Introducing Valet:
    The AI Agent for Sage 300

    Built specifically for our Sage 300 Clients, Valet connects your ERP to virtually everything else you run. Simply connect your data, ask for what you need in plain English, and let Valet build the workflow for you.

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    Key Impacts  |  Real World Examples  |  How We Help  |  FAQ

    Not Your Average AI Agent

    When AI tools started showing up, we saw the same gap everywhere we looked: the market was filled with generic AI assistants, and none of them understood the Sage 300 environment. They didn't know the data structures, workflows, or how a system actually runs after years of real use. So we partnered with Structify to build Valet.

    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.

    Now you can 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, Valet.

    Sage 300 screenshot

     

    How It Works

    Step 1: Connect Your Data

    Connect your different data systems and your Sage 300 data. Valet links to thousands of sources, so everything your team relies on can work together in one place.

    Step 1
     

    Step 2: Write Your Prompt

    Use plain English to type in the need you want solved. No query language, no development ticket - describe what you want, and Valet takes it from there.

    Step 3
     

    Step 3: Valet Builds Your Workflow

    Valet builds the workflow for you - fetching, aggregating, and transforming data across your systems, step by step, so you can see exactly how the answer comes together.

    Step 2
     

    Step 4: Review Your Output

    Review your output as a single pane of glass - a finished dashboard your team can use right away, no development cycle required.

    Step 4

    How It Works

    Step 1

    Step 1: Connect Your Data

    Connect your different data systems and your Sage 300 data. Valet links to thousands of sources, so everything your team relies on can work together in one place.

    Step 2

    Step 2: Write Your Prompt

    Use plain English to type in the need you want solved. No query language, no development ticket - describe what you want, and Valet takes it from there.

    Step 3

    Step 3: Valet Builds Your Workflow

    Valet builds the workflow for you - fetching, aggregating, and transforming data across your systems, step by step, so you can see exactly how the answer comes together.

    Step 4

    Step 4: Review Your Output

    Review your output as a single pane of glass - a finished dashboard your team can use right away, no development cycle required.

    Why this AI for Sage 300?
    Sage 300 AI Platform

    Reports in Minutes, Not Development Cycles

    No more need for 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.
    Sage 300 AI Platform

    Connect Sage 300 to Everything Else You Use

    Connecting Sage 300 to the other tools your team lives in has always meant a development project. Valet connects to thousands of systems without engineering work, and automatically maps how the data relates once it's connected.
    Expert team

    Expert Guidance & Support

    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.
    Sage 300 AI Platform

    It's Flexible - Get Creative!

    Years of messy data? Expensive EDI tool? Need outside data to confirm pricing? Valet can reconcile inconsistent data, do EDI, automatically pull live data... or automate other things your team finds manual and time-consuming.
    Sage 300 AI Platform

    Save Your Institutional Knowledge 

    Somebody on your team is the only one who knows how to repair a machine or fix the report. Valet makes it easy for your team to document how they work, so that knowledge lives in a system instead of in one person's head.
    Security icon

    Security and Permissions that Hold Up to Audit

    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 we've got the right answer.

    Real World Examples of How Valet Can Help With Sage 300 

    Every team has a short list of things that have never worked quite right. The ones everyone has learned to live with. These are the ones Valet is built to take off the list:
    AI Planning
    • Data that Lives Outside Your ERP but Belongs Inside It
      Picture a manufacturer whose pricing follows a commodity market and  needs current spot pricing on every invoice. Today that means someone checks a website and types it in, adding steps, risking a typo, taking time. This data could be pulled in automatically.

    • E-Commerce Orders that Need a Middleman
      Online sales flowing straight into the ERP, without a separate integration platform sitting in between.

    • A Decade of Customer Records that Don't Match
      Near-duplicates consolidated into something you can actually report on.

    • Paying Twice for EDI
      Replacing dedicated translation software with mapping handled inside the tool.

    • The Machine Repair Only One Person Knows
      Legacy skills documented before the person who knows the right tweak to get things running again retires.

    You Don't Have to Know AI. We Do.

    We'll Meet You Where You Are

    You don't need to become a Sage 300 AI expert to get value out of 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.

    Team Stock image


    FAQ

    How is this Sage 300 AI different from just using ChatGPT or Claude ourselves?

    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.

    What systems does this Sage AI connect to?

    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.

    Is our financial data safe with this AI tool?

    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.

    Do we need to replace or upgrade our ERP to use this AI?

    No. Valet sits alongside your existing system. It works with Sage 300 and Sage Intacct, and with whatever else you're running next to them.

    We're on Sage Intacct and already have AI features. Is this still relevant?

    Yes. The AI built into Intacct works on Intacct data. The value here is everything outside the ERP: connecting your other systems, working across them, and automating processes that span more than one platform.

    BUILT BY

    EQLogo_Wht_193w

    25+ years of providing leading business solutions and technology expertise to small and mid-sized companies .

    POWERED BY

    Structify

    The AI platform that maps how your systems connect and builds the pipelines to answer any question.

    Book a Demo with Us

    Before anyone talks about implementation, it's worth knowing where AI would actually move the needle for you - and where it wouldn't. We'll walk through your processes with you, identify the highest-impact opportunities, and give you a straight answer about what's worth doing.

    “It’s been a great relationship. The team is easy to work with, approachable, responsive, and incredibly helpful. They're very knowledgeable across a wide range of areas.”

    “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

    Read the ONCAT Case Study   More Happy Clients
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    About
    Equation Technologies - Sage 300 Authorized Partner

    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

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