Customer Case Studies

Customer Profile Case Study: Snapsheet | 1 Executive Summary Previous Solution: • QuickBooks Switched to Sage Intacct to: • Automate complex billing • Gain actionable insight Results with Sage Intacct: • Avoided $140,000 in annual headcount costs • Saved 30 hours per week managing A/R • Scaled easily with 6X revenue growth If we were still on QuickBooks, we would've needed at least two more accountants to keep up—at a cost of $140,000 annually. With Sage Intacct, I know our lean team can easily handle another 600% in revenue growth. –Doug Polignano, Controller, Snapsheet Gaining Flexibility to Support Future Growth Snapsheet was created to change the world of auto claims appraisals. Its revolutionary new mobile app and dispatch platform helps insurance carriers se le claims in hours instead of days. As the company began to accelerate growth, Snapsheet's finance team recognized the importance of modernizing its own internal processes. The company's rapidly growing billing volumes made it nearly impossible for the team to manually record each insurance estimate as a revenue transaction, which was a requirement of its previous QuickBooks accounting so ware. And since QuickBooks could not integrate with the company's back-end claims management system, Snapsheet needed a more efficient way to manage bulk billing. In addition, its finance team spent hours on manual Excel workarounds just to ensure that payments were applied to the correct customer claims and carrier invoices. "As a technology company, we needed a robust cloud-based solution that would provide the flexibility to integrate with our proprietary platform, while avoiding the cost and maintenance of servers and upgrades," said Doug Polignano, Snapsheet's controller. "It was an easy decision to go with Sage Intacct over NetSuite, because Sage Intacct gave us significantly more flexibility to adapt the system to our business' unique requirements, which in turn has created confidence that our financial system will scale with us as we expand." Automated Invoicing Delivers Massive Productivity Gains Snapsheet worked with Sage Intacct partner BT Partners to implement Sage Intacct and tightly integrate its new financial management so ware with the company's custom-built system for processing insurance claims and estimates. Sage Intacct has streamlined Snapsheet's entire accounts receivables process. Customers' claims are now automatically fed into Sage Intacct, where they are checked against a variety of different billing rules and converted to invoices with the required data and format for each insurance carrier. As a result, Sage Intacct has cut the time Snapsheet's

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