Case Study: Moishe House saves 200+ hours on donation management with Venn Technology’s Salesforce and Sage Intacct integration

Moishe House saves 200+ hours in year one with Venn Technology

Moishe House, a nonprofit organization, faced a significant challenge with its very manual and labor-intensive financial systems. Using QuickBooks, their processes were tedious and required painstaking manual reconciliations, which consumed an unreasonable amount of staff time. They sought a solution to integrate their Salesforce CRM with their finance system to automate these processes and turned to Venn Technology for assistance.

Venn Technology implemented an integration between Moishe House's Salesforce and Sage Intacct systems. This automation saved over 200 hours in the first year alone, freeing staff to focus on more strategic matters. The solution provided consistent and visible financial reporting and was so successful that Moishe House again engaged Venn Technology to integrate its UK entity's financial data.

Moishe House