Case Study: Quaero achieves faster month-end close, $50K annual savings, and real-time project visibility with Sage Intacct

Quaero gains visibility into the facts and figures with Sage Intacct

Quaero is a turnkey SaaS Customer Data Platform that helps digitally focused companies manage and analyze customer data to drive engagement and revenue. After being spun out as an independent company, Quaero needed a nimble, modern cloud financial system to replace legacy tools like Oracle and QuickBooks—one that could support robust approval workflows, repeatable month‑end processes, and detailed project costing on a tight transition timeline.

Quaero implemented Sage Intacct, configuring timekeeping, expense reporting, AP/AR, and the general ledger to centralize project time and expenses and add dimensional tagging for granular reporting. The result: real‑time dashboards and automated month‑end reporting, a reduction in close time from seven days to one, about 20 hours saved per month preparing reports, a payback in under five months, and $50,000 in annual salary savings after shifting accounting support offshore—while improving forecasting, profitability visibility, and client trust.

Quaero

Robert Bales

Chief Financial Officer