Prototype · A thought experiment on the strategic narrative · Copying is prohibited unless permission is granted
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The Sage-Native PSA
Infrastructure, not software.

Reclaim the weeks you’re losing
between ‘job done’
and ‘invoice paid.’

You’ve been told to live with it. You don’t have to.

The spreadsheets. The seven-week invoice cycles. The manual handoffs. Every week you tolerate the gap is a week of margin you’re handing your customers as free credit. TimeLinx is the only PSA that runs inside Sage — closing the gap between job-done and invoice-paid.

Native to
Sage CRM & Infor CRM
Writes to
Sage 100/200/300, X3, Intacct
Built for
Multi-currency & multi-language

Who this is for

Three people inside the same Sage shop. Same leak. Different seat.

The Owner-Operator

The CFO / Controller

The Service Ops Lead

The math · From real customers

7→5

Weeks → days. Time-to-invoice compression at a 375-user manufacturer in Wisconsin.

60%

Fewer billing errors. Reported by a 225-user IT services provider in Rhode Island.

9→1

Tools to one platform. A 65-user technology integrator in North Carolina, in their own words.

Trusted by Sage and Infor service-led businesses · 20 to 800 users

Technology Integrator
North Carolina · 65 users
Document Mgmt
Wisconsin · 35 users
IT Services
Rhode Island · 225 users
Manufacturer
Wisconsin · 375 users
Land Surveyor
Quebec · 550 users

Quietly running the back office of service businesses since the dot-com boom

25+

Years building service operations software for Sage and Infor shops

800

User scale of the largest active deployment

5

Native billing modes — by project, task, consultant, day, contract rule

Multi-currency & multi-language — built for global service operations

The problem · In their own words

Sage was built for the financial close. Not the operational close.

Five voices. Same Sage shop. Same leak.

Field data → spreadsheets

“Every Friday I retype 200 field reports into Sage by hand.”

Office Manager · IT Services

Billing rules in one head

“If I’m out, billing waits. I’m the only one who knows the contracts.”

Controller · Engineering Firm

P&L as post-mortem

“We find out a project lost money in the close-out review. Too late to fix.”

President · Technology Integrator

Time entered three times

“Three logs. Three numbers. Every week.”

Bookkeeper · Surveying Firm

Invoices wait weeks

“Seven weeks from job-done to invoice-sent. I’m the bank, not the contractor.”

Owner · Field Services Company

The shift

The architecture you bragged about in 2010 is the architecture leaking your margin in 2026.

Old Way
What Matters
New Way
Best-of-Breed Architecture
Decision criterion
Sage-Native Operations
Tools that talk to Sage
Where data of record lives
Tools that live inside Sage
Margin in retrospect
When you see project P&L
Margin the day work happens
7 weeks to invoice
Speed to cash
5 days to invoice
Tribal billing logic
Who controls revenue rules
Encoded, audited billing
Field data retyped
Where errors enter
Captured at the source
CRM is for sales
What CRM does
CRM runs delivery + billing too

Best-of-Breed Architecture wasn’t wrong. In 2010, it was the smartest answer to the question being asked. The question changed. The architecture didn’t.

What TimeLinx is

The Sage-Native PSA.
One continuous loop — inside Sage.

Quote to schedule to delivery to capture to approval to invoice — all happening inside the system you already use to run your books. No second login. No reconciliation tax.

Inside
Sage
Step 1
Quote
Step 2
Schedule
Step 3
Deliver
Step 4
Capture
Step 5
Approve
Step 6
Invoice

Real-time project P&L visible at every step. Zero re-keying. Native to Sage CRM, Sage 100/200/300, Sage X3, Sage Intacct, Infor CRM.

The plan

Three steps. Time-to-cash measured in days.

Discovery session
01
Step One

Discover

Map your current stack. Find your WIP-to-cash gap, in dollars and days. We measure it before we touch anything.

02
Step Two

Implement

Go live inside your Sage CRM. Weeks, not quarters. Your team keeps using Sage. TimeLinx becomes the operational layer underneath.

03
Step Three

Compress Time-to-Cash

Invoice in days. See P&L in real time. Watch WIP shrink, billing errors disappear, margin recover.

The methodology

Four pillars. One platform. Inside Sage.

Pillar 01 · The flagship

Revenue Optimization Engine™

ASC 606-grade billing engine. Five rule modes (project, task, consultant, day, contract), multi-level approval primitives, real-time margin computation per job. Encoded once. Audited continuously. The financial-correctness layer of your services workflow — the part most PSAs fake.

Pillar 02

TimeLinx Accounting Platform (TAP)

Certified bidirectional GL/AP/AR sync to Sage 100/200/300, X3, Intacct, and Infor CRM. Native integration with conflict resolution and full referential integrity. Not a Zapier hop.

