BT Partners

Solution: On its accounting firm's shortlist of Sage Intacct, Microsoft Dynamics 365 Business Central, Acumatica and NetSuite, the company chose Sage Intacct for its intercompany and project-cost functionality, implemented by BT Partners. The partner also rebuilt requisition and purchasing workflows and integrated the Checkbook payment platform for ACH and check payments.

Results: Monthly close reporting across the 15 entities dropped from more than eight hours to under 15 minutes, duplicate journal entry work was eliminated, and the efficiency gains allowed the company to leave an open bookkeeper position unfilled.

“BT Partners impressed us. They came prepared, and they were able to demonstrate how they could map Sage Intacct to accommodate our workflows and procedures.”

Solution: After evaluating Cougar Mountain Denali, Sage 100, Microsoft Dynamics 365 and Open Systems Traverse, SC Labs selected Sage Intacct implemented by BT Partners, who configured Dimensions for gross-margin reporting by test type and automated electronic purchase requisitions.

Results: The company grew 130% from 2017 to 2019 while adding legal entities without consolidation overhead; audited-quality real-time financials support investor due diligence, and 13-week cash flow forecasts that inform CEO planning are produced in minutes.

“I know from experience that the right partner advances our ability to use the software and becomes an integral part of our success. We felt that BT Partners was the right partner.”

Solution: BT Partners implemented Sage Intacct with automated reporting packages and approvals, connected the ALIS resident-billing system via its native API integration, and extended report and invoice drill-down access to community-level staff such as business office managers and maintenance leads.

Results: Reporting packages that required manual assembly are now generated by selecting a package, location and timeframe, recovering days of accounting time; revenue recognized in ALIS posts to Sage Intacct within an hour; and AI-assisted accounts payable standardizes invoice coding across the 37 communities.

“BT Partners are true to their word. They are there to make sure your business continues to thrive. They want to make sure that they're listening to your needs. When it comes to any question we've had in the senior living area, they've been able to address it.”

Solution: BT Partners implemented Sage Intacct for multi-entity accounting and intercompany processing, and connected it with the ALIS clinical/billing system, a CRM and outsourced payroll through Domo BI dashboards covering vacancy rates, market room rates, staffing levels and marketing campaign ROI, with Intacct dimensions used to tag transactions for analysis.

Results: The monthly financial package that previously took five full days is now produced in under 15 minutes, investors receive dashboard views of the data they require, and accounts payable is managed across all communities with fewer resources.

“Our partnership with BT Partners is beneficial on so many levels. They are always available with advice, direction, and fresh ideas. And technically, I've yet to meet anyone more astute.”