Case Study: Auvik achieves rolling-forecast agility and saves a week of manual work per month with Sage Intacct

Auvik Gains Efficiencies and Insights with Sage Intacct Budgeting and Planning

Auvik, a fast-growing SaaS company that provides cloud-based network monitoring and management, expanded rapidly—revenue grew nearly 8,000% between 2015–2018 and headcount and global operations increased—straining its finance systems. Relying on Xero and Google Sheets for multi-entity consolidation and budgeting created manual work, version-control issues, and limited visibility for department leaders.

Auvik implemented Sage Intacct and Sage Intacct Budgeting and Planning (formerly Budgeta) to integrate accounting and planning. The connected platform eliminated roughly one day a month of manual data manipulation, enabled rolling forecasts that save about a week of work each month, delivered on-demand budget vs. actuals to department heads, and provided scenario modeling and headcount planning—helping a five-person finance team stay lean and more agile.

Auvik

Chaoran Wang

FP&A Manager