BTerrell Group

Solution: BTerrell Group configured and integrated Sage Intacct into Daniel Stark Law's workflows, adding BTerrell's Billable Expenses add-on for pass-through client transactions and the Workforce Go! solution for payroll integration with AmeriFlex Workforce Management.

Results: The finance team freed six days per month from tedious accounting and reporting tasks, shortened its monthly financial close by five days, saved around sixteen hours a month previously spent producing budget variance reports in Excel, saved at least $40,000 in reduced headcount needs, and the software paid for itself in under 5 months based on business value alone.

“Sage Intacct delivers tremendous value to our business, from streamlined processes to better visibility into performance.”

Solution: StarCorp implemented Sage Intacct with BTerrell Group, replacing 144 separate monthly bank reconciliations with a single daily reconciliation across all stores and automating the payroll data export.

Results: StarCorp replaced 144 monthly bank reconciliations with a single daily reconciliation, eliminating about 20 hours a month of reconciliation work, saved eight hours per payroll period, cut vendor bill management from four hours a week to 15 minutes, saved 90 minutes a month on recurring bills, and estimates it avoided the cost of two full-time employees.

“The benefits from Sage Intacct have been the real-time data being instantaneous so that we can get the information that we need, and improving workflow processes so you're not bogged down by day-to-day stuff.”

Solution: An outsourced accounting partner migrated Utility Emergency Services Fund's financials from Intuit QuickBooks to Sage Intacct, and the nonprofit later moved to an in-house finance team, using Sage Intacct's grant accounting capabilities, electronic AP workflows, and recurring payments to replace paper-based processes.

Results: Utility Emergency Services Fund shortened its monthly close process by 33%, sped up weekly accounts payable payments by 83%, reduced paper use by 86%, reduced non-program overhead by 12%, and gained the efficiency and confidence to support 166% contract growth, cutting rent/utility payment processing from around 12 business days to two days.

“With Sage Intacct's grant accounting capabilities, we've been able to very quickly respond and scale to the growing needs of our community.”

Solution: BTerrell Group configured Sage Intacct for CareATC, automating AR/AP and expense allocation for shared-site clinics, integrating supplier, Concur, and Paylocity data feeds, and building manager-level dashboards.

Results: CareATC saved 40-60 hours per month of duplicate data entry, halved its monthly close process, avoided hiring at least two full-time accountants (saving around $100,000/year), and the software paid for itself in under 3 months based on business value.

“We love how easy it is to write reports in Sage Intacct, with the ability to slice and dice our data by all kinds of criteria.”

Solution: Outsourced accounting provider Fintelligent, working with Sage Intacct partner BTerrell Group, implemented Sage Intacct, building four custom dashboards for the CEO, operations, sales/marketing, and finance teams, and connecting Sage Intacct via EDI to third-party logistics providers plus Bill.com, Expensify, and Asana.

Results: dapple saved at least 40 hours a month previously spent entering over 700 invoices manually, saved 60+ hours a month overall on manual processes, cut ad hoc financial information requests in half, and the software paid for itself in under 2 months on business value delivered.

“Sage Intacct's dimension capability lets us very quickly look at our key metrics in a variety of different ways so that we can understand what's driving them and react accordingly.”