Sage 300 AI: EQ Valet | Equation Technologies

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.

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 finished dashboard, integration, user interface, etc. Whatever output you need will be ready for your team to use right away, no development cycle required.

Step 4

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. Instead of checking a website to type it in and risking an mistakes, automate it.
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 actually reports.
Paying Twice for EDI
Replace dedicated translation software with AI mapping.
The Machine Repair Only One Person Knows
Legacy skills documented before the person who knows the right tweak to get things running again retires.

E-Commerce Reconciliation
"Pull yesterday's Shopify orders, tell me which ones don’t match to Sage and why, then draft correction records for the ones that can."
Circuit Hold Credit Breaker
"Before we approve this $200K deal for [Customer] from CRM (insert any CRM here), check their real payment history in Sage and tell me the risk tolerance level”
Vendor Master Deduplication & Payment Fraud Screen
"Scan our vendor master across all entities, tell me which vendors are duplicates, and flag any vendor whose bank details changed in the last 30 days right before a large payment."
Intercompany Elimination Auto-Balancer
"Our intercompany accounts are out of balance by $12,400 this month. Find the transaction causing it and draft the correcting entry."
Grant or Project Burn Rate Watch
"Which of our active grants are at risk of under-spending by more than 15% before the fiscal year-end deadline, and what's driving it?"
Month-End Variance Summarization
"Generate this month's variance commentary for every account over 10% off budget, with the transactions driving each one."

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.

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.

“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