Case Study: Woodfin Heating, Inc. achieves 60% finance productivity gains and saves 120 audit hours with Sage Intacct

HVAC Provider Increases Finance Productivity with Sage Intacct Financial Management

Woodfin Heating, Inc., a family‑owned HVAC and home‑services provider in Richmond, VA, had grown from a fuel‑oil business into a multi‑entity company with convenience stores and mechanical contracting. Its finance function relied on multiple on‑premise systems (including Microsoft Dynamics GP) that were costly, siloed, and limited reporting and controls, so the company needed a centralized, cloud financial platform to support continued growth and better decision‑making.

Working with Cargas Systems, Woodfin implemented Sage Intacct and added FloQast and DocuPeak to automate AP, reconciliations, consolidations, and reporting, giving real‑time visibility, flexible dimensions, and drill‑downs. The change drove roughly 60% finance productivity gains, shifted 25% of bookkeeping time to strategic work, saved about 120 audit hours (three weeks), reduced finance headcount by eight FTEs while supporting 20% division growth, and improved margins and forecasting.

Woodfin Heating, Inc.

Jennifer Loving

Chief Financial Officer