Vision33
74 Case Studies
A Vision33 Case Study
PICO California, a non-profit organization focused on making affordable housing and funding schools, faced cumbersome financial processes. Their legacy software, Xero, had significant limitations and required tedious manual work in spreadsheets for budgeting and forecasting. Vision33 identified Sage Intacct as the solution to these challenges.
Vision33 implemented Sage Intacct, which automated the non-profit's accounting. The solution's budgeting and planning module eliminated the need for manual spreadsheet updates and delivered reports with a few clicks. The most immediate benefit was a transformed payment process; invoices are now sent, approved, and paid directly within Sage Intacct, ensuring the organization no longer has to work with stale data.