{"id":23283,"date":"2024-05-31T08:42:13","date_gmt":"2024-05-31T12:42:13","guid":{"rendered":"https:\/\/www.sage.com\/en-us\/blog\/?p=23283"},"modified":"2026-02-12T04:06:50","modified_gmt":"2026-02-12T09:06:50","slug":"sage-intacct-paperless","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-us\/blog\/sage-intacct-paperless\/","title":{"rendered":"How Sage cloud-based AP workflow automation solution saves time and increases profits"},"content":{"rendered":"
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\n\t\t\t\t\t\tHow Sage cloud-based AP workflow automation solution saves time and increases profits\t\t\t\t\t<\/h1>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t

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\n\t\t\t\n\t\t\t\t\"\"\t\t\t\tNatalia Fuscoe<\/span>\n\t\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\n

Sage Intacct Paperless Q&A with Walt Davis, Director, Construction Partner and Alliance Strategy<\/h3>\n\n\n\n
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I recently sat down with Walt Davis, Sage\u2019s Director of Construction Partner and Alliance Strategy, to discuss this launch and the benefits it delivers to the industry.<\/p>\n\n\n\n

Q: What is Sage Intacct Paperless, and how does it benefit construction businesses?<\/strong><\/h3>\n\n\n\n

Walt:<\/h4>\n\n\n\n

Sage Intacct Paperless<\/a> is a cloud-based solution that delivers an easy way to store, retrieve, and route AP documents. <\/p>\n\n\n\n

It is an add-on solution that seamlessly integrates with Sage Intacct Construction, the best-in-class native cloud financial management system purpose-built for construction.<\/p>\n\n\n\n

It helps construction businesses save time and increase profits by replacing paper-heavy workflows with an intelligent, automated system that imports, indexes, routes, and securely stores documents in one centralized location.<\/p>\n\n\n\n

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Sage Intacct Construction<\/h2>\n\n\t\t\t\t\t\t\t\t\t
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Run your construction business with a native cloud accounting solution built for the specific needs of general contractors and real estate developers.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\tLearn more<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\"\"\t\t\t<\/div>\n<\/div>\n\n\n\n

Q: Could you expand on how Sage Intacct Paperless saves time and improves productivity?<\/strong><\/h3>\n\n\n\n

Walt:<\/h4>\n\n\n\n

Sage Intacct Paperless saves valuable time by eliminating the traditional paper chase and the time wasted searching for lost or misplaced files. <\/p>\n\n\n\n

It provides easier access to company- and project-related documents, improving overall productivity. <\/p>\n\n\n\n

With documents readily available, tasks such as invoice approval processes become more efficient, allowing employees to focus on more value-added activities.<\/p>\n\n\n\n

Q: How does Sage Intacct Paperless capture and manage documents?<\/strong><\/h3>\n\n\n\n

Walt:<\/h4>\n\n\n\n

Sage Intacct Paperless offers versatile options for capturing documents, including the ability to capture, upload, or import from any location. <\/p>\n\n\n\n

It integrates seamlessly with Microsoft Office and enables users to define document types and indexes, securely storing documents in the cloud. <\/p>\n\n\n\n

The system also lets users look up and backfill index values from external databases, ensuring comprehensive document management.<\/p>\n\n\n\n

Plus, it also automates document routing, further increasing productivity and efficiency. <\/p>\n\n\n\n

Users can establish predefined rules for storing and distributing documents to company employees electronically. They can set return dates, monitor route progress, and review the status of routed content. <\/p>\n\n\n\n

Whether routing one or multiple documents, the system facilitates seamless and transparent approval processes.<\/p>\n\n\n\n

Why is automatic document management and routing important in construction?<\/strong><\/h3>\n\n\n\n

Walt:<\/h4>\n\n\n\n

Automatic document management and routing play a crucial role in the construction industry. <\/p>\n\n\n\n

With so many moving parts in a construction project, it can be easy for something to slip through the cracks, especially when managing documents manually, which can be time-consuming and error prone.<\/p>\n\n\n\n

