To explore customer stories and videos from across Canada and the U.S., simply click on the map or select a country to the right.
“If I had to give one piece of advice to another business rethinking their finance set up, it would be not to waste time trying to develop better spreadsheets and just make the move. We spent a fair amount of time trying to redo excels and pivot tables, but we should have just gone and made the change. We didn’t have to change much on our back end."
In 2020, the company made the switch to Sage Intacct in order to reduce manual entry of accounting processes, manage multi-entity reporting in different countries and to extract more actionable data.
Because of the company’s entrepreneurial beginnings, Pedalheads was used to making a lot of decisions based on gut instinct, but as it grows, the business must work harder to beat the competition for ‘share of wallet’ for educational programs and timely
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Health & Fitness
"Sage Intacct brings a new level of transparency to the business. This motivates both the finance team and department heads to do analysis that helps us stay on top of our budgets and overall financial performance. "
Music & Entertainment
The Monstercat team chose Sage Intacct for its powerful reporting functionality, comprehensive dashboards, ease-of-use, and ability to integrate with other business software. As a result of making the switch, Monstercat gained unparalleled visibility across the business, while saving days of monthly report preparation and increasing finance team productivity by 30%.
"Because of our integrated solution, we’re able to forecast our cash with a fair bit of precision, and that’s phenomenal because cash is one of the hardest things to forecast. Our finance team has come a long way to become a strategic partner to the business, and Sage Intacct has been critical in that evolution."
Information Technology & Services
With its upgrade to Sage Intacct, Traction on Demand has a scalable platform that helps it sustain revenue growth of 200% over the past three years. In that time, the company expanded its workforce from 150 to 500 employees, and to-date has handled more than 4,700 Salesforce implementations for its customers.
“I spend a good chunk of my time doing projections, planning, and calculating the impact of changes or risks. With Sage Intacct, we have a resource that makes forecasting so much easier and more exact.”
Despite the challenges of working remotely, UNITI was able to harmonize the group’s chart of accounts by leveraging Sage Intacct’s flexible dimensions. Now, users simply tag transactions with the appropriate department, program, participant, or restricted fund, resulting in a more intuitive general ledger that has 50
times fewer accounts. After creating this scalable foundation, the organization simplified core processes such as invoicing, order entry, accounts payable, bank reconciliations, and accounts
receivables across all three of its entities.
“Before Sage X3, we were centralizing our information, and so we’d rely on a person to say, oh, I need this report, I need that report. And can you do this for me? Can you do that for me? And today, right down to our designers and our product team, everybody has access to this information so that they’re able to make decisions themselves, versus being in the dark or relying on others to provide information. I would say that has been one of the biggest advantages.”
Danica Imports leveraged the efficencies delivered by Sage X3 to empower their wholesale distribution business, protect revenue and inform better business decisions. This freed up resources to enable their business to launch a direct-to-consumer channel in months.
“Separating out your acquisition costs by division or by customer segment will really help as well.”
Vidyard leveraged real-time data through its finance department to create a more resilient business. Switching platforms to Sage Intacct meant that Vidyard got more real-time data, which led to the finance team reducing the time-to-close by over 70 percent. Real-time financial data also gave the executive team more insight into how customers pay and where expenses were going. This helped Vidyard iterate and try new ways to attract customers.
“The process with BAASS and the implementation of Sage Intacct improved our processes, developed our team internally, and allowed for growth from a business and professional standpoint.”
Broadcasting & Media
Since implementing Sage Intacct, Voices.com found their business processes to be more streamlined and efficient; work that was previously done manually is now automated. Previously, the team was composed of AR specialists that spent an abundance of time handling collection calls and logging collections. Now, these positions have changed to accounting specialists and their time has been freed up to work on other projects, rather than solely focusing on collections.
“Our growth projections for the next five to 10 years are to double or quadruple our number of facilities. Sage Intacct gives us the ability to roll out systems and accounting software almost instantly to new facilities. If you’ve got a laptop, you’re up and running on Sage Intacct.”
AIM Environmental Group has a long history of innovation in its core business of compost processing, transforming hundreds of thousands of tons of banana peels, coffee grounds, leaves and other organic materials into natural, eco-friendly fertilizer.
The company is innovating in its business processes to drive efficiency and growth — and has the ideal solution with Sage Intacct.
"As a fast-growing company, things change very quickly, so having a rolling forecast with Sage Intacct helps us be more agile. We can get a much better picture of where we’re going compared to a static annual budget."
Sage Intacct paved the way for Auvik to move from a traditional annual budget to a rolling forecast that focuses on the next 12 months, while looking out three years. Budget vs. actuals reporting in Sage Intacct is now faster, deeper and more impactful than Auvik could achieve with its previous spreadsheet-based approach. It’s also more collaborative, as Auvik has extended on-demand budget vs. actuals reporting to department heads. That’s a huge improvement over the monthly spreadsheet reports that used to be distributed to leaders in Operations, Sales, Products, R&D, HR, and other departments.
"Sage Intacct streamlines complex financial and operational reporting, supports multi-currency adjustments, and simplifies expense allocations and royalty tracking."
