Case Study: Samaritan House streamlines audit prep and payroll and gains budget visibility with Sage Intacct

Samaritan House finds the key to managing its finances in Sage Intacct

Samaritan House is San Mateo County’s largest nonprofit, serving up to 7,000 low-income people with food distribution, shelter, healthcare, and case management. Relying on QuickBooks and multiple spreadsheets, the five-person accounting team faced time-consuming reporting, poor visibility for audits and budgets, and limited ability to act as a fiscal agent for partner agencies.

After implementing Sage Intacct (live July 2015), Samaritan House cut payroll processing from 1½ days to three hours and reduced audit prep by eight days as auditors can access data directly. The cloud, paperless system delivered richer budget visibility with dashboards and drill-downs, real-time reporting for partners, 13 reporting dimensions, roughly half an FTE in efficiency gains, and even helped boost event revenue by 40% through better cost analysis.

Samaritan House

Jolie Bou

Chief Financial Officer