Case Study: Apex Roofing and Restoration achieves streamlined financial operations with CBIZ CompuData and Sage Intacct Construction

Apex Roofing and Restoration cuts month-end close from 15 to 10 days with CompuData

Apex Roofing and Restoration, a family-owned residential roofing provider, faced significant financial management challenges due to its rapid growth. Using a decentralized QuickBooks system across ten divisions required time-consuming manual consolidation and adjustments for revenue recognition, straining resources and increasing the risk of errors. The company sought a more advanced, cloud-based ERP solution to automate processes and support its complex, multi-entity accounting needs, leading them to partner with vendor CBIZ CompuData.

CBIZ CompuData implemented Sage Intacct Construction, providing Apex with a scalable platform that streamlined multi-entity management and automated critical financial processes. The solution significantly reduced the month-end close from 15 days to just 10, provided real-time insights into all divisions, and seamlessly integrated with their existing CRM, AccuLynx. The vendor's expertise and collaborative approach enabled a smooth transition, resulting in enhanced operational efficiency, accuracy, and the ability to support future growth.

Apex Roofing and Restoration