Running a roofing business requires a perfect balance between managing projects and keeping your financials on track. When these aspects are integrated, it leads to smoother workflows, more reliable financial data, and greater operational efficiency.
By connecting AccuLynx, a leading roofing contractor management software, with Sage Intacct, a powerful cloud-based accounting solution, roofing businesses can streamline processes and enhance performance.
This integration offers a two-way connection that syncs your accounts receivable and accounts payable data between both systems. With real-time updates to financial data, managing both projects and finances becomes more seamless than ever.
Let’s explore how this integration can benefit roofing companies and provide a transformative solution for managing construction projects and financials.
Sync AccuLynx Jobs and Customers with Sage Intacct
The integration between AccuLynx and Sage Intacct allows roofing companies to seamlessly sync their customer data and job information across both platforms. Whether you’re managing a new roof installation or a repair project, this connection ensures consistency between job details, customer information, and financials. By eliminating manual updates and reducing errors, this integration provides real-time access to job status, customer AR (Accounts Receivable), and job costs, keeping everything accurate and up to date.
Create and Send Invoices with Ease
Creating and sending invoices can be a tedious task, but with the integration of AccuLynx and Sage Intacct, roofing companies can generate and send invoices directly from AccuLynx. Once a job is completed, the invoice is automatically populated with job details, ready to be sent to clients. This eliminates manual data entry and ensures accurate, timely billing. The integration speeds up the invoicing process, allowing you to focus on what matters most—getting paid faster and improving cash flow.
Automatic Invoice Recording for Financial Accuracy
After an invoice is generated in AccuLynx, the integration automatically records all relevant information in Sage Intacct. This reduces the need for manual data entry, ensuring that financial data is accurately accounted for in both systems. By automatically updating invoice details, it maintains consistency across financial records and enables faster, more reliable reporting.
Comprehensive Reporting with Sage Intacct’s Dimensions
Sage Intacct’s robust reporting capabilities provide roofing companies with a high-level, multi-dimensional view of their financials. By utilizing the Location, Class, and Department dimensions, businesses can track revenue and costs across various factors such as project location, roofing work type, and specific departments. This flexibility enables roofing companies to monitor performance across multiple areas, gaining valuable insights into project-specific outcomes and overall business health.
In-Depth Revenue and Departmental Analysis
Beyond general reporting, Sage Intacct allows roofing companies to conduct deeper analysis by evaluating revenue and costs on a departmental or trade-specific basis. For example, businesses can compare profitability across residential and commercial roofing or analyze performance by specific trades or teams. This level of detail helps companies pinpoint the most profitable areas of their business, identify inefficiencies, and make informed decisions to improve overall profitability.
Streamlined Payment Handling and Account Reconciliation
Managing payments and account reconciliations is essential for the smooth operation of any roofing business. The integration between AccuLynx and Sage Intacct simplifies these tasks by automatically syncing payment data between the two systems. Payments recorded in AccuLynx are immediately reflected in Sage Intacct, helping businesses stay on top of outstanding invoices and easily reconcile bank accounts. This seamless synchronization saves time and ensures that financial records remain consistent and reliable.
Customization: Tailoring Solutions for Roofing Businesses
One of the standout features of the integration between AccuLynx and Sage Intacct is its customization potential. Roofing companies often have unique financial requirements based on the type of contracts they handle and the speed at which their projects progress. At CBIZ CompuData, we specialize in tailoring integrations to meet those exact needs.
For example, we worked with Apex Roofing and Restoration, a roofing contractor, to develop a custom solution that automated the simultaneous transfer of revenue from a liability account and the cost of goods from an asset account once a project was completed. This feature is particularly beneficial for businesses that handle short-term contracts or residential projects, where unrecognized costs are initially tracked as WIP assets until the project concludes.
By automating this process, Apex Roofing and Restoration was able to ensure that both costs and revenue were recognized in the income statement at the same time, reducing manual errors and saving valuable time. If you’re looking for a similarly customized solution for your business, we can design an integration tailored to your specific operational needs and goals.
To learn more about how we implemented this solution for Apex Roofing and Restoration, check out the full case study here.
The integration between AccuLynx and Sage Intacct equips roofing companies with powerful tools to streamline financial management, enhance operational efficiency, and make data-driven decisions with confidence.
At CBIZ CompuData, we understand the unique challenges roofing businesses face and are dedicated to helping you unlock your company’s full potential. With our expertise in Sage Intacct and a deep understanding of the roofing industry, we ensure that your integration works seamlessly. Whether you require an out-of-the-box solution or a fully customized system, our team of certified Sage consultants are here to guide you every step of the way.
Ready to elevate your financial operations? Reach out to us today and discover how we can create a solution tailored to your needs and help you achieve your goals.
