{"id":10005,"date":"2021-03-01T15:22:45","date_gmt":"2021-03-01T20:22:45","guid":{"rendered":"https:\/\/www.sage.com\/en-us\/blog\/?p=10005"},"modified":"2026-02-12T04:50:56","modified_gmt":"2026-02-12T09:50:56","slug":"powerful-automation-and-reporting-helps-mental-health-nonprofit-scale-exponentially","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-us\/blog\/powerful-automation-and-reporting-helps-mental-health-nonprofit-scale-exponentially\/","title":{"rendered":"Powerful automation and reporting helps mental health nonprofit scale exponentially"},"content":{"rendered":"<header class=\"entry-header has-dark-background-color entry-header--has-illustration entry-header--has-illustration--generic\">\n\t<div class=\"container\">\n\t\t<div class=\"entry-header__row row align-center\">\n\t\t\t<div class=\"col col-lg-7 col-xlg-6 entry-header__content\">\n\t\t\t\t\t\t\t<div class=\"component component-single-header\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"entry-header__misc text--subtitle text--uppercase text--small\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/category\/trends-insights\/\" class=\"entry-header__link\">Trends &amp; Insights<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t<div class=\"entry-title-wrapper\">\n\t\t\t\t\t<h1 class=\"entry-title\">\n\t\t\t\t\t\tPowerful automation and reporting helps mental health nonprofit scale exponentially\t\t\t\t\t<\/h1>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<p class=\"entry-header__description\">\n\t\t\t\t\t\t\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t\t<div class=\"single-post-details container\">\n\t\t<div class=\"col\">\n\t\t\t<span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2021-03-01T15:22:45-05:00\">March 1, 2021<\/time><\/span><span class=\"reading-time\"> min read<\/span>\n\t\t<button\n\t\t\ttype=\"button\"\n\t\t\tclass=\"social-share-button button button--icon button--secondary js-social-share-button\"\n\t\t\tdata-share-title=\"Powerful automation and reporting helps mental health nonprofit scale exponentially\"\n\t\t\tdata-share-url=\"https:\/\/www.sage.com\/en-us\/blog\/powerful-automation-and-reporting-helps-mental-health-nonprofit-scale-exponentially\/\"\n\t\t\tdata-share-text=\"Please read this interesting article\"\n\t\t>\n\t\t\t<span class=\"social-share-button__share-label\">Share<\/span>\n\t\t\t<span class=\"social-share-button__copy-label\" hidden>Copy Link<\/span>\n\t\t\t<span class=\"social-share-button__copy-tooltip\" aria-hidden=\"true\" hidden>Copied<\/span>\n\t\t<\/button>\n\n\t\t\t\t<\/div>\n\t<\/div>\n\t<\/header>\n\n\n\n<div class=\"wp-block-post-author has-dark-background-color alignfull\">\n\t<div class=\"container\">\n\t\t<div class=\"col\">\n\t\t\t\t\t\t\t<div class=\"co-authors\">\n\t\t\t\t\t\n\t\t<div class=\"entry-author-wrapper\">\n\t\t\t<a class=\"entry-author\" href=\"https:\/\/www.sage.com\/en-us\/blog\/author\/andrew-sevillia\/\">\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"40\" height=\"40\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/08\/andrew_sevillia_profile.jpg\" class=\"entry-author__image\" alt=\"Andrew Sevillia\" \/>\t\t\t\t<span class=\"entry-author__name\">Andrew Sevillia<\/span>\n\t\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\n<p><a href=\"https:\/\/www.health.solutions\/\" target=\"_blank\" rel=\"noreferrer noopener\">Health Solutions<\/a> is a community medical and behavioral health treatment provider with centers in Colorado\u2019s Pueblo, Huerfano, and Las Animas counties. Funded primarily by Medicaid and state agencies, the nonprofit&#8217;s safety net programs span everything from residential and outpatient recovery services, to acute treatment units and medical centers, to ride-along police support and school-based early childhood projects. The organization runs about 60 active projects at any given time, employs 420 people, and operates eight separate entities. With a $45 million budget and an increasingly unwieldy number of small and large grants, Health Solutions\u2019 financial management requirements are significant.<\/p>\n\n\n\n<p>We recently chatted with CFO Paige Oldham about the organization\u2019s journey from Blackbaud to Abila MIP to Sage Intacct. She shared, \u201cWhenever something becomes hard to use, I don\u2019t wait around. I want to make our lives easier right away and find something that\u2019s good for every member of the team from the ground up.\u201d Oldham continued, \u201cWhen I first started here, it was excruciating to get any data out of our old Blackbaud system. Abila MIP was certainly a step up, but consolidations were a nightmare, and it forced us to use remote desktop for access, which eventually broke down and created severe connectivity issues.\u201d<\/p>\n\n\n\n<p>At first Oldham and her team adapted by adding an on-premises tool called Prophix for reporting, but it wasn\u2019t cloud-based, and they eventually found it was still too painful to produce the high-end reporting they needed. Our latest customer success story describes how Health Solutions ultimately deployed Sage Intacct, resulting in achievements like:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Scaling with over 5% growth, while reducing finance headcount 25%<\/li>\n\n\n\n<li>Shortening the monthly close cycle 65%<\/li>\n\n\n\n<li>Reducing TCO 40% by consolidating the financial stack<\/li>\n\n\n\n<li>Lowering banking and audit fees<\/li>\n\n\n\n<li>Delivering key metrics that helped expand funding from large donors<\/li>\n<\/ul>\n\n\n\n<p>Oldham knew she wanted a true cloud solution, saying, \u201cI live in the middle of the woods, an hour and a half from anything, so working remotely was a big deal for me way before COVID. For over 20 years, I&#8217;ve been a huge proponent of working remotely and making sure that my team has the right systems in place to support it. So, for me, any software we buy simply has to be cloud-based.