Systems

Sage Intacct automation for construction workflows

Automate construction workflows around Sage Intacct, from approved project inputs and progress billing to owner forms, portal handoffs and exception review.

Get demo See the workflow map

Where Intacct stops and the screen work starts

Keep the billing rules, approvals and integration methods already configured in Sage Intacct. The additional workflow connects approved project inputs, spreadsheets, owner forms and portal handoffs. Confirm the modules, access and supported import or API options for your account during scoping.

What agents do in Intacct

The agent signs in through the browser like your staff and works the same screens. Product →

  1. Contract lines

    Read each line's scheduled value, billed to date and retainage from the Project contracts tab.

  2. Percent complete

    Apply the superintendent's workbook with exact math and hold any line that does not fit.

  3. Invoices

    Generate the period's invoices by project contract with retainage, then stop for review.

  4. Owner forms

    Fill the owner's G702 and G703 and file them with the project ID.

  5. Insurance

    Check certificate expiry dates against open bills before each pay run.

  6. Field cost

    Turn approved equipment logs and crew sheets into project cost and timesheet entries.

The apps around it

The agent carries work between Intacct and the tools in this strip in one run.

  • Procore
  • Sage Construction Management
  • Sage Intelligent Time
  • Sage Estimating
  • Textura
  • GCPay
  • Excel
  • Outlook

Explore every workflow on the map

Explore candidate processes by area, role and systems touched. The catalog and estimated hours help scope a workflow; they are not a count of deployed automations. Confirm the steps and access needed for your environment in a demo.

Sage Intacct Construction workflow map

458
workflows on the map
14
functional areas
1,105k
estimated hours a year

Questions

How do we choose between native automation and an agent?

Start with the workflows, imports and integrations already configured in your ERP. Identify the remaining document, spreadsheet and portal steps, then confirm permissions, review rules and supported execution methods with your process owner.

What should I bring to a workflow demo?

Bring one recurring process, sample inputs, the expected output and a difficult exception. Include the person responsible for approving changes so the workflow can be scoped around your existing controls.

Sage Intacct automation from project inputs to owner portals

Start with approved project progress and the contract schedule. Compare billed-to-date values and retainage, prepare the billing package, and hold inconsistent lines for accounting review. After approval, carry the agreed figures into the owner forms or portal and retain the package with the project record.

The linked Sage Intacct recording demonstrates subcontractor prequalification. It is evidence for that workflow; use the billing and WIP playbooks to scope those separate processes with your team.

Discuss your workflow in a demo →

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