Social Futures slashes quarterly reporting time thanks to Sage Intacct

Social Futures had grown rapidly in recent years, increasing revenue to $40m, but with a small finance team of just four people. At the same time, the charity needed to plan for the transition from block funding to fee for service model. The board realised that the organisation needed to invest in financial software that could support it through the next phase of growth.

The finance team uses the time saved on reporting to provide analysis to managers. Michael redesigned the reports which bring the most relevant areas managers need to review into focus. Expenses that managers have the most control over, such as payroll, sit at the top of the report, while centrally managed items such as rent, cleaning and management fees are further down.