Case Study: Unite Here Health boosts finance productivity with RKL eSolutions and Sage Intacct

30% Boost in Finance Productivity Supports Sustainable Expansion

Unite Here Health, a national multi-employer nonprofit health benefits fund, needed a way to manage rapid growth and increasing reporting complexity after expanding to nine entities across multiple states. When its on-premises accounting system was discontinued, the organization turned to RKL eSolutions for help finding a modern finance platform, ultimately selecting Sage Intacct to support real-time reporting, reduce duplicate data entry, and meet long-term operational needs.

RKL eSolutions implemented Sage Intacct along with a best-in-class finance stack including Adaptive Insights, Concur, FloQast, Yooz, BNA, Fastpath, and Alteryx. The solution improved finance team productivity by 30%, shifted 40% more time to strategic work, accelerated the monthly close by 40%, and shortened the annual budgeting cycle by 30%, while giving Unite Here Health timely visibility across 40+ departments and plan units.

Unite Here Health

Bryan Schmidt

Controller