Customer Case Studies

Copyright ©2018, Sage Intacct, Inc. All rights reserved. Sage Intacct is a registered trademark of Sage Intacct, Inc. www.sageintacct.com 300 Park Ave #1400 San Jose, CA 95110 877-437-7765 P r e P a r i n g f o r S c a l e w i t h r o b u S t e r P Sage Intacct greatly improved financial visibility for our execu- tive team. Now, man- agers across the business can always see their month to-date or quarter-to- date budget-to-actu- als, spend, personnel expenses, travel expenses, and more. We've also significantly streamlined our finan- cial processes – our close has already gone from 24 to just 11 days, and it is always super easy and quick. Chris Heaton, Director of Finance, RizePoint "Sage Intacct's ability to integrate seamlessly with our other business systems definitely makes my work easier and frees my time to provide be er service to our customers," noted Meera Kansagra, assistant controller at RizePoint. "Because most of our transactions and journal entries can be automated or imported into Sage Intacct, we avoid a lot of manual data entry, which is amazing—since the last thing I want to be doing during our monthly close is entering data. With Sage Intacct, our close has already gone from 24 to just 11 days, and it is always super easy and quick." Results Superior Reporting Power Boosts Financial Visibility Another benefit of Sage Intacct is in-depth, on-demand insight for the company's executive team and cost center managers. RizePoint's finance team uses Sage Intacct's reporting capabilities to produce monthly profit and loss statements, balance sheets, and statements of cash flows. Using Sage Intacct Dimensions, RizePoint can tag individual transactions with specific customers, departments, or locations, and then filter, group, and organize its financial data accordingly. For example, leaders across the business can be er manage their specific budgets by viewing current departmental spend on their Sage Intacct dashboards at any time—which has decreased budget-to-actuals variance from 4% to 1%. In the future, RizePoint plans to extend its use of Sage Intacct by implementing more purchasing controls, approval workflows, and personalized dashboards for additional stakeholders. The company is also implementing the Sage Intacct Collections module to automate its accounts receivable collections and dunning process, which will shorten the cash cycle, increase accuracy, and improve customer satisfaction.

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