Case Studies > From Sage 50 to Sage Intacct: How CCPA Modernised Finance for the Future
Challenges
- Sage 50 was on premises, with no cloud capabilities
- Manual financial reporting, data entry, and revenue recognition and deferral processes
- Disconnected data meant lengthy audits and poor reporting
Why Sage Intacct and Saltbox
- Remains in the Sage ecosystem but moves away from an on-premises solution
- Integrates seamlessly with CCPA’s association management system via Vision33’s Saltbox Integration Platform
- Offers flexible implementation, allowing CCPA to implement Sage Intacct’s core features and add modules as needed
Benefits
- Real-time reporting and extensive report templates
- Automated revenue recognition and deferral processes
- Faster access to financial information reduced audit timelines from about a month to less than a week
Project Information
CCPA replaced Sage 50’s manual finance processes with Sage Intacct automation, gaining real-time reporting, better revenue recognition, and faster audits.
Client:
The Canadian Counselling and Psychotherapy Association (CCPA)
Location:
Ottawa, Ontario, Canada
Industry:
Professional Services
Products/Services:
Advocacy for the counseling and psychotherapy profession, counselor credentialing, and professional liability insurance benefits
Previous System:
Sage 50
Solution:
Sage Intacct
Solution:
Saltbox
Website:
Testimonial
See how Vision33 can help you achieve results.
"I can’t say enough good things about Sage Intacct. It’s made a world of difference in my role and my administrator’s role. It freed us up to do the things that are important, like real-time reporting and having confidence in accurate information. That’s a big deal. "
Tony Laderoute
Senior Director of Finance and Operations, The Canadian Counselling and Psychotherapy Association (CCPA)
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