Case Study: Whole Family Health Center achieves an 80% increase in accounting efficiency with Sage Intacct

Nonprofit healthcare provider boosts accounting efficiency by 80% and gains agility in COVID-19 crisis

Whole Family Health Center is a nonprofit primary care provider on Florida’s Treasure Coast that serves patients regardless of ability to pay. Rapid growth and the demands of the COVID‑19 response exposed limits in its legacy Sage 50 and Excel‑based processes: the small accounting team spent heavy time on manual reconciliation and spreadsheet reporting and couldn’t deliver timely, fund‑specific reports for leadership and regulators.

Working with implementation partner CliftonLarsonAllen, the center moved to Sage Intacct, gaining built‑in reporting, dimensional tagging, and HIPAA‑aware cloud accounting. The change made accounting about 80% more efficient, cut the monthly close to eight days (a 73% reduction), eliminated nearly 20 hours of manual accounting work each month (with additional time saved across AP, credit‑card and fixed‑asset processes), and delivered faster, more accurate fund and COVID‑related reporting—freeing staff to focus on payroll improvements, analytics, and patient care.

Whole Family Health Center

Sabrina Rivera

AP and Payroll Specialist