Case Study: Smith System achieves rapid ROI and improved decision-making with Sage Intacct

Smith System puts itself in the driver’s seat with Sage Intacct

Smith System Driver Improvement Institute, founded in 1952, delivers behind‑the‑wheel training to over 35,000 fleet drivers annually and operates multiple revenue streams including training services, devices, and cloud software. Rapid growth exposed limitations in its legacy on‑premises ERP, which didn’t integrate with Salesforce and led to duplicate data, billing inconsistencies, and no single source of truth for the business.

Working with partner Leap the Pond, Smith System implemented Sage Intacct and the Sage Intacct–Salesforce integration so orders entered in Salesforce flow automatically into accounting, while invoices and payments sync back. Combined with Sage Intacct Project Accounting and automated expense reporting, this eliminated duplicate entry, accelerated billing, improved granular profitability reporting, and paid for itself in under six months—freeing finance to provide faster, better decisions across the business.

Smith System

Doug Boughton

CFO