Challenges
- Relied heavily on a third party for tasks like changing reports
- Struggled to track margins for multiple regions and insurance plans due to a complex chart of accounts
- Cumbersome user experience, including manual reporting and a VPN requirement
Why Sage Intacct
- Makes it easy to generate margin reports and present information in a clear, visually appealing format
- Provides role-based dashboards, customisable reporting, flexible dimensional reporting, and drill-down capabilities
- Automatic quarterly updates provide the latest innovations, functionality, and security enhancements
Benefits
- Real-time reporting and interactive dashboards provide instant visibility into performance
- Streamlined approval workflows automatically route transactions to the right people
- Flexible dimensional reporting replaced complex account structures and modernised the chart of accounts
"What I love about Sage Intacct is how easy it is to see the story behind something. Just a click on a number takes you to the history or transaction. We couldn’t do that in Sage 300."
David Gaskin
CFO, Independent Contractors and Businesses Association (ICBA)
