Construction and real estate · Available
Sage 300 Construction and Real Estate for Claude, ChatGPT and Copilot
Construction accountants using Sage 300 Construction and Real Estate, the product that grew out of Timberline, spend hours answering PMs about job cost. mcpbizapps lets Claude, ChatGPT or Copilot answer directly: cost to date against budget, open commitments by vendor, AP invoices awaiting approval and retainage on each subcontract. PMs only reach their own jobs. Accounting gets it first, in a guided pilot.
- Status
- Available
- Setup
- Guided pilot with your team
- AI assistants
- Claude, ChatGPT, Copilot Studio
- Access
- By role, view only or with approvals
Ask in a sentence
What can your team ask Sage 300 Construction and Real Estate?
Questions from project manager, construction accountant, controller and others, answered from live Sage 300 Construction and Real Estate data and only for the people allowed to see them.
Records it works with
- Jobs
- Cost codes
- Commitments
- AP invoices
- Change orders
- Contracts
- Billing
- Vendors
- Project manager
“What is job cost to date against budget for the Elm Street apartments, by cost code?”
- Construction accountant
“Which AP invoices for job 2318 are waiting on PM approval?”
- Controller
“How much retainage do we hold on subcontracts across all open jobs?”
- CFO
“Which jobs show projected cost more than 5% over revised budget this month?”
- AP specialist
“Which vendors have commitments with no insurance certificate on file?”
- Billing specialist
“What is ready to bill on the Cedar Hills contract this period?”
Changes, governed
What the assistant can prepare in Sage 300 Construction and Real Estate
The assistant never saves on its own. It prepares the change, the person checks the preview and confirms, and anything above your limits waits for an approver.
- 1 Prepare The assistant drafts the change from the request.
- 2 Preview and confirm The person sees exactly what will change.
- 3 Approve Above your limits, a second person decides.
- 4 Saved and logged Written to Sage 300 Construction and Real Estate under a named person.
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Prepare a commitment change order for a subcontractor
Changes above $15,000 need the project manager and controller to approve.
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Route an AP invoice to the project manager for approval
The accountant confirms the coding preview before routing.
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Update the projected cost on a cost code
Projections that raise job cost by more than 3% need the CFO to approve.
Example rules. During the pilot you set the limits, the approvers and which roles may prepare each change.
Why it needs care
Governance built for Sage 300 Construction and Real Estate
Sage 300 CRE is the book of record for job cost, retainage and subcontract payments, so a miscoded invoice skews margin reports and lien exposure. Projections that raise job cost more than 3% go to the CFO. Commitment changes above $15,000 need both the PM and the controller. General ledger and payroll stay with accounting, and month end review can see who requested every change.
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Sign-in by work email
Only people you invite, with a one-time code. No shared logins.
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Roles per tool
Each role reaches only the Sage 300 Construction and Real Estate records it needs.
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View only, if you prefer
Admins can keep a connection to lookups with one switch.
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A preview first
Every change is shown in full before anything is saved.
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Approval rules
Above your limits, a second person approves the change.
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One audit log
Every request tied to a named person, ready for review.
Setup
How Sage 300 Construction and Real Estate gets connected
We connect Sage 300 Construction and Real Estate for your team in a guided pilot, on the same gateway every app uses. No code on your side.
- 01
Agree the questions
We list the Sage 300 Construction and Real Estate questions and changes your team needs, and who may use each.
- 02
Connect with your admin
Your Sage 300 Construction and Real Estate administrator creates a dedicated integration user with only that access.
- 03
Test with your people
A small group tries it in Claude, ChatGPT or Copilot while we tune the tools.
- 04
Roll out with rules
Roles, approval limits and the audit log are in place before everyone joins.
Then people use it from the assistant they already have
Sage 300 Construction and Real Estate questions
Is this the product formerly called Timberline?
Yes. Sage 300 Construction and Real Estate grew out of Timberline. The connection works with the same jobs, cost codes, commitments and AP records your accounting team uses today, with no change to how jobs are set up.
Can project managers see job cost without full accounting access?
Yes. Roles can let a PM ask about cost, commitments and invoices on their own jobs only, while general ledger, payroll and vendor payment details stay with the accounting team.
Does mcpbizapps keep a copy of our Sage 300 Construction and Real Estate data?
No. When someone asks a question, mcpbizapps reads the answer live from Sage 300 Construction and Real Estate through a dedicated integration user and returns it without storing it. The audit log records who asked, which tool ran and the result, with personal fields and free text removed.
Sage 300 Construction and Real Estate is a trademark of its owner. mcpbizapps is not affiliated with Sage; the name describes the connection only.
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Start
Bring Sage 300 Construction and Real Estate into your AI assistant
Tell us how your team uses Sage 300 Construction and Real Estate, and we will plan a guided pilot around your own questions.
- We agree the tools and approval rules with you
- Your admin creates the integration user; no code
- Business data is read live and not stored
Thank you
We received your request and will reply by email to find a time.
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