Case Study: MemberClicks, Inc. cuts budget workload 60% and reforecasts for COVID-19 in 2.5 weeks with Sage Intacct

MemberClicks Cuts Budget Workload 60%, Reforecasts for COVID-19 in Just 2.5 Weeks

MemberClicks, an Atlanta-based SaaS provider serving more than 3,000 member-based organizations, struggled with a cumbersome, error-prone budgeting process built in a 16‑tab Excel workbook. Although it had already modernized accounting with Sage Intacct, budgeting stayed manual and time-consuming, making forecasting and collaboration difficult.

By implementing Sage Intacct Budgeting and Planning (natively integrated with its GL), MemberClicks gained real‑time scenario modeling, automated currency conversions, headcount-driven calculations, and better collaboration with function leads. The company reforecasted the entire business for COVID‑19 in just 2.5 weeks, cut budget preparation time by 60%, moved to monthly reforecasting, and improved decision-making and board reporting.

MemberClicks, Inc.

Brent Stringer

Director of Finance & Accounting