Procore to Sage Migrations - Switch My Books

Moving from Procore to Sage with Switch My Books

Switching systems doesn’t have to be stressful. At Switch My Books, we make it easy to move your financial data from Procore to Sage securely, accurately, and without the headaches. Whether you’re looking to simplify your accounting or take advantage of Sage’s powerful tools, we’re here to help you make the switch with confidence. Let’s get your business set up for smoother operations and smarter growth.

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Why Move from Procore to Sage?

Making the switch from Procore to Sage can be a smart step forward for your business. While Procore is great for managing construction projects, Sage especially solutions like Sage Intacct and Sage X3 offers powerful financial tools, deeper reporting, and the flexibility to scale as your business grows. If you’re looking to bring your project management and accounting under one roof, Sage can help you do just that with more control and clarity.

At Switch My Books, we handle your Procore to Sage migration from start to finish. Our team of experts ensures your data is moved securely, accurately, and with as little downtime as possible. We customize the entire process to fit your needs, so you can focus on what you do best running your business while we take care of the heavy lifting.

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Benefits of Choosing Sage Over Procore

A Procore to Sage migration can deliver significant advantages for businesses seeking efficiency and growth. Here’s why Sage may be the better choice:

Established Reputation

Sage has been around for decades, earning the trust of countless small and mid-sized businesses. With platforms like Sage Intacct, it’s known for being reliable, especially when it comes to financial management and operational efficiency.

Cost-Effective Pricing

Sage’s pricing structure is often more affordable for smaller teams, with a simple per-user model that scales up as your business expands. This can mean serious savings over time compared to Procore’s pricing approach.

Industry-Specific Solutions

Whether you're in construction, manufacturing, finance, or another field, Sage has solutions designed with your industry in mind. Tools like Sage Intacct (for finance teams) and Sage X3 (for manufacturers) provide powerful, purpose-built functionality that goes beyond Procore’s construction-focused offering.

Intuitive Interface

Sage platforms are known for being user-friendly. If you or your team have worked with Sage products before, you’ll likely feel right at home. Even for new users, getting up to speed is usually fast and intuitive.

Advanced Reporting

With features like Intelligent GL™ and support for unlimited reporting dimensions, Sage gives you more advanced and flexible reporting tools than Procore. You’ll have clearer insights and more control over your financial data.

Ultimately, choosing between Procore and Sage comes down to what your business really needs. If you’re looking for a scalable, industry-smart solution that’s easier on your budget and deeper on the reporting side, Sage could be the answer. Our team is here to help you evaluate the move and handle the migration with care.

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Procore vs. Sage: Key Differences

Thinking about switching from Sage to Procore? Here’s a quick, easy-to-digest comparison to help you see how the two stack up:

Feature	Procore	Sage
Cloud Architecture	Built for the cloud from day one	Cloud options available, but not always seamless
Mobility	Works great on all devices – phone, tablet, or desktop	Some mobile access, but not fully responsive
Licensing	Company-wide access with unlimited users	Charges per user, can get expensive as you grow
Functionality	Tailored for construction workflows from start to finish	Strong in accounting, but less flexible outside of it
Deployment	Fully cloud-based	Mostly cloud, some legacy systems still around
Architecture	Modern, flexible, built for collaboration	Some products still run on older technology

This side-by-side shows that while Sage has strengths especially in accounting Procore really shines when it comes to collaboration, mobility, and being built for modern construction teams. If you’re growing or managing complex projects, that flexibility and all-in-one cloud setup can make a big difference.

Our Five-Step Migration Process

Switch My Books follows a structured, efficient process to ensure your Procore to Sage migration is accurate, timely, and tailored to your business needs:

This enhanced process minimizes disruptions, ensures data integrity, and helps your business operate effectively on Sage from day one.

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What’s Included in Your Sage Migration.

Our Procore to Sage migration service covers all critical financial data, ensuring nothing is left behind:

Chart of Accounts

Account structures, codes, and hierarchies from Procore are fully mapped to Sage.

Customers & Suppliers

Contact details, addresses, tax settings, and payment terms are transferred accurately.

Invoices & Bills

Historical and open transactions, including line-item details, are moved to Sage.

Payments & Credits

Applied and unapplied payments, credits, and refunds are included.

Bank Transactions

Historical and reconciled bank data are transferred to maintain continuity.

Journals & Adjustments

Manual entries and corrections from Procore are preserved in Sage.

Payroll Data (if applicable)

Employee profiles, salaries, and tax filings are migrated.

Attachments & Notes

Supporting documents and notes are transferred where supported by Sage.

Why Businesses Trust Switch My Books

With over a decade of experience, Switch My Books is the trusted choice for Procore to Sage migrations. Here’s what sets us apart:

Proven Expertise

Our team of certified accountants and migration specialists ensures a flawless transition to Sage, backed by years of experience.

Customized Approach

We tailor each migration to your business’s unique needs, ensuring a perfect fit with Sage.

Zero Downtime

Our efficient process keeps your business running smoothly during the migration.

Dedicated Support

From planning to post-migration, our team provides ongoing assistance to ensure success.

Additional Benefits of Sage

Migrating to Sage offers long-term advantages for your business:

These benefits can drive up to 250% ROI and 65% productivity gains, as reported by businesses using Sage.

Take the Next Step

Don’t let migration concerns hold you back. An Procore to Sage migration with Switch My Books can unlock up to 250% ROI and 65% productivity gains. Start today with a free consultation and see why thousands trust us for their ERP transitions.

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