Case Study: CalCPA cuts monthly reporting by 90% with Planful

CalCPA cuts monthly reporting time by 90% with Planful

CalCPA, a leading nonprofit professional association for CPAs in California, faced a fragmented planning and reporting environment that relied on manual spreadsheets and disconnected systems. This lack of integration forced their finance team into extensive manual work, diverting time away from strategic analysis and slowing decision-making across the organization. To overcome this challenge, they selected the Planful platform.

By implementing Planful, which integrated seamlessly with their Sage Intacct system, CalCPA automated its monthly reporting and created a single source of truth for budgeting. This solution delivered dramatic results, including a 90% reduction in monthly reporting time from 8 hours to just 30 minutes. Furthermore, Planful enabled CalCPA to accelerate its annual budgeting cycle by two weeks and consolidate five departmental budget versions into one collaborative process, empowering true self-service reporting and delivering real-time executive insight.