Case Study: INVO PEO achieves 30% finance productivity boost and 50+ hours/month savings with Sage Intacct

Upgrading to Multi-Entity ERP for a Complex, Growing Business

INVO PEO is a national professional employer organization offering HR, payroll, tax compliance, risk management, and insurance services across 37 entities. After growing 6x in recent years, the company’s legacy insurance, HR, and financial systems could no longer scale to support complex multi-entity reporting, intercompany transactions, and fast consolidations.

INVO PEO implemented Sage Intacct (with Prism HR for payroll) to automate multi-entity processes, streamline intercompany reconciliations, and centralize transactional documentation and approvals. The change boosted finance productivity by about 30%, cut AP/AR reporting from ~3 hours a day to 20 minutes (saving 50+ hours/month), shortened consolidations from days to minutes, paid for itself in under three months, and delivered dimensional visibility and dashboards that improved cash management, profitability analysis, and pricing decisions.

INVO PEO

Freddie Daniels

Controller