Case Study: Crossref achieves greater financial insight and $45K annual headcount savings with Sage Intacct

Crossref references Sage Intacct for streamlining its financial processes

Crossref is a nonprofit membership association for scholarly publishing serving about 5,000 publishers worldwide. As it grew, an outdated on‑premises accounting system and a CRM that didn’t integrate with finance forced the team into duplicate data entry, Excel-based workflows, and slow, manual reporting—making it hard to scale, close the books quickly, or provide timely financial insight.

By implementing Sage Intacct and integrating it with SugarCRM, Crossref automated member onboarding, invoicing, payments, currency conversion, and revenue processes. The changes saved roughly $45,000 in annual headcount costs, eliminated over 50 hours of monthly manual work (including four days a month on dunning), enabled quarter‑end close within three days, and delivered multi‑dimensional reporting and dashboards that support faster, data‑driven decisions and better forecasting.

Crossref

Lisa Hart

Director of Finance & Operations