Customer Case Studies

www.sageintacct.com 300 Park Ave #1400 San Jose, CA 95110 877-437-7765 Copyright ©2018, Sage Intacct, Inc. All rights reserved. Sage Intacct is a registered trademark of Sage Intacct, Inc. Rev: SI_Case_Study_RapidRatings_Updated | January 18, 2019 12:33 PM I n n e e d o f S o p h I S t I c a t e d M u l t I - e n t I t y f I n a n c I a l M a n a g e M e n t Sage Intacct has also transformed TFC's project accounting practices, allowing users to run re- ports against specific clients, employees, and service lines without having to manually calculate labor costs per employee across different entities. Leveraging Sage Intacct Project Accounting, TFC can easily track specific employees and understand the amount of time they spend on clients to improve project profitability as well as service. That also helps the company identify when it may need to adjust fee levels during contract renewals as well as reach out to clients proactively that may be in need of additional service. Also, Sage Intacct integrates with TFC's primary operations so ware, Prism, as well as Adaptive Insights for planning and forecasting, Nexonia for time and expense tracking, and MasterTax for processing taxes. "With Sage Intacct, our finance team has much more time to analyze data and take proactive action steps to improve our margins and bo om line, as opposed to worrying about data entry and processing spreadsheets. We have become a true business partner, as opposed to bean counters," Yakhnis said. Results Financial Visibility Powers Decision-Making and EBITDA Growth Sage Intacct's easy-to-customize reports and dashboards give 13 TFC executives and business users an intuitive view of the business right from their mobile devices. The company uses every field in Sage Intacct's multi-dimensional general ledger to categorize data in several different ways of reporting. As a result, profitability information is readily accessible, and the company's leadership can make informed decisions about how to service clients and grow the business. "We've been able to make great decisions based on our information from Sage Intacct," Yakhnis said. "We perform extensive profitability analysis by clients and line of business, and that's al- lowed us to choose which service models are most effective and valuable to our clients." In the last two years alone, that's helped TFC increase EBITDA by a remarkable 194%. Yakhnis is con- fident that TFC has the right financial management platform to support its continued growth. "Using Sage Intacct made us much more profitable than we were before and has positioned us for a lot of growth in the future," she said. The CFO is especially gratified that Sage Intacct has enabled a be er work-life balance for the accounting team, rather than long hours of endless manual data work in the past. "Sage Intacct has allowed us to gain our personal lives back," she said. "I, just like the rest of my team, can go home on time, be with my family, and take vacations. Yes, we're busy all year long, but we're able to manage our time more effectively." Sage Intacct has proven invaluable in giving us a single version of the truth, insightful and actionable, as opposed to financial data stuck in spreadsheets and different accounting so ware packages. Tanya Yakhnis, CFO, Tandem Family of Companies

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