Extend the power of Sage 300

Solution: AR automation

Manual accounts receivable (AR) processes can slow down cash flow, create inefficiencies, and limit visibility into your financial health. In this webinar, we’ll show you how AR automation transforms the entire receivables lifecycle—from invoice generation to cash application—into a seamless, strategic process.

What you’ll learn:

• How automation accelerates payment cycles and reduces manual effort.
• Best practices for improving accuracy and customer experience.
• Real-world success stories of businesses achieving faster cash flow and actionable insights.

Join us to discover how modern AR solutions can help your organization move beyond operational tasks and make a real impact on your bottom line.

Solution: Sage Data & Analytics

Sage ERPs give businesses the transactions they need to run the day to day, but turning all that information into decisions can still be a challenge. Important data often lives in different modules or spreadsheets, reporting can be manual or slow, and teams spend hours trying to piece everything together.

In this session, Sage and Zap (Sage Data and Analytics) will show how finance, supply chain, and operations teams across Sage X3 and Sage 100/300 can make faster, more confident decisions by bringing their data together in a clean, governed way. We’ll walk through the high value decisions leaders are trying to make, why they’re hard to answer using disconnected reports, and how automation helps remove the manual work.

We’ll also share some enhancements from the Zap roadmap designed to help Sage customers get more value from their data and prepare for AI use cases without changing the way they use their Sage ERP.

Key Takeaways:

• Why reporting across ERP modules becomes manual and how to simplify it without changing the underlying system.
• The business decisions leaders struggle with when data lives in separate places.
• How to automate month end, margin visibility, stock insights, WIP, AR/AP, and cash flow.
• How governed, connected data improves speed, confidence, and decision making.
• How Zap’s roadmap will support Sage customers in 2026 and beyond.

Solution: Netstock

Manufacturers and distributors using Sage are under constant pressure to balance service levels, cash flow, and growth, yet inventory decisions are often still driven by spreadsheets, static reports, and gut feel.

Join Netstock for an exclusive webinar that demonstrates how AI-powered inventory optimization transforms demand and supply planning for Sage users.

With complete inventory visibility across all locations, Netstock enables Sage customers to move beyond raw ERP data and make informed, data-driven decisions. Seamlessly integrated with Sage, Netstock’s AI-driven platform enables you to:

• Improve forecast accuracy across finished goods and components
• Reduce excess inventory while avoiding costly stock-outs
• Unlock working capital tied up in inventory
• Optimize replenishment across multiple warehouses and locations
• Scale planning processes without adding complexity or headcount

In this session, you’ll see how Sage data is transformed into clear, actionable insights that support smarter planning, operational efficiency, and profitable growth.

Solution: Sage Enterprise Intelligence (SEI)

Existing Sage Enterprise Intelligence (SEI) users are invited to an exclusive session to discover how the latest AI-driven subscription features are transforming traditional business intelligence into a conversational experience.

While traditional BI shows you what happened, the new SEI AI Copilot works alongside you to reveal why it happened. This webinar will demonstrate how upgrading to the subscription version empowers your team to move beyond static reporting and into high-impact, confident decision-making.

In this session, we will explore how to:

• Bridge the gap from insight to action: Learn how the AI Copilot delivers plain-language insights on trends, changes, and variations in your data.
• Empower every user: See how AI-generated summaries and relevant comparisons allow anyone on your team to reach solid conclusions faster.
• Identify KPIs faster: Discover how the Copilot highlights which dashboards and KPIs provide the clarity needed for deeper analysis.
• Optimize your presentation: Get recommendations on the best types of visualizations and relevant fields to streamline report building.
• Spot variances sooner: Act quickly on potential issues with timely, plain-language explanations of fluctuations based on your open dashboard.

Don't miss this opportunity to see how SEI AI Copilot acts as your partner, providing targeted recommendations and guiding you toward the right next steps for your business.

Solution: Sage AP Automation

We love hearing from customers who share the valuable lessons they've learned on their Sage AP Automation journey. Their stories inspire, resonate, and provide actionable insights to help you chart your own path to success. These authentic experiences cut through the noise, delivering clear and practical takeaways.

