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Procore and Sage integration for reporting you can reconcile

Procore projects matched to Sage jobs in a governed lakehouse, so cost, billing, and AP line up in one report and every mismatch lands on a worklist.

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The problem

Procore holds budgets, commitments, and billing; Sage holds the invoices, jobs, and vendors accounting closes on. Every month someone exports both, pastes them into a workbook, and maps projects and cost codes by hand, with no way to see where a number came from.

What we build

We extract Procore through its API and Sage 100 Contractor from its on-premises SQL database through a data gateway, land both in a Fabric lakehouse, and join them through a versioned project-to-job crosswalk and cost-code map. Records that do not line up go to an Unresolved Records worklist that names the system to fix, instead of being dropped or forced into a total.

How it works

  1. 1

    Read-only access to both systems

    A Procore app and a Sage connection through the on-premises data gateway, with every credential stored in Azure Key Vault rather than in notebooks.

  2. 2

    Land raw, then clean

    Notebooks land each source in bronze with load stamps, then silver types and trims values and sends failed rows to a rejects table with a reason.

  3. 3

    Crosswalk projects, jobs, and cost codes

    Gold applies the Procore-to-Sage project crosswalk and the cost-code map, so budget, cost, AP, and AR all use the same answers.

  4. 4

    Gate, then publish

    Automated data-quality rules run against gold; a blocking failure keeps the last good data in the report and every page shows when it last refreshed.

  5. 5

    Work the exceptions

    Source Coverage shows which projects exist in both systems, and the Unresolved Records worklist lists each unmatched invoice or project with where to fix it.

  • Procore
  • Sage 100 Contractor
  • On-premises data gateway
  • Azure Key Vault
  • Microsoft Fabric
  • Power BI

The value it creates

  • Time saved

    Removes the monthly export-and-paste step; measured by comparing hours spent assembling the report before and after go-live.

  • Better decisions

    Procore spend is checked against Sage accounting in the same model, so a variance is visible as a finding rather than discovered at close.

  • Early warning

    A project missing from accounting shows up on Source Coverage instead of quietly reporting zero revenue.

  • Standardization

    The crosswalk and cost-code map live as versioned reference data, so every report and every month uses the same mapping.

Proof

Related use cases

Frequently asked questions

Can you connect Sage 100 Contractor if it runs on-premises?

Yes. In our production build, Sage 100 Contractor is read from its on-premises SQL database through a Microsoft on-premises data gateway, while Procore comes in through its cloud API. The connection is read-only.

Does this write anything back into Procore or Sage?

Not by default. The reporting integration is read-only, and fixes happen in the source system by the person who owns the record. Write-back, such as creating jobs, is a separate scope that needs its own access review and testing.

What happens when a Procore project has no matching Sage job?

It is never guessed or dropped. It appears on the Unresolved Records worklist with the reason and the system where it gets fixed, and it clears after the next run once the source is corrected.

Does it work with other Sage products?

The pattern is the same, but the extraction differs by product and version. We confirm which Sage product you run, how it is hosted, and what access is available during discovery before fixing scope and price.

Next step

Which report or workflow would you like to improve?

Tell us what your team does today, which systems are involved, and what you want to change. We'll discuss whether there is a practical fit.

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Prefer email? charley@buildflows.ai