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Family office simplifies multi-industry business management

Morris Group - Australia

Family office, Morris Group, knew it needed to consolidate 13+ entities’ data to grow. Enter Sage Intacct, a cloud-based system that saved them from pandemic strife.

Disparate data and hard-to-compile reporting

With 13+ entities, Morris Group’s legacy accounting and finance system struggled to easily integrate data, had no clear upgrade path, and was not cloud-enabled. 
It worked with partner Akuna Solutions to prepare and plan the multi-business Sage Intacct integration phase, which coincided with the pandemic, necessitating agility, remote access, and cloud-based collaboration.

United data to keep of entities’ finances easy

Sage Intacct has reduced costs associated with IT and infrastructure, giving Morris Group the ability to scale fast, so it can quickly acquire more businesses.
Sage Intacct automation consolidates data across systems, reducing error and the need for manual admin. Insights are provided in real-time, giving the business a single source of truth and accurate reporting.

A major win with Sage Intacct for us is the consistency and greater efficiency for reporting across entities.

Kirstie Jenkin
Business Systems Manager, Morris Group

Automation gives Morris Group the green light for expansion

With improved usability, dashboards, and dimensions for real-time visibility, Morris Group are ready to expand into new territories and industries, exceeding the needs of its clients at every step.

Moving to Sage Intacct has been a positive experience, from the… implementation process… to the faster consolidations and ready access to accurate, consistent, and consolidated financial information.

Kirstie Jenkin
Business Systems Manager, Morris Group