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Sage BusinessWorks Integration — InterWeave SmartIntegration Platform
SmartIntegration Platform
Financial Application Integration — Real-time benefits for you

Sage BusinessWorks
Integration.

The InterWeave Sage Solution integrates Sage BusinessWorks — Sage's dedicated accounting solution for small and growing businesses — via InterWeave SmartSolutions. A comprehensive SaaS Integration Platform providing uni- or bi-directional data integration with your CRM, with full job costing, payroll, and multi-company support.

📡 Monitoring + Alerts
↔ Uni / Bi-directional
⚙️ Object-level Config
🏗️ Job Costing Ready
BusinessWorks Modules
📒
General Ledger
Core accounting — COA, journals, reports
📄
Accounts Receivable
Invoicing, receipts, customer management
💳
Accounts Payable
Vendor bills, checks, purchase orders
🏗️
Job Costing
Project tracking — estimate to completion
👥
Payroll
Employee payroll with CRM sync
📊
All your accounts, always organised

Get a clear view of your profits without the manual work. Sage BusinessWorks syncs with your accounts and automatically categorises your transactions, keeping you effortlessly organised all year long.

💰
Never lose sight of business expenses

From tracking everyday expenses to being ready for tax time, InterWeave ensures BusinessWorks data flows to your CRM so you always understand where your money goes — in real time.

🔭
Get all-in-one financial clarity

Start every day with a full financial picture. Every transaction imports to your integrated view so you can monitor all balances across all accounts — in one unified dashboard.

Sage BusinessWorks + InterWeave
Built for Growing Businesses

Powerful yet easy-to-use SMB integration.

Sage BusinessWorks and InterWeave builds upon the success of Sage BusinessWorks, providing SmartSolutions that deliver powerful yet easy-to-use configurable integration solutions for your CRM — allowing seamless integration of data, uni- or bi-directional, from your Sage BusinessWorks to your CRM.

Complete, pre-built integration solutions between best-of-breed applications
All processes, workflow logic, and mapping ready to configure — with a mouse and the web
SmartSolutions are completely configurable by the customer using pick lists, drop-downs, and custom fields
Start-ups, SMB, or mid-market — select exactly the right configuration model for you, and modify at any time
Sage BusinessWorks Strengths
🏗️
Job costing & project tracking
Estimate through completion — costs visible in your CRM
🏢
Multi-company support
Manage multiple entities from a single installation
👥
Integrated payroll
Built-in payroll module with real-time CRM employee sync
📦
Inventory management
Stock levels reflected automatically in your CRM
Job costing & project tracking
Estimate · Track · Close

Job Costing — reflected in your CRM.

Sage BusinessWorks includes a powerful Job Costing module designed for contractors, distributors, and service businesses that manage projects. Track every cost from estimate through completion — and have those figures reflected automatically in your CRM so Sales and Finance stay aligned on every job.

🏗️ Job Costing Module
Estimate to actual cost comparison — know immediately when a job goes over budget
Track labour, materials, subcontractors, and overhead per job
Job status visible in your CRM — Sales communicates accurately on every project
Link purchase orders and vendor bills directly to jobs — no manual cost allocation
Progress billing — invoice customers at milestones, synced to CRM opportunities
1
Job Estimate
Create detailed cost estimates — labour, materials, subs, overhead — linked to CRM opportunity
2
Purchase Orders
Generate POs tied to the job — costs flow to the job ledger automatically
3
Progress Billing
Bill customers at milestones — invoices sync to CRM for pipeline visibility
4
Cost Tracking
Real-time actual vs. estimated — overage alerts before the job closes
5
Job Close & CRM Sync
Final job costs and margin synced to CRM — complete project history in one place
BusinessWorks modules

Take control of your entire business process.

Sage BusinessWorks and InterWeave does more than help you deliver what your customers order. It automates how you manage your core financials, payroll, and inventory — with full real-time information flow to your CRM.

Core Financials

GL, AR, AP — all connected to your CRM.

The financial core of Sage BusinessWorks includes a full General Ledger, Accounts Receivable, and Accounts Payable — each module integrated bi-directionally with your CRM so Finance and Sales always share the same picture.

