Case Study: Winthrop Rockefeller Foundation improves financial reporting with Intacct from AcctTwo

AcctTwo and Intacct Move Winthrop Rockefeller Foundation Financials to the Cloud

The Winthrop Rockefeller Foundation needed a replacement for a legacy accounting system that was no longer supported and lacked the features, automation, and access its finance team and management needed. It also needed software that could integrate with its grant management system and other business systems. AcctTwo worked with the foundation to implement Intacct.

With AcctTwo’s help, the foundation moved its financials to the cloud using Intacct, which supports restricted, unrestricted, and temporarily restricted net assets and offers open APIs for integration. Andrea Dobson, the foundation’s Chief Operating & Financial Officer, said the reporting capabilities would be a big benefit and that the project was “by far the best” of three major cloud upgrades or implementations in the prior two years.

Winthrop Rockefeller Foundation

Andrea Dobson

Chief Financial and Operating Officer