Case Study: Legal Monkeys Shortens Monthly Close by 5 Days with Sage Intacct

Sage Intacct gives Legal Monkeys a treetop view of its finances

Legal Monkeys, a Bryan, Texas–based technology services firm supporting law firms across several entities with about 100 employees, was outgrowing QuickBooks. The finance team faced heavy manual work from duplicate data entry for hundreds of daily orders, Excel-based budget variance reporting, and limited tracking of supplier payments and reimbursable charges—making month-end close, reporting, and 1099 compliance slow and error-prone.

Working with BTerrell Group, Legal Monkeys implemented Sage Intacct (with a Billable Expenses add-on and Workforce Go! payroll integration) to automate AP/AR imports, eliminate manual journal entries, and enable dimension-driven reporting. The result: the team reclaimed over eight hours per week and six days per month of effort, shortened the monthly close by five days, saved at least $40,000 in reduced headcount needs, and the software paid for itself in under five months while delivering far better visibility for decision-making.

Legal Monkeys

Kim Sutphen

Controller