Customer Case Studies

© 2018 Sage Intacct, Inc. All rights reserved. www.sageintacct.com 877-437-7765 Challenges Graduating to Robust Cloud ERP CareATC provides primary healthcare, acute care, and chronic disease management to employ- ers through on-site, near-site, and shared-site clinics in seventeen states. The company manages these medical care centers, charging administrative fees and pass-through costs—including clinician, lab, and pharmacy expenses—to each corporate client. With 3X revenue growth over the past three years and thousands of transactions each month, CareATC quickly outgrew its QuickBooks accounting so ware and decided to establish more sophisticated, automated finan- cial processes. The company selected Sage Intacct's best-in-class ERP solution to meet its needs. Jay Jackson, the CFO at CareATC noted, "I'm a big fan of cloud solutions like Sage Intacct that eliminate IT maintenance needs. In addition to the system dramatically streamlining all of our financial work- flows, we enjoy its regular so ware updates, reduced hardware costs, and top-notch security." Solutions Ensuring Data Accuracy through Scalable Processes Since making the switch to Sage Intacct, CareATC has optimized its accounts receivable and payable processes, including complex pass-through client transactions. The finance team can now easily upload data from suppliers, as well as the company's Concur and Paylocity systems, directly into Sage Intacct, which saves around 40-60 hours of data entry each month and ensures more accurate financial information. In addition, the team halved its monthly close and saved even more time by using Sage Intacct to automate expense allocation for shared-site clinics that serve multiple clients. All of this increased productivity also translates directly to cost savings. For example, CareATC avoided hiring at least two full-time accountants it would have needed to keep pace with its growth—at a savings of around $100,000 per year. These efficiencies are augmented by a team from Sage Intacct consulting partner, BTerrell Group, which supports the company's financial so ware configuration needs. Company Overview CareATC is a healthcare provider that partners with employers to help them take control of rising healthcare costs by improving the health of their workforce. The company's vision is to promote health, prevent disease, and provide a shorter path to care. Executive Summary Previous So ware: • QuickBooks Results with Sage Intacct: • Scaled easily with 3X revenue growth • Saved 50 hours/month of duplicate data entry • Halved monthly close process • So ware paid for itself in <3 months based on business value Graduating to Robust Cloud ERP CareATC C A S E S T U D Y

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