That's why we're excited to invite you to a special webinar featuring a customer who will share their journey, achievements, and key learnings. Join us to hear their story firsthand and discover how Sage AP Automation has transformed their business. Plus, we'll showcase a quick demo of Sage AP Automation to highlight how it can unlock new possibilities for your organization.

Solution: DocLink

You rely on Sage to keep your operations running. but disconnected documents can still slow everything down. Manual invoice entry, scattered production and batch records, stalled approvals, and time wasted searching for files all add friction that impacts efficiency, accuracy, and margins.

Join us for this live session to see how DocLink works seamlessly with Sage 100, 300, and X3 to centralize documents, automate manual tasks, and deliver instant access to the information your teams need to move faster.

Plus, hear directly from DocLink customer SK Food Group, a leading manufacturer and distributor sharing how they use DocLink with Sage to streamline AP, improve traceability, eliminate manual work, and gain end-to-end visibility across their processes.

With DocLink you can:

•  Eliminate manual data entry with AI-driven intelligent document capture.
• Automate approvals for invoices, POs, production documents, contracts, HR files, and more.
• Link documents across transactions: work orders, batches, receipts, shipments, invoices, statements
•  Find any document in seconds, improving customer response times and production planning.
• Strengthen supply chain visibility with centralized, traceable records.
• Simplify audits and compliance reporting with one organized source of truth.

We're transforming BI with a sleek new UI and the launch of the powerful new Sage Enterprise Intelligence AI Copilot: a true game-changer that turns your data into clarity, confidence, and action, turning everyday users into BI rockstars. 

What's coming:

• Modern, intuitive interface for a faster, smoother experience.
• AI-powered analysis that reveals why things happen in your data, not just what happened.
• Smart KPI and dashboard suggestions to give you the clarity you need for deeper analysis.
• Actionable recommendations that guide your next move and streamline report building.
• Plain-language insights on trends, changes and variations to empower users in meetings and presentations.

Mainstream platforms like Shopify were not built for ERP-driven businesses. That is why companies relying on ERP systems often face costly inefficiencies, manual workarounds, and integration issues.

In this session, we will explore why ERP-First eCommerce is not just a better fit, but it is a smarter long-term strategy for manufacturers, distributors, and B2B/B2C companies using Sage X3 and 300.

You will learn how ERP-integrated solutions like commercebuild:

• streamline operations
• reduce costs
• improve the customer experience through a purpose-built approach.

If you are dealing with sync issues, data silos, or disconnected customer portals, this session will help you see a better way forward.

Exempt sales aren't exempt from risk—what you need to know.

If your business makes tax-exempt sales, managing exemption certificates is key. Learn the basics and find out how to streamline collection and tracking to improve customer experience and reduce audit risk.

If your business has tax-free sales, don't miss this webinar.

In just 60 minutes, you'll learn:

• Why exemption certificates are a necessary part of any tax-exempt transactions.
• The anatomy of an exemption certificate and what's needed to maintain, validate, and store one.
• Common exemption certificate mistakes and how to correct them.
• Tactics to help you fulfill your overall tax obligations as an exempt seller

Still using spreadsheets to manage inventory in Sage 100 or 300?

It's time to upgrade. Manual processes lead to errors, stock-outs, and wasted time that hurt your bottom line. Netstock integrates with Sage to deliver AI-powered inventory optimization—helping you plan smarter, reduce risk, and free up your team to focus on growth.

Join inventory expert Vaughan Proctor to discover how Netstock helps Sage users:

• Build smarter orders with data-driven recommendations.
• Prevent stock-outs with intelligent forecasting.
• Reduce excess inventory and unlock working capital.
• Turn ERP data into actionable insights with built-in AI.

Ready to ditch the spreadsheets? See how Netstock can transform your inventory planning.

Sage 100, 300 and X3 hold rich, business-critical data—but turning that data into clean, consistent analytics across departments, companies, or time periods can still be a manual, time-consuming process.

In this session, Zap Sales Director, Rohit Kanwara, will show how Sage Data & Analytics (SD&A) streamlines financial reporting by adding an automated data layer that plugs straight into your Sage environment. With out-of-the-box data models and automated schema management, SD&A simplifies how you access, prepare and deliver data into Power BI, Excel, or Zap's browser-based Analytics—without disrupting workflows or needing custom code.