Film & Entertainment
Elevation Pictures chose Sage Intacct as they were planning for significant growth. They needed a spreadsheet alternative capable of automating processes and keeping staff lean, while expanding their film library.
“If I had known Sage Intacct was so easy to implement, I would have done it soon after I started with the company. It would have meant valuable time savings from the gate and afforded enhanced reporting focused on priorities and growth opportunities.”
eDNAtec specializes in environmental genomics and is dedicated to improving the environmental stewardship of our oceans.
Environmental genomics is revolutionizing how to assess, monitor and characterize the ocean through DNA sequencing to support the world’s ocean industries, including offshore energy, fisheries and aquaculture.
“The ability to use dimensions was very appealing. I often get questions about performance on different services at monthly meetings, so I wanted to be able to process a basic P&L by ship. Now, with Sage Intacct, that functionality is there. It’s been a good decision."
Shipping & Logistics
Instead of a cumbersome, outdated system, Ceres Halifax now has a fresh, modern financial management platform with an intuitive user interface and deep core functionality. Day-to-day accounting tasks are much easier, reporting is greatly improved, and users can access the system from anywhere. Sage Intacct’s flexibility adapts to the way the company does business while also offering scalability. Sage Intacct adds unparalleled functionality to financial management and provides context to business data.
“Having an automated system with Sage Intacct that’s easily accessible, has allowed us to process more payments faster, easier, and in a more organized fashion so we’re able to do the work of seven people with only four people, which is astounding."
The Family Centre exists to foster healthy families in healthy communities. Since 1942, the organization has been helping Alberta families, communities, institutions and workplaces to make positive choices that lead to successful outcomes.
"The value for us in having the Sage 300 system is having reliable, quickly accessible, accurate financial data to be able to make critical decisions on where our company is going."
Having a robust accounting system like the Sage 300 system ensures that any third parties like bankers, investors, or external accountants immediately know they can have a great level of confidence in the information being presented. As an aviation company, Alkan Air has other requirements beyond just a finance software system so the ability to connect both the dispatch and quoting system and the backend, which is the parts and inventory system for the aircraft, is extremely valuable.
“When it comes to the benefits of Sage AutoEntry, I’m usually hearing from people who have never used a receipt capture app or service before. Once they see Sage AutoEntry, the typical response is ‘This is amazing! Bookkeeping will be so much easier’. It was just like using the camera on your phone, and the process to publish it to the cloud software was much easier."
Although a small firm founded in 2005, RGH is equipped to service both small and medium-sized businesses. Their client base ranges from chiropractors, doctors, dentists, construction, investment companies, breweries and restaurants.
Food and Beverage
When Sonora Foods started, their goal was simple: to offer Canadian restaurants a true taste of Southwest cuisine. Today, the company employs 65 workers and know that each decision they make not only impacts the lives of their employees but also their families.
"To thrive and do right by our employees, we need to create opportunities that benefit everyone. That requires having actionable data and insights at our fingertips, and that's why we use Sage."
"The information that we're getting from Sage X3 allows us to move things within the system that we weren't able to do at the speed of which we are able to do it now, and ensures that the product quality is consistent and great every step of the way."
Food and Beverage
Today's modern food businesses demand traceability and accountability. Every step in the process needs to be logged and managed, from farm to fork. For Quebec meat specialist Lesters Foods, Sage X3 enables the company to keep track of every production detail.
"It sets me apart because there's a whole lot of other programs out there. I'm finding quite a niche right now. It's really great, people are finding me that just want to work with Sage."
Sheila Murphy, bookkeeper and owner of SJM Office Services, demonstrates how embracing change fuels success. In her partnership with Sage, Sheila uses Sage Business Cloud Accounting and Sage 50cloud to set her and her business apart and to help make her clients' dreams a reality.
“We decided to go with Sage X3 because of its reputation as an excellent food and beverage manufacturing solution."
Food and Beverage
Merit Functional Foods occupies a 94,000 square foot facility in Winnipeg, Manitoba, where they produce the world’s highest purity and highest quality pea and canola protein ingredients for use in meat and dairy alternatives.
“Prior to using Sage X3, we were using an entry-level accounting system that was completely underpowered for what we were asking of it. We needed multi-company, multi-currency, multi-language and multi-legislative capabilities and we got that with our move to Sage X3."
In only a few decades, Calforex has built an international reputation as a foreign exchange services leader, and more recently with Reach, the company’s global eCommerce acceleration platform. With offices in North America, Australia and Europe, Calforex helps both individuals and corporations successfully navigate the complexities involved in global commerce.
"We’re getting 2,000 or 3,000 orders in a day. We needed a multi-currency platform that could handle the volume and the multi-warehouse costing."
In 2012, Simpli Home moved into e-commerce to grow sales. Their success was so great—up to 100% over forecast—that their accounting system buckled. With business interests in several countries, Simpli Home needed a robust, multi-currency platform that would help the company scale its growth. They chose Sage 300 Cloud for its ability to streamline high-volume, multi-currency transactions.