\u201d She turned first to Sage Intacct as a trusted brand in the software industry and noted, \u201cWhen I was checking references, the fact that Sage Intacct could clearly handle the full spectrum of needs\u2014whether for a $1 million or $50 million company\u2014said a lot. The system has a really great user interface, but it\u2019s not complex like Oracle Peoplesoft or other large ERP platforms. I knew that we could grow to $100 million, and I wouldn&#8217;t have to change anything.\u201d<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-slashing-tco-40-amidst-growth\"><strong>Slashing TCO 40% amidst growth<\/strong><\/h2>\n\n\n\n<p>By replacing Abila MIP and Prophix with Sage Intacct, Health Solutions immediately reduced the total cost of their financial stack by 40% and realized major productivity gains. In particular, the team streamlined multi-entity consolidations and intercompany reconciliations, which helped speed the monthly close by 65%. \u201cSage Intacct is set up perfectly for intercompany transactions, with the correct receivables and payables automatically put on each entity\u2019s books. The person entering a transaction doesn&#8217;t even have to think about eliminations,\u201d pointed out Oldham. \u201cEverything just balances by default with a push of a button, which saves my team at least two hours every month and helps me immensely in my month-end reviews. If I notice a number that looks off one month, I click on it and quickly drill down to the transaction level to see what&#8217;s going on.\u201d<\/p>\n\n\n\n<p>In addition, the system\u2019s multi-entity capabilities helped the nonprofit reduce its banking costs. \u201cWe had stayed with Wells Fargo despite their high fees because they were the only bank that could offer all the automations I wanted,\u201d remembered Oldham. \u201cBut once I figured out how to get those features cheaper, faster, and easier by consolidating into a single community bank account and integrating it with Sage Intacct, we moved away from having eight different accounts and cut all of those unnecessary fees.\u201d<\/p>\n\n\n\n<p>Each of these efficiency improvements help the finance team scale easily with continued growth, and even free up clerical accounting staff for training in the organization\u2019s complex NetSmart electronic health record platform so they can support medical billing without requiring additional headcount. To extend these time savings even further, Health Solutions is about to go live with a seamlessly integrated AP automation solution called <a href=\"https:\/\/marketplace.intacct.com\/MPListing?lid=a2Di00000009GmLEAU\" target=\"_blank\" rel=\"noreferrer noopener\">MineralTree<\/a>, as well as the <a href=\"https:\/\/www.sage.com\/en-us\/products\/sage-fixed-assets\/\">Sage Intacct Fixed Assets<\/a> module.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-combining-financial-and-operational-data-for-holistic-insight\"><strong>Combining financial and operational data for holistic insight<\/strong><\/h2>\n\n\n\n<p>Health Solutions prioritizes community needs and good stewardship of funds, with Sage Intacct helping the nonprofit track the impact of its various clinical services, including strategic loss leaders. Using the system\u2019s dimensions, the team enjoys detailed visibility into any aspect of the organization they want\u2014whether a specific program (like first responders), group of programs (such as youth services), location (e.g., an acute treatment unit), or an entire entity like the behavioral health centers. They also import operational data, such as payroll information from Paylocity and claims from NetSmart, into Sage Intacct to simplify KPI calculations.<\/p>\n\n\n\n<p>\u201cWe have over 60 different programs, some which are specifically grant-funded and give us money tied to certain operational goals,\u201d explained Oldham. \u201cNow that we have FTE data in Sage Intacct, it\u2019s easy to do expense allocations and pull in encounter details from our EHR system. At any time, we can say, \u2018this employee in the adult services department produced 60 units valued at X dollars this month\u2019 and get a handle on where we\u2019ll be by the end of the year.\u201d This type of unit cost reporting is critical because it\u2019s how the state determines the center\u2019s rates for the coming year, which makes up around 90% of their funding. Previously, the spreadsheet-based process was so tedious that the team only had time to produce the report annually.<\/p>\n\n\n\n<p>Oldham also built several other custom reports in Sage Intacct, such as program budget-to-actuals for the grant manager, specific quarterly numbers for the bank, and structured financial statements for the annual audit. In addition, she created Sage Intacct dashboards for her CEO and head of clinical services, who can now check on key trends whenever they want, rather than waiting for the finance team to produce reports at the end of the month. Oldham also produced her own forecasting report with useful historical information so that she can update the organization\u2019s high-level forecast easily as needed.