Sage Intacct Construction is the only native cloud solution built for the construction industry. It goes beyond basic accounting and is tailored to meet the unique needs of contractors with its construction-focused features and functionalities. With Sage Intacct Construction you can benefit from comprehensive project management, detailed job costing, and real-time financial insights that can help you make informed decisions.
Join us for a webinar where we will dive into:
If you’re considering making the move to a next-generation solution, we invite you to join us for this informative session.
Construction companies often outgrow their systems over time. It happens gradually, starting with a spreadsheet here, a manual workaround there, and a report that takes longer than it should. Eventually, what once worked becomes harder to manage and trust. The challenge is that these gaps don’t always appear as obvious system issues. Instead, they show up as missed visibility, delayed decisions, and tighter margins.
If any of the signs below seem familiar, it might not be your team or process—it could be your systems.
You have job cost reports, but they’re not up to date. By the time costs are entered, updated, and reviewed, the information is already outdated. Project managers are working with incomplete data, and leadership is making decisions without a clear view of the actual job status.
What this leads to:
What it signals:
Your systems aren’t providing real-time visibility across projects and financials.
Work-in-progress (WIP) schedules, progress billing, and invoicing should be structured and repeatable. Instead, they often depend on spreadsheets, manual adjustments, and back-and-forth communication between project teams and accounting.
What this leads to:
What it signals:
Your financial workflows aren’t fully connected to your project data.
Field teams are gathering information, but it’s not always flowing back into your core systems in a timely or consistent manner. Project managers, accounting, and leadership are often working from different versions of the truth.
What this leads to:
What it signals:
Your systems aren’t effectively connecting field operations with back-office processes.
Generating reports shouldn’t require exporting data, rebuilding it in Excel, and double-checking the numbers before sharing. If reporting is slow and manual, it’s not just inefficient; it also limits how often you can actually use it to make decisions.
What this leads to:
What it signals:
Your data isn’t centralized or structured for real-time reporting.
As your business expands—more jobs, more service work, more entities—your systems should make managing complexity easier. Instead, many contractors find that growth results in more manual processes, additional workarounds, and a greater dependence on key individuals.
What this leads to:
What it signals:
Your systems weren’t designed to scale with your business.
Why This Matters
Individually, these issues may seem manageable. But together, they create a compounding effect, decreasing visibility, delaying decision-making, and squeezing margins.
Construction firms today need:
Without that foundation, even strong teams are forced to work harder to maintain control.
Where to Start
If you notice any of these signs, the first step isn’t replacing anything; it’s understanding where your current systems are creating friction.
That’s exactly why we developed the Construction Current-State Checklist.
It’s a quick way to assess:
Take the Next Step
Download the checklist to get a clearer view of where your systems stand and where there may be opportunities to improve.
Download the Construction Checklist
Join us for an overview of Sage HCM, a full-suite human capital management platform designed to support every stage of your workforce. From HR and employee self-service to time, payroll, and general ledger integration, Sage HCM brings everything together in one system that scales as you grow.
In this session, you will see how to:
See how Sage HCM has everything you need to manage your payroll and people processes in one flexible platform.
Marine Solutions needed deeper insight into company-wide performance as it expanded operations across multiple regions. Leadership relied on data within their ERP environment but lacked an efficient way to analyze trends, forecast revenue, and share insights across teams.
By partnering with Aktion Associates and implementing Phocas’ business intelligence platform, Marine Solutions gained a centralized analytics layer that transformed how leaders accessed, interpreted, and acted on business data.
HEADQUARTERS
Nicholasville, KY
INDUSTRY
Civil Engineering Construction
SOLUTION
Phocas – Aktion Analytics
WEBSITE
www.msimarinesolutions.com
As Marine Solutions grew to 10 offices nationwide, leadership needed faster, clearer insight into financial and operational performance. While their core system provided standard reporting, advanced analytics required manual work, multiple exports, and complex spreadsheet manipulation.
Executives wanted to:
Marine Solutions selected Phocas as a modern BI platform capable of delivering dynamic dashboards, flexible reporting, and real-time analytics layered on top of their existing systems. Aktion led the implementation with a collaborative, consultative approach, working closely with Marine Solutions’ leadership team to design dashboards tailored to their decision-making needs.
Rather than a one-size-fits-all rollout, Aktion partnered with stakeholders to define specific data points, reporting structures, and forecasting models. This ensured the system reflected how Marine Solutions analyzed performance.
With Phocas connected, financial and operational data updates automatically. Leadership no longer waits for reports or manual distribution.
Regional directors and department leaders now access role-based dashboards daily or weekly, allowing them to monitor performance and adjust strategy in real time. Filtering tools enable instant analysis, from company-wide summaries down to individual regions or project segments, without rerunning reports.
