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HoganTaylor - UNITED STATES

HoganTaylor eliminates 100 hours of manual work with Sage Intacct

Business advisory and public accounting firm improves budgeting efficiency by 50% and cuts 100 hours from budget creation process with Sage Intacct
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Seeking sophisticated and efficient budget planning solution

HoganTaylor took a two-phase approach to modernize its finance systems; first it upgraded to Sage Intacct in 2018 to provide the efficiency and scale that the finance team needed after a merger. Then it sought a smarter more sophisticated way to manage its budgeting as using Excel had become a major pain point.

The ability to set up budgets to exactly match our financials in Sage Intacct, and synching back and forth, was a big plus.

Mandy Brown
Controller

Eliminating a full week of manual backend budget work

HoganTaylor has met its budgeting efficiency goals with Sage Intacct Planning. The finance team budget preparation is now 50% more efficient, while a week’s worth of backend manual work has been eliminated. Time saved across both the finance team and budget owners is in the range of 100 hours.

There’s no more tabbing back and forth between different Excel files; plus, getting the budget into Sage Intacct is super simple - all you do is click a button.

Mandy Brown
Controller

Better process controls and visibility mean peace of mind that budgets are accurate

Sage Intacct Planning has improved the flow of information with greater visibility and tighter