Case Study: Hope Human Services achieves 50% faster budgeting and flexible rolling forecasts with Sage Intacct

Hope Human Services heightens business insights with Sage Intacct Planning

Hope Human Services, a 500‑employee provider of residential services for people with disabilities in Washington (founded 2017), outgrew QuickBooks and complex Excel processes as it expanded. Budgeting in Excel consumed roughly 80 hours with broken formulas and version-control issues, and the monthly close could take up to 10 days, creating a pressing need for more scalable financial management and planning tools.

By adopting Sage Intacct Financial Management and Sage Intacct Budgeting and Planning, the organization cut budget creation time in half (from ~80 to 40 hours), shortened monthly close to 2–3 days, and eliminated several days of manual reporting and AP/AR work each month. The integrated solution improved collaboration and real-time visibility with dashboards and role-based permissions, enabled scenario modeling and quarterly 12‑month rolling forecasts, and supported data-driven decisions such as program expansion and strategic acquisitions.

Hope Human Services

Shelton Horton

Director