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“Because Sage X3 is so powerful and fexible,
there’s really nothing we can ask of it that it
eCommerce and Distribution
Using Sage X3, Lykki.com's systems are automated and instantaneously show supplier inventory. The company chose to implement Sage X3 to manage its accounting, payroll, payments, and people, integrating fully into its e-commerce platform.
"The launch of Sage X3 forced a major change in how we were going to do day-to-day business. In our case, it was primarily logical based on industry requirements and we knew we needed to go there, in many ways."
BeeMaid Honey is Canada's largest honey processor and packer of consumer packaged honey with distribution centres around the world. Honey for Bee Maid is produced by beekeepers in the Western Prairies and is packaged in Spruce Grove, Alberta and Winnipeg, Manitoba. More than 300 Western Canadian Beekeepers take care of the honeybees and harvest their pure delicious honey, providing the finest honey to be enjoyed across the country and beyond.
“Because Sage X3 is so powerful and fexible, there’s really nothing we can ask of it that it cannot do.”
To explore customer stories and videos from across the U.S., simply click on the map or select a region to the right.
To explore customer stories and videos from across Canada and the U.S., simply click on the map or select a country below.
"Sage Intacct has opened up a world of new possibilities for our business. Previously, if you’d asked me whether we could grow our number of stores and look at new franchise concepts and cities to add, I’d have said we could never scale at that pace using our old system and processes."
NWO Penn Acquisition LLC, an investment group that owns several Penn Station East Coast Subs franchises, deployed Sage Intacct to streamline processes and achieve timely financial visibility in preparation for franchise expansion. By connecting Sage Intacct with the franchise owner’s point of sale system, as well as with Bill.com and ADP, NWO Penn Acquisition improved accounting efficiency by more than 25 percent and shortened its monthly close by one week.
"Thanks to the transparency we have in Sage Intacct, we know where our money is going, and we can reduce our operating costs to optimize the impact of each donation."
Since adopting Sage Intacct, JumpStart has seen dramatic improvements that have made it a more effective, data-driven nonprofit organization. For example, Sage Intacct enabled the finance team to increase its efficiency by 30%, improve budget accuracy by 90%, and invoice clients 80% faster. In addition, planning cycles have accelerated 2x and their monthly close cycle has been shortened by two-thirds.
"We implemented Sage Intacct for its real-time financial visibility, streamlined processes, and flexibility to integrate with any business solution we needed."
Tri-County Mental Health Services utilized Sage Intacct to gain real-time insight and accelerate financial processes. By doing so, the accounting team freed up a week every month they now put toward strategic initiatives to support the agency’s mission, such as increasing departmental and grant visibility to ensure greater accountability and improve patient services.
“Empire has driven down their costs and they’re driving better revenue and better efficiency. That’s a check that a customer
gets to cash every day.”
Empire has transformed from a simple candle company to one that manufactures a variety of home fragrance products and accessories. With the help of Sage and business partner NexTec Group, Empire has seen improved efficiencies leading to triple-digit growth, including a 30% reduction in productive labor and consolidation of an entire warehouse facility footprint—an annual savings of around $400,000.
“Sage Intacct has helped us tremendously as we grew revenue from $25 million to $100 million. With Sage Intacct in place, we’ve got the right tools, the building blocks, and the foundation to get beyond $100 million."
Code42 simply couldn’t scale at the rate they wanted to with QuickBooks. The accounting team decided to implement Sage Intacct to run their cloud financials, helping to reduce the time from order-to-bill to less than 1 day, even as they shortened the financial close from 15 days to seven days. All of this was achieved as the company doubled employee headcount and the number of entities to consolidate but kept the same number of accounting staff.
"Sage People has really delivered on our vision for HR. Sage People has revolutionized the way we manage our associates -- from the start of their career, right through to when they leave our company. "
As a growing business, Theisen saw an opportunity to transform its approach to benefits and performance. Building on the foundations of a thriving retail business, Theisen’s move to Sage People for recruitment, benefits, and performance is sowing the seeds for increased success.
"With Sage Intacct, we can more quickly and easily determine whether new member programs are viable, or recognize when we might need to cancel a workshop that doesn’t bring in enough registrations to cover its cost."
An independent association that advocates for teachers, the Missouri State Teacher’s Association (MSTA) switched from Microsoft Dynamics GP to Sage Intacct to improve productivity and expand reporting. Sage Intacct helped the organization cut its monthly close time in half, eliminate over 50 hours per month of report preparation and other financial workflows, cut receivables by two-thirds, and avoid $50,000 in annual headcount costs.
"If we were still on our old system, we would’ve needed at least two more finance headcount – at a cost of around $150,000 annually – just to keep pace with the expected growth."
After transitioning to being a SaaS company, Cornerstone implemented Sage Intacct to streamline processes -- freeing up nearly 2 weeks of work each month for added analysis of results. In addition, they automated currency conversions and recurring journal entries to ease complex revenue recognition, gained tight integration with Salesforce, and can now track key financial and operational metrics across several dimensions.
