Case Study: Vera Whole Health slashes reporting from 10 days to 10 minutes with Sage Intacct

Sage Intacct injects vim and vigor into Vera Whole Health’s financial management

Vera Whole Health is a national leader in advanced primary care that operates work-site care centers across eight states. Rapid, sustained growth doubled operations year over year and exposed limitations in QuickBooks and spreadsheet-based processes—Vera needed a multi-entity, integrated financial system to handle higher transaction volumes, automate manual work, tighten controls, and provide timely visibility for decision makers.

Vera implemented Sage Intacct across three legal entities, revamped its chart of accounts, and integrated Adaptive Insights and other specialized tools. The change delivered a 25% gain in finance efficiency, a 70% faster close, reduced audit risk, and cut project/departmental reporting from days to minutes, while enabling accurate dashboards, rolling forecasts, maintained gross margin targets, and faster, better-informed growth and financing decisions.

Vera Whole Health

Brian Goldrick

Di- rector of Accounting