Challenges
- Processes were cumbersome
- Budgeting and forecasting were tedious exercises of data manipulation in spreadsheets
- The legacy software had too many limitations (e.g., employees had to create fake invoices to pay real invoices)
Why
Sage Intacct
- Financial reporting and capabilities that far exceed Xero’s
- No need to worry about updating spreadsheet formulas for financial forecasting
- Budgeting and planning module automates the process and delivers reports and forecasts with a few clicks
Benefits
- No longer need to work with stale data
- No need to worry about updating spreadsheet formulas for financial forecasting
- Invoices are sent to, approved in, and paid out of Sage Intacct
"The payment processing was the most immediate, huge, glaring area where we saw a difference."
Anthony Gamblin
COO, PICO California
