Case Study: SIFMA achieves real-time financial insight and 50% A/P time savings with Sage Intacct

SIFMA secures its future with Sage Intacct

SIFMA, the leading trade association for the securities industry, was running a 15-year-old on-premises Microsoft Dynamics SL system that made reporting slow and manual, delayed access to actionable financial information, and couldn’t support multi-entity cloud needs across its global operations.

Working with partner Wipfli, SIFMA implemented Sage Intacct and integrated Stampli, Concur, and Vena to automate workflows and go paperless. The new cloud system cut A/P processing time by 50%, delivered real-time dashboards for better budget control and faster executive decisions, streamlined month-end close and reporting, and enabled secure remote access that supports expanded hiring and operations.

SIFMA

Sophie Usasz

Managing Director of Finance