Traditional paper-based document management systems incur costs related to printing, storing, and retrieving documents. <\/p>\n\n\n\n

By transitioning to an automated system, construction companies can reduce these expenses while boosting efficiency, improving collaboration, and enhancing productivity.<\/p>\n\n\n\n

Automatic document management systems also aid in compliance by enforcing document retention policies, tracking revisions, and maintaining an audit trail.<\/p>\n\n\n\n

What\u2019s an unexpected benefit that can be tied to automated document management?<\/strong><\/h3>\n\n\n\n

Walt:<\/h4>\n\n\n\n

While automated document management delivers many benefits to a construction business, the benefits really extend to the whole project ecosystem. <\/p>\n\n\n\n

Payments are a good example — by automating document management processes, Sage Intacct Paperless makes payments prompt and easier to track. <\/p>\n\n\n\n

This not only benefits the construction business by streamlining financial workflows, but it also strengthens relationships with subcontractors. <\/p>\n\n\n\n

Prompt payments foster trust and goodwill, crucial for maintaining positive partnerships in the construction industry.<\/p>\n\n\n\n

What is the difference between Sage Intacct Paperless and Sage Paperless Construction?<\/strong><\/h3>\n\n\n\n

Walt:<\/h4>\n\n\n\n

Sage Intacct Paperless<\/a> is the new cloud-based product that integrates with Sage Intacct Construction.<\/p>\n\n\n\n

Sage Paperless Construction is our existing, on-premises version of the product that integrates with Sage 100 Contractor, Sage 300 Construction and Real Estate, and Sage Intacct Construction.<\/p>\n\n\n\n

Sage Intacct Paperless builds on the success of Sage Paperless Construction and extends its benefits to the cloud. <\/p>\n\n\n\n

Together, the two solutions deliver Sage Paperless for Construction<\/a>, offering both on-premises and cloud-based versions of the product. <\/p>\n\n\n\n

All versions simplify and automate processes from project start to finish by reducing paper-heavy and manual tasks that drain time and budget.<\/p>\n\n\n\n

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Sage Intacct Construction<\/h2>\n\n\t\t\t\t\t\t\t\t\t
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Run your construction business with a native cloud accounting solution built for the specific needs of general contractors and real estate developers.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\tLearn more<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\"\"\t\t\t<\/div>\n<\/div>\n\n\n\n

Do you have any real-world examples you could share?<\/strong><\/h3>\n\n\n\n

Walt:<\/h4>\n\n\n\n

Yes. Bruce Evenrud, CFO of A.M. Ortega Construction Inc., saw a significant impact on their operations. <\/p>\n\n\n\n

Their profits from time and material jobs have increased by about three to four million dollars annually due to process changes facilitated by the product. <\/p>\n\n\n\n

The company was able to reclaim significant square footage after removing filing cabinets that were no longer needed, further illustrating the tangible benefits of adopting a paperless solution. <\/p>\n\n\n\n

I highly recommend checking out their story<\/a><\/p>\n\n\n\n

Where can you purchase Sage Intacct Paperless?<\/strong><\/h3>\n\n\n\n

Walt:<\/h4>\n\n\n\n

Sage Intacct Paperless can be added on to Sage Intacct Construction, further extending the benefits of the best-in-class native cloud financial management system purpose built for construction. <\/p>\n\n\n\n

The solution is available through our strong VAR channel. We have built the largest and most experienced partner network<\/a> in the industry. <\/p>\n\n\n\n

Our partners provide local support that includes training and helping our customers maximize their technology investments.<\/p>\n\n\n\n

Final thoughts<\/h3>\n\n\n\n

Automatic document management and routing are indispensable tools for modern construction firms looking to streamline operations, reduce costs, mitigate risks, and improve collaboration and productivity. <\/p>\n\n\n\n

Sage Intacct Paperless helps construction businesses harness the power of automation to stay competitive in today’s fast-paced industry.<\/p>\n\n\n\n

Thank you for your time and insights, Walt!<\/strong><\/p>\n\n\n\n

Learn more about Sage Intacct Paperless<\/a> and how your business can begin automating AP document management.<\/p>\n\n\n

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