Case Study: Active Money Management achieves flexible, intuitive financial reporting with Stonefield Query for ACT!

Right on the Money with Stonefield Query for ACT!

Active Money Management, a Phoenix-based financial services firm, needed a better way to report on client status and project progress after switching to ACT!. Their existing ACT! reporting tools were confusing, inflexible, and too sales-oriented for the company’s financial and project management needs. Stonefield Query for ACT! was the product considered to address these reporting challenges.

Stonefield Query for ACT! was implemented through Power Time Corporation, with Stonefield Query recommended as a flexible reporting solution that could handle custom breakdowns by business unit, product, priority, and more. As a result, Active Money Management was able to create easy-to-read, professional reports, sort and filter data more effectively, and manage reports with much less effort. The company has used Stonefield Query since October 2005 and later upgraded to the latest version.

Active Money Management

Coelle Baskel

IT Coordinator