Case Study: WebPT achieves a 75% faster monthly close, 74% reduction in revenue leakage, and $300,000/year savings with Sage Intacct

WebPT Cuts Monthly Close by 75%, Reduces Revenue Leakage by 74%, and Saves $300,000 a Year

WebPT is the leading EMR provider for physical, occupational, and speech therapists with more than 85,000 members and 15,000 clinics. Rapid growth exposed limits in its QuickBooks-based finance stack: teams spent roughly 40 hours a week re-entering Salesforce data, the monthly close took 20 days, and the company faced revenue leakage and scaling challenges as invoices doubled.

By replacing QuickBooks with Sage Intacct and integrating subscription billing, Salesforce, and Authorize.net, WebPT automated quote-to-cash, billing, and revenue recognition. The result: monthly close cut to five days (75% faster), revenue leakage down 74%, $300,000+ annual savings (salary and merchant fees), invoiced customers doubled from 4,000 to 8,000, a smaller, 20% more productive finance team, and richer reporting that improved forecasting, cross-sell insights, and compliance.

WebPT

Kevin Jackson

Corporate Controller