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Nonprofit retreat takes back 10% of their worktime with Sage Intacct

Royal Foundation of St Katharine - United Kingdom

Christian, nonprofit hospitality retreat and charity saves time and gains greater insight using Sage Intacct.

Upgrading to cloud-based solutions

The Royal Foundation of St Katharine were in urgent need of a server upgrade, which led to the discovery that their finance software would not migrate easily. Sage 50 desktop software had served the charity well for many years, but it was time to upgrade to a cloud-based solution that would keep them up to date.

I was keen to stay within the Sage suite of software as I felt it would be an easier migration, plus we already used Sage Payroll and Sage HR.

The Reverend John Irwin
FCA, Finance Director

Winning back 2 days per month with fast reporting

Switching to Sage Intacct has been a big win for John and his team due to smarter, more sophisticated reporting capabilities. The old software required financial data to be downloaded into spreadsheets, with time spent manipulating figures in Excel. Now, managers and trustees can create reports in just a few clicks.

Sage Intacct is easily saving us two days a month in generating reports; and the way the software slices and dices the data makes it easier to interpret.

The Reverend John Irwin
FCA, Finance Director

Delivering operational value

Sage Intacct is making a huge difference to the charity – from more trustworthy figures through to more readily available data when they want it. The finance team are saving time through faster, more accurate reporting and the ability to drill down into the data more easily. Managers and trustees are also better able to understand the new style of reports.

Since migrating to Sage Intacct, we’re getting better engagement from our management team with the finances. They understand their cost base and can manage it better.

The Reverend John Irwin
FCA, Finance Director