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How pensions disruptor Isio ensures success with Sage Intacct

Isio revolutionises operations and equips for rapid growth and complex acquisitions with Sage Intacct.
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Rapid growth prompted the search for a robust, scalable solution

Newly independent firm Isio urgently required a new financial management system compatible with its time-tracking tool, Kimble. Facing rapid growth and acquisitions, Isio needed scalable, robust financial and HR systems for complex operations and timely investor reporting.

We needed simpler, off the-shelf software solutions tailored to our simpler business needs,

Harjot Chatha
Finance Director

Integrated solutions for a growing business

PwC advised Isio to adopt Sage Intacct, to handle rapid growth and acquisitions efficiently.

Tailored training correct use of the software’s capabilities and integrations so they could deliver a streamlined month-end close and timely, accurate reports.

Harjot recalls that they completed the switch "well ahead of schedule. It’s given us better control over our finances."

Its reliability… is a game-changer, ensuring a smooth month-end close process and enabling us to generate financial statements swiftly by the seventh working day.

Harjot Chatha
Finance Director

Advanced control and consolidation features give your business room to grow

Isio now works more efficiently, with streamlined financial operations and swift consolidations.It delivers timely and accurate reports to stakeholders, which drives further growth in the business.

Harjot remarks, "The support from Sage Intacct was unparalleled, far surpassing others during our company’s tech implementations."

As a newly independent entity, we were essentially starting from scratch... We worked tirelessly with the team at Sage Intacct to make it fit our unique needs. It has paid off in spades.

Matthew Joynes
Head of IT

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A top-rated cloud financial management platform. Part of Sage Business Cloud.
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