One of the most transformative capabilities has been predictive visibility. Aktion helped Marine Solutions bring planning data into Phocas, allowing leadership to track future revenue trends and evaluate how projects contribute to growth. This forecasting intelligence supports decisions about staffing, budgeting, and business development priorities.
Marine Solutions’ implementation journey reflected a realistic, hands-on process that evolved over time. As both teams worked together to refine requirements and reporting goals, the system became increasingly aligned with the company’s expectations and operational needs. Leadership emphasized that clearly defining desired data points and outcomes early in the process were keys to success. With that clarity established, Aktion was able to tailor the solution and deliver the advanced reporting capabilities that Marine Solutions required.
Today, Marine Solutions benefits from a stable analytics environment supported by knowledgeable consultants and technical specialists who can help address complex reporting scenarios when needed.
Marine Solutions operates with a level of clarity and agility that was previously out of reach. Executives can evaluate performance instantly, managers can track progress independently, and the finance team no longer spends hours preparing reports. The result is a leadership team aligned around the same real-time data, driving faster, more confident decisions across the organization.
By implementing Phocas with guidance from Aktion, Marine Solutions transformed its reporting environment into a strategic intelligence platform. Automated analytics, dynamic dashboards, and accessible insights now power decision-making across every level of the business. What began as a search for better visibility became a catalyst for operational alignment, forecasting precision, and scalable growth.
If you’re wondering what kind of impact a modern, cloud‑based ERP could have on your organization, Aktion brings the industry expertise, honest guidance, and technical depth to help you get there.
We help you build the operational backbone that supports your next stage of growth.
The construction industry runs on precision and timing. Your accounts payable (AP) process should too. Manual workflows and disconnected systems slow down approvals, limit visibility, and make it harder to control project costs.
Join us to explore the difference between purpose-built and agnostic AP automation solutions—and why it matters for construction finance teams. Learn how AvidXchange’s AI-enhanced AP automation solution integrates with Sage 300 CRE to streamline your entire procure-to-pay process while aligning with the way construction businesses operate.
In this session, you’ll discover how to:
– Reduce manual data entry and eliminate paper
– Accelerate routing and approvals to keep projects moving
– Strengthen compliance and reduce risk
– Gain real-time visibility into invoices, payments, and job-level spend
– Improve control across vendors, budgets, and projects
See how a purpose-built approach can help you modernize AP, protect margins, and give your team the clarity and control needed to build with confidence.
Join us with our premier payroll partner, Miter, for an educational webinar on how contractors are modernizing payroll, HR, and time tracking with a construction-first platform that integrates directly with Sage Construction Software.
In this session, you’ll see how Miter connects field time, payroll, and HR into one system—eliminating manual calculations, duplicate data entry, and compliance risk.
Join us with our premier payroll partner, Miter, to see how a modern, construction-first platform unifies payroll, HR, time tracking in a single platform that connects with your Acumatica Construction Edition.
See how field time flows directly into payroll and the correct base pay, overtime, and fringe rates are applied automatically across prevailing wage, union, and multi-state jobs – eliminating manual calculations and double entry. With integrated time tracking, HR, and payroll, contractors can onboard employees faster, stay compliant across states and unions, and gain real-time visibility into fully burdened labor costs.
Get ahead of the tax and trade changes coming in 2026.
Expanding sales tax rules, shifting tariff policies, and increasing global compliance pressures are reshaping operational requirements for businesses across industries. In this webinar, experts from Avalara and Aktion Associates outline the key developments that will affect ERP, cloud, and managed services environments—and how those changes could influence your financial and supply chain processes.
You’ll gain insights into which states are extending sales tax to B2B services, how evolving regulations may impact ERP transactions, what to expect from updates to tariffs and import policy, and how automation can streamline compliance.
A great fit for finance, IT, and operations leaders preparing for the year ahead.
The construction industry is evolving fast and manual AP processes can’t keep up. To stay competitive, companies need connected, automated systems that drive efficiency and control.
Join us to see how AvidXchange’s TimberScan for Sage 300 CRE helps construction finance teams modernize their procure-to-pay process. Designed specifically for construction, TimberScan seamlessly integrates with Sage 300 CRE to automate data entry, routing, approvals, and payments, all while providing visibility into spend and project budgets.
Discover how automation can:
Join us to learn how to transform your AP process, strengthen your supplier relationships, and modernize your finance team.
Bid chaos is real. For too many construction firms, estimating and bid tracking still rely on time-consuming, error-prone spreadsheets. One wrong formula, missed update, or version mismatch, and you’ve just built a bid on shaky ground. It means delays, cost overruns, and bids that don’t reflect true job costs.
And when you’re relying on spreadsheets to drive your bid strategy, it’s not just slow, it’s risky too. Margins shrink, confidence drops, and every estimate feels like a guess.
