Case Study: Roman Catholic Diocese of Portland streamlines nonprofit expense reporting with ExpensePath and Intacct integration

Roman Catholic Diocese of Portland Streamlines Non-Profit Expense Reporting with ExpensePath and Intacct Integration

The Roman Catholic Diocese of Portland, Maine, a nonprofit religious organization, faced a manual expense reporting process using Excel spreadsheets that required time-consuming data entry into their Intacct accounting system. Their challenge was to find a simple, intuitive solution for non-tech-savvy users across its many entities while needing specialized proxy capabilities and integration with their customized Intacct dimensions. They selected ExpensePath to address these requirements.

ExpensePath implemented its expense management service, pre-configuring it to integrate seamlessly with the Diocese's Intacct system. The solution automated the expense process, with data automatically flowing to the correct accounting entities, accounts, and dimensions. As a result, all users could easily submit accurate and timely expenses, saving the finance team significant time and ensuring compliance. ExpensePath delivered these improvements without requiring the Diocese to overhaul its fundamental accounting processes.

Roman Catholic Diocese of Portland, Maine

Laurie Downey

Controller