Customer Case Studies

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. G l o b a l F r e e d o m a d v o c a t e b o o s t s e F F i c i e n c y 7 5 % b y l i b e r a t i n G F i n a n c e t e a m F r o m m a n u a l W o r k entry of invoicing and other financial information across the two systems. Plus, accountants and operational managers have far fewer discrepancies to investigate and resolve. "We no longer have to do monthly reconciliations between what was in Salesforce and what was in QuickBooks," Lopez said. "That's saved a lot of time, and it provides a single source of truth with consistent and accurate information in both Salesforce and Sage Intacct." Another integration, between Sage Intacct and the Expensify expense management application, has contributed to a reduction in the monthly close from more than two weeks to as few as five days. Previously, employee credit card transactions would be downloaded from Atlas Network's bank to QuickBooks, and details would need to be manually added. Lopez's three-person team spent a lot of time making inquiries with credit card users. "By automating that process, we have expense reports once they've been approved with all information embedded and they flow directly into Sage Intacct," Lopez said. "That's been a huge time saver." Results 75% More Efficient Reporting with Timely, Accurate Data With integration between Sage Intacct and Solver BI360, Atlas Network is improving its budgeting and reporting processes. T3 Information Systems devised a set of templates in Solver BI360 to mirror past Excel-based budgeting and set up integration between Solver and Sage Intacct. The system eliminates painstaking deliberations between Lopez and budget owners and brings new structure and governance to what had been an ad hoc process. It's also giving Atlas Network executive leaders be er visibility and data access to make informed strategic and programmatic decisions. "Integrating Sage Intacct with Solver BI360 makes it easy for executives and managers to view budget vs. actuals," Lopez said. "They can drill down into details and assumptions, and they can adapt and make decisions based on accurate and timely data." Lopez expects a significant reduction in budgeting time and effort when the organization does its first full annual budget through the system in the second half of 2019. Lopez says reporting efficiency has leapt 75% since Atlas Network deployed Sage Intacct. On- demand reporting lets him answer questions from managers in minutes, rather than needing two days to dig up information from QuickBooks and Excel. "I'm doing more reports and I'm doing them faster with Sage Intacct," Lopez said. New accounting efficiencies are freeing more time for reporting and other value-add strategic work — for example, Lopez is saving two weeks a month by automating journal entries that had been entered manually. It's also far easier to manage restricted grants (dedicated to a particular project) with Sage Intacct. Atlas Network's finance team is running faster and smarter, and be er supporting the organization's mission of global liberty. Integrating Sage Intacct with Solver BI360 makes it easy for executives and managers to view budget vs. actuals. They can drill down into details and assumptions, and they can adapt and make decisions based on accurate and timely data. Romulo Lopez, Director of Finance, Atlas Network

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