"Sage People has become a key piece of our everyday life to develop strategies to hire, grow, and nurture talent for the future."
Armstrong rolled out Sage People as an internal self-service HR intranet, where employees could change their own personal details, benefits, and more. Using Sage People, Armstrong has also transformed how they recruit and manage their global workforce with HR and People Management - helping to increase the company's reputation internally and externally.
"Sage Intacct’s dashboards make budgeting and planning much easier, especially for our supervisors who are adjusting to a brand new process of actively managing their monthly spending."
Bay County Medical Care Facility leveraged Sage Intacct to improve the finance team’s productivity by 50%, shorten its monthly close from three weeks to a day or two, and develop 23 departmental dashboards for improved budget visibility. By using the robust software to transform its approach to spend management, the healthcare organization improved personnel utilization to cut labor costs by three to four percent, which contributed to reducing its variance between operating expenditures and revenues by half.
"One thing that’s been really helpful for us is Sage Intacct’s personalized dashboards, where each manager, executive, and finance team member can get the information they need in one place and drill down to explore the data as needed."
After a recent period of rapid expansion, Hope Haven decided to retire its decades-old ERP system and switch to Sage Intacct. Moving to a modern, cloud solution enable the organization to realize significant business value, including a $20,000 increase in net income, 15% greater cash flow, 30% more accurate (and 75% faster) reporting, and a 60% shorter monthly close.
"By giving us a better handle on our budget, Sage Intacct supports the United Way’s mission. We’re able to track the dollars going back into our community to see if we’re making the right impact."
United Way of Central Indiana wanted to be more forward-thinking and less task oriented. They utilized Sage Intacct improve their financial operationa, enabling the organization to produce monthly statements and grant reports four times faster, increase efficiency by 25% across the finance team, and accelerate community impact through greater program visibility.
"Sage Intacct enables us to make great decisions, made us more profitable, and positioned us for a lot of growth in the future."
Since implementing Sage Intacct, TandemHR has been able to bring a 30-day close to under 10 days. Additionally, the Tandem Family of Companies has been able to gain more insight, productively analyze its information, and make better decisions going to the future.
"Sage X3 helps our company thrive by giving us better visibility in what's actually going on in our company."
S&S Hinge Company implemented Sage X3 to successfully replace three legacy systems, providing a single version of the truth, eliminating duplicate data entry, simplifying reporting, and improving data accessibility. Inventory carrying costs reduced by 30 percent, which has immediately freed up more than $500,000 in cash. Inventory turns increased by 20 percent. The time to produce a custom quote went down by 75 percent. More than 100 customers were added in one year.
"We’ve cut our budget creation time in half, if not more, with Sage Intacct Budgeting and Planning. It’s allowed the finance team to provide more visibility to our executives, board, and managers so we’re better able to manage expenses and expectations."
Growing internet auctioneer, Purple Wave, implemented Sage Intacct and Sage Intacct Budgeting and Planning to streamlime processes and gain greater business insight. With these solutions, the company reduced budget creation time by 50%, managed budget data imports in hours (not weeks), and improved decision making with budget vs. actuals reporting.
of Midwestern businesses reported receiving a PPP loan.
of respondents would recommend other growing businesses move to the Midwest.
of Midwestern businesses said they have seen some sort of acceleration to their digital transformation plans due to COVID-19.
According to the recent Sage business outlook survey:
"As we grow, Sage Intacct makes it so much easier to track and improve our performance across various dimensions of the business and get that information to our executives and the board."
Since adopting Sage Intacct as the best-in-class backbone of both Clearview’s operational and imaging entities, the company gained detailed insight to drive business decisions, increased finance team efficiency 25%, slashed time spent on data entry and monthly allocations by weeks, and shortened the monthly close process by 85%.
"All of our efficiencies make the Foundation 's finance team more effective and productive. With Sage Intacct, we can continue to scale our operations without having to add more people to the team."
As the number of funds the foundation manages grew, the finance team knew it needed a modern financial system. By switching to Sage Intacct, they cut their invoice-to-payment time in half, saved 6 days each month in accounts payable time, abd gained improved reporting across more than 50 funds for better decision making.
“It’s actually transformed our IT experience, and for me personally, moved me out of the role of traditional IT manager and put me into the role of process re-engineer, change manager … I think that’s both empowering for me and my career, but also really empowering for the company”
With Sage, SCA Pharma had the infrastructure to expand into a second manufacturing location with a purpose-built, ecommerce platform for a better customer experience and enabled multi-location collaboration in a cloud environment.
"[Sage X3] has made our lives easier by having information readily available and
ARA Food Corp. uses Sage X3’s Business Intelligence capabilities to optimize resource use, while managing seasonal variations in sales and supplies, with simplified workflows to support their short lead times in their make-to-order enterprise, reducing raw material waste by 1.5% in the first six months using X3.
"Since implementing Sage Intacct, we've streamlined pretty much every process we have. Sage Intacct’s time savings are significant for us because we’re able to focus more time researching and analyzing additional investments."
