MyAssistant fully integrates into Sage 300 Construction and Real Estate to proactively monitor your business processes. MyAssistant can keep you up-to-date on all the information that’s important to you while helping you avoid financial, compliance and liability issues. You can use MyAssistant to:

  • Notify you or other staff when jobs drop below a pre-set profit threshold
  • Monitor insurance expiration dates among vendors to ensure continued compliance; Automatically contact vendors when insurance coverage is about to lapse
  • Automatically notify project managers when individual cost codes for specific jobs are over budget
  • Sound an alarm when working capital drops below a certain limit
  • Recognize new vendors and request a W-9 from them
  • Audit job setup, new vendor and HR processes to make sure that they are performed correctly
  • Automatically generate and distribute ongoing project reports to all concerned stakeholders

And that’s just the start. With so many details and documents circulating through your business on a daily basis, it’s easy to miss
an important detail.Contact CFO on the go today, and we’ll show you how MyAssistant can help you stay on top of it all.