Sage Intacct
329 Case Studies
A Sage Intacct Case Study
YSTA Services, a family‑run shared‑services company in Texas that manages 20 legal entities including utility Payless Power, faced growing pains from using separate QuickBooks files that didn’t integrate with new CRM and GridLink billing systems. The fragmented setup produced manual, time‑consuming intercompany tasks and limited visibility across its diverse businesses.
Working with Madken Advisors to implement Sage Intacct (plus Nexonia) and integrate it with GridLink automated AR/AP, reconciliations, and expense processing while streamlining the chart of accounts. The finance team gained 25% efficiency, freed more than eight days per month, cut bank reconciliation from six hours to two and expense processing from ~10 hours to 1.5, and used new dashboards to identify investment opportunities — including selling 5–6 houses for strong returns.
Jason Maurice
Chief Financial Officer