<\/p>\n\n\n\n<p>\u201cMy forecast report has everything\u2014our income statement details at the top, certain balance sheet items for accounts and groups of accounts, FTE stats, and more. I no longer need to go to 10 places to find all this information,\u201d shared Oldham. \u201cWe just signed off on everything for this year\u2019s audit, and it was easy to pull all the reports myself. Our auditor actually reduced his fee and said our audit was \u2018fun\u2019 because we went above and beyond with our use of technology and heightened internal controls.&#8221;<\/p>\n\n\n\n<p>Read the customer story&nbsp;to find out more about the impressive results Health Solutions accomplished by leveraging Sage Intacct\u2019s powerful capabilities.<\/p>\n\n\n\n<div class=\"single-cta\">\n\t<div class=\"single-cta__positioner\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">Health Solutions reduces TCO 40% with Sage Intacct<\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p><!-- wp:paragraph --><\/p>\n<p class=\"\">Nonprofit community medical and behavioral health treatment provider lowers software costs by consolidating financial accounting stack to one trusted system with Sage Intacct<\/p>\n<p><!-- \/wp:paragraph --><\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"https:\/\/www.sage.com\/en-us\/success-stories\/health-solutions\/\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\tid=\"cta-id-18437\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tdata-button-location=\"cta_box\"\n\t\t\t\t\t\t\t\t\t\t\t>Download<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-560700409-1440x810.jpg\" class=\"single-cta__image\" alt=\"Two men checking out goods\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-560700409-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n\n\n\n<p><\/p>\n\n\n<div class=\"single-cta\">\n\t<div class=\"single-cta__positioner\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">Subscribe to our Sage Advice Newsletter<\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p>Get our latest business advice delivered directly to your inbox.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#gate-ab515c6e-7e90-4c2f-a67e-113872516e8b\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t>Subscribe<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1073797282-1440x810.jpg\" class=\"single-cta__image\" alt=\"Working from home with tea in hand\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1073797282-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Health Solutions is a community medical and behavioral health treatment provider with centers in Colorado\u2019s Pueblo, Huerfano, and Las Animas counties. Funded primarily by Medicaid and state agencies, the nonprofit&#8217;s safety net programs span everything from residential and outpatient recovery services, to acute treatment units and medical centers, to ride-along police support and school-based early [&hellip;]<\/p>\n","protected":false},"author":1446,"featured_media":14312,"menu_order":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_sage_video":false,"post_featured_image_hide":false,"sage_hide_published_date":false,"sage_hide_read_time":false,"sage_hide_share_buttons":false,"footnotes":""},"categories":[49],"tags":[420,168,287],"business_type":[312],"lilypad":[],"context":[418,429],"industry":[451,58],"persona":[150],"imagine_tag":[209,436],"coauthors":[613],"class_list":["post-10005","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-trends-insights","tag-cloud-financial-management","tag-sage-accounting","tag-sage-news","business_type-accountants","industry-healthcare","industry-nonprofit"],"sage_meta":{"region":"en-us","author_name":"Andrew Sevillia","featured_image":"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/02\/shutterstock_138693284_c2222.jpg","imagine_tags":{"209":"Accounting","436":"Intacct Accounting"}},"distributor_meta":false,"distributor_terms":false,"distributor_media":false,"distributor_original_site_name":"Sage Advice US","distributor_original_site_url":"https:\/\/www.sage.com\/en-us\/blog","push-errors":false,"_links":{"self":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts\/10005","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/users\/1446"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/comments?post=10005"}],"version-history":[{"count":0,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts\/10005\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/media\/14312"}],"wp:attachment":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/media?parent=10005"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/categories?post=10005"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/tags?post=10005"},{"taxonomy":"business_type","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/business_type?post=10005"},{"taxonomy":"lilypad","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/lilypad?post=10005"},{"taxonomy":"context","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/context?post=10005"},{"taxonomy":"industry","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/industry?post=10005"},{"taxonomy":"persona","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/persona?post=10005"},{"taxonomy":"imagine_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/imagine_tag?post=10005"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/coauthors?post=10005"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}