Case Study: Upstream USA streamlines financial reporting with CData Connect AI

Upstream USA saves 7+ hours a week with CData

Upstream USA, a nonprofit healthcare organization, faced a time-consuming challenge in financial reporting. Their data team, led by Senior Analyst John Hatch, spent hours each week manually extracting general ledger data from Sage Intacct, manipulating it in Excel, and creating static reports for regional budget managers. This process hindered timely access to financial insights needed for informed budgeting and operational growth. To solve this, they turned to CData Software and implemented its CData Connect AI solution.

CData Connect AI provided a cloud-based data connectivity platform that directly linked live Sage Intacct data to Power BI dashboards. This eliminated manual data wrangling, allowing leadership to refresh reports instantly. The implementation was remarkably fast, with a proof of concept deployed in minutes. The solution saved Upstream's data team over seven hours of work weekly, democratized data access for regional managers, and enabled precise, data-driven budget decisions that support the nonprofit's operational expansion across the United States.

Upstream USA