Case Study: Plexcity achieves 25% growth without adding finance staff with Sage Intacct

Plexcity replaces complexity with scalability via Sage Intacct

Plexcity is a California-based provider of shared back-office accounting, payroll, and technology services for credit union associations and other organizations. Rapid growth exposed limits in its legacy Sage 100 system — managing dozens of separate entities required manual, time-consuming workflows, frequent logins between companies, and Excel-based consolidations that hindered efficient scaling.

Plexcity migrated to cloud-native Sage Intacct, added AP automation and other integrations, and configured dashboards and dimensions for faster reporting and secure client access. The change cut accounts payable time by ~50%, supported 25% growth without adding finance staff, reduced hard costs, and is delivering a near-full return on investment within a year while improving client value.

Plexcity

Cindy Cavanaugh

Chief Financial Officer