Case Study: Koret Foundation achieves 75% efficiency gain and 75% faster month-end close with Sage Intacct

Koret Foundation uses Sage Intacct to support more effective decision making

Koret Foundation, a California nonprofit supporting the Bay Area and the Jewish community, was held back by manual, paper-based finance processes and an aging Microsoft Dynamics SL system that limited transparency, extended month‑end closes, and slowed budgeting and reporting.

Working with partner Armanino, Koret implemented Sage Intacct and integrated Nexonia, Fluxx, and Wells Fargo to automate workflows and move to the cloud. The finance team became 75% more efficient, month‑end close dropped from 45 to 10 days, budgeting sped up 50%, audit time fell 60% (with a 20% cost reduction), and the organization gained faster, more reliable reporting to better focus resources on its mission.

Koret Foundation

Marlena Wong

CFO