Case Study: Ontra halves month-end close time and gains scalable, automated accounting with Sage Intacct

Ontra grants jurisdiction for financial transformation to Sage Intacct

Ontra, a California-based legal technology firm that pairs experienced corporate attorneys with a cloud platform, was rapidly expanding domestically and internationally but still relied on Excel for accounting. That legacy approach couldn’t integrate with Ontra’s proprietary invoicing and payments systems, required hours of manual uploads and reconciliations, and made reporting and multi-entity accounting inefficient and hard to scale.

Ontra implemented Sage Intacct with CrossCountry Consulting and integrated it with their application plus Tipalti and Expensify to automate data flows and multi-entity, multi-currency accounting. The move cut month-end close from as long as three weeks to 10 days, reduced a four-hour manual upload to 20 minutes, eliminated two days of monthly journal work, saved time on reconciliations, improved cash-reconciliation efficiency by 50%, and delivered centralized financial visibility to support continued global growth.

Ontra

Jeff Bohl

Chief Financial Officer