Prem → X3 Cloud/Hybrid Migrations
- Readiness
- Re‑implementation, selective transition, or technical upgrade where feasible
- Data profiling/cleansing, rehearsal loads, cutover & rollback plans
New Implementations (X3)
- Finance, Procure‑to‑Pay, Order‑to‑Cash, Inventory/WMS, Production/MRP, Quality, Projects/Service
- Multi‑site/company, FX, cost methods (standard/avg/lot); regulatory packs by country
Extensions (Clean Core)
- Scripted logic, user fields, screens, workflows; document/report layouts
- Governance to keep customizations upgrade‑safe
Integrations & iPaaS
- REST/SOAP web services, EDI; event/queue patterns for resiliency
- Front office (Salesforce/HubSpot), commerce (Shopify/Adobe/marketplaces),
- iPaaS: Boomi, MuleSoft, Workato, Celigo
Data, Reporting & Analytics
- Operational KPIs via Sage Enterprise Intelligence (SEI) or external BI; DWH/lake feeds
- Close acceleration, reconciliations, planning hooks
Quality, Traceability & Compliance
- Lot/batch genealogy, QC plans, NCMR/CAPA workflows
- SoD controls, audit trails, environment segregation, change control
AMS & Continuous Improvement
- Hypercare, enhancement backlog, patch‑level release readiness, cost optimization
Where Sage Fits Best
- Sage Intacct (Cloud Financials): SMB → mid‑market; multi‑entity, multi‑currency, subscription/ASC‑606, nonprofit, professional services, software
- Sage X3 (ERP): Mid‑market manufacturers/distributors; process/discrete manufacturing, food & beverage, chemicals, wholesale, international footprints
- Modernization: QuickBooks/Sage 50/100/200/300/Proprietary → Intacct; Sage X3 older versions → X3 cloud/hybrid
- Two‑Tier ERP: HQ on SAP/Oracle; subsidiaries/plants on Intacct or X3 with real‑time consolidation
Our Method
Discover
Goals, KPIs, entities/sites, compliance, global template boundaries
Fit‑to‑Standard
Workshops, gaps, extension strategy
Build & Integrate
Config, data migration, connectors/iPaaS, automated tests, security
Validate
CRPs, UAT, performance, cutover & fallback rehearsals
Go‑Live & Stabilize
Hypercare SLAs, incident triage, release cadence
Improve
Analytics, automation, throughput/cost improvements
Two‑Tier ERP
Keep SAP/Oracle at HQ while subsidiaries or plants run Sage Intacct or X3. We manage master‑data sync, intercompany, eliminations, and near‑real‑time consolidation—without bloating the HQ core.
Integration Patterns
- Front Office: Salesforce/HubSpot/CPQ → Intacct/X3
- Commerce: Shopify/BigCommerce/Adobe/Marketplace → ERP
- Operations: WMS/TMS/3PL, MES/PLM, EDI (850/810/856), labeling/scanning
- Finance: Banks, payments, tax engines, e‑invoicing/PEPPOL
- Data: BI/FP&A models; secure feeds to lake/warehouse; alerts into Teams/Slack
Accelerators & IP
- Intacct Finance Starter
- Intacct Close Pack
- X3 Manufacturing/Distribution Starters
- Order‑to‑Cash / Procure‑to‑Pay Regression Suites
- Connector Recipes (Salesforce/Shopify/3PL/tax/banking) with monitoring/alerts
- Training Kits
Mini Case Snapshots
- Services/SaaS: QuickBooks → Intacct (Contracts/Rev + Projects); close time −35%, forecast accuracy +15%
- Nonprofit: Intacct dimensions & consolidations; fund reporting clarity ↑; audit prep time ↓
- Manufacturing & Distribution: X3 + 3PL/EDI; pick accuracy ↑; stockouts ↓; month‑end close −30%
Roles We Provide
- Intacct Functional: GL/AP/AR/FA, Contracts/Revenue (ASC‑606), Projects, Multi‑entity/Consolidations
- X3 Functional: Finance/Costing, Inventory/WMS, Planning/MRP, Production, Quality, Distribution
- Technical: Intacct Platform devs (Smart Rules/Smart Events/Custom Objects), X3 script/UI developers, integration architects
- Data & QA: Migration/MDM leads, automated testing, performance engineering
- Governance: Solution/enterprise architects, security/SoD, release & cutover leads
Light Pricing Guidance
Timeline and cost vary by modules, countries/entities/sites, data quality, and integrations. We price transparently—pilot first, then scale with confidence.
Frequently Asked Questions (FAQ)
Which should we choose—Sage Intacct or Sage X3?
For finance‑led transformations (fast cloud financials, multi‑entity consolidations, ASC‑606), choose Intacct. For end‑to‑end manufacturing/distribution with deep supply/production needs, choose X3.
Which should we choose—Sage Intacct or Sage X3?
For finance‑led transformations (fast cloud financials, multi‑entity consolidations, ASC‑606), choose Intacct. For end‑to‑end manufacturing/distribution with deep supply/production needs, choose X3.
How do you keep the core upgradable?
Fit‑to‑standard first. Intacct: Platform Services (Smart Rules/Smart Events/Custom Objects) and REST/iPaaS. X3: scripts/UI/workflows and web services. Avoid invasive in‑core changes.
Do you handle migrations from QuickBooks/Sage legacy or older X3?
Yes—readiness assessment, cleansing & rehearsal loads, and a controlled cutover with a rollback plan.
Can you integrate with
Salesforce/Shopify/WMS/3PL/EDI?
Yes—native APIs and iPaaS (Workato/Boomi/Celigo/MuleSoft) with hardened recipes and monitoring.
Do you offer post‑go‑live admin?
Yes—hypercare, AMS, quarterly/patch release readiness, and an enhancement backlog tied to KPIs.