Whether you are consolidating multiple entities or simply trying to accelerate month-end reporting, SD&A complements your Sage investment by making trusted data easier to work with—and easier to trust.

83% of CFOs say accounting talent shortages are a top concern. As expectations rise and finance teams are stretched thin, leaders are searching for smarter ways to attract, engage, and retain top professionals. Join us for this Sage-hosted webinar designed specifically for Sage 100 and Sage 300 customers to explore how to combine proven hiring strategies with AP Automation to build a future-ready finance team.

Discover how automation reduces burnout, boosts performance, and helps your team focus on high-value work.

View this Sage-hosted webinar designed specifically for Sage X3 and Sage 300 customers to explore how commercebuild’s ERP-first eCommerce platform bridges the gap between your ERP and online sales. Learn how a fully integrated solution can streamline your operations, enhance customer experience, and drive growth for your business. 

In the webinar we cover:

• Why Sage X3 and Sage 300 customers are choosing ERP-integrated eCommerce.
• How automation eliminates manual order entry and maximizes efficiency.
• Real-time sync for inventory, pricing, and customer data between Sage X3, Sage 300, and your webstore.
• Four connected selling experiences: B2B, B2C, Customer Portal, and Sales Portal.
• Live demo and real-world customer success stories.

Solution: Netstock

Supply chain disruptions are the new normal—political, economic, environmental, and beyond. As a Sage ERP user, you already have a solid foundation. Now it’s time to level up with smarter, AI-driven inventory planning. Join Vaughan Proctor, Channel Account Manager, with Netstock for an exclusive 40-minute webinar tailored for Sage customers. Discover how integrating Netstock with your Sage ERP can help you:

• Automate manual planning tasks
• Reduce excess inventory and stock-outs
• Free up working capital
• Maintain up to 99% customer service levels—even during disruption

Whether you’re scaling up or navigating tight resources, learn how to make faster, smarter supply chain decisions with confidence.

Register now and see how you can stay ahead—no matter what comes next.

Products: Sage 100, Sage 300, Sage X3

Learn how to navigate the key trends shaping the future of the distribution and manufacturing industries in 2025. In this session, we'll explore the latest advancements in technology, shifts in supply chain dynamics, and strategies for staying competitive in an ever-evolving market.

In this session, you'll learn how to:

• Understand innovative workforce strategies to overcome labor shortages and ensure business continuity
• Embrace sustainable practices and automation that can improve efficiency, reduce costs, and minimize environmental impact
• Leverage technology advancements to stay ahead in a fast-paced and competitive industry

Don't miss the chance to equip yourself with the knowledge to tackle the challenges of 2025 and seize new opportunities. Save your spot today and see how Sage can help you stay ahead!

Solution: Nectari & Zap

Join us on this webinar on how to leverage your data analytics to propel your business forward within various business functions. Uncover trends and patterns to enhance your business performance and growth.

• Leverage business intelligence tools to analyze data and drive strategic decisions.
• Adapt to business growth and changing needs without disrupting operations.
• Utilize comprehensive data analytics to make informed decisions and identify growth opportunities.

Find out how business intelligence tools can take your business to the next level.

Solution: True Sky

For many, the budgeting process is a long, time-consuming, and expensive process riddled with errors, administrative work, and frustration. Learn how True Sky integrates with your Sage Solution to improve the process and make your budget something you can use to make strategic business decisions.

• Powerful software that lets you continue to leverage the power and familiarity of Excel 
• Dynamic integrations to Sage and other data sources
• Proven and tested implementation to help with the process 
• Tailored and ongoing support year-round

Solution:  AP Automation

Have you ever thought about how much more you could accomplish if you just had more time?
Manually processing paper checks and invoices is costly and time-consuming. It increases the risk of late payments that lead to fees and fines, and leaves organizations vulnerable to fraud.

With that in mind, it's easy to see why 86% of CFOs believe digitization is vital to the success of their organization.