General Ledger — full chart of accounts, journal entries, period-end close
Accounts Receivable — invoices, receipts, credit memos, ageing reports synced to CRM
Accounts Payable — vendor bills, checks, deposits, vendor credits available in Salesforce
Bank reconciliation — bank accounts reconciled and visible in your CRM dashboard
Core Financials Capabilities
Bi-dir
Bi-directional sync — financial data flows both ways in real time
GL
General Ledger — complete chart of accounts and journal entry management
AR/AP
Full AR and AP — every transaction available in your CRM
Multi
Multi-company — manage multiple entities from one BusinessWorks installation
Payroll Module

Integrated Payroll — employee data in your CRM.

Sage BusinessWorks Payroll is built directly into the platform — no separate payroll system required. Employee data, pay history, and headcount figures sync to your CRM in real time, keeping your Sales and HR teams aligned.

Full payroll processing — salaries, hourly, commissions, deductions
Employee records sync to CRM — no duplicate data entry between payroll and HR
Direct deposit and cheque printing — streamlined payment processing
Tax tables and compliance — federal and state payroll tax calculations built in
Payroll Capabilities
Built-in
No separate payroll system — payroll is native to BusinessWorks
Sync
Real-time employee sync — headcount and pay data flow to your CRM
Tax
Built-in tax compliance — federal and state tables updated automatically
ADP
ADP / Paychex integration available as a value-add for larger payroll needs
Inventory Module

Inventory Management — reflected in your CRM.

Sage BusinessWorks Inventory tracks stock levels, costs, and reorder points — and surfaces that data in your CRM automatically. Sales always knows what's available before quoting, eliminating the back-and-forth between teams.

Real-time inventory levels in your CRM — Sales quotes accurately every time
Item master sync — products, prices, and descriptions kept consistent across CRM and ERP
Reorder point alerts — purchasing teams notified before stock-outs occur
FIFO and average cost — inventory valuation methods supported
Inventory Capabilities
Live
Real-time stock levels — CRM always reflects current inventory
FIFO
Multiple costing methods — FIFO, average cost, standard cost
Sync
Item master synchronisation — consistent product data across all systems
Alert
Reorder point alerts — prevent stock-outs before they impact customers
A solution that works as hard as you do

Configure, integrate, automate.

Uni- or bi-directional integration at the object level
Create and update Sage BusinessWorks Customers, Sales Orders, Invoices, and Products from your CRM
Create or update Accounts, Contacts, Opportunities, and Products in your CRM based on BusinessWorks data
24×7 access to the online support knowledgebase
Accounts Payable and General Accounting: Bills, Checks, Deposits, COA, Journals, Vendor Credits available in Salesforce
All BusinessWorks history — invoices, payment history, job costs — available directly in your CRM
Configurable options allowing new integration configurations at object level
Error Management and Monitoring, Connection Monitoring, Log Viewer, and automatic email or IM notification on error detection
Value-add add-ons available
InterWeave Payment Gateway
InterWeave Customer Portal
InterWeave Payroll (ADP / Paychex) Integration
Works with your CRM
☁️
Salesforce
Full AR / AP — accounts, contacts, opportunities, products, cases
🔶
Creatio
Full AR / AP — standard and custom objects, workflows
🔗
Other CRMs
Contact us — we integrate with most major CRM platforms
Standard BusinessWorks Tables Integrated
Customers Vendors Sales Orders Invoices Estimates Sales Receipts Jobs Items Employees
Supported Sage editions

Which Sage Edition is right
for your business?

Now your CRM can work seamlessly with Sage Cloud and Enterprise editions. Our configurable, cloud integration solutions are not fixed — we constantly update based on customer conversations. InterWeave supports them all.

Sage BusinessWorks ← current
Sage 90
Sage Intacct (Construction)
Sage 100 (Contractor)
Sage 100Cloud
Sage 300Cloud
Sage 300 (Construction & Real Estate)
Sage 500Cloud
Sage 400
Sage Business Cloud (Accountants Edition)
Sage 500
Sage 50
Sage 50Cloud (Peachtree)
Sage X3
💡

Not sure which Sage edition you use? InterWeave supports the entire Sage portfolio — contact us and we'll identify the right integration configuration for your specific version.

Sage Product Family — InterWeave Solutions
Your SmartIntegration Awaits

Connect Sage BusinessWorks
to your CRM today.

Automate your AR, AP, job costing, payroll, and inventory workflows — with full real-time data flow between Sage BusinessWorks and your CRM. No manual entry. No fragile exports.