Case Study: Unite Here Health achieves 30% boost in finance productivity and 40% faster monthly close with Sage Intacct

UNITE HERE HEALTH connects the dots with Sage Intacct

UNITE HERE HEALTH (UHH) is a national, nonprofit Taft‑Hartley ERISA fund that provides health benefits to union members in the hospitality, food service, and gaming industries. After growing roughly 50% in five years—expanding from three to nine entities and doubling transaction volume—the finance team faced rising complexity and regional reporting requirements, compounded when their on‑premises accounting system was discontinued. They needed a cloud solution to eliminate duplicate data entry, deliver real‑time financial insight, and support continued scale.

Working with RKL eSolutions, UHH implemented Sage Intacct and Adaptive Insights and integrated a best‑in‑class stack (Yooz, Concur, FloQast, BNA, Fastpath, US Bank, Alteryx). The new system delivered a 30% increase in finance productivity, shifted 40% more time to strategic work, accelerated the monthly close by 40% and the annual budget cycle by 30%, and provided real‑time, granular dashboards across 40+ departments—enabling faster decisions, redeployment of staff to higher‑value tasks, and significant hard/soft cost savings.

Unite Here Health

Bryan Schmidt

Controller