Construction runs on razor-thin margins, complex project timelines, and more moving parts than most industries ever deal with. The last thing your finance team needs is to manually enter the same subcontractor invoice twice... then once in the project management system and once in accounting - every time.
But that's exactly what most construction firms are doing.
If this sounds familiar, you're not alone. It's one of the most common operational problems we see in the industry, and it's costing companies more than just time.
Construction companies have a unique technology challenge. You're running project management software, a full accounting or ERP system, a CRM for sales and business development, HR and payroll tools, and often specialized estimating platforms on top of all that.
Each of those systems was built to do its job well. The problem is that these systems weren't built to really talk to each other. So data lives in silos. Your project managers are working in Procore (or Jira, or Asana, or Monday, or whatever you use). Your finance team is working in Business Central (or pretty much anywhere). And someone, somewhere, is manually bridging the gap between them.
That someone is probably burning out.
And it's not just fatigue. Every manual handoff between your systems is a chance for something to slip. A cost code misapplied. A labor allocation posted to the wrong job. A subcontract invoice keyed in twice, or not at all. In construction, where project margins are already thin, those errors don't stay isolated. They compound, and they're usually invisible until reconciliation time.
For companies managing multiple entities across different project types, the stakes get higher fast.
Shelter Holdings is a diversified management group that operates a multi-faceted construction business focused on mixed-use and multi-family projects. They're long-time Procore users and had recently moved to Sage Intacct for its ability to handle multi-entity accounting.
The problem: Procore and Intacct were running completely standalone.
“As long-time Procore users operating in the GC and mixed-use development space, the time had come for us to get beyond having to key the same information twice every time — first into Procore, then into our GL. It was unnecessarily burdening two different teams and increased the potential for error.”
— Andy Whisenant, IT Director
Double-entry isn't just an efficiency problem. Every manual step is an opportunity for a transposition error, a missed entry, or a misallocated cost. In an industry where job costing accuracy is the difference between a profitable project and a money-losing one, that exposure matters.
Venn integrated Procore with Sage Intacct so that payables generated in Procore flow automatically into Intacct, linked to the correct projects and vendors. The integration also creates dimensions in Intacct that allow robust reporting based on Procore data. Two teams, one source of truth.
Whisenant describes what gave him confidence to move forward: "Resource Group's recommendation alone wasn't what sold us. It was the depth, breadth, and attention to detail during our initial four-hour discovery call. That convinced us Venn was the right team."
That kind of confidence, built during the discovery process before a single line of code is written, is what makes complex integrations work. But not every construction company arrives at the problem the same way.
Some are dealing with disconnected systems, the way Shelter Holdings was. Others built their own connections, kept customizing, and ended up with something too fragile to touch.
At the time Venn came in, our Salesforce implementation was essentially held together with baling wire and spit. Venn listened. They ‘got us.’ And we know we couldn’t have done it without them,"- Thea Dudley, VP of Operations
When your systems are integrated, the operational picture changes. Subcontractor invoices from your PM system into your accounting system automatically. Job cost reports are always current, not two weeks behind. Finance has real-time visibility into project profitability, not a snapshot from last month's close.
Month-end close stops being a scramble and starts being a process.
Some of the most common integration points for construction firms include:
Project management and ERP: Procore, Buildertrend, or Fieldwire connected to Sage Intacct, NetSuite, or Business Central. This is where double-entry pain lives, and where integration delivers the fastest return.
CRM and ERP: Salesforce or HubSpot feeding closed deals into your accounting system, automating the sales-to-finance handoff and reducing the gap between contract and billing.
Payroll and job costing: ADP, Paylocity, or similar platforms connected to your ERP so labor costs post to the right jobs automatically, without a manual allocation step.
Equipment and fleet tracking: Connecting utilization data to your accounting system so equipment costs are captured at the project level, not lumped into overhead.
Construction companies have been slower to adopt integrated tech stacks than other industries. Part of that is culture. Part of it is the complexity of the systems involved. Part of it is that the industry ran on spreadsheets for so long that the pain became normalized.
But margins are tighter than they've ever been. Labor costs are up. Material costs are volatile. Project complexity is increasing. The companies that will compete effectively in the next decade are those with real-time financial visibility, automated workflows, and systems that work together.
The good news: the integrations that matter most in construction are well-understood problems with proven solutions. You don't have to figure this out from scratch.
If you're running Sage Intacct, Salesforce, or any combination of project management and accounting tools and manually bridging the gap between them, let's talk.
We build custom app integrations that are built specifically for your business. We take the time to learn about what your marketing, sales, service, and accounting teams need, and build workflows that correspond with your business needs.
Let's help you get the most out of the great software you're already using by building custom integrations that enable your finance team to focus less on manual data entry and more on the organization’s growth.