CoreLogic ACCEO Avantage integration
CoreLogic DASH ACCEO Avantage integration Benefits
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CoreLogic (formerly Next Gear Solutions) is the provider of a leading
software platform for property restoration. Among this platform of restoration-specific
solutions, CoreLogic® DASH is a web-based restoration management system
that helps contractors streamline job management, equipment tracking, work order requests,
calendars, reporting, business accounting, and estimating into a single integrated portal
to maximize efficiency across their organization.
ACCEO Avantage delivers accounting and financial management designed for
small and mid-sized businesses, including contractors and service organizations. When DASH
and Avantage operate as separate islands, teams end up re-entering data, double-checking
financials, and reconciling reports instead of focusing on jobs and customers.
PixisSoftware has created a CoreLogic DASH ACCEO Avantage integration using
our PixisSync application so restoration operations and Avantage financials can share the
same accurate data without manual workarounds.
Why Connect CoreLogic DASH and ACCEO Avantage?
Think of the amount of data and the number of transactions your business generates from
day-to-day operations. In our experience, many companies have to employ cumbersome processes
just to ensure that the correct data exists in the appropriate software systems. Often, those
processes include double and triple checking financial data to help mitigate human error.
Without a DASH–Avantage integration, you typically see:
- Jobs and customers created in DASH being re-keyed into ACCEO Avantage for billing and accounting.
- Mismatched customer names, job references, or codes between restoration operations and finance.
- Delays posting job costs and invoices because accounting is waiting on manual exports from DASH.
- Extra time spent reconciling DASH reports to Avantage GL and financial statements.
With PixisSync, much of that manual checking becomes unnecessary. The
integration links the DASH platform and ACCEO Avantage so key data flows automatically
between job management and accounting.
Key Benefits for Restoration, Operations & Finance
- For Restoration & Project Managers:
Jobs managed in DASH stay linked to ACCEO Avantage customer and account structures, so
field and office teams work from the same information without re-entering records. - For Accounting & Controllers:
Cleaner AR and GL in Avantage with job-related billing and cost data flowing from DASH
instead of being retyped from spreadsheets or PDFs. - For Estimators & Claims Teams:
Approved scopes and changes in DASH can drive Avantage billing and revenue, reducing
missed line items and under-billing. - For Owners & Leadership:
Maximum visibility into operations and financial performance across both systems—crucial
for profitability and growth.
CoreLogic DASH–ACCEO Avantage Integration Workflow
PixisSync links the CoreLogic DASH platform and ACCEO Avantage
using a structured, rules-driven integration so each system can focus on what it does best:
- Export Customers → ACCEO Avantage customers are exported to DASH so new
restoration jobs always reference the correct account and billing information. - Export Chart of Accounts / Codes → Key account or reference codes from
Avantage can be shared with DASH to keep financial coding aligned. - Import Job Actuals / Billing Data → Job-related billing amounts and other
actuals from DASH are imported into ACCEO Avantage for accurate posting. - Import AR Invoices → Approved invoices from DASH feed Avantage AR to
accelerate billing and reduce manual entry of claim invoices.
ACCEO Avantage or CoreLogic DASH is your system of
record for each data type.
Coverage Summary
| Area | Examples | Status |
|---|---|---|
| Customers & Accounts | Property owners, commercial clients, programs | Export from Avantage |
| Jobs & Projects | Restoration jobs, projects, job references | Linked between DASH & Avantage |
| Financials | Job-related billing, claim invoices, adjustments | Import into Avantage |
| Reporting | Profitability by job, customer, or program | ERP-ready in Avantage |
Ready to Connect ACCEO Avantage with CoreLogic DASH?
Pixis Software has created a DASH + ACCEO Avantage integration using
PixisSync so you can decrease the time spent on duplicate entry and reduce
the errors that come with manual processes. Having accurate information at your fingertips is
crucial to profitability and growth. Let PixisSync handle the tedious work so you can focus on
keeping your restoration business running.
Contact Pixis to schedule a DASH–ACCEO Avantage integration consult
