Sage 300 | SOS Consulting Services
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Sage 300 ยท Support & Consulting

Your Sage 300 system
should work harder
than your team does.

When your ERP creates more work than it eliminates, the system isn't the problem โ€” the configuration is. SOS fixes that.

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Support that actually responds
Senior-led support, troubleshooting, and configuration โ€” from consultants who work in Sage 300 every day, not occasionally
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Optimization that eliminates manual work
Workflows, integrations, and reporting rebuilt around how your business actually operates โ€” not how a generic setup assumes it does
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AI tool โ€” live answers from your data
Ask questions in plain English and get live answers straight from your Sage 300 database. No exports, no reports, no waiting.
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Migration planning on your timeline
When you're ready to evaluate what comes next, we implement both Acumatica and Sage Intacct โ€” and tell you honestly which fits
Talk to a senior Sage 300 consultant
Book Free Assessment โ†’
Home/ Services/ Sage 300
Industries we support on Sage 300:
๐Ÿญ Manufacturing ๐Ÿ“ฆ Distribution & Wholesale ๐Ÿ’ผ Professional Services ๐Ÿค Nonprofits ๐Ÿ›๏ธ Retail ๐Ÿฅ Healthcare & Medical
How We Help

Four ways SOS helps
Sage 300 clients get more.

Whether you need immediate help, want better performance from the system you have, want live intelligence from your data, or are ready to evaluate what comes next โ€” SOS has the Sage 300 depth to do it right.

Support & Consulting

When something's wrong,
you need an answer today.

Most Sage 300 support calls get routed to a helpdesk, triaged by someone who doesn't know your system, and resolved days later with a workaround. SOS support is handled by senior consultants who know Sage 300 at the configuration level โ€” which means faster resolution, fewer callbacks, and fixes that actually hold.

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Troubleshooting and issue resolution โ€” From GL posting errors to module conflicts and data integrity issues โ€” diagnosed and resolved by someone who knows the system, not someone running through a checklist.
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Module configuration and setup โ€” GL, AP, AR, inventory, order entry, payroll, project costing โ€” configured correctly and connected to how your team actually works.
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Custom report writing โ€” Crystal Reports and Financial Reporter built around the specific output your team needs โ€” not modified versions of the standard templates.
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User training and onboarding โ€” Role-specific training for new users and refresher sessions for teams who've developed workarounds because nobody showed them a better way.
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Senior-led โ€” every support call
SOS support calls are handled by consultants who have implemented and configured Sage 300 across dozens of organizations. You get a diagnosis, not a ticket number.
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Ongoing advisory โ€” not just break-fix
SOS clients stay for 10.5 years on average. That's not a break-fix relationship โ€” it's a long-term advisory partnership where we know your system as well as you do.
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Fixes that hold
When we resolve an issue, we fix the root cause โ€” not the symptom. Workarounds that get patched over create more problems six months later. We don't leave those behind.
Optimization & Configuration

Your system can do more
than it's doing right now.

Most Sage 300 implementations were never truly finished โ€” modules configured to get the project done, not to match how the business actually operates. SOS optimizes what's already there so your team stops working around the system.

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Workflow and process optimization โ€” Identify the manual steps, workarounds, and inefficiencies built into daily operations โ€” and redesign the configuration to eliminate them.
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Integration review and improvement โ€” Third-party integrations that were duct-taped together at implementation reviewed, rebuilt, or replaced with cleaner solutions that actually hold.
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Reporting and dashboard development โ€” Financial Reporter and Crystal Reports rebuilt around what leadership actually needs to see โ€” not what the implementation team put together as a placeholder.
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Data integrity review โ€” Duplicate records, miscoded transactions, and historical errors identified and corrected before they compound into bigger problems.
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The workaround is the problem
When teams develop workarounds โ€” exporting to Excel, manually reconciling, calling a colleague before posting โ€” it means the system wasn't configured for how the business works. That's fixable.
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Integrations that don't need babysitting
A Sage 300 integration that requires manual intervention every month isn't an integration โ€” it's a scheduled manual task with extra steps. We build integrations that run without your team managing them.
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Reports that answer questions without asking
When every management question requires a custom data pull from finance, your reporting isn't working. The right reports answer the questions leadership has before they ask them.
AI Intelligence โ€” Exclusive to SOS

Ask your Sage 300 data
a question. Get a live answer.

SOS built a proprietary AI tool that connects directly to your Sage 300 SQL database. Ask questions in plain English โ€” "What are my top customers by balance due?" or "What was my most profitable order last month?" โ€” and get live answers in seconds. No reports to run, no exports, no waiting for month-end.

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Live data โ€” direct from your Sage 300 database โ€” The AI connects directly to your SQL backend. Every answer reflects what's actually in your system right now โ€” not last night's export or last week's report.
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Plain English โ€” no SQL, no training required โ€” Any team member can ask a question and get a real answer. No formulas, no report parameters, no IT request needed.
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Browser-based โ€” nothing to install โ€” Accessible from any browser. No software to install, no database changes, no migration required.
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Available to all Sage 300 clients โ€” Not limited to existing SOS clients. Any Sage 300 organization can access the tool through SOS.
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Questions your team asks every week
"Show top customers by balance due." "Check inventory levels for item A1-103/0." "List recent purchase orders." "Summarize this month's AR aging." Live answers from your database โ€” in seconds.
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Built exclusively by SOS
This tool doesn't exist anywhere else. SOS built it specifically for Sage 300 clients who need live access to their data without learning SQL or waiting for a report to be built.
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Extends the life of your investment
Modern AI intelligence on top of a proven ERP platform. Organizations that were considering migration purely for better reporting now have a reason to stay โ€” and a better data layer to operate from.
Migration Planning

When you're ready to evaluate
what comes next.

