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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
8.2
Support
5.0
Value
4.0
Integrations
7.0
AI Capabilities
1.5

Customer Reviews

Features

100 features confirmed across 15categories· Showing confirmed capabilities only

Accounting Integration17features

Job CostingTrack costs over multiple periodsAccounting IntegrationExpense TrackingAccounts PayableAccounts PayableAccounts ReceivableAccounts ReceivableAutomated PayrollPayroll processingBudgetingBudgetingAP Retainage ReleasesAP Retainage ReleasesAP Withholding and Reverse Charges
Show 9 more
Auto Detect Unrecorded Transactions and ErrorsAuto-detect unrecorded transactions and errorsBank ServicesInstant Bank ReconciliationsMulti Entity Financial ConsolidationPayroll Tax AdministrationPayroll Tax Filings and DepositsUnion ReportingLabor Class, Shift, and Union managementProject AccountingAI Bill ScanningInvoice Data Capture

Platform & Customization17features

Document Managementdocument managementCentralized Data and DocumentsApproval ManagementApproval WorkflowMulti-LocationMulti-location managementThird-Party IntegrationERP IntegrationBackup And RestoreDesign CollaborationReal-time collaborationDesktop SDK
Show 9 more
Modular DesignScheduling, Dispatch, And Project Management IntegrationMulti-Company ManagementIntercompany transactions automationRole-Based Access ControlRole-based user permissionsCustom BrandingSQL ReplicationDocument Delivery AutomationManufacturing ManagementAudit TrailAutomatic trace for audit complianceMulti-Language SupportMulti-lingual interface

CRM & Sales10features

CRMContact ManagementMaintenance Agreement Managerpreventive maintenanceBusiness ProceduresContact Information SynchronizationContract and Order ManagementLease ManagementMultiple Contacts Per AccountProperty Management
Show 2 more
Contract ManagementProject ContractsChannel Partner Management

Invoicing & Payments9features

InvoicingInvoice generationPayment ProcessingIntegrated 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 managementPurchase OrdersOrder Management24/7 Order Detail RecordingAuto Generate Serial and Lot NumbersPurchase Order AutomationAutomated Order Processing and FulfillmentEnd-to-End Order VisibilityReturn Material Authorization Management

Reporting & Analytics8features

Reportingcustom reportingAnalyticsMobile DashboardAutomated Dashboards and System Status ReportsFinancial Reporter for the WebBudget ComparisonDesign Your Own ReportsFund ReportingInvoice Tracking Reports

Scheduling & Dispatch5features

Dispatchingservice dispatchingWork Orderswork order managementSchedulingDispatch boardProject ManagementProject ManagementProject Creation

Technician Management5features

Checklists and TasksStandard TasksAutomated Quality AssuranceAuto-detect unrecorded transactions and errorsSubcontractor ManagementContractor and subcontractor time and expense managementEmployee Performance TrackingTechnician CoachingEmployee Performance Management

Equipment & Asset Management5features

Equipment Maintenance TrackingCloud Based Building ManagementAsset ManagementProperty ManagementHVAC Zoning ManagementMulti-entity managementProduct RegistrationReturn Material Authorization (RMA) management

Estimating & Quoting4features

Quoting & EstimatesProject EstimatesConversion of Estimates to Project BudgetsProject EstimatesChange OrdersOrder exception ResolutionProject Cost Estimation

Compliance & Safety4features

Code Enforcement TrackingCompliance ManagementSubcontractor and Vendor Risk ManagementBuilt-In SecurityPrevailing Wage Compliance

Customer Communication3features

Client Portalcustomer portalCustomer and Subcontractor PortalsTenant Portal

AI & Automation2features

Automation RulesPurchase order automationAI Invoice Processing

Training & Education2features

Building Automation & ControlsManufacturing ManagementBusiness Management & OperationsIndustry-specific Operations Management

Mobile & Field Tools1feature

Digital FormsDocument delivery automation

Integrations 26 across 8 categories

Accounting 7
AthenaCollector
Credit Hound
PrintBoss
Sage
True Sky Budgeting and Planning
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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Starting at
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