Transforming Financial Management with Sage Intacct

This case study outlines the financial management transformation of a mid-sized construction firm through the implementation of Sage Intacct and the outsourcing of its controller services. The Company faced challenges with manual processes, limited financial visibility, and time constraints for its CFO, which hindered effective decision-making. To address these issues, the Company adopted Sage Intacct, a cloud-based financial management solution, while outsourcing its accounting functions to Cherry Bekaert. Key initiatives included the provision of dedicated system support, ensuring data integrity, and establishing an automated workflow for accounts payable. The integration of Sage Intacct facilitated real-time reporting and improved project budgeting, significantly enhancing financial visibility. The results demonstrated a reduction in manual effort, increased data accuracy, and improved compliance, allowing the CFO to focus on strategic growth. This innovative approach positioned the Company for continued success in the competitive construction industry.