Stataris

Certified Sage 300 consultants · Part of the Tersoft group

Sage 300 support in the United States. Operations in Mexico. One team.

Stataris is the U.S. company of the Tersoft group. We support Sage 300 for American mid-market companies — and when your operations reach Mexico, the same group handles the local ERP, tax and compliance work with its own consultants on the ground there.

Sage 300 Certified Application Consultant — Financials and Distribution

Certified Sage 300 consultants. Working with Sage 300 since 2006, as a group.

2006

Working with Sage 300 since — as a group

100+

Companies our group has supported

8

Countries our group has delivered in

3

Countries, one team: U.S., Mexico, Canada

If any of this sounds familiar, we should talk

Nobody goes looking for a new ERP consultant out of curiosity. They go looking because something specific stopped working.

Tickets go in and nothing comes out

Days pass with no answer. The consultant who actually understood your configuration left the firm. You are still paying maintenance for a phone number nobody picks up.

Mexico is a black box

Your U.S. books close on schedule. The Mexican subsidiary sends a spreadsheet three weeks late, in a different chart of accounts, and nobody can tie it back to the ledger.

Nobody can explain what Mexico requires

You are opening an entity south of the border and your current consultant has never heard of CFDI, the SAT or complemento de pago — so the answer is always "we'll look into it".

You are several versions behind

Upgrading feels risky because nobody documented the customizations. Every year you wait, the gap gets more expensive to close.

Where are you right now?

Different situations need different conversations. Pick the one that sounds like you.

We run Sage 300 and need someone who answers

Take over support and maintenance from whoever has it now, without changing your licences or your version.

We are opening — or already running — an entity in Mexico

Stand up the Mexican side properly and get its numbers back into your U.S. books, with compliance handled by people who live under those rules.

We are implementing or migrating to Sage 300

Coming off spreadsheets, QuickBooks or a system you have outgrown — or moving onto a version that is still supported.

We need something built around Sage 300

Integrations, custom reports, or an application that has to talk to the ERP without anyone rekeying data into it.

The U.S.–Mexico corridor

The part most consultancies hand off to someone else

Plenty of firms will support your Sage 300 in the United States. Plenty of firms in Mexico will do your Mexican accounting. The expensive gap is between them — and it is the only place we work.

In the United States

  • Sage 300 support, upgrades and month-end help on your business hours
  • Implementation and migration onto a version that is still supported
  • Custom development, integrations and reporting against your existing setup
  • Consolidating the Mexican entity back into the books your auditors read

In Mexico

  • Standing up the entity's accounting so it satisfies the SAT from month one
  • CFDI 4.0 invoicing, complemento de pago and electronic accounting
  • A chart of accounts that maps to yours instead of fighting it
  • Our own consultants on the ground, in your time zone, speaking both languages

Sage 300 was not built for Mexican tax law, and bolting compliance onto it usually costs more than it saves. So when the Mexican entity needs a system of its own, we implement Odoo with the Mexican localization — CFDI, payment complements, electronic accounting — and consolidate the numbers back to whatever you run in the U.S. That is one decision, made once, by a team that has done it in both directions.

What we do

Five things. We would rather do these properly than list twenty and mean none of them.

01

Support and maintenance

Someone who knows your configuration and answers the same day. We take over from your current arrangement without touching your licences or forcing an upgrade.

02

Implementation and migration

Moving onto Sage 300, or moving onto a version that is still supported. Planned around your close calendar so the business keeps running through it.

03

Custom development and integrations

When the process is right and the software will not bend, we build the piece that makes it bend. Written to be maintained by whoever comes after us.

04

Reporting and financial visibility

Numbers your controller trusts, out of the system rather than out of a spreadsheet built on top of it.

05

Mexican entity setup and compliance

The accounting system for your Mexican operation, standing up correctly the first time, with the tax obligations built in rather than discovered later.

Who we work with

Mid-market companies whose operations do not stop at the border, and whose accounting has to survive the crossing.

Manufacturing and distribution

Plants in Mexico, customers in the U.S.

Whether the Mexican operation is an IMMEX plant, a contract manufacturer or a distribution centre, the accounting problem is the same: inventory and cost move across a border while the books have to stay reconcilable on both sides.

Mining and resources

Long projects, heavy assets, exacting reporting.

Our group has spent years inside resource companies with operations in Mexico, which is where Sage 300's project and job costing earns its keep.

Wholesale and cross-border trade

Goods moving both ways, margins that do not forgive errors.

Distributors carrying inventory on both sides of the border need order-to-cash and procure-to-pay that work in two currencies and two tax regimes without duplicate data entry.

Companies our group has worked with

These are engagements of the Tersoft group across Mexico, Canada and the United States — not of Stataris LLC on its own. We would rather be exact about that than impressive about it.

  • SSR Mining
  • Capstone Copper
  • Imerys
  • Minera Santo Domingo
  • Grupo Dice
  • dormakaba
  • Celupal

Credentials, and their limits

Everyone in this business says they are certified. Fewer say what they are not, so here is both — you will find out anyway, and it costs less to hear it now.

Sage 300 Certified Application Consultant — Financials and Distribution

Sage 300 Certified Application Consultant

Financials and Distribution

Sage certifies consultants, not companies. This one is held by Alberto Hernández, who is also the person who answers when you write to us — so the certification and the work are the same hands. A consultant certification travels with the consultant; it is not tied to a country.

Scope

We are not a Sage reseller in the United States

Stataris holds no Sage channel agreement here, so we cannot sell or license Sage 300 to you, and we will not be your partner of record with Sage. Buy your licences from Sage or from a U.S. reseller. What we do is the consulting work on top: support, implementation, development and the Mexican side. If a firm ever tells you it can do both, ask to see the agreement.

Questions we get before the first call

No. We hold no Sage channel agreement in the United States, so licensing is not something we can do for you — buy from Sage directly or from a U.S. reseller. Our work starts after that: making the system fit the business and keeping it running.

Tell us what's broken.

Send your Sage 300 version, the modules you run, and where your operations are. You will get an answer from a consultant, not a sales sequence.