Built specifically for our Sage 300 Clients, EQ Valet, connects to your ERP and to virtually everything else you run. Then you simply ask for what you need in plain English. Reports that used to mean a development project now are simply a conversation.
Clean up years of messy data, replace aging integrations and manual workarounds, and automate the busywork in between - all with one Sage 300 AI tool, EQ Valet.
The new generation of AI tools change the math. Not by replacing your tech stack, but by working alongside it: connecting your systems, learning how your data actually fits together, and letting your team ask questions directly instead of filing a request and waiting.
By combining our experience from 20+ years of Sage 300 support requests & projects, knowing our clients so well, and leveraging the Structify AI foundation, we've created an AI solution specifically built for Sage 300.
With Sage 300's limited reporting, many clients depend on custom Crystal Reports or other solutions. In a live demo, our Sage 300 AI built a complex AR aging report in under an hour. What used to be a billable project becomes a conversation.
Connecting Sage 300 to the other tools your team lives in has always meant a development project. EQ Valet connects to thousands of systems without engineering work, and automatically maps how the data relates once it's connected.
There are so many ways to leverage AI, it's hard to know where to start and equally important to set it up right. Our experts bring industry knowledge, workflow insight, and 20 years of integration experience so you're team is fully supported.
Maybe you have years of messy data. Maybe your EDI tool costs too much. Maybe you need to check outside data before confirming pricing. EQ Valet can reconcile messy, inconsistent data, do EDI for you, and automatically pull live data...or automate other things your team finds manual and time consuming.
Somebody in your organization is the only one who knows how to repair a machine or how the report shortcut works. EQ Valet makes it easy for your team to document how they work, maintaining a living record so that knowledge lives in a system instead of in one person's head.
EQ Valet is SOC 2 Type II certified and HIPAA compliant. Permissions are granular at the connector level with read-only, restricted, and full access. Connecting AI to financials should raise questions, and these are the answers your IT and audit teams will ask for.
You don't need to become a Sage 300 AI expert to get value out of EQ Valet. You don't even need to figure out the connections, the workflows, or the setup on your own. We've spent 20+ years inside our clients' Sage systems, so we know how the data is structured and where the day-to-day friction lives. We can handle as much or as little of the work as you want us to.
IF...
You have a dev team: We'll get you the tool and get out of your way. Your team runs with it to make your connections & workflows.
You have a team, but don't want to build it yourself: We help you map the workflows worth automating, handle the connections, and train your people to take it from there.
You'd rather it just be done: We scope it, connect it, build it, and support it for you. The same way we've handled your Sage environment.
A general-purpose AI assistant is a very capable stranger. It doesn't have access to your Sage ERP, it doesn't know how your data is structured, and it can't act on any of it. This tool connects directly to your systems, maps the relationships between them, and works against your real data under permissions you control.
Then there's the part that isn't software at all: knowing which of your processes are actually worth automating, and how a chart of accounts is really put together after fifteen years of use. That's what we bring.
Effectively anything with an API or a data feed; thousands of supported connectors, plus the ability to work with sources that aren't on any standard integration list. Accounting, CRM, e-commerce, warehouse, payroll, banking, and public data sources on the open web all fit. If you're wondering about a specific system, ask us.
The tool is SOC 2 Type II certified and HIPAA compliant. Permissions are granular within each connector, so you set exactly what level of access the AI has to each system - including read-only. Nothing gets connected without your explicit sign-off on scope.
No. EQ Valet sits alongside your existing system. It works with Sage 300 and Sage Intacct, and with whatever else you're running next to them.
“The folks [at Equation] go above and beyond to try and help. The partnership has been great. Whenever I've needed help, they've always been there. I can't recall a single instance where I felt unsupported.”
Peter Desera - Manager of
Finance, ONCAT
Equation Technologies
United States: 533 2nd Street Encinitas, CA 92024
Canada: #301 - 220 Brew Street Port Moody, BC V3H 0H6
Phone: 866.436.3530 • E-mail: info@equationtech.us
Equation Technologies ©2016
