Case Study: Community Living Trust achieves real-time budgeting and quarterly forecasting with IDU

Community Living Trust replaces spreadsheet chaos across 8 services with IDU

Community Living Trust, a not-for-profit supporting people with intellectual disabilities in New Zealand, faced challenges with its manual, spreadsheet-based budgeting process. This system caused errors, delays, and a lack of real-time visibility, making it difficult to manage complex budgets across its eight services. The organization implemented IDU's financial management solution to address these issues.

IDU replaced the spreadsheets with a centralized, web-based platform linked directly to the General Ledger. This provided real-time accuracy, eliminated manual reconciliation, and empowered managers with drill-down access and commentary tools. The solution delivered by IDU enabled quarterly forecasting for the first time, streamlined reporting, and gave the finance team forward visibility to anticipate issues rather than just reconcile them.

Community Living Trust