Case Study: Plan UK achieves clearer charity financial control with PS Financials

Plan UK - Customer Case Study

Plan UK, one of the UK’s largest international charities, needed a more flexible financial system as it grew quickly and its 12-person finance team struggled with Sage Line 50. With multiple companies, projects, currencies, funds, and demanding charity-sector reporting requirements, Plan UK turned to PS Financials for a solution that could handle complex accounting and provide better support for its not-for-profit operations.

PS Financials implemented a system that supported multidimensional analysis, project and fund accounting, custom input screens, and integration with CRM and other systems. The result was faster and more accurate reporting, easier tracking of restricted and unrestricted funds, better visibility across projects and campaigns, and stronger decision-making. Plan UK said the transition was completed on schedule and that PS Financials gave them a complete financial picture with improved control and confidence.

Plan UK

Mark Webb

Head of Finance