Introducing the Alumio Route Builder
Now connect, orchestrate, and govern integrations at scale from one visual interface
The workbook is the thing this is really about: one person rebuilds the same file every single month, and the reporting the whole board relies on leaves the business on the day that they do.
In a great many businesses the monthly reporting is a workbook, and the workbook is one person. They pull the balances, arrange them the way the board has come to expect, add the project detail that explains the variances, and send it round. It works for years. Then they leave, or they are ill in the week the pack is due, and the business discovers that nobody else knows where half of it came from. Connecting Sage 300 and Tableau moves the assembly out of the workbook, so what survives that person leaving is the reporting rather than a file nobody can open.
DATA THAT FLOWS BETWEEN THEM
Balances
Projects
Project costs
Periods
Revaluations
Currencies
How the figures are assembled is written down where anybody can see it rather than living inside a workbook, so the pack does not depend on one person being available that week.
Nobody spends the first week of the month reassembling the same report, which is time a finance team can spend explaining the numbers instead of producing them again.
The costs behind a total are in the same report as the total, so a board question about why a figure moved is answered in the meeting rather than in an email two days later.
The conversion rule is applied in one place rather than differently in each tab, so two people looking at the same period do not arrive at two different consolidated figures.
When the period is ready, the Sage 300 balances and the project detail reach Tableau in the shape the board expects, so the pack is reviewed rather than rebuilt from a set of exports at the start of each month.
When somebody asks what is behind a variance, the project costs are already in the same report rather than in a workbook on somebody's own machine, so the answer happens while the question is still being discussed.
Sage 300 publishes what it makes available and Alumio reads the period state along with the figures, so a refresh taken before the close is labelled as provisional rather than presented as though it were final.
Alumio sits between sales channels and fulfillment systems as a governed integration backbone. Orders are routed, transformed, and validated, while status updates return to every channel.
Authenticate your systems using Alumio's pre-built connectors. Choose from 200+ connector packages in the marketplace, plus unlimited custom integrations.
Define how data fields map between systems in a visual interface. Adjust formats, enrich records, and apply business logic, no custom code required.
Configure flows to run in real time on events, on a schedule, or both. Reduce manual data entry and let Alumio handle movement and transformation between systems.
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Once your first integration is live, adding your ERP, PIM, WMS, or CRM connects to the same hub. Existing flows keep running. No rebuilding from scratch.
The detail behind project costs usually lives in a costing add-on rather than in the ledger, and that is where a variance question actually gets answered. A total without it invites the follow-up nobody can answer in the room. Alumio holds that connection alongside this one, reading each system through the interface it makes available.
Yes, with balances and project detail carried together because a figure without its explanation generates the question it was meant to answer. Alumio delivers what you nominate on the schedule you set, with the conversion rule applied once on the way through. What can be read is whatever Sage 300 exposes for it.
No, and the person who owns it afterwards is the entire point here. If maintaining the pack requires somebody technical, the business has replaced one dependency with another. Because it is configuration, the finance team changes the shape when the board asks for something different. Where a figure has to be derived rather than read, the Code Transformer derives it.
At the moment, the file and not the knowledge. The formulas remain and the reasons for them do not, so the next person reproduces the arithmetic without understanding which parts still apply. Moving the assembly into something the team can read means what survives is the reporting itself, rather than a file the next person has to work backwards through to find out what it was doing.
The one that reaches a board is a figure refreshed against a period that was not yet posted, because it looks finished and gets presented. Alumio records the position the refresh carried and when it was taken, so provisional and final are distinguishable. Each transfer is monitored live and logged, a refusal alerts with the reason, retries run where configured, and nothing is lost quietly.
Talk to an Alumio integration specialist. We'll map the right architecture for your systems, at the right scale, so your operations stay reliable through every change.
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