Case Study: Monterey Peninsula Foundation achieves $80,000 in annual savings and a 40% faster monthly close with Sage Intacct

Monterey Peninsula Foundation granted new insights with Sage Intacct

Monterey Peninsula Foundation (MPF) is a 501(c)(3) that disburses charitable funds raised by the AT&T Pebble Beach Pro-Am and related tournaments. Using an on‑premises Sage 50 system and heavy Excel-based workflows, the finance team struggled with limited reporting, paper P.O. approvals and check processing, slow bank reconciliations, and growing board demand for more sophisticated, timely financial insights.

MPF worked with Armanino to deploy Sage Intacct in 10 weeks, tailoring the system to automate AP (ACH for ~3,000 invoices), streamline grant management and consolidations, and deliver role-based dashboards. The result: about $80,000 in avoided headcount costs, roughly 850 hours saved annually in AP and reporting, a 40% faster monthly close, instant dimension-based metrics (venue, sponsor, player costs, grants), and richer board packets and operational dashboards that improve decision-making and margin visibility.

Monterey Peninsula Foundation

Morgan Matthews

Director of Finance and HR