Case Study: CareATC achieves faster monthly closes, major time savings, and scalable growth with Sage Intacct

Sage Intacct breathes new life into CareATC’s financial reporting

CareATC is a Florida-based healthcare provider that helps employers control rising healthcare costs through on-site and near-site clinics. After 3x revenue growth and thousands of monthly transactions, the company outgrew QuickBooks and needed a more sophisticated, automated financial system to scale operations and improve accuracy.

CareATC implemented Sage Intacct, integrating data from suppliers, Concur, and Paylocity to automate AR/AP and expense allocations. The change cut duplicate data entry (roughly 40–60 hours/month), halved the monthly close, avoided hiring two accountants (about $100K/year), and delivered real-time dashboards and granular reporting—benefits the company says pay for the software in under three months.

CareATC

Spence Lloyd

CFO