Case Study: Woodfin Heating achieves streamlined financial management and growth with Plumb and Sage Intacct for Construction

Woodfin Heating, Inc. - Customer Case Study

Woodfin Heating, an HVAC contractor based in Richmond, Virginia, sought to modernize its technology with a centralized, cloud-based financial system to overcome reporting limitations and improve internal controls. The company partnered with Plumb to implement Sage Intacct for Construction, moving away from costly and non-integrated on-premise software.

Plumb provided the integration expertise to deploy Sage Intacct, which streamlined financial processes and provided granular visibility into the business through flexible dimensions. The solution delivered significant results for Woodfin, including a 60% efficiency gain in finance, an eight FTE reduction in headcount despite 20% growth, and over 100 hours saved during audits.

Woodfin Heating, Inc.

Jen Loving

Chief Financial Officer