Case Study: Ecclesiastical streamlines finance and reporting with PS Financials

A PS Financials Case Study

Preview of the Ecclesiastical Case Study

Ecclesiastical Insurance Group - Customer Case Study

Ecclesiastical Insurance Group, a UK-based specialist insurer serving schools, care homes, charities, and churches, needed to replace its long-running QSP accounting system after the vendor’s demise accelerated its search for a new platform. After evaluating options from Microsoft Navision, Coda Group, Sage, and PS Financials, Ecclesiastical chose PS Financials’ accounting and business management software for its user-friendly interface and suitability for finance operations.

PS Financials delivered a customised solution tailored to Ecclesiastical’s needs, including support for one-off client payments, real-time data updates, security controls, online profit-and-loss reporting, and self-service order authorisation via its web portal. The result was streamlined finance processes, faster and more accurate reporting, strong user adoption across budget holders, and recognition for the credit management team, whose PS Financials-generated statements helped support a “Credit Management Team of the Year” award submission.


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