CBIZ
Sage Platinum PartnerCleveland, United States · North America · 6,500+ employees
CBIZ is a national professional services firm and leading Sage VAR partner with more than 30 years of experience helping organizations optimize Sage Intacct to improve efficiency, increase visibility, and support growth. Combining extensive implementation expertise, deep accounting knowledge, and firsthand experience using Sage solutions, CBIZ enables clients to successfully deploy, optimize, and maximize the value of Sage Intacct. Through a hands-on, white-glove approach, CBIZ provides strategic guidance and ongoing support to help organizations streamline financial operations and achieve long-term business success.
Partner Level
Platinum
Sage certified
Company Size
Enterprise
5,000+ employees
Region
North America
United States
Sage Products
3
specialisations
Sage Case Studies by CBIZ
1 verified storyReal Sage implementations delivered by CBIZ — summarised from case studies published on their website, with only the figures the original source reports.
PCIGC
Not-for-Profit
United Statesabout 40 hours per year annual saved payment allocations
Sage Intacct already in place, with claims transactions routed through an intermediary system or entered as manual journal entriesSage Intacct
about 250 hours per year
annual hours saved transaction posting
Challenge: The Maryland not-for-profit could not send claims transactions directly into Sage Intacct, so staff routed them through an intermediary system or keyed manual journal entries. Allocating payments across multiple insolvencies depended on spreadsheets built from exported Sage Intacct data, which was slow and error-prone.
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United Statesabout 40 hours per year annual saved payment allocationsSage Intacct already in place, with claims transactions routed through an intermediary system or entered as manual journal entriesSage Intacctabout 250 hours per year
annual hours saved transaction posting
Solution: CBIZ assessed PCIGC's systems and built a customized claims platform that connects directly with Sage Intacct, eliminating the intermediary system. The team also automated key steps in allocating payments across insolvencies and removed an unnecessary stage of the process.
Results: Eliminating the intermediary system and manual posting saves about 250 hours a year, and automated allocations save roughly 40 more. PCIGC also gained new financial and operational reports and reduced the risk of human error in its claims and allocation workflows.
Original case study ↗Sage Products
Industries Served
Countries of Operation
Partner Details
- Partner Level
- Sage Platinum Partner
- Headquartered
- Cleveland, United States
- Region
- North America
- Company Size
- Enterprise (5,000+ employees)
- Employees
- 6,500+
- Partner Types
- Consulting, Implementation, Value-Added Reseller
- Countries
- United States
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