Case Study: Diocese of Jefferson City saves six days of manual work each quarter with Sage Intacct Mateo (Sage Intacct)

Diocese of Jefferson City thankful for Sage Intacct Mateo

The Diocese of Jefferson City, a nonprofit Catholic diocese in Missouri, struggled with a manual savings and loans process that required double data entry, lengthy reconciliations, and printing/mailing quarterly statements. Finance Manager Kathy Smith also faced inefficient backups and security concerns, spending 4–5 hours monthly on sub-ledger reconciliation and a full workday each quarter mailing statements.

They implemented Sage Intacct Mateo fully integrated with Sage Intacct, which automated posting, reporting, secure cloud backups, and one-click emailed statements while enabling user access. The change eliminated repetitive manual tasks, improved timeliness and data security, and saved the diocese about six days of manual work each quarter (roughly two days per month), giving staff better work/life balance.

Diocese of Jefferson City

Kathy Smith

Finance Manager