Case Study: The Heinz Endowments achieves real-time financial insight and annual cost savings with Multiview ERP

The Heinz Endowments - Customer Case Study

The Heinz Endowments, a Pittsburgh-based nonprofit foundation managing a $1.7 billion portfolio with only three finance employees, was struggling with outdated, manual processes and little visibility into cash, investments, and month-end reporting. Before working with Multiview Financial Software, the team relied on multiple systems, spreadsheets, paper records, and third-party custodians, which made it difficult to answer even basic questions about operating cash and created heavy administrative overhead.

Multiview Financial Software implemented its ERP to centralize accounting, automate bank reconciliations, process investment cash, track both cost and fair value, and produce monthly financial statements in-house. The Heinz Endowments eliminated paper tracking, gained daily visibility into cash, moved $300,000 in annual custody fees out of third-party services, and produced GAAP financial statements without outside reliance. The result was greater organizational independence, faster workflows, and real-time financial insight that helped the team invest idle cash more effectively.

The Heinz Endowments

Michele Sullenger

Controller/Director