Philadelphia, 19106, PA,
United States
CompuData
CompuData, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. CompuData collaboration with software players such as Sage empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| CompuData | Sage | Sage Intacct | ERP Financial | ERP |
| CompuData | Epicor | Epicor ERP | ERP Financial | ERP |
| CompuData | Sage | Sage 100Cloud | ERP Financial | ERP |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
|---|---|---|---|---|---|---|---|---|---|---|
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Apex Roofing | Construction and Real Estate | 300 | $35M | United States | Sage | Sage Intacct | ERP Financial | 2024 |
In 2024, Apex Roofing implemented Sage Intacct Construction as its ERP Financial platform to centralize accounting across a ten division, 300 employee roofing and restoration business operating in the Southeast. The deployment replaced multiple Intuit QuickBooks Accountant Desktop files and addressed manual consolidation bottlenecks that had grown with acquisitions and higher transaction volumes.
Sage Intacct Construction was configured for multi entity management, construction accounting, and automated revenue recognition aligned to percentage of completion methods, enabling automated recognition tied to operational metrics such as roofs sold and built. The implementation included configuration of accounts receivable workflows, real time reporting and profit and loss visibility across divisions, and automation of critical month end and consolidation tasks using standard Sage Intacct Construction capabilities.
The program integrated Sage Intacct Construction with AccuLynx to map sales contracts directly into the accounting system, preserving a sales to finance transaction flow and improving accounts receivable accuracy. Apex retained other best in class cloud tools and connected them where appropriate, creating a modular cloud ecosystem that kept specialized systems in place while centralizing financial data in Sage Intacct Construction.
CBIZ CompuData served as the system integrator and project lead, collaborating closely with Apex and the AccuLynx team to resolve complex CRM integration points and to tailor construction specific accounting configurations. Governance changes included centralization of data management, standardized month end procedures, and new workflows for revenue recognition and intercompany reporting, all supported by CBIZ CompuData during the go live and stabilization period.
Outcomes explicitly reported include elimination of separate QuickBooks files per division, improved multi entity management, real time divisional P and L visibility, and a reduction in the month end close from 15 business days to 10. The new Sage Intacct Construction foundation supports ongoing growth and acquisitions, reduces manual consolidation work for the finance team, and increases predictability in financial reporting.
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Chalmers & Kubeck | Manufacturing | 240 | $30M | United States | Sage | Sage Intacct | ERP Financial | 2023 |
In 2023, Chalmers & Kubeck implemented Sage Intacct as their ERP Financial system and placed the application into a cloud-hosted environment managed by CompuData. The engagement was part of a broader IT consolidation to centralize operations for the manufacturer, which operates multiple sites along the East Coast and employs approximately 240 people, and it was executed alongside a cloud migration of their on premises Sage 100 installation and servers.
The Sage Intacct deployment focused on core financial management capabilities consistent with ERP Financial implementations, including configuration of general ledger processes, accounts payable and receivable workflows, and financial reporting and consolidation routines. CompuData handled software licensing administration and configured user provisioning workflows to streamline new hire setups, using an online form submission process to create Sage cloud accounts and corporate email profiles.
Integrations and operational coverage were managed by CompuData and included cloud hosting for all servers, migration of Sage 100 to a hosted environment, email provisioning, and enterprise security controls. Security integrations implemented as part of the managed services included Harmony spam filtering, duo multi factor authentication for remote users, and robust backup and recovery processes, with consulting support aimed at CMMC and NIST compliance frameworks. The deployment therefore spans IT and finance operations, and supports maintenance and operational teams through hosted access to financial and service systems.
Governance and support were centralized under CompuData, which took on ongoing help desk responsibilities, licensing reviews, and incident response, enabling Chalmers & Kubeck to reduce internal IT burden and focus on core manufacturing and maintenance functions. Outcomes explicitly reported include improved accessibility and reliability of ERP Financial systems, enhanced security posture via spam filtering and multi factor authentication, simplified licensing management, and faster, more consistent new hire onboarding, all reinforced by sustained personalized support from CompuData.
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Goodwill of Delaware | Non Profit | 445 | $57M | United States | Sage | Sage Intacct | ERP Financial | 2021 |
In 2021 Goodwill of Delaware implemented Sage Intacct as its ERP Financial platform to consolidate and modernize accounting across the organization. The deployment replaced Sage 100 formerly MAS 90 and MAS 200 after a prolonged period of fragmented Sage products and multiple third party reporting tools that required separate licenses and extensive month end correction work.
The implementation concentrated core financial capabilities within Sage Intacct, consolidating accounting functions and introducing fixed assets management, AI driven accounts payable automation, and direct email invoice processing. The organization also configured dimensional relationships and customizable reporting to reduce posting errors and streamline month end reconciliation, with a planned rollout of the purchasing module to extend document workflows from requisition to billing.
The cloud based architecture removed the prior internally hosted server footprint, eliminating the need to manage two outdated servers and shifting updates to automatic cloud delivery. Sage Intacct’s integration capabilities were used to unify disparate processes and reporting elements into a single source of truth, improving invoice handling and vendor tracking while reducing manual data entry burdens on finance and IT teams.
CBIZ CompuData served as the implementation partner, providing hands on support throughout configuration, data consolidation, and go live activities. Governance changes centered on centralized financial control, elimination of multiple licensing, and process standardization for AP and fixed assets accounting. Reported outcomes included improved financial accuracy, enhanced visibility into financial commitments, reduced maintenance overhead, and streamlined workflows that position Goodwill of Delaware to extend procurement automation with the upcoming purchasing module.
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Construction and Real Estate | 50 | $5M | United States | Sage | Sage Intacct | ERP Financial | 2024 |
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| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Director of Sales | Director | Sales | ||||
| Senior Director of Marketing and Business Development | Director | Marketing |
Buyer Intent: Companies Evaluating CompuData Services
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