Sage Intacct
329 Case Studies
A Sage Intacct Case Study
Ventura Orthopedics, one of California’s oldest musculoskeletal practices with six locations and tens of thousands of patient visits per month, faced growing pains as it expanded services and sites. Its legacy Sage 300 system couldn’t easily report across multiple locations, service lines, and departments, making owner distributions, multi-entity reporting, and adding new sites increasingly difficult.
Working with North49 to migrate to Sage Intacct, Ventura streamlined its chart of accounts by nearly 90%, integrated Concur and Paylocity, automated AP and refund workflows, and eliminated manual data entry. The finance team reclaimed about 50 hours per month, supported 25% business growth without adding headcount, and gained real-time operational visibility—enabling faster P&L reviews, smarter staffing and capital decisions (e.g., MRI ROI), and improved profitability.
John Hughes
Chief Financial Officer