We'll discuss:

• The ways that digitization saves you and protects you
• The key to ensuring data accessibility
• Why paper invoices and checks leave you vulnerable to fraud
• A customer roundtable discussion with Vault 44.01 on how growing companies can scale with technology, moderated by Ed Kless from Sage

Solution: Sage Alerts & Workflow

Learn how Sage Alerts & Workflow can watch over your organization and deliver meaningful and actionable data through Business Activity Monitoring (BAM). BAM is a process that enables organizations to track and analyze KPIs in real-time or near-real-time—everything from report distribution to timed responses and triggered events.

Integrated with your Sage solution Sage Alerts & Workflow interacts with data of the software application, and databases, and then uses that data to provide actionable insights into the performance of the organization's business processes, delivering these results via email, SMS or webcasting.

Solution: Sage Alerts & Workflow

Learn how Sage Alerts & Workflow can watch over your organization and deliver meaningful and actionable data through Business Activity Monitoring (BAM). BAM is a process that enables organizations to track and analyze KPIs in real-time or near-real-time—everything from report distribution to timed responses and triggered events.

Integrated with your Sage solution Sage Alerts & Workflow interacts with data of the software application, and databases, and then uses that data to provide actionable insights into the performance of the organization's business processes, delivering these results via email, SMS or webcasting.

Solution: commercebuild

Embarking on a journey to expand your online presence to increase revenue and streamline operations can be daunting, time consuming, expensive, and complex. But with commercebuild, a Sage Tech Partner Plus, a straightforward and cost-effective eCommerce roadmap awaits!

Join this webinar to explore commerebuild’s eCommerce solutions:

• B2B and B2C Webstores—Create personalized buying experiences
• Customer Portal—real-time order status and tracking information
• Sales Portal—quick and easy ordering or reordering
• Affordable and Fast Implementation
• Seamless Sage Integration and Workflows
• Global Support Team

Solution: DocLink by Altec

What if you could minimize your constant data entry and process your invoices faster? And it's a solution that your CFO can appreciate since it will pay for itself in under a year? Join us to see how our customers have reduced the need to manually complete all their AP tasks, ensuring:

• Faster invoice processing
• Touchless data entry
• Quick research
• Instant access anywhere
• Automated capture
• Easy audit prep
  

Solution: Avalara

This year has been full of surprising shifts, from increasing inflation and talent shortages to the rise of artificial intelligence. These shifts have all had an impact on tax policy. Join Scott Pederson, Vice President of Tax Policy and Government Relations for Avalara to learn how changing consumer and technology trends are shaping the future of tax legislation and how it may affect your 2024 tax obligations.

Additional details

Solution: Sage AR Automation

What if you could boost the company's bank balance, put an end to delayed payments—and take the weight off your AR team? This session explores how automation can swap out your generic email/spreadsheet process with key integrations. Take the manual labor out of follow-ups, promise tracking, and dispute resolution and power-up your efficiency and security.

Solution:  Sage HR

Get invaluable insights and actionable steps when you join our webinar covering the progressive synergy between human resources and financial management. This session will explore the direct influence that strategic HR initiatives and talent retention have on driving tangible financial outcomes. Discover practical strategies and best practices for developing a persuasive business case for HR investments—and unlock the potential for your long-term financial sustainability and organizational success.

Solution: Avalara

Join Sage and Avalara to learn the key findings from the Market Trends Report—State of Finance report. Almost 400 survey respondents representing 30+ industries shared their top accounting, finance, and tax challenges—and revealed how automation technology is helping them respond to external pressures, reduce manual processes, increase efficiency—and achieve their goals.

Solution: Sage Enterprise Intelligence

Discover how Sage Enterprise Intelligence can harness the full potential of your data and drive growth, streamline operations, and enhance profitability. Get the knowledge and tools you need to harness the power of data and gain a competitive edge in today's fast-paced business environment. With a live demo and Q&A Session, this session reveals the true power of data analytics, business intelligence—and Sage Enterprise Intelligence.

Solution: Sage AP Automation

Traditionally, accounts payable (AP) is a major cause of frustration for your finance function. But with AP automation, it doesn't have to be that way. Say goodbye to manual data entry tasks, complicated approval workflows, and a lack of visibility and control and go from time suck to time saved. In this session you'll discover how automation can help you minimize the risk of human errors and fraud, optimize your approval workflows, and recoup hours of time—every day.