Challenges
- Outdated financial system couldn’t keep pace with the company’s growth
- Manual financial processes and limited accessibility
- Needed to integrate a highly customized Salesforce instance with a new accounting system
Why Sage Intacct
- Easily integrated with the company’s highly customized Salesforce solution
- Scalable, cloud-native financial management
- Robust custom reporting and real-time financial insights
Benefits
- Automated transactions and financial processes
- Improved flexibility, accessibility, and real-time visibility
- More granular, real-time data through custom queries and accounting reports
" We can run our own custom queries and accounting reports and get a lot more granular, real-time data. "
Rudy Smith
CFO, PEI Mutual Insurance Company
