Case Study: Skilled Nursing Facility Operator achieves rapid accounting automation and sub‑3‑month payback with Ultimus

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Preview of the Skilled Nursing Facility Operatoring Company Case Study

Skilled Nursing Facility Operatoring Company - Customer Case Study

A U.S. operator of more than 250 skilled nursing, assisted living, and therapy facilities across 14 states faced fragmented, manual accounting workflows across its sites and needed to streamline approvals and month‑end processes while reducing errors and duplicate refunds. To address this, the company deployed Ultimus to automate its accounting processes.

Using Ultimus, the company automated 14 processes within five months—such as refund and write‑off approvals, journal entry approvals, monthly closings, and invoice approvals—and now manages over 30 automated accounting workflows. Built‑in validation, error checking, and end‑user help eliminated bottlenecks, revealed root causes of write‑offs, removed duplicate/erroneous refunds, and delivered a reported payback in under three months.


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