Case Study: Family Resource Home Care cuts month-end close times in half with insightsoftware Spreadsheet Server

Family Resource Home Care Cuts Month-End Close Times in Half with Spreadsheet Server

Family Resource Home Care, one of the largest independent home care providers in the Pacific Northwest and the U.S., was struggling with a fully manual reporting process. The finance team had to download data from QuickBooks into spreadsheets, which made month-end close and reporting slow, labor-intensive, and vulnerable to delays and errors.

insightsoftware implemented Spreadsheet Server alongside Sage Intacct, giving the team an Excel-based, automated reporting workflow with drill-down capabilities and real-time refreshes. As a result, Family Resource Home Care cut reporting and close time by 50%, improved visibility into data, and increased trust in the accuracy of its financial reports.

Family Resource Home Care

Nick Schneider

Chief Financial Officer