Case Study: Anchor Loans achieves real-time consolidated financials and major time savings with Sage Intacct

Sage Intacct shores up Anchor Loans for future growth

Anchor Loans, a Calabasas, CA–based private lender specializing in fix-and-flip and new-construction financing, has funded more than $7.4 billion since 1998 and posted 576% three‑year revenue growth. Rapid expansion exposed limits of its QuickBooks + Excel setup: the finance team battled manual consolidations across 43 entities in a 25‑tab spreadsheet, lacked real‑time visibility, and faced slow, error‑prone reconciliations that threatened timely, accurate reporting.

Working with Armanino, Anchor implemented Sage Intacct (live May 2018) to automate reconciliations, cost‑of‑funds calculations, and data integration. The finance team reclaimed about 40 hours per month (16 hours bank reconciliations, 16 hours cost‑of‑funds, 8 hours manual entry), cut balance‑sheet reconciliation from 12 days to 3, gained a single real‑time view across 43 entities, improved profitability analysis with dimensional reporting, and reduced overtime by roughly 50%.

Anchor Loans

Bryan Thompson

Chief Financial Officer