CARFORM X SAGE X3
Simplify your accounting management with Carform.
By connecting Carform to Sage X3, your quotes, invoices and accounting entries sync automatically, ensuring smooth, error-free and always up-to-date financial management.
What the Sage X3 integration does with Carform
The integration between Sage X3 and Carform automates the management of your financial workflows and workshop accounting.
Thanks to a secure, direct connection, your data flows seamlessly with no re-entry between your Carform DMS and your Sage X3 accounting software.
Quotes, invoices, payments and accounting entries are updated in real time, ensuring reliable tracking of billing and client payments.
This integration gives you a clear and consolidated view of your financial activity while reducing errors and repetitive administrative tasks.
Concretely, this interconnection allows you to:
- Automatically sync your quotes, invoices and payments between Sage X3 and Carform.
- Transfer customer and accounting data with no double entry.
- Instantly update invoice statuses and customer balances.
- Centralize invoicing and accounting entries in one interface.
- Preserve your existing Sage X3 configurations, with no impact on your internal processes.
This integration ensures significant time savings and perfect alignment between your workshop operations and your accounting.
Your team’s benefits
With Sage X3 x Carform, your administrative and financial teams gain efficiency through:
- Time savings on invoicing and accounting entries.
- Fewer errors thanks to automated data synchronization.
- Clear and consolidated tracking of payments and customer receipts.
- Improved financial control and reporting.
- Total interoperability between Carform, Sage X3 and your other business tools.
This collaboration ensures smooth, accurate and compliant financial management tailored to the needs of the automotive sector.
How does it work?
The Sage X3 + Carform integration is activated directly from your Carform interface.
Once connected, your quotes, invoices and payments are automatically transferred and recorded in Sage X3, with no manual action required.
The two systems communicate continuously, ensuring always up-to-date financial data and perfect consistency between your tools.
Your teams can therefore focus on activity tracking and workshop performance, while benefiting from centralized and reliable accounting.
Find out how Carform can help you
Insurer or repairer? Get a personalized Demo.