Case Study: HoganTaylor achieves 50% faster budgeting and saves 100 hours with Sage Intacct Budgeting and Planning

HoganTaylor eliminates 100 hours of manual work with Sage Intacct

HoganTaylor LLP, a leading business advisory and public accounting firm in Oklahoma and Arkansas, struggled with an inefficient, Excel‑based annual budgeting process after rapid growth and an acquisition expanded its operations. More than 15 departmental and service‑line budget owners submitted spreadsheets that required a week of back‑end consolidation, version‑control fixes, and manual rollups across roughly 40 tabs, prolonging the budget cycle and increasing error risk.

By adopting Sage Intacct Budgeting and Planning, HoganTaylor eliminated that manual consolidation, enabled real‑time budget entry and visibility, and gained role‑based controls. The firm cut budget creation time by 50%, saved about 100 hours across stakeholders, achieved rapid user adoption, and is now positioned to extend forecasting and budget‑vs‑actuals reporting for more timely financial decision‑making.

HoganTaylor

Mandy Brown

Controller