Case Study: Crystal Financial achieves dramatic efficiency gains with Sage Intacct

Crystal Financial Dramatically Increases Efficiency with Sage Intacct

Crystal Financial, a portfolio company of Solar Capital Ltd., had outgrown QuickBooks by 2015 — relying on manual, time‑consuming processes, limited reporting and Excel‑based consolidations. They needed a stable cloud solution with multi‑entity support, granular reporting, audit trails and the ability to import data to meet parent‑company and public‑filing requirements.

With help from RSM, Crystal Financial engaged Leap the Pond to implement Sage Intacct. The cloud deployment enabled bulk imports, tagging and custom queries for detailed borrower and loan reporting, streamlined month‑end closes, consolidated entity reporting previously done in Excel, easier GAAP compliance and ongoing consultant support — significantly improving efficiency and reducing monthly reporting time.

Crystal Financial

Julie Monahan

Controller