Case Study: Certus Energy Solutions achieves $400,000 annual savings and major productivity gains with Sage Intacct

Certus Energy Solutions drills down into the detail with Sage Intacct

Certus Energy Solutions, a Houston-based oil country tubular goods provider founded in 2013 and backed by Intervale Capital, outgrew its QuickBooks-based financial processes as private equity reporting demands increased. Finance staff were spending hours consolidating data in a 75-tab Excel workbook, producing error-prone, slow reports and limiting management visibility.

Certus implemented Sage Intacct with consulting support from BTerrell Group and integrated Uplevl for AP automation and Adaptive Insights for budgeting, using Sage Intacct’s dimensions to “tag” transactions and create real-time, drillable dashboards. The change cut the close from 15 to 10 days, reduced report prep from a week to minutes, saved 70+ hours/month on AP and reporting, supported 2–3x transaction growth without new hires, avoided about $400,000 in annual headcount costs, and paid for itself in under two months.

Certus Energy Solutions

Eric Williamson

CFO