PICO California Customer Success Story

Project Info
PICO California Streamlines and Automates Non-Profit Accounting With Sage Intacct.
Client
PICO California
Location
Los Angeles, California, United States
Industry
Non-Profit
Product Type
Making affordable housing, funding schools and communities
Previous System
Xero
Solutions
Sage Intacct
Website

Challenge
- We had to create fake invoices to pay real invoices.
- The process was cumbersome.
- There were limitations we couldn’t accept.
- Budgeting and forecasting was a tedious exercise of data manipulation in spreadsheets.
Why Sage Intacct
- Financial reporting and capabilities that far exceed Xero’s
- No need to worry about updating spreadsheet formulas for financial forecasting.
- Sage Intacct’s budgeting and planning module automates the process and delivers reports and forecasts with a few clicks.
Benefits
- No longer need to work with stale data.
- No need to worry about updating spreadsheet formulas for financial forecasting.
- Invoices are sent to, approved in, and paid out of Sage Intacct. It’s much simpler.
The payment processing was the most immediate, huge, glaring area where we saw a difference.
Anthony Gamblin, COO - PICO California

