Case Study: AMI Expeditionary Healthcare achieves real-time financial insights and $65K cost savings with CData Connect AI

AMI Expeditionary Healthcare saves $65K annually with CData Software

AMI Expeditionary Healthcare, an award-winning physician-owned healthcare support company, needed a cost-effective way to analyze financial data from Sage Intacct. They were using a complex and expensive FP&A platform, wasting $65,000 annually on features they didn't need, and their financial analyst spent excessive time manually creating reports from exported spreadsheets. Their challenge was to integrate live Sage Intacct data into Power BI to provide real-time, understandable insights to non-financial stakeholders like doctors and project managers.

CData Software provided the solution with CData Connect AI, which created a seamless, live connection between Sage Intacct and Power BI. This eliminated the need for manual exports and the costly FP&A software. The results included annual savings of $65,000, streamlined financial reporting, and real-time dashboards that empowered decision-makers with accurate, up-to-date data for better forecasting and operational efficiency.

AMI Expeditionary Healthcare