The work between your systems is the work we remove.
Sage runs your books. The work around it still lands on people: re-keying, exports, files moved by hand every period. We build the integrations, automation and small apps that take that work away, for Sage Intacct, Sage 100 Contractor and Sage 300.
- Fixed-price quotes
- Previewed on your data
- Supported after go-live
Every project starts with a manual job someone wants gone
The fix usually takes one of four shapes. Each is scoped at a fixed price and shown to you on your own data before it goes live.
Sage connected to the systems around it
Field service, payroll, reporting and corporate systems linked to Sage, so data arrives on its own, validated and ready to post.
Typical job: Housecall Pro work orders and invoices landing in Sage 100 Contractor every five minutes.
Recurring jobs that run themselves
Trial balance extracts, journal entry imports, scheduled file deliveries. If someone assembles it by hand every period, it can run on a schedule with a log to prove it.
Typical job: payroll files validated and posted into Sage 300 as journal entries.
The screen Sage does not have
Approvals, review-and-post screens, document generators and small portals that sit beside Sage and write back to it.
Typical job: project managers approving or returning customer invoices from a link, without signing in to Sage Intacct.
Data moved once, and moved right
Moves into Sage Intacct from Sage 100 Contractor, Sage 300 or QuickBooks, bulk imports and edits, and data recovered from old reports when no export exists.
Typical job: moving a full company, history included, from Sage 100 Contractor into Sage Intacct.
Three Sage systems, known from the inside
We are Sage-certified consultants who write software, so the build starts from how the ledger actually works.
Sage Intacct
- Links to platforms with no Marketplace connector
- Approval workflows beside the ledger
- Imports, bulk edits and migrations into Intacct
- Canadian payroll posted as journal entries
Sage 100 Contractor
- Field service apps synced to work orders
- Work orders turned into posted invoices
- Parts and opening balances loaded for inventory
- Reports and data out, or a move to Intacct
Sage 300
- Trial balance extracts for consolidation
- Journal entry imports from payroll and corporate files
- Utilities that replace hours of clicking
- Multi-company, mixed fiscal calendars
What we have been building this year
Client names stay private. Ask about any of these on a call.
Housecall Pro to Sage 100 Contractor
A Canadian mechanical contractor ran its field work in Housecall Pro and re-keyed every job into Sage. Now customers, work orders, invoices, technician hours and per-line tax arrive in Sage 100 Contractor on their own. Re-running a sync never duplicates a record, and once the office posts a record in Sage, the sync never touches it again.
Sage 300 trial balances to corporate consolidation
A multi-company Sage 300 group assembles a trial balance feed for corporate every month. Our scheduled extract pulls each company, resolves its own fiscal calendar, formats the files to the consolidation platform's spec and delivers them by SFTP. A re-run replaces the numbers instead of duplicating them.
Payroll files to posted Sage 300 journal entries
Payroll journal files arrive by SFTP. Each one is validated against live Sage 300 data, posted as a journal entry through the Sage 300 API, then logged and archived. A file that fails comes back with the reason, so nothing goes missing quietly.
Inventory in Sage 100 Contractor, written down
Turning on the inventory module comes with rules the screens do not explain. We documented every task with the screen to fill in and the journal entry Sage posts behind it. The 15-page guide is free.
From first call to running in production
Most projects are small and specific.
Free 30-minute call
Show us the manual job. We will say plainly whether it is a build, a setting you already own, or not worth automating.
Fixed-price quote
An itemized scope and one number, usually within two business days of the call. No hourly meter.
Build and preview
We build against your real data. You see what it will write to Sage, on your own data, before it goes live.
Go live, with support
We install it, show your team how it runs and stay on for support and maintenance.
What it costs, and how long it takes
Every project gets its own fixed quote. These ranges come from the work we have quoted and delivered so far, in Canadian dollars before tax.
$1,500 to $3,000
Usually 1 to 3 weeks
A single, contained job done by software instead of by hand.
For example: a setup run across users or companies, or a monthly file turned into a clean import.
$3,000 to $7,500
Usually 3 to 7 weeks
Two systems kept in step, or a recurring job with more moving parts, running on a schedule with a log.
For example: a field service app feeding Sage, or a scheduled feed from Sage to another platform.
$6,000 to $10,000
Estimated 4 to 6 weeks
A screen Sage does not have, sitting beside it and writing back to it.
For example: an approval step before invoices post, or a review-and-post screen for a batch job.
What moves the price
- How many systems and record types are involved
- Whether the build writes into Sage or only reads from it
- One direction, or both
- How clean and consistent the source data is
- Special cases: tax, fiscal calendars, several companies
Also good to know
- Support after go-live is a monthly fee quoted with the build, typically $125 to $175. Apps used by many people can carry a per-user monthly fee instead, set out in the quote.
- Migrations and data loads are quoted once we have seen a sample of the data.
- Not sure of the scope yet? A short discovery step comes first, with a firm price after it.
- Payment: usually half on signing and half when you accept the work. Small jobs may be billed in full on signing.
Sage consultants and resellers: we are your development bench
When a client needs something Sage does not do, you keep the relationship and we do the build. Much of our work arrives this way.
How we work with partners- Through you or by referral. We work under your project, or contract with the client directly while you stay the Sage partner of record.
- A price you can quote. Fixed scope and fixed price, with a preview on your client's data before go-live.
- Finished properly. Install guide, documentation, a 30-day defect warranty and support after go-live.
Tools for the jobs that kept coming up
Each one is a starting point we fit to your setup, so you are not paying for a build from zero. Ask for a walkthrough.
Crossbeam
Moves a full company from Sage 100 Contractor into Sage Intacct, history included.
MigrationIntacct Workbench
Imports and bulk edits for Sage Intacct, with column mapping and a review step.
ImportsPaySync
Posts completed Canadian pay runs into Sage Intacct as balanced journal entries.
Payroll journalsBillwright
Turns completed Sage 100 Contractor work orders into posted invoices.
Work order invoicingTell us the job you want gone
The export you rebuild every month, the app that will not talk to Sage, the approval that lives in email. A 30-minute call costs nothing, and you will talk to the person who would build it.
Pick a time on the calendar
You will talk to Jacob WolpertFounder, and the person who scopes your project.
What happens next
- We reply within one business day, to the form or an email.
- A free 30-minute call with the person who would build it.
- A fixed-price quote, usually within two business days of the call.
- Emailinfo@wolpertdynamics.com
- Phone437-476-9622
