Customer Case Studies

Monta Health Care Provider Association

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© 2017 Sage Intacct, Inc. All rights reserved. The Sage Intacct logo is a trademark of Sage Intacct, Inc. and/or its affiliates. All other company or product names are the property of their respective owners. 09.17 The ease of integrating other so ware with Sage Intacct has also benefi ed MHA. The association has connected several key business systems with Sage Intacct, including Adaptive Insights for budgeting, Paylocity for payroll, Joseph Eve's AssetEdge solution for fixed asset management, and Cli onLarsenAllen's allocation management app. All of these applications have pre-built integrations with Sage Intacct to deliver efficiencies that save MHA's finance team several hours of manual data re-entry work each month. MHA has greatly streamlined its grant management. It is simple to add new grants to Sage Intacct and quickly produce grant-specific income statements, balance sheets, or any other reports the team needs to track restricted, temporarily restricted, or unrestricted funds. MHA has also adopted paperless purchasing and time and expenses processes with Sage Intacct's pre-configured approval workflows for grant directors. Gaining Peace of Mind through Transparency MHA dramatically improved its organizational visibility via Sage Intacct, building personalized dashboards for each grant manager with budget-to-actuals and year-to-date transactions, which help them to more closely manage their grants. With Sage Intacct's flexible general ledger dimensions, each individual transaction can be tagged with the type of program or service it applies to, down to the association's specific departments, individual seminars, and employees. As a result, managers can easily monitor funds at the line item level—something that was an entirely manual process before. MHA's president and vice president also have their own dashboards that show the organization's real-time financials and cash on hand. "It's great to have full transparency for the whole the company. Everyone can see how we're doing at any point in time without waiting for batch processes to complete or for the finance team to manually run reports," noted Hogan. www.sageintacct.com 877.437.7765 About MHA MHA—An Association of Montana Health Care Providers—offers a variety of services, including advocacy of members' interests with state and federal governmental agencies and legislative bodies, regulatory assistance, data products, education programs and communications.

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