For many contractors, growth exposes problems that are easy to overlook at first. Financial insight lags behind project activity. Accounting spends more time reconciling data than using it. Leaders know the business is moving forward, but confidence in the numbers does not always keep pace.
That was the position EPX Construction Partners found themselves in. As a growing general contractor, the team began asking familiar questions. How do we reduce manual work. How do we gain clearer visibility. And how do we ensure our systems can support the next phase of the business.
Those questions set the stage for a deeper look at how EPX managed project and financial data and whether their existing approach could support continued growth.
THE CHALLENGE
When Project Systems and Financials Stop Working Together
EPX relied on Procore to manage projects and Sage 100 to handle financials. Because the two systems were not fully integrated, accounting was left to manually bridge the gap. Job costs, invoices, and financial records required duplicate entry and frequent reconciliation just to stay aligned.
This reliance on manual processes slowed the close process and pulled the accounting team away from higher-value work. Sage 100’s server-based environment also limited flexibility and made remote access difficult. While the system functioned, it no longer matched how the business operated or where it was headed.
“We were doing a lot of manual work just to keep things running.”
— Valerie Castillo, Senior Accountant
Leadership recognized that continuing with disconnected, labor-intensive processes would only increase complexity over time. To move forward with confidence, EPX needed a more modern approach to construction finance.
THE SOLUTION
A Purpose-Built Platform for Modern Construction Finance
EPX chose to move forward with Sage Intacct as the next step in modernizing its financial operations and partnered with Alliance Solutions Group to guide the transition. The objective was not simply to replace Sage 100, but to adopt a cloud-based platform that better supported construction workflows and reduced reliance on manual processes.
Sage Intacct provided the foundation that aligned with how EPX operates:
- Cloud-based access to support flexibility and remote work
- Integration capabilities that better connect financial data with project activity
- A scalable financial platform designed to support continued growth
This approach made it possible to align financial reporting more closely with day-to-day project management in Procore.
Alliance led EPX through its first major ERP transition. While the process required effort and adjustment, EPX successfully established Sage Intacct as the system at the center of its financial operations.
“Implementation was extremely hard, but Alliance stayed with us and followed through.” — Valerie Castillo, Senior Accountant
Today, Sage Intacct supports EPX’s core financial workflows and key integrations, including Procore, Ramp, and ADP, providing a modern financial platform positioned to evolve with the business.
THE RESULTS
Financial Operations That Keep Pace with the Business
With Sage Intacct established as the core financial system, EPX began to see clear, practical improvements across their accounting operation. Processes became more efficient, manual work declined, and the finance team was able to shift focus from reconciliation to oversight and planning.
The most impactful improvements included:
- Reduced manual effort - Manual data entry between project systems and accounting was significantly reduced, easing day-to-day workload and minimizing opportunities for error.
- Improved financial visibility - Closer alignment between project activity and financial reporting made job costs and performance easier to access, understand, and trust.
- A leaner accounting operation - Work that previously required a larger accounting team is now handled by just two staff members, supported by automation and cleaner workflows.
- More manageable month-end close - Integrated tools, including Ramp, improved reconciliation processes and helped shorten and stabilize close timelines.
“Everything is much smoother now than it was a year ago.”
— Valerie Castillo, Senior Accountant
Today, EPX operates with greater confidence in its numbers and more flexibility in how the accounting team supports the business. The finance function is no longer a bottleneck, but a reliable source of insight and control.
THE PARTNERSHIP
Expertise That Extends Beyond Go-Live
For EPX, selecting the right ERP was only part of the decision. Having experienced guidance during and after the transition mattered just as much.
As EPX’s first major ERP change, the implementation required effort. What stood out was Alliance’s continued involvement beyond go-live. Alliance Solutions Group remained accessible and responsive as EPX worked through questions and refinements.
“Even after go-live, Alliance continued to support us and help us work through issues.” — Valerie Castillo, Senior Accountant
That ongoing support has helped EPX continue getting value from Sage Intacct over time. For contractors considering a similar move, EPX’s experience highlights a simple truth. The right system matters, but the right partner reduces risk long after go-live.
THE TAKEAWAY
A Smarter Path Forward for Growing Contractors
EPX’s experience reflects a reality many contractors eventually face. As systems become more complex, the cost of staying on disconnected, manual processes continues to rise. Addressing that challenge requires more than a software replacement. It requires a financial foundation built for scale and a partner equipped to support the transition.
By moving to Sage Intacct with Alliance, EPX established a more efficient, more visible, and more resilient approach to construction finance.
For contractors considering a similar move, the takeaway is clear. The right technology creates opportunity. The right partner makes it sustainable.
