Case Study: The Charleston Trust simplifies charity finance and reporting with iplicit

Switching to iplicit enables The Charleston Trust to make a big leap on their digital finance transformation journey

The Charleston Trust, a non-profit organization managing the historic Charleston estate, faced challenges with its outdated Sage 50 finance system. The complexity of managing both charitable and commercial activities, including restricted funds and grant reporting, required a more robust and flexible solution. This led them to seek a new system and ultimately choose the accounting software from vendor iplicit.

The implementation of iplicit's cloud-based accounting software provided The Charleston Trust with a unified ledger to view its main trust and trading company side-by-side, vastly improving reporting flexibility. The solution enabled the 25-user finance team to reduce its reliance on complicated spreadsheets, streamline processes like invoice approvals and expense submissions, and gain real-time visibility into financial data. iplicit's software was credited with saving time, providing critical insights quickly, and representing a significant leap forward in the organization's digital transformation and resilience.

The Charleston Trust

Louise Zandstra

Director of Finance and Enterprise