Customer Case Studies

AutoClaims Direct, Inc.

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www.sageintacct.com 300 Park Ave #1400 San Jose, CA 95110 877-437-7765 Copyright ©2019, Sage Intacct, Inc. All rights reserved. Sage Intacct is a registered trademark of Sage Intacct, Inc. A u t o c l A i m s d i r e c t , i n c . g r A d u A t e s f r o m b A s i c A c c o u n t i n g t o w o r l d - c l A s s e r p By leveraging Sage Intacct to deliver more accurate, timely information, ACD is able to enhance overall customer experience—ultimately driving competitive advantage for the business. In addition, Sage Intacct streamlined ACD's A/P process, saving at least four days each month that the team previously spent processing checks. Now, the whole process is integrated with ACH processing and takes less than an hour, resulting in a vendor network that's more loyal because it can count on ge ing paid on time. Results Operationalizing Financial Insight Sage Intacct significantly improved ACD's financial transparency, allowing the company's leadership to monitor key trends such as profitability and revenue by customer by month. Facchini built a personalized Sage Intacct dashboard for the company's CEO, with Sage Intacct Performance Cards he monitors daily to track indicators like year-to-date revenue measured against prior results and current targets. "When compared with the limited data we had before, the level of information we can access in Sage Intacct is like night and day," commented Facchini. "Now, we have key information such as gross margins by customer and business line at our fingertips. Since these crucial business metrics are no longer a mystery, we can create more realistic projections and make be er day-to-day decisions. Our board has been impressed by the new business insight we provide to them." ACD's finance team is also able to manage its receivables be er with Sage Intacct's customer aging reports. As a result of this visibility, the company has shortened its average invoicing and payment cycles by more than 25 days and achieved healthier cash flow. Sage Intacct is fully capable of supporting our continued revenue growth without any additional finance staff over the next 5-7 years. In fact, as we've scaled, we've transitioned two team members to more customer-focused tasks so that we're providing be er insight for our clients' businesses. Kristy Facchini, CFO, ACD

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