Every organization reaches this conversation on its own timeline. When you're ready to evaluate what a move would look like โ€” what it costs, how long it takes, and which platform actually fits โ€” SOS can have that conversation without a pitch. We implement both Acumatica and Sage Intacct, so our recommendation comes from what fits your business, not our preference.

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Current state assessment โ€” Honest review of where your Sage 300 system stands, what's working, what's not, and whether the gaps are fixable or structural.
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Platform evaluation โ€” Acumatica or Sage Intacct โ€” The right destination depends on your vertical and where your complexity lives. Operational complexity typically points to Acumatica. Financial complexity typically points to Sage Intacct.
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Data migration scoping โ€” Understand what data moves, what gets cleaned up first, and what the realistic timeline and cost looks like before you commit to anything.
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No-pressure roadmap โ€” On your timeline. Whether you're six months out or three years out, a clear roadmap helps you make the right decisions at each stage.
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Manufacturing & Distribution โ€” Acumatica
If your complexity is operational โ€” production, inventory, warehouse, field service โ€” Acumatica's depth in those areas is typically the right destination when moving off Sage 300.
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Professional Services & Finance-Led โ€” Sage Intacct
If your complexity is financial โ€” multi-entity, revenue recognition, dimensional reporting โ€” Sage Intacct is typically the better destination.
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Not sure? That's what the assessment is for.
A 60-minute No-Cost Assessment gives you an honest recommendation based on your actual business โ€” no pitch for either platform, no pressure on timing.
Exclusive to SOS ยท Available to all Sage 300 clients

Ask your ERP anything.
Get live answers
in seconds.

The first AI tool that connects directly to your Sage 300 SQL backend. No exports, no waiting for month-end reports, no pivot tables โ€” just a question in plain English and a live answer from your actual data.

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Real-time data pulled directly from your Sage 300 database
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Ask in plain English โ€” no SQL, no formulas, zero training required
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Browser-based โ€” nothing to install, nothing to migrate
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Available exclusively through SOS Consulting Services
SOS AI ERP Intelligence โ€” Sage 300 Live Query
Your question
"What's my gross margin on Product Line A vs B this quarter compared to last year?"
Live from your Sage 300 database
Product Line A โ€” Q2 2026
42.3%
vs 38.1% Q2 2025
โ†‘ +4.2pts year-over-year
Product Line B โ€” Q2 2026
31.7%
vs 33.4% Q2 2025
โ†“ โˆ’1.7pts year-over-year
Who We Work With

Sage 300 clients across
every major vertical.

The same pain points show up across every vertical โ€” manual workarounds, reporting that lags, and a system that isn't configured to match how the business actually runs.

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Manufacturing
Inventory, production costing, and reporting that answers operational questions without a manual export or a call to finance.
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Distribution & Wholesale
Order management, purchasing, inventory, and AR configured to match how your warehouse and sales teams actually operate.
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Professional Services
Project costing, time and expense, and billing that flows through the system cleanly โ€” not through a spreadsheet at month-end.
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Nonprofits
Fund accounting, grant management, and board reporting that doesn't require your finance team to assemble it from scratch every period.
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Retail
Pricing rules, inventory, and customer order management configured so your team trusts the numbers they see in the system.
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Healthcare & Medical
Financial management, multi-entity reporting, and compliance workflows for healthcare organizations running Sage 300 as their accounting backbone.
Why SOS for Sage 300

Deep expertise.
Senior-led. Every time.

SOS has been implementing and supporting Sage 300 for over 20 years. Every engagement is senior-led โ€” the consultant you meet is the consultant who does the work. We don't hand off to junior staff after the kickoff call.

โœ“20+ years of Sage 300 implementation and consulting experience
โœ“Senior-led every engagement โ€” no hand-offs after signing
โœ“Built the only AI tool that queries Sage 300 live data
โœ“Honest migration guidance โ€” we implement both Acumatica and Sage Intacct
โœ“10.5 year average client relationship โ€” we're here after go-live
99.5%
Implementation Success RateSenior-led delivery, every engagement
10.5
Years Avg. Client RelationshipWe don't disappear after go-live
No-Cost ยท 60 Min ยท Senior Partner-Led
Talk to a senior Sage 300 consultant.
Support issue, optimization project, AI tool demo, or migration conversation โ€” it starts here.
Book Free Assessment โ†’ ๐Ÿ“ž +1 (844) 244-8869
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Dealing with a Sage 300 problem right now?

If your team has built workarounds into the daily routine โ€” that's a configuration problem, not a platform problem.

Manual exports, reconciliation spreadsheets, and "just call so-and-so before you post" processes are all signs that the system wasn't configured to match how the business works. Most of them are fixable without a migration. A No-Cost Assessment tells you what's wrong and what it takes to fix it.

Get a Free Diagnosis โ†’
60 min ยท Senior partner-led ยท No pitch
Ready to talk?

Support, optimization,
or a look at what's next.

Whatever you need from your Sage 300 system โ€” immediate support, workflow optimization, the AI tool, or an honest conversation about what comes next โ€” it starts with a free assessment.

No-Cost ยท 60 Min ยท Senior Partner-Led
No-Cost Technology Assessment
Not a sales call. A genuine conversation about your Sage 300 system and what you actually need from it.
โœ“ Current system review and issue diagnosis
โœ“ Optimization opportunity assessment
โœ“ AI tool demo on your actual data
โœ“ Migration readiness conversation if relevant
Book Free Assessment โ†’ ๐Ÿ“ž +1 (844) 244-8869