Case Study: CaliberCo achieves scalable financial management and faster reporting with Sage Intacct and BT Partners

CaliberCo cuts financial close from two weeks to 1 hour with Business Technology Partners

CaliberCo Wealth Management Firm, a U.S. asset management sponsor with approximately $500 million in assets under management, faced a significant challenge as its rapid growth outpaced the capabilities of its previous QuickBooks system. The firm needed a sophisticated financial management solution that could scale, handle complex accounting structures across numerous entities, and build an internal control infrastructure suitable for an impending public offering. To meet this need, CaliberCo partnered with vendor Business Technology Partners (BT Partners) to implement the Sage Intacct platform.

Business Technology Partners implemented Sage Intacct to provide a scalable solution that streamlined CaliberCo's finance and accounting processes. BT Partners converted the firm's data, designed executive dashboards for real-time insights, and provided strategic guidance. The results were significant, including reducing the time to generate consolidated financial statements from two weeks to just a few hours. This increased the speed and confidence of decision-making and provided the necessary audit trail for investors. BT Partners continues to help CaliberCo strategically plan for future growth with additional integrations.

CaliberCo Wealth Management Firm (CaliberCo)