Sage Intacct and Sage X3 services for every stage of your ERP journey
Sage Intacct for cloud financials and Sage X3 for manufacturing and distribution, we implement, integrate and support both.
01 · Implementation
Go live on Sage Intacct or Sage X3
Finance design for Intacct, a full ERP roll-out for X3, both delivered in clear phases.
- Entities, dimensions and chart of accounts (Intacct)
- Full ERP roll-out for manufacturing and distribution (X3)
- Data import and opening balances
- Training and go-live support
Typical 12-week plan
Wk 1–2Discover
Wk 3–8Configure
Wk 9–10Migrate & test
Wk 11–12Train & go live
Sage Intacct API · create a vendor
<create>
<VENDOR>
<VENDORID>V-1042</VENDORID>
<NAME>Acme Supplies Ltd</NAME>
</VENDOR>
</create>02 · Reports & workflows
Tailor Sage to how your finance team works
Reports, approvals and screens that match your processes.
- Custom reports and dashboards
- Approval workflows and Smart Rules (Intacct)
- Screens, fields and 4GL scripts (X3)
- Custom print layouts
03 · Migration
Grow out of Sage 50 or Sage 200
We move balances, open items and history, and run in parallel before switching.
- Sage 50 and Sage 200 migration
- QuickBooks and legacy ERP migration
- Historical balances and open items
- Parallel run and sign-off
Sage 50 / 200Parallel runIntacct / X3
Balances · Open items · History · Users
Connected to Sage Intacct / Sage X3
Salesforce
Payroll
Bank feeds
Expense tools
Shopify
Power BI
AP automation
EDI
REST / SOAP APIs
04 · Integrations
Connect Sage to your whole business
CRM, payroll, banks and sales channels share one set of numbers.
- Salesforce and CRM integration
- Payroll and expense tools
- Bank feeds and AP automation
- REST and SOAP API integrations
05 · Support & hosting
A team on call after go-live
Monthly support with clear response times, including month-end help.
- Bug fixes and small enhancements
- Release updates tested before rollout
- Month-end and year-end support
- Refresher training for new staff
Support response times
- Critical, system down
- 1 hour
- High, process blocked
- 4 hours
- Normal, question or change
- 1 day
Not sure which service you need?
Tell us where you are today, we’ll recommend the shortest path.