"[Sage] moves it throughout our warehouse so we know exactly where our product is and what customer it went to. Our sales have been 10-20% over what was forecasted, even in our slow months."
Moving from a complicated manual system managing the supply chain of multiple brands, Kobayashi uses Sage Business Cloud X3 to streamline their process resulting increased productivity and visibility.
"With Sage Intacct’s visual reports, dashboards, and trend indicators, we can easily see all our revenue sources and understand the differences between them, so that we allocate resources thoughtfully."
Cleveland Music Foundation, a nonprofit organization that runs the GRAMMY Museum Mississippi, has achieved impressive benefits by implementing Sage Intacct. Leveraging the system’s robust financial management capabilities, the organization’s finance team increased its efficiency 30 percent and gained visibility that helped grow facility rental profits 64 percent—even as museum admissions doubled and grant funding quadrupled.
"Sage Intacct helps us constantly watch our profits per case, per hour, and per chair, and implement creative billing approaches to achieve a 7% increase in gross margins."
To help its multispecialty dental practice in navigate market fluctuations, Village Family Dental turned to the Sage Intacct cloud financial management system to increase profitability and scale from three to 11 offices. Over the past several years, Sage Intacct has supported the multi-entity organization by facilitating visibility into location and provider-specific performance, sped departmental reporting nearly ten-fold, shortened the monthly close cycle by 70 percent, and increased finance team productivity by 25 percent.
"Sage People enables us to think more strategically about how we serve our people and make sure they feel equipped with all of the information they need."
JAARS deployed Sage People to provide its workforce with the visibility it needed to further the nonprofit's gobal mission. With Sage Poeple, JAARS eliminated tedious, paper-based HR tasks, increased accuracy of both employee and volunteer data, and gained unprecedented workforce visibility.
"Sage Intacct has delivered clear ROI and our investment was paid off in less than 6 months."
Leveraging Sage Intacct as the centerpiece of its financial hub, the ACVB improved data accuracy, gained multi-dimensional insight for better decision-making, and achieved dramatic time savings through streamlined processes.
"As we've grown, Sage Intacct has streamlined our processes, freed up time to take on more value-added responsibilities, and given us the real-time visibility to be proactive instead of reactive."
HSG migrated to Sage Intacct to gain a cloud financial management system with built-in resource management and project accounting functionality. Sage Intacct helped HSG to shorten its accounts receivables time by nearly 25%, reduced interest payments on its line of credit by 17%, doubled time availalbe to spent on forward-looking analysis, and cut the monthly close cycle in half.
"Sage Intacct easily consolidates multi-entity financial reporting, so company executives can get the top-level view of equine operations they wanted. In addition, we have built a custom dashboard to display real-time budget-to-actuals broken down by the appraised value of each yearling."
Stonestreet is focused on breeding and developing quality thoroughbreds. They switched from Microsoft Dynamics to Sage Intacct to streamline processes and gain improvide business insight. With Sage Intacct, they saved $20,000 per year through a flexible, integrated, cloud AP process, provided executives with real-time budget-to-actual information for better decision making at yearling sales, and reduced a ten-day month-end close to just four days.
"In the five years since we graduated to Sage Intacct, our revenue increased significantly, and there’s no way we could’ve kept up with that growth if we were still using QuickBooks."
Berkshire Associates graduated from QuickBooks to Sage Intacct to streamline financial processes and improve project profitability. With Sage Intacct, the company easily scaled with 63% revenue growth, measurably improved project profitability, and reduced invoice cycle by 50%. They estimate the software for itself in less than 5 months.
"Sage People has been one of the biggest and most valuable HR accomplishments at CCS."
As a nonprofit, finding ways to better serve the community, reduce unnecessary expeditures, and support hundred of employees has been vital. The benefits from Sage People were overwhelming from day one -- reducing the performance review process by 96%, streamlining recruitment, and freeing up time for HR to focus on employee retention and development.
Thanks to all of the efficiency and visibility benefits we’ve realized, our investment in Sage Intacct was paid off in less than 6 months.
Smith System, the nation’s first fleet driver safety organization, leverages Sage Intacct for its seamless integration with Salesforce CRM and its ability to serve as the backbone of the company’s best-in-class IT strategy. Sage Intacct helped Smith System improve decision-making through granular visibility into its profitability across markets and service lines, while also eliminating duplicate data entry and improving data accuracy.
"With Sage Intacct's modern financial management solution, we’ve left the dark ages of software behind and have become a more productive organization."
As Grace Fellowship expanded, it needed a new financial system that would streamline fund accounting and activity-based budgeting, as well as offer real-time financial performance insight. With Sage Intacct, the church has eliminated over 1,000 hours of administrative work every year, minimized finance staffing to save over $22,000 annually, and gained the ability to easily track, manage, and report on multiple funds, projects, and statistical indicators.
of Southern businesses reported receiving a PPP loan.
of Southern businesses reported they were very confident or extremely confident their company will grow its revenue in 2021.
of Southern businesses said technology (big data, ecommerce, software systems, artificial intelligence (AI), automation, remote work technology) would be the biggest reason for that growth.
