Case Study: Plexxi Inc. achieves $50,000 in savings and streamlined finance operations with Sage Intacct

Plexxi finds a business partner in Sage Intacct

Plexxi, an affinity-driven networking company, was scaling rapidly after raising significant venture funding and found its small finance team unable to keep up using QuickBooks and spreadsheets. The company needed a scalable financial system to handle purchasing, disbursements, expense classification, and growing quote-to-cash complexity without ballooning headcount or manual work.

Plexxi implemented Sage Intacct, configuring purchasing, cash management, inventory, order entry, expense management, reporting, and integrations with Salesforce and Avalara. The automation eliminated nearly 200 person-hours of data entry, cut expense report processing from five to one day per month, preserved a five-day monthly close, avoided additional finance hiring, and saved about $50,000 by building Salesforce triggers in-house—while delivering real-time dashboards and improved visibility across budgets, cash, inventory, and service operations.

Plexxi Inc.

Laurie Riedel

VP of Finance and Administration