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Challenges

  • We had to create fake invoices to pay real invoices.
  • The process was cumbersome.
  • There were limitations we couldn’t accept.
  • Budgeting and forecasting was a tedious exercise of data manipulation in spreadsheets.

Why Sage Intacct

  • Financial reporting and capabilities that far exceed Xero’s
  • No need to worry about updating spreadsheet formulas for financial forecasting.
  • Sage Intacct’s 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. It’s much simpler.

The payment processing was the most immediate, huge, glaring area where we saw a difference.

Anthony Gamblin, COO - PICO California

 Success Story
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