Case Study: Matrix Absence Management achieves 20% faster invoicing with Sage Intacct

Matrix Absence Management gets rich reporting with Sage Intacct

Matrix Absence Management, a nationwide leader in disability, workers’ compensation, and family leave program administration and a subsidiary of Delphi Financial Group, outgrew its on‑premises accounting tools. With 600 employees serving 400+ companies, Matrix needed a flexible, cloud‑based financial system with strong revenue management, support for a complex general ledger, paperless workflows, and disaster recovery — requirements that led them to choose Sage Intacct after evaluating NetSuite.

Implementing Sage Intacct automated revenue recognition and invoicing, eliminating manual spreadsheets and cutting invoicing time by 20% while shortening the monthly close by one full day. The solution also enabled paperless AP and expense processing, custom workflows with secure online approvals, and richer, multi‑dimensional reporting — delivering better financial visibility, lower TCO, and improved operational efficiency.

Matrix Absence Management

Mike Fredericksen

Chief Financial Officer