Since implementing Sage Intacct, we've streamlined pretty much every process we have. Sage Intacct’s time savings are significant for us because we’re able to focus more time researching and analyzing additional investments.
"One of Sage Intacct’s greatest benefits is the fact that as accountants, our small team can set up the reporting ourselves and configure things without doing tons of heavy lifting or having an IT degree. We don’t have to pay consultants hundreds of thousands of dollars each month to program the system or make changes on our behalf. With a company like ours that’s rapidly maturing and changing its processes, a flexible system like Sage Intacct is essential"
Sage Intacct easily manages all the accounting needs for MidCap’s broad portfolio—including decentralized payables, inter-entity transactions, and global consolidations. As the company has grown, Sage Intacct allows MidCap to quickly set up subsidiaries and have those new entities either inherit the company’s existing lists, process definitions, and chart of accounts, or configure unique definitions and rules for inter-entity transactions.
"Sage Intacct has freed the finacne team up to focus less on tedious transactions, and much more on analysis and reporting that adds value to the business. At the same time, it’s saving the company $100,000 every year from reduced headcount and IT support costs, and that has put us in a great position to handle whatever volume comes our way as the company scales."
RIVR Media implemented Sage Intacct to ensure trusted, timely financial information throughout its increasingly complex business. RIVR achieved dramatic productivity improvements and cost savings by modernizing its financial processes and reporting with Sage Intacct. Additional key benefits include gaining improved project and financial visibility to empower producers to make better informed, more timely decisions, process improvements that shortened the financial close by 3-4 days, and savings of $100,000/year in headcount and IT costs.
"Our reporting is like night and day compared with Microsoft Dynamics. Sage Intacct has opened our eyes by delivering real-time visibility into each and every one of our clinic locations. And now that we have greater transparency into our donations, we know exactly how many patients we can support each year and what level of care we can offer them."
Remote Area Medical switched from Microsoft Dynamics to Sage Intacct. As a result, the nonprofit healthcare provider accelerated its monthly financial close and automated its accounts payable, accounts receivable, and project accounting processes. In addition, the organization gained more granular insight into its spending across clinics, vendors, and departments. Sage Intacct enabled the organization to maintain a lean finance team amidst 300% growth, boost donor and volunteer confidence via visibility into clinic costs, and consistently increase donations 10% year-over-year to serve more patients.
"With Sage Intacct, we can generate a single report with a one-page recap of our financials, a second page for campus-level consolidations, and then additional pages for individual campus or ministry reports. Having this kind of flexible and robust reporting helps us be more productive, while making sure all our data ties together correctly."
Seacoast moved to Sage Intacct and the nonprofit organization quickly saw huge improvements in all of its financial processes—including shortening its financial close by over 40 hours per month while adding a new campus. The finance team also streamlined donation processing with Sage Intacct’s seamless integration into Ministry Platform, Seacoast’s donor management system. Additional benefits included increased donor confidence through greater financial transparency and accuracy, improved strategic decision-making to drive future expansion, and the ability to scale back office processes easily during growth.
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"Sage Intacct has made a world of difference for all of our day-to-day financial processes – from reporting, to accounts payable and receivable, to payroll. It truly makes finance fun and helps our team look outstanding in the organization."
The Hopi Tribe Economic Development Corporation gained nearly $7 million in business value by leveraging Sage Intacct. The project resulted in the Hopi Tribe gaining financial visibility that increased gross margins by 20 percent, improved cash flow by $500,000, and enabled the organization to better manage operations in real-time.
We're doing more with less people, we have more controls, and streamlined processes in place with Sage Intacct. When I think about how much this potentially saves us, it’s astronomical.
Tender Greens, a rapidly growing restaurant chain, turned to Sage Intacct for greater visibility into performance and more efficient financial processes. With Sage Intacct, Tender Greens automated several repetitive tasks, uncovered new operational insights, and reduced accounting overhead by more than 20%—all while the business opened fourteen new restaurants and grew 82%.
"The return on investment from having Sage People has been huge for us. It's no longer about transactions, it's more about the people connections."
With Sage People, the Rocketship Public Schools HR team can now focus on more important issues and initiatives like employee engagement and retention. Rocketship can now provide immediate and accurate workforce-related reporting to the CFO. Self-service functionality has also increased productivity across the organization, as employees can keep their records current.
"The ability to run reports any way we like has been a major improvement. We couldn’t easily do a year-over-year comparison with QuickBooks and now that’s just a press of a button in Sage Intacct."
Laird Management, one of the largest Burger King franchisees in Arizona, utilized Sage Intacct to dramatically improve accounting efficiency and consolidate multiple entities under a single charts of accounts. The company has reduced monthly reporting from 10 hours to two and has cut its monthly close in half. New efficiencies and insights have helped the company expand its locations and launch a new line of business.
"The way Sage Intacct helps us scale, the predictability and visibility we get into our revenue stream, and the streamlining around billing have all been remarkable."
