• ProForm

    ProForm integrates AIA Billing for specialty and subcontractors within the Sage Intacct platform.

  • ProForm is an easy-to-use, software module built upon Sage Intacct’s accounting platform specifically developed for commercial specialty contractors and subcontractors who manage contracts which require American Institute of Architects (AIA) Billing. ProForm simplifies the billing process by making it easier and more efficient for contractors to incrementally invoice for work completed on large scale projects with multiple milestones or long timelines. Starting with the creation of a new project, users can enter and manage a detailed Schedule of Values, retainage and percent complete on projects. When you are ready to bill, ProForm generates the required AIA G-702 and G-703 styled forms.

    Key Benefits:

    1. Simplify and Expedite the AIA Billing Process, Improve Cash Flow
      ProForm simplifies and expedites the billing process by making it easier for commercial specialty and subcontractors managing contracts that require American Institute of Architects (AIA) billing, to incrementally invoice for work completed on large scale projects with multiple milestones, or long timelines.
    2. Extend the Value of Your Technology Investments, Grow Your Business
      ProForm adds AIA billing standards to Sage Intacct’s platform, extending the value of existing technology investments, while providing contractors with the ability to manage larger projects to grow their business.
    3. Increase Productivity and Reduce Errors
      ProForm’s full integration with Sage Intacct, eliminates the manual, duplicate data-entry required when AIA billing is managed in disparate systems, driving productivity with time savings and reducing the potential for math errors in the application for payment process that can cause your application to be rejected.
    4. Drive Operational Efficiencies with Automation
      ProForm leverages the power of automation built within Sage Intacct, making it easy for users to create and manage the detailed schedule of values, retainage and percentages complete on projects. When adjustments are required, change orders and full reversals can be managed with the push of a button. With one touch, updates can be made to applications, journal entries posted in the General Ledger and Accounts Receivable history, retainage moved to revenue, and the status of applications can be updated.
    5. Gain More Control and Visibility
      Coupled with the power of Sage Intacct, ProForm provides advanced reporting capabilities that provide insight for management into project performance and billing status to improve operational efficiencies.
    6. Get Up and Running Quickly, Stay Connected
      Import the schedule of values from other billing systems to help smooth the transition to Sage Intacct and ProForm Progress Billing for Contactors. Sage Intacct’s cloud-based accounting system enables users to get access to the information they need, any time and from any location or mobile device.

    System Requirements:
    Sage Intacct Platform Services, Order Entry, Basic Project Tracking (Project dimensions).
    To enable the integration, Sage Intacct users are required to purchase: Sage Intacct Web Service Developer License.

    $13,200 (Annual Subscription) + $5,000 (Implementation Services)

    Integration Approved Countries:
    United States;


    LBMC Technology Solutions helps our clients implement technical solutions to empower them to realize their business ambitions. We offer computer networking, customized software development, and business software solutions to leverage technology to simplify complex business processes.

    From setting up a computer network, to designing and setting up portals for collaboration, to helping you get useful information out of your data, LBMC Technologies takes a business approach to providing technology solutions.
    We work with you to evaluate your business process, consult with you to identify a path to achieve your goals, then provide custom technology solutions that increase efficiency and profitability, utilize untapped resources, and capitalize on the latest market opportunities.
    While LBMC Technology Solutions is proud to provide high-quality products and services to all our clients, our offering concentrates on these industries: Healthcare, Medical Practices, Government, Not-for-Profits and Churches, Manufacturing and Distribution, Professional Services, Insurance, Sports and Entertainment, and Utilities.

    Phone: (865) 862-3037
    Website: http://www.lbmctech.com
    Year Founded: 1996
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