Sage Intacct
329 Case Studies
A Sage Intacct Case Study
United Way of Central Indiana (UWCI) coordinates local partners to improve education, financial stability, health, and basic needs across six counties. The finance team struggled with an outdated USL Financials system that forced manual, paper-based processes, limited reporting, and time-consuming Excel grant tracking that took at least 20 hours and undermined confidence in the data.
UWCI implemented Sage Intacct with partner AcctTwo, reworking the chart of accounts and using dimensions to track departments, projects, grants, vendors, and customers. The change automated approvals and reporting, produced monthly and grant reports four times faster, boosted finance efficiency by more than 25%, increased organization-wide visibility and collaboration, and enabled faster, data-driven decisions about program impact.
Lynn Auffart
Senior Director of Finance