Sage 300 CRE + Go Fig
Connect Sage 300 CRE (Timberline) to Go Fig for daily job cost, committed cost, and WIP reconciled against the general ledger and loaded into the Excel your finance team already uses.
Sage 300 Construction and Real Estate (formerly Timberline) is the accounting and job-cost backbone for thousands of contractors, but the answers a controller actually needs (actual vs estimate by job and cost code, committed costs against the GL, retainage, and a current WIP schedule) usually mean running a Sage report, exporting to Excel, and maintaining a private workbook that goes stale by the end of the week. Go Fig does not replace Sage 300 CRE. It connects to your Sage data, syncs the Job Cost, General Ledger, Accounts Payable, and Accounts Receivable detail, reconciles it against your other systems, and loads fresh, traceable job-cost data into the Excel your project accountants already use, automatically, every day. Celeste, Go Fig's AI analyst, can then answer 'which jobs slipped on margin this month' with a real audit trail back to the cost code and transaction. Your financial data stays in your environment. It is never pasted into a public chatbot and is never used to train an outside model. Celeste works only on your data, with a full audit trail.
Key facts
- System role
- Connects to Sage 300 CRE, does not replace it
- Sync grain
- Cost code and transaction level
- Reconciliation
- Committed cost and retainage vs GL
- Historical backfill
- Multi-year Job Cost and GL detail
- Auth
- Read-only service account via Sage ODBC/data access
What you can do with Sage 300 CRE data in Go Fig
Actual vs estimate by job, phase, and cost code
Sage Job Cost estimate, committed, and actual amounts pulled together so a project accountant sees remaining budget by job, phase, and cost code every morning, instead of exporting the JC reports and rebuilding the variance in a private spreadsheet. Overruns surface early, not at close.
Committed cost and AP reconciliation
Open commitments and subcontract values from Job Cost reconciled against AP invoices and the GL, so the committed-cost figure in the WIP schedule ties to the actual contracts and vendor invoices rather than three modules that drift apart between closes.
WIP, retainage, and over/under billing daily
Cost-to-date, estimated cost at completion, AR billings, and retainage combined into a WIP schedule that refreshes every day. Percent complete, earned revenue, and over/under billing stay current so bonding capacity is sized off a live schedule, not last month's.
Data available from Sage 300 CRE
Go Fig extracts and normalizes the following data from your Sage 300 CRE account:
How to connect Sage 300 CRE
Provision a read-only Sage data account
Create a dedicated read-only service account with access to the Job Cost, GL, AP, and AR data folders you want exposed. Keep it separate from your human operators so audit trails stay clean. Confirm the Sage ODBC or data-access components are installed and reachable from the connector.
Confirm your data folder and company
Sage 300 CRE organizes data by data folder. Confirm which data folder and company contain the jobs and ledgers you want to sync. Multi-company contractors can run one connection per data folder and consolidate across them in Go Fig.
Pick the historical window
Choose how far back to backfill. Three to seven years of Job Cost and GL detail is typical for contractors rebuilding job-cost trends, retainage history, and WIP before switching to daily incremental sync keyed on transaction date.
Wire up the job-cost and WIP flows
Go Fig ships starter flows for actual vs estimate by job, committed-cost reconciliation, retainage, and a daily WIP schedule. Point them at your Sage connection and the controller has a working monthly close pack on day one, with drill-down back to cost code and transaction detail.
Authentication: Sage 300 CRE stores data in a Pervasive (Actian) database and is typically accessed through Sage's ODBC driver or its data-access components using a dedicated read-only service account. Go Fig connects through that interface with credentials scoped to the Job Cost, GL, AP, and AR data you want exposed, separate from your human operators so audit trails stay clean.
Common Questions About Sage 300 CRE Integration
Does Go Fig replace Sage 300 CRE?
No. Sage 300 CRE stays your accounting and job-cost system of record. Go Fig connects to it, reconciles Sage Job Cost and GL data against your other systems, and loads fresh, traceable job-cost data into the Excel your finance team already uses. Your project accountants keep working exactly as they do today, just with current numbers instead of stale exports.
How does Go Fig reconcile committed costs to the GL?
Go Fig joins open commitments and subcontract values from Job Cost against AP invoices and the matching GL postings, then surfaces variances by job and cost code. A typical reconciliation catches sub invoices coded to the wrong cost code, commitments left open after a job closed, and retainage that was never released.
Can Go Fig produce a daily WIP and handle retainage?
Yes. Go Fig combines cost-to-date and estimated cost at completion with AR contract billings and retainage held to produce a WIP schedule that refreshes every day. Over/under billing and retainage land in your Excel automatically, so you stop rebuilding the WIP by hand each month and bonding capacity is sized off a live schedule.
Is our financial data safe with Celeste?
Yes. Your financial data stays in your environment. It is never pasted into a public chatbot and is never used to train an outside model. Celeste, Go Fig's AI analyst, works only on your data and every answer carries a full audit trail back to the underlying job, cost code, or transaction.
How current is the Sage data inside Go Fig?
Daily incremental sync is the default, keyed on transaction date, so each morning the finance team opens an Excel that already reflects yesterday's Job Cost, AP, and AR activity. Contractors in active billing or payroll cycles can sync more frequently if the on-call analyst needs near-real-time job-cost visibility.
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