Case Study: Clinical and Support Options achieves scalable nonprofit finance management with Sage Intacct and JMT Consulting Group

Clinical and Support Options cuts paper usage by 80% with JMT Consulting Group

Clinical and Support Options (CSO), a nonprofit providing behavioral health and support services in Massachusetts, faced a significant challenge as its growth outpaced the capabilities of its existing Fund EZ accounting software. The system could not scale with the organization, lacking multi-location accessibility, real-time data, and user-friendly features for non-technical staff. Seeking a solution, CSO's CFO selected Sage Intacct after a demo and partnered with vendor JMT Consulting Group for the implementation.

JMT Consulting Group handled the setup and training for Sage Intacct, which was fully implemented by July 2017. The solution provided immediate benefits, including improved cross-departmental accessibility, streamlined audits, and enhanced cybersecurity. The results were substantial, with paper usage cut by 80% and non-accounting users empowered with understandable tools. JMT's expertise in nonprofit intricacies proved invaluable, and the partnership extended to implementing Nexonia for expense reporting. The new system equipped CSO with a scalable finance platform ready for future growth and industry changes.

Clinical and Support Options (cso)