Case Study: Pentaho achieves faster month‑end close and streamlined multi‑entity, multi‑currency reporting with Sage Intacct

Gaining support for multiple entities, international currencies

Pentaho, a fast‑growing business analytics software company with expanding international operations, outgrew QuickBooks and needed a more sophisticated, cloud‑based financial system to handle multi‑entity and multi‑currency reporting, complex revenue recognition, and global consolidations as the business scaled.

Pentaho implemented Intacct with a shared chart of accounts across five entities and tight integration to Salesforce, Avalara, Adaptive Insights and Pentaho’s analytics platform, automating quote‑to‑cash and revenue recognition. The change shortened the monthly close by a couple of weeks, produced consolidated reports within 5–10 days, eased international reporting, avoided multiple full‑time hires, and provided stronger, more timely financial insights to support continued growth.

Pentaho

Doug Johnson

EVP & COO