Case Study: AutoClaims Direct achieves scalable, automated finance and saves 45 hours/month with Sage Intacct

A Sage Intacct Case Study

Preview of the Auto Claims Direct Case Study

AutoClaims Direct drives financial transparency with Sage Intacct

AutoClaims Direct, Inc. is a California-based company that connects insurers with technology and service providers for auto and property claims, having processed over $3 billion in assessed damages for more than 225 insurers. Facing rapid growth and the limitations of QuickBooks and outsourced accounting, the company brought finance in-house and sought a scalable ERP to automate manual A/R/A/P tasks and integrate with its proprietary claims management system.

Implementing Sage Intacct delivered fast integration, flexible bulk and custom invoicing, and real‑time data flows between systems—reducing manual A/R/A/P work by about 45 hours per month, cutting A/R aging and shortening invoicing/payment cycles by more than 25 days, and saving at least four days monthly on AP processing. The solution improved reporting and dashboards for strategic decision-making, enhanced customer experience, and kept the finance team lean while supporting projected revenue growth for the next 5–7 years.


Open case study document...

Auto Claims Direct

Kristy Facchini

Chief Financial Officer


Sage Intacct

329 Case Studies