Case Study: Solutionreach achieves hundreds of hours saved and halves monthly close with Sage Intacct

Solutionreach makes Sage Intacct the beating heart of its financial management

Solutionreach, a cloud-based patient relationship management provider for healthcare practices, was outgrowing QuickBooks as revenues climbed roughly 50% year-over-year and monthly subscription volumes surged. The finance team needed a scalable cloud ERP that could handle a complex B2B subscription model, provide automated revenue recognition, and deliver clearer, real-time visibility into business performance.

By implementing Sage Intacct integrated with Salesforce, payment gateways and Avalara, Solutionreach automated subscription billing, revenue recognition and payment matching, and streamlined renewals. The company now saves hundreds of hours of manual work each month, cut its monthly close to about five business days, avoided additional headcount, and gained granular, multi-dimensional financial visibility to better analyze revenues, customer trends and vertical performance.

Solutionreach

Steve Dalton

Director of Finance