Case Study: UAB Educational Foundation streamlines complex fund accounting and halves invoice-to-payment time with Massey Consulting

UAB Educational foundation streamlines complex fund accounting with Intacct

UAB Educational Foundation, which administers over 50 discretionary support funds for the University of Alabama at Birmingham, faced growing strain from a legacy on‑premises system (Sage Timberline), paper-based purchase requests, and time‑consuming fund reporting. To move to the cloud and automate procure‑to‑pay and fund accounting, the Foundation engaged Massey Consulting to implement Intacct, a cloud-based financial management and purchasing solution.

Massey Consulting configured Intacct’s purchasing workflows, multi‑entity/multi‑dimensional reporting and a custom investment‑tracking app so 70+ users can access real‑time financials across 50 funds. The deployment cut invoice‑to‑payment time from 21 to 10 days, saved the AP clerk six days per month, eliminated extensive spreadsheet reporting, simplified audits, and delivered continuous budget visibility and scalable operations without added headcount.

UAB Educational Foundation

Jodie Mote

Controller and Treasurer