With growth accelerating, Welltok moved to Sage Intacct as it's financial management platform. The company has automated reveneue recognition, reduced the time needed for monthly close by 25%, accelerated quote-to-cash efficiency by 20%, and gained new flexibility to meet complex customer billing requirements.
"Sage Intacct has been a lifesaver for us, increasing productivity so we can manage MHA’s growth without adding more headcount to the finance team. This saves around $100,000 every year, and frees up time to be proactive, rather than reactive."
MHA, an Association of Montana Health Care Providers, switched from Microsoft Dynamics SL to Sage Intacct in order to better manage its increasingly complex financial processes via the cloud. MHA used Sage Intacct to simplify multi-entity consolidations and gain insight into over twenty federal, state, and private grants.
"Sage People created a one-stop shop for our managers to do everything they need to do throughout the employee journey—from hiring to performance management and more."
Youth Dynamics used Sage People to establish end-to-end HR workflows tailored to its unique needs, which made life drastically easier for not just the HR team, but for people managers and employees across the organization. For example, Sage People delivered critical communications to remote workers during COVID-19 pandemic, sped the time-to-insight for annual HR data review by 75%, and accelerated hiring decisions by 66 percent.
"Now that Sage Intacct provides more meaningful, accurate visibility into our data, we’ve been able to easily meet stringent requirements from new funders and better manage our bottom line — ultimately bringing our asset balance into the black."
USA Fencing is a nonprofit with a mission of growing the centuries-old sport of fencing. By upgrading to Sage Intacct, the organization cut its month-end reporting time in half, modernized time-consuming financial processes, and established a healthy asset balance.
of businesses in the West reported receiving a PPP loan.
Hopi Tribe Economic Development Corporation
of businesses in the West reported becoming more connected to their customers during the pandemic, a percentage higher than any of the other regions.
of businesses in the West reported that the CFO will have more influence on the direction and success of the business in 2021 compared to 2020.
"Thanks to Sage Intacct, my role as an advisor to the company has evolved. I can see and present key financial information to our executives to help make critical business decisions. Now, our numbers are actually dictating where the company is going, which is really beneficial for the business. "
United Fire moved its financials to the cloud with Sage Intacct and streamlined several of its error-prone financial processes. In addition, the finance team’s reporting is dramatically more efficient with Sage Intacct, while new dashboards and scorecards also provide a very clear picture to the executive team. Key benefits from moving to Sage Intacct include increased cash flow by slashing overdue A/R by 60%, increased sales by 25% through improved visibility, and improved efficiency with less data entry and manual errors.
"Sage Intacct has been a boon to our organization as we’ve grown and we expect it will continue to scale with us beautifully, even when we eventually go public. Despite more than doubling our transaction volumes and boosting revenue by over 50%, we haven’t needed any more accountants – and that’s probably a headcount savings of around $300,000 annually. In fact, we estimate that Sage Intacct pays for itself in under 3 months each year."
Skytap, an innovative public cloud provider, chose Sage Intacct to help sustain its rapid growth trajectory and prepare for global expansion. By moving its financials to the cloud with Sage Intacct, Skytap gained more timely, accurate data for important business decision-making, dramatically shortened its monthly close by 17 days, and streamlined its financial processes. Skytap is saving $300,000 per year in headcount costs due to these efficiencies.
"Not only has Sage Intacct saved us several days of cobbling together spreadsheets each month, it has allowed us to keep up with increasing complexity without additional headcount. If we didn’t have Sage Intacct, we would have needed at least another half-time resource at around $15,000 per year – not an insignificant cost for a nonprofit like us."
IslandWood replaced its previous QuickBooks and Blackbaud systems with Sage Intacct’s modern financial applications to automate financial processes such as invoicing, accounts receivables, credit card reconciliation, accounts payables, and reporting – reducing the time it takes the finance team to consolidate and close the books by at least two days each month.
"Sage Intacct has really brought us into the modern age of accounting. Our executives and managers now have a real-time view into their budgets and how they’re trending, and that’s been a big impact on the business. The ongoing innovations in the Sage Intacct platform enable us to improve business processes with every release giving us a competitive edge we simply didn’t have before."
Salt Lake City
DMBA has dramatically improved financial management efficiency and insights since going live with Sage Intacct. The system allows DMBA to slice and dice data to fit their specific needs and prebuilt reports through Sage Intacct financial dashboards enable the organization to generate monthly financial statements in minutes that used to take two days of painstaking spreadsheet work. DMBA is saving another 20 hours a week by automating journal entries though Sage Intacct, eliminating a tedious, manual process. That’s freed up the time of one-half a full-time staff member to focus on higher-value and strategic tasks.
"We’ve seen significant time savings in every process since adopting Sage Intacct. We would have needed to add 10 new people to handle processes that are automated in Sage Intacct. To keep doing things the old way would have been a staff-killer. We view Sage Intacct as a partner in a common goal of growth — helping us drive that growth, sustain that growth, and analyze the growth."
