Case Study: Specialized Dental Partners accelerates close and delivers faster financial insights with Planful

Specialized Dental Partners Accelerates Close, Speeds Key Insights to the Business Using Planful

Specialized Dental Partners was facing an inefficient, Excel-based FP&A process during a period of rapid organic and acquisition-driven growth. The finance team spent hours manually pulling reports from Intacct, copying data into Excel, and updating templates for investors and internal teams, making budgeting and financial reporting slow and labor-intensive.

Specialized Dental Partners implemented Planful, with help from Formos Consulting, to quickly deploy an intuitive financial performance management solution. With Planful, the company accelerated its close and delivered critical financial insights to divisional directors and teams more than a week faster than before, allowing them to address issues earlier during the close process.

Specialized Dental Partners

Bradley Jones

Senior Director of FP&A