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Sage 300

by Sage Group

All-in-one business management software

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About This Product

Sage 300 is a cloud-enabled business management software designed for companies with multiple entities and multiple locations, offering tools to manage accounting, operations, distribution, inventory, sales, and projects.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Not available
Free trial
No
Free tier
No
Public API
No
Deployment
Cloud

Trust & Privacy

Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.

Trains AI models on your data

"this use of information might involve the use of statistical analysis, benchmarking and forecasting services, predictive analysis and artificial intelligence/machine learning."
Confidence: high Source

Shares data with third parties

"third parties for marketing purposes, e.g. our partners and other third parties with whom we work and whose products or services we think will interest you in the operation of your business activities."
Confidence: high Source

Data export available on request

"the right to have any information you provided to us on an automated basis returned to you in a structured, commonly used and machine-readable format, or sent directly to another company, when technically feasible (“data portability”)"
Confidence: high Source

Data deletion honored on request

"the right to have your information rectified or erased or place restrictions on processing your information"
Confidence: high Source

Primary policy document: https://www.sage.com/en-us/legal/privacy/

FSH Score Breakdown

Ease of Use
5.0
Features
7.2
Support
5.0
Value
4.0
Integrations
8.0
AI Capabilities
1.5

Features

90 features confirmed across 14categories· Showing confirmed capabilities only

Accounting Integration16features

Job CostingProject and job costingAccounting IntegrationAccountingAccounts PayableWithhold taxes on AR and AP transactionsAccounts ReceivableIntercompany TransactionsAutomated PayrollPayroll managementBank ServicesBank ServicesBudgetingBudget managementInstant Bank ReconciliationsInstant bank reconciliations
Show 8 more
Multi Entity Financial ConsolidationGL ConsolidationsPayroll Tax AdministrationTax ServicesAP Retainage ReleasesAP Retainage ReleasesAP Withholding and Reverse ChargesAuto Detect Unrecorded Transactions and ErrorsAuto-detect unrecorded transactions and errorsPayroll Tax Filings and DepositsUnion ReportingLabor Class, Shift, and Union managementProject Accounting

Platform & Customization14features

Document Managementdocument managementMulti-Language SupportMultilingual interfacesScheduling, Dispatch, And Project Management IntegrationService managementThird-Party IntegrationE-commerce integrationCentralized Data and DocumentsMulti-Company ManagementIntercompany transfersBackup And RestoreModular Design
Show 6 more
Design CollaborationReal-time collaborationAudit TrailAutomatic audit trailCustom BrandingSQL ReplicationManufacturing ManagementDocument Delivery AutomationDocument delivery automationDesktop SDKDesktop SDK

Invoicing & Payments9features

InvoicingInvoice generationPayment ProcessingIntegrated credit and debit payment processingMulti-Currency SupportMulti-currency supportDigital Payment Links and QR CodesPrice BookRate TablesCheck and Form Printing with Fraud MonitoringDirect Debit and Refund StreamliningOnline Account Management for Payments and Statements
Show 1 more
Backcharge ManagementAR Retainage Releases

Inventory Management8features

Inventory ManagementInventory management24/7 Order Detail RecordingOrder EntryAuto Generate Serial and Lot NumbersSerialized inventory and lot trackingPurchase OrdersPurchase OrdersPurchase Order AutomationPurchase order automationPurchase Order and ProcurementOrder EntryEnd-to-End Order VisibilityReturn Material Authorization ManagementReturn Material Authorization management

Reporting & Analytics8features

Reportingcustom reportingAnalyticsMobile DashboardAutomated Dashboards and System Status ReportsFinancial Reporter for the WebTime Series VisualizationAutomatic traceBudget ComparisonDesign Your Own ReportsInvoice Tracking Reports

CRM & Sales8features

Contract and Order ManagementSales order managementLease ManagementLease managementMaintenance Agreement Managerpreventive maintenanceProperty ManagementProperty managementContact Information SynchronizationMultiple Contacts Per AccountContract ManagementProject ContractsChannel Partner Management

Scheduling & Dispatch5features

Dispatchingservice dispatchingWork Orderswork order managementSchedulingDispatch boardProject ManagementProject ManagementProject Creation

Equipment & Asset Management5features

Equipment Maintenance TrackingMaintenance and work order trackingCloud Based Building ManagementAsset ManagementProperty ManagementHVAC Zoning ManagementMulti-entity managementProduct RegistrationReturn Material Authorization (RMA) management

Compliance & Safety5features

Code Enforcement TrackingCompliance managementSubcontractor and Vendor Risk ManagementIncident ManagementService ManagementBuilt-In SecurityPrevailing Wage Compliance

Estimating & Quoting4features

Quoting & EstimatesCost estimatingConversion of Estimates to Project BudgetsProject EstimatesChange OrdersOrder exception ResolutionProject Cost Estimation

Customer Communication3features

Client Portalcustomer portalCustomer and Subcontractor PortalsTenant Portal

Technician Management3features

Subcontractor ManagementContractor and subcontractor time and expense managementChecklists and TasksStandard TasksAutomated Quality AssuranceAuto-detect unrecorded transactions and errors

Mobile & Field Tools1feature

Digital FormsDocument delivery automation

AI & Automation1feature

Automation RulesPurchase order automation

Integrations 26 across 8 categories

Accounting 7
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Vena Solutions
Yardi
Payment Processing 5
FortisPay
Orchid EFT
PayPal

PayPal

Paya
Stripe

Stripe

eCommerce 5
Commercebuild
Edisoft Merchant Cloud
Netstock
Orchid Return Material Authorizations
TrueCommerce
Productivity 4
Adobe Acrobat DC
Adobe Illustrator CC
DocLink
Microsoft Project

Microsoft Project

Data & Automation 2
Azure Blob Storage
SAP Crystal Reports
Communication 1
Outlook

Outlook

HR & Payroll 1
Sage HR
Industry-Specific 1
ADSS Global

Pricing

Model
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