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Sage Intacct lifts Catholic Charities of Oregon from process limbo

Catholic Charities of Oregon - United States

Catholic Charities of Oregon needed a system that could help it maximize its ability to support its charitable clients.

Saving staff from the pain of manual data entry

Switching between multiple clients, Catholic Charities of Oregon found its manual financial processing slow. Closing the books took anywhere from 3 to 6 months. It needed a system that could automate and speed up processes and allow flexible or remote workers access to essential data through the cloud.

A lot of the processes were very manual. We did credit cards on Excel spreadsheets. Even then, we had implemented a way for us to input the information… but even that was so cumbersome.

Edith Reese
Financial controller

A solution with third-party support and automation

Sage Intacct connected easily to its third-party systems, which gives the business a better overview of its finances, allowing it to help clients more efficiently explains Edith: "We've been able to use the tools to keep track of where we are at with our spending."

The business now has streamlined processes, improving reporting, and a reduced close time of just 1 month.

We were able to work to make sure our dimensions matched, and the process is just so much easier instead of having to manually enter the expense reports or the billings every single month.

Edith Reese
Financial Controller

Reigniting the mission by removing complex manual processes

From a faster close, to improved efficiencies across essential processes, Sage Intacct has delivered a solution that keeps Catholic Charities of Oregon offering its clients exceptional support, continuing the legacy of a 90-year history.

Freeing up time and improving processes makes sure their clients can continue to put their mission, instead of complex manual tasks, first.

I would say if you're considering Sage Intacct, I would say go for it.

Edith Reese
Financial controller

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