But there’s a better way: modern construction finance and job costing software gives you real-time visibility, automated workflows, and accurate data at your fingertips. Think of it as swapping your trusty but fickle Excel for enterprise-grade control.
According to Procore, contractors using integrated takeoff and estimating tools report 52% fewer non-recoverable change orders, 16% less rework, and up to 48% more construction volume handled, with no added headcount. It’s a direct result of having clean, centralized project data instead of spreadsheet sprawl. When your numbers are right from the start, you bid faster, win more, and protect your margin.
With Sage Intacct Construction, you transform chaos into clarity: build bids faster, forecast costs more reliably, and take spreadsheets out of the equation for good. This blog explores four ways Sage Intacct Construction replaces spreadsheet stress with firm numbers and fewer surprises.
In construction, speed matters, but accuracy wins the job. Estimating with spreadsheets might feel familiar, but it slows your team down and introduces risk. Between copy-paste errors, version control issues, and disconnected cost data, bids take longer to build and are more likely to miss the mark.
With Sage Intacct Construction, estimating isn’t guesswork.
Your teams gain instant access to real-time project costs, historical data, and financial insights that eliminate duplicate data entry and improve forecasting. Because everything runs on a centralized cloud platform, estimators can access real-time data without waiting on accounting or sorting through old files.
To improve your bid-hit ratio and profitability, you need to clearly understand your true job costs. Job cost accounting software can provide the information you need about labour, materials, overhead, and profit margins without guesswork.
👉 Instead of manually calculating markups or rekeying data into separate systems, Sage Intacct Construction lets you build smarter, faster, and more confidently. It uses cost codes, job types, and real-time cost visibility to price bids with precision.
It’s hard to win work and even harder to make it profitable if you’re bidding blind. Too many firms rely on static spreadsheets and disconnected systems to estimate project costs, without a clear view of how labour, materials, overhead, or past project performance actually stack up.
That’s where Sage Intacct Construction changes the game.
With real-time job costing, you can break down actual costs by project manager, cost code, job type, or customer, so you’re not just hoping your markup covers your margin. You’re bidding based on facts, not assumptions. Whether you’re targeting new work or evaluating which projects deliver the best ROI, having a clear view of true costs gives you the edge.
When your costing data is scattered, you either miss the win or win at the wrong price. Intacct brings it all together in one system: connected, current, and built to scale.
👉No more rekeying numbers from finance. No more back-and-forth between ops and estimating. Just clarity, consistency, and control, all in real time.
One of the biggest hidden costs in construction isn’t labour or materials—it’s miscommunication. When teams work in silos and spreadsheets, details slip through the cracks and deadlines get missed. Numbers don’t match. Deadlines get missed. And, too often, teams waste time reconciling information instead of moving the project forward.
With shared access to real-time financial data, everyone, from estimators to project managers to finance, can work from the same source of truth. Budget changes, cost updates, and approvals flow through connected, cloud-based workflows that eliminate version confusion and reduce delays.
No more “Which spreadsheet is the right one?” No more chasing updates over email. Just one source of truth: one system, one process, and one team working in sync.
👉 By connecting workflows across departments, Sage Intacct Construction helps you respond faster, collaborate better, and keep projects moving, without the spreadsheet nightmare.
Bidding more doesn’t mean winning more, especially if you’re guessing at costs, chasing outdated data, or spending time on jobs that aren’t a fit. A healthy bid-hit ratio isn’t just about volume. It’s about focus, precision, and knowing which projects are worth your time.
Sage Intacct Construction gives you the visibility to make better bid decisions and back them up with real numbers.
By analyzing historical job data, tracking true costs by job type or customer, and reviewing performance across estimators or project managers, you can spot which bids are most likely to convert and which ones are eating up your resources. Instead of relying on instinct or spreadsheets to guide your bid strategy, you’re working with live, accurate financials.
As Sage puts it in their eBook to improving your bid-hit ratio: smart bidding starts with knowing your numbers and putting in effort where it counts.
👉Whether you’re trying to boost win rates, protect margins, or simply avoid chasing low-return jobs, Sage Intacct Construction helps you bid smarter, not just faster.
Spreadsheet chaos doesn’t have to be your norm. From faster bids and accurate job costing to stronger collaboration and smarter pursuit decisions, Sage Intacct Construction helps you replace guesswork with real insight to win the right work, not just more work.
This blog was inspired by Sage’s eBook, Improve Your Bid-Hit Ratio: Top 5 Essentials of a Winning Bid Strategy. While this post focuses on four key areas where Sage Intacct Construction reduces spreadsheet chaos, the full guide offers even more practical insight, especially for construction firms looking to sharpen their bid strategy.
