Customer Case Studies

© 2019 Sage Intacct, Inc. All rights reserved. www.sageintacct.com 877-437-7765 Company Overview ACD links insurers with the best technology and service providers in the auto and property claims industry. Through AutoLink™, PropertyLink™, and SubroLink™, ACD has redefined innovation and technology excellence through data-driven analytics, decision support, advisory and audit services – all serving to connect the entire claims value chain. ACD has processed over $3 billion dollars in assessed damages, servicing over 225 insurers including 11 of the Top 25 national carriers. ACD's mission is to digitize and connect the claims industry by focusing on simplifying processes and increasing transparency in a highly fragmented business sector. For more information, visit www. acdcorp.com. Executive Summary Previous So ware: • QuickBooks Results with Sage Intacct: • Improved customer experience through value-added reporting • Saved 45 hours/month on manual A/R and A/P processes • Cut A/R aging dramatically • Kept finance team lean during continued revenue growth Challenges Graduating from Basic Accounting to World-Class ERP AutoClaims Direct, Inc. (ACD) is an entrepreneurial company working to change the traditional approach to auto claims processing by combining user-friendly claims management technology with quality network vendor service solutions. Named to the Deloi e Technology Fast 500 of North America for four years, the company decided to replace QuickBooks and bring its outsourced basic accounting function in-house in preparation for continued growth. ACD's finance team went looking for a scalable ERP solution that could automate several manual processes and integrate with its internally developed claims management front end system. "A er evaluating Acumatica and NetSuite's complex systems, we loved how straightforward yet sophisticated the Sage Intacct solution was—it fit right in line with our own so ware development philosophy," said Kristy Facchini, chief financial officer at ACD. "Sage Intacct brings us tremendous reporting and dashboard flexibility, which lets us understand relationships between business activities so we can think more strategically. In addition, Sage Intacct's robust APIs allow us to speed processes and ensure data accuracy by linking directly to our other business systems, even proprietary ones." Solutions Driving Competitive Differentiation Through Custom Invoicing ACD got up and running on Sage Intacct quickly, seamlessly integrating the new system with other business applications to eliminate unnecessary data entry from its accounts receivable (A/R), accounts payable (A/P), and reporting processes. Some of the finance team's biggest efficiency gains came from automating A/R management. Claims data from ACD's front-end system is now updated in Sage Intacct's A/R module in near real-time, and up-to-date payment history information is sent back to the customer portal. Rather than invoicing claim adjusters for every single claim that comes through the system, Sage Intacct's flexible invoicing workflows let ACD prepare and schedule bulk invoices that meet each customer's specific requirements. Sage Intacct's dimensions capability makes it easy to add specific details—such as vehicle or owner name, or unique claim numbers—to invoices as needed. Previously, the company spent around two days each month on just a handful of custom invoices, but now the team can offer these more detailed reports to any client because they take just minutes to produce. AutoClaims Direct, Inc. Graduates from Basic Accounting to World- Class ERP AutoClaims Direct, Inc. C A S E S T U D Y

• Cover