Case Study: Tri-County Mental Health Services achieves real-time financial visibility and operational efficiency with Sage Intacct

Tri-County Mental Health Services gains confidence in HIPAA compliance with Sage Intacct

Tri-County Mental Health Services is a Missouri safety‑net provider delivering $25M in behavioral health and substance‑use care to more than 8,000 people annually across urban, suburban, and rural areas. Complex funding from county levies, state programs, Medicaid, insurers, and grants — combined with a 15‑year‑old on‑premises accounting system — left the finance team with limited reporting, manual workflows, and no remote access. After hiring CFO Michelle Naus, the agency decided to modernize and selected Sage Intacct for its real‑time visibility, process automation, and integration flexibility.

Working with BKD Technologies to migrate to Sage Intacct, Tri‑County automated accounts payable, approvals, and data imports from budgets, payroll, and billing, eliminating roughly one day per week of manual entry. The system’s role‑based workflows and HIPAA‑compliant security streamlined reconciliations and audit trails, while dashboards and statistical accounts delivered real‑time departmental and grant visibility. As a result the finance team produces board packs in seconds instead of days, managers get drill‑down KPIs on demand, and accountants are freed to act as strategic partners in budgeting, forecasting, and grant development.

Tri-County Mental Health Services

Michelle Naus

Chief Financial Officer