Case Study: Marguerite Casey Foundation achieves 50% boost in accounting efficiency and nearly 3x faster close with Sage Intacct

Marguerite Casey Foundation boosts accounting efficiency by 50%

Marguerite Casey Foundation, a Seattle-based private grantmaker focused on large-scale social change, struggled with an aging on‑premises Microsoft Dynamics GP system that required extensive manual spreadsheet work, offered limited reporting and visibility, and couldn’t easily integrate third‑party apps—slowing the monthly close and constraining financial oversight for an organization that awarded $50M in grants in 2022.

MCF migrated to cloud‑based Sage Intacct with implementation help from Clark Nuber PS and integrated tools like Nexonia (with Stampli planned), which boosted accounting efficiency by 50%, cut the close to seven business days (nearly 3x faster), and eliminated more than 34 hours of monthly manual work. The move also increased reporting users and dashboard visibility, strengthened data controls, uncovered about $150,000 in annual savings, and freed funds and staff time to better support grantmaking.

Marguerite Casey Foundation

Daniel Gould

VP of Investments and Operations