Managed Cloud, Accounting/ERP Software, Managed IT, and Cybersecurity
Construction ERP
CBIZ Technology provides Sage Intacct construction ERP implementation for businesses needing real-time job profitability, automated billing, and multi-entity consolidated reporting with advanced dashboards. Our certified consultants configure Sage Intacct to match construction accounting workflows, including dimensional job costing, payment tracking, and work-in-process reporting. We serve contractors who need AI-supported construction financial management software with more sophisticated project visibility and financial controls than QuickBooks or Sage 300 CRE.
We integrate Sage Intacct with project management platforms like Procore to automate budget transfers, change orders, and cost tracking. A certified consultant supports you through configuration, data migration, and go-live.
PROFITABILITY
Real-Time Job Costing
Track costs by job, cost code, and change order in real time. Allocate labor, materials, subcontractor expenses, and equipment to specific projects. Monitor budget against actual spending and identify cost overruns before they impact profitability.
INVOICING
AIA BILLING
Automate American Institute of Architects (AIA) G702 and G703 form generation, stored materials tracking, and retainage calculations. Generate payment applications based on percent-complete or milestone billing. Reduce manual billing cycles and accelerate cash flow.
INTEGRATION
Project Management
Connect Sage Intacct with Procore and other construction management platforms. Sync budgets, commitments, change orders, and actual costs between systems. Reduce duplicate data entry and improve financial accuracy throughout your project life cycle.
Frequently Asked Questions
We assess your construction accounting processes and configure Sage Intacct for your specific project types and billing methods. Your implementation addresses system configuration, data migration, platform integration, and team training.
We support construction firms transitioning from Sage 300 Construction and Real Estate while preserving job cost history. Our migration process transfers historical project data into Sage Intacct’s dimensional structure and validates accuracy before production deployment.
Sage Intacct generates AIA G702 and G703 payment applications based on percent-complete or milestone billing. The system calculates retainage automatically without manual spreadsheet calculations.
Sage Intacct allocates equipment costs to jobs and tracks spending by equipment type or asset. We configure equipment cost codes during implementation to match how you manage your company’s equipment expenses.
We configure Sage Intacct to maintain separate financial records for each legal entity while providing consolidated reporting. The system can process transactions between entities and produce individual entity statements and parent-level consolidated reports.
Sage Intacct provides construction firms with cloud-based financial management, job costing accuracy, AIA billing automation, and multi-entity reporting. The platform addresses the needs of general contractors and specialty trades that handle project-based accounting.
Meet Our Sage Intacct Leadership Team
Kayla Hall
Director, ERP & Finance Transformation
Justin Van Druff
VP, Business Development
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