The Challenge
Community Living, Developmental Disabilities, and Mental Health Organizations
Finance leaders in non-profit community living environments—such as rehabilitation centers, behavioral health facilities, residential care homes, and treatment programs—operate in a highly complex environment. Billing complexity, fragmented funding, rising labor costs, and strict reporting regulations add pressure to an already demanding task list.
But daily operations become significantly harder with legacy accounting software. Disconnected systems and manual processes make it difficult to stay compliant, maintain visibility, and make informed decisions. And for organizations with multiple entities, complex, time-consuming consolidations create additional challenges.
The Solution
Sage Intacct
Sage Intacct is a cloud-native, AI-powered financial management solution that helps non-profit finance leaders in the community living, developmental disabilities, and mental health sectors maximize their organization’s impact. With real-time visibility, automation, easy integrations, one-click consolidations, and anytime, anywhere access, finance teams are equipped to close faster, see clearer, and scale smarter.
And when you choose Sage Intacct to modernize your financials, you join over 30,000 high-performance finance professionals who rely on it every day.
See Financial Performance in Real Time
Work More Efficiently
Improve Cash Flow Management
Stay Compliant with Confidence
Simplify Audits
Accelerate Month-End Close
Bottom line? With Sage Intacct, community living finance teams can not only make data-driven decisions—they have more time for mission-critical priorities and can lead with confidence.
Security & Compliance
Trusted, HIPAA-Compliant Financial Management
Built for organizations that require:
- HIPAA-compliant financial management
- Built-in security features designed to support compliance
- Detailed audit trails for greater visibility and accountability
- Role-based access controls to help protect sensitive information
- Streamlined financial operations without added complexity
- Reliable data protection while keeping teams productive
Intelligent Finance Tools
AI With an Accounting Brain
Built for modern accounting teams that need:
- Industry-leading AI designed specifically for finance and accounting
- AI trained by finance professionals using real financial data
- Transparent and secure decision-making
- Configurable boundaries and controls
- Greater accuracy, trust, and financial oversight
Grant & funding source management
• Track diverse funding sources (e.g., federal, state, Medicaid, county contracts, philanthropic grants)
• Automate compliance reporting for OMH, OASAS,
and other state funders
• Separate restricted vs. unrestricted funds with precision
Program & service line reporting
• Real-time dashboards by program, location,
or population served
• Show true costs of housing, outpatient services,
crisis stabilization, or residential supports
• Automatically allocate shared expenses to each program
Automated compliance & audit readiness
• Built-in non-profit compliance framework aligned with GAAP & FASB 958
• Streamlined single audit preparation
• Digital audit trail for funder confidence
Budgeting & forecasting for mission impact
• Scenario planning for new housing projects, staffing models, or Medicaid rate changes
• Multi-year budget visibility for sustainability planning
Integrated people & service data
• Connect Sage Intacct with EHRs, case management, and payroll systems
• Link service delivery metrics with financial outcomes for funder reports
Cloud-based
accessibility
• Secure, anytime access for distributed teams
• Role-based dashboards for program directors, finance, and leadership
Trusted Advisory
Why Community Living and Mental Health Organizations Choose Vision33
You only realize Sage Intacct’s full value when your partner helps you unlock true financial transformation.
At Vision33, we don’t just sell and implement Sage Intacct—our expert, certified consultants act as trusted advisors to your business, helping you succeed by asking the right questions and proposing new ways of doing things as your business needs evolve.
Sector-Specific Knowledge
Deep Non-Profit Expertise
We understand the unique challenges community living non-profits face, from limited resources to complex compliance requirements. With decades of experience, our team provides personalized support tailored to community living organizations, including:
- Nursing care/skilled nursing facilities
- Continuing care retirement communities
- Assisted living facilities for the elderly
- Psychiatric and substance abuse hospitals
- Outpatient mental health and substance abuse centers
- Residential mental health and substance abuse facilities
- Residential intellectual and developmental disability facilities
Smarter Operations
Move Beyond Traditional Processes
Technology is a catalyst for transformation. But true, meaningful transformation happens when you challenge the status quo and think differently about how you work.
This is what sets Vision33 apart. As your team’s trusted Sage Intacct partner, we’ll:
-
Evaluate current processes
-
Identify inefficiencies and opportunities
-
Help you rethink how your team works
-
Design smarter, more scalable ways of working
Dedicated Expertise
Premium Sage Intacct Support
Vision33’s Success Assurance for Sage Intacct gives you peace of mind through comprehensive support and unlimited access to a dedicated team of experts focused on one thing: your success.
What you get with Success Assurance for Sage Intacct:
- Expert Sage Intacct customer support
- Certified consultants with real-world industry experience
- Predictable costs with no surprise support fees
- Ongoing optimization as your business needs change
- A long-term partner invested in your success
Providing lifelong, compassionate, and evidence-informed treatment for people seeking recovery from alcohol and drug misuse. The registered charity also offers ongoing, community-based support for residents’ family members.
> Read Brentwood’s Sage Intacct success story.