Pillar 03

SmartMobile™ v3

Offline-first field execution layer. Captures time, expense, parts, photos, and signatures on-device. Conflict-resolution sync into the same system of record your books live in.

Pillar 04

Resource Scheduling

Multi-project allocation primitives. Constraint-based scheduling across skill, location, certification, and cost. Heatmaps, Gantt, overbooking detection. The capacity layer of your services delivery.

Proven in production

From 7 weeks to 5 days.
From 9 tools to 1.

A Wisconsin manufacturer running 375 field users compressed time-to-invoice from seven weeks to five days — without changing their Sage ERP. A North Carolina technology integrator collapsed nine apps into one. A Rhode Island IT services provider cut billing errors by sixty percent.

Multi-year deployments. Not pilots. The reason: TimeLinx didn’t replace Sage. It made Sage do what these companies always wished it would.

7→5

weeks → days, time-to-invoice

60%

billing error reduction

9→1

software apps consolidated

375

field users in production

How TimeLinx is different

You can’t vibe-code 24 years of Sage integration.

TimeLinx isn’t an application you bolt onto Sage. It’s the integration layer 60+ mid-market services firms have built their entire project-to-cash on. What lives underneath isn’t something a Cursor weekend produces — it’s months of work, hundreds of edge cases, a partner agreement, and a customer base measured in person-decades of switching cost.

Since 2001

Certified Sage Tech Partner

Two decades inside the stack. Not a connector. A partner agreement.

Compliance, built in

ASC 606 revenue recognition

The compliance layer most PSAs fake. We’ve shipped it for years.

5 modes · multi-level

Billing rule engine

Project, task, consultant, day, contract. With multi-level approval primitives and full audit trail.

Cross-currency

Multi-currency project billing

800-user deployments. Across continents. Across tax regimes.

Native, not Zapier

Bidirectional GL / AP / AR sync

Sage 100/200/300, X3, Intacct, Infor CRM. Conflict resolution and referential integrity built in.

In production

Hundreds of edge cases solved

Encoded over 24 years of real services-firm operations. Not on a wiki. In running code.

8-year average tenure

60+ services firms in production

Running their project-to-cash on TimeLinx. They don’t leave.

Person-quarters, not weekends

Switching costs that compound

Not because we lock you in. Because once your business runs on it, rebuilding it isn’t a project — it’s a transformation.

This is what couldn’t be Cursor’d in a weekend. This is what 60+ services firms trust to run their project-to-cash. This is what makes TimeLinx different.

Testimonials

Five companies. Five Sage shops. One leak closed.

Technology Integrator

“Before TimeLinx, we were using 9 software applications…Now we have TimeLinx. And only TimeLinx.”

Technology Integrator
North Carolina · 65 users
Manufacturer

“We’ve reduced our time-to-invoice from 7 weeks to 5 days due solely to TimeLinx.”

Manufacturer
Wisconsin · 375 users
IT Services Provider

“We’ve reduced billing errors by 60% after implementing TimeLinx.”

IT Services Provider
Rhode Island · 225 users
Document Management Reseller

“We were able to keep our existing CRM, CS, and accounting systems with virtually no disruption.”

Document Mgmt Reseller
Wisconsin · 35 users
Land Surveyor

“With almost 400 users in the field and another 150 in the office, we’ve grown our business with TimeLinx since 2008.”

Land Surveyor
Quebec · 550 users

Want yours next?

Book a 30-min fit call — we’ll show you the math on your numbers.

Book a fit call →

In their own words

“9 software applications. Now just TimeLinx.”

Technology Integrator · NC

“7 weeks to 5 days, due solely to TimeLinx.”

Manufacturer · WI

“Billing errors down 60%.”

The cost of standing still

What you keep paying when you keep tolerating the gap.

WIP Inflation

Every week of delay ties up cash you’ve already spent.

Billing Errors = Margin Loss

5–15% of revenue leaks to errors no one can see.

Customer-Funded Cash Flow

When invoicing takes weeks, you’re the bank — without the interest.

Spreadsheet Tribal Knowledge

Billing rules in one head. They leave; your model leaves with them.

Sage Investment Underused

You bought Sage. Half your business runs in spreadsheets next to it.

Service Margin Invisibility

Without real-time P&L, you optimize on assumption, not data.

Stop financing your customers’ cash flow.

Book a 30-minute fit call. We’ll show you, on your numbers, where your WIP-to-cash gap is — and what closing it would mean for your margin this quarter.

Native to Sage CRM, Sage 100/200/300, Sage X3, Sage Intacct, and Infor CRM.
If you’re on Salesforce, we’re honest with you: we’re not for you.