Case Study: The Charleston Trust streamlines charity finance and reporting with iplicit from Eureka Solutions

The Charleston Trust - Customer Case Study

The Charleston Trust, a non-profit managing the historic Charleston property, faced complexities from managing its mix of charitable and commercial activities using the outdated Sage 50. Their finance team struggled with inefficient, spreadsheet-heavy processes and the need for flexible reporting across various funds and projects. They selected Eureka Solutions to implement the iplicit accounting software to address these challenges.

By implementing iplicit through Eureka Solutions, the Trust consolidated its main charity and trading company into a single ledger, dramatically improving reporting flexibility and efficiency. The solution eliminated reliance on numerous complex spreadsheets, streamlined invoice approvals and expense processing, and provided critical real-time financial visibility. The team was highly pleased with the smooth implementation and the powerful results, which were funded by a grant aimed at building long-term organizational resilience.

The Charleston Trust

Louise Zandstra

Director of Finance and Enterprise