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Feeling the pain of manual reporting

The hard-working accounting team was hampered by a legacy application. "Every report required us to export data into Excel," Lichelle Boyd, OSMC's CFO, recalls. "Staff spent a significant portion of each month exporting and formatting financial reports in spreadsheets that were instantly outdated." This meant longer administration times for closing the books too.

As a result, we had no effective way to monitor financial performance over time to look for opportunities and trends.

Lichelle Boyd
CFO

Migration made easy and a real-time advantage

The transition to Sage Intacct went smoothly. OSMC is also using the dimensional general ledger in Sage Intacct to simplify data-entry tasks. "Dimensions simplify our core chart of accounts and eliminate the need for staff to memorize numbers, so data entry is quicker and more accurate," which gives the business a real-time advantage and reduces administration time.

I have more confidence in our books and time to produce forecasts, identify trends, and make informed data-backed decisions.

Lichelle Boyd
CFO

Investing in the business by switching to Sage Intacct

By eliminating manual workflows and automating financial reporting, OSMC saves several labor hours daily, going from closing its books on the 20th, to the 5th of the month—a 75% improvement. The organization's CEO has access to a dashboard within the software loaded with reports, metrics, and KPIs that allow them to continually monitor the health of the organization.

We've gained a tool that allows us all to focus more time and resources where they matter most, keeping our patients—and personnel—happy, healthy, and engaged.

Lichelle Boyd
CFO

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