Case Study: Docassist boosts financial visibility and controls with Sage Intacct from E2B Teknologies

Cloud Document Management Leader Chooses Sage Intacct For Next Phase In The Business Beyond Quickbooks

Docassist, a cloud document management company, found that its rapid growth had pushed the capabilities of QuickBooks Online Pro to its limit. They required a more powerful financial system with robust reporting, project accounting, and revenue management. They turned to the vendor, E2B Teknologies, to implement Sage Intacct to meet these evolving business needs.

The solution from E2B Teknologies was a phased implementation of Sage Intacct. The initial phase provided Docassist with improved real-time financial visibility and streamlined processes for significant back-office savings. Subsequent phases will add specialized modules for project accounting and a Salesforce integration, which are expected to maximize profitability and reduce administrative costs for the growing company.

Docassist

Bill Kirk

Chief Financial Officer