Weave graduated from QuickBooks to Sage Intacct and immediately saw significant results, with the software paying for itself in less than six months. In its first two years on Sage Intacct, Weave scaled its customer base more than 3X and revenue at roughly 100% a year. Despite that tremendous growth, Weave maintained a lean accounting and finance team while capitalizing on Sage Intacct automation for subscription billing, revenue recognition, accounts payable and receivable, and deferred revenue management.
“It’s actually transformed our IT experience, and for me personally, moved me out of the role of traditional IT manager and put me into the role of process re-engineer, change manager … I think that’s both empowering for me and my career, but also really empowering for the company.”
The Roman Catholic Diocese of Portland, Maine, switched to Sage Intacct to improve financial processes across its organization. Within a year of implemention, the software had paid for itself and the diocese increased operational efficiency by ten percent. In addition, they gained timely, accurate in-sight into parish operations and avoided approximately 60 hours annually on consolidations and reporting.
"With the help of Sage Intacct, we've been able to implement the new blended rates and we're well on our way to realizing $4 million in additional profit."
Halloran Consulting implemented Sage Intacct, helping the firm pursue the use of a blended billing rate and decreasing days sales outstanding from 120 days to 68 -- resulting in $1 million in additional monthly cash flow. In addition, they increased billable utilization from 50% to 68% and project profitability by 12% due to better insight into resourcing and project data, all while reducing their monthly close time by 50%.
"Sage Intacct has enabled the finance team to become a better partner to the business. We’re spend-ing less time on routine accounting and more time supporting the business in a strategic role."
With the size of the company more than doubling, Wistia decided to graduate from QuickBooks to Sage Intacct. That move helped the compahy cut its monthly close time from 15 to eight days and streamline payroll entry work by five hours a month. In addition, they gained flexible reporting amid diversification in product lineup, with this new speed and insight supporting improved decisions and further growth.
"We never had very good sales information unless we did an awful lot of detailed work to pull sales out one customer at a time. How our partners are structured and how that program was capable of structuring a customer database were not compatible, and X3 is perfect for it.”
Starborn Industries, a family-owned company
that specializes in construction fasteners for deck construction, leverage Sage X3 to increase efficiencies and level up to full automation to better serve their customers, reduce man hours and better improve tracking.
"Sage Intacct delivers major productivity improvements for our team, but more importantly, it gives us access to trusted financial data on a real-time basis, which is a major benefit across our organization."
New York City
DonorsChoose.org switched from an aging Blackbaud accounting system to Sage Intacct to gain new insights that could support informed decisions and help maximize program impact. The cloud financial system help the organization cut out 50 hours a month in manual reporting, bill payments and revenue recognition, improve overall finance team efficiency by 20%, and shorten its month-end close by 60%.
"We're an agile business and we needed a flexible HR system that would help our employees make the most of their experience here. That's exactly what Sage People delivered."
As the company grew, GAIN Capital implemented Sage People to automate HR processes and establish a centralized place to manage its global workforce and deliver a more collaborative experience for employees. Now employees and managers can easily see how they are doing against objectives and headcount reports that used to take weeks to compile are produced in a matter of minutes.
"Our business was growing rapidly, and we needed a cloud financial management system like Sage Intacct to be able to handle the increased volume and growth in our customer base and revenues."
CloudCheckr’s finance team was struggling to manage the company’s rapid growth using a combination of QuickBooks and Excel spreadsheets. Moving to Sage Intacct has enabled CloudCheckr to reduce its monthly close from 10 days to five, eliminate 1-2 days of manual consolidation and deferred revenue recognition work, improve reporting and forecasting, and accelerate billing time by 50%.
of Northeastern businesses in the reported they received a PPP loan.
of Northeastern businesses said their goal is a significant or steady increase for their company’s revenue performance in 2021.
"We’re definitely in a much better position now that we’re system-driven and we’re automated with Sage Intacct. We’re set up for the future, for growth, for acquisitions, much better than we were before. Our accounting team has always been staffed by skilled strategists, and Sage Intacct gives them the time and opportunity to use those skills to grow the business."
Elemica switch from Microsoft Dynamics to Sage Intacct and gained automated revenue recognition in a single system -- helping it identify $80,000 in overlooked revenue and enabling forecasting based on billings, cash, and revenue. In just the first few months of use, Elemica reduced its days sales outstanding (DSO) from 90 to 65 days — a 28% improvement that created $3 million in new operational cash flow. That helped Elemica support development of the next version of its platform and ramp up its sales force.
"Sage Intacct and Platform Services have enabled my team to build amazing systems for the company. It’s lightweight, high performance, and works really well. The versatility and scalability we have with Sage Intacct are going to allow us to hit our aggressive growth goals over the next 10 years."
c3controls initially adopted Sage Intacct to replace Oracle NetSuite, with which the company had unsatisfactory experiences and a difficult relationship. Sage Intacct offered exceptional flexibility, reporting, and strong accounting capabilities that c3controls needed. As usage of Sage Intacct expanded over several years, c3controls utilized the Sage Intacct open API and Platform Services as foundational components in a modern, lightweight ecommerce site. The result was improved customer experiences, accelerated orders 2x–3x, and savings of $200,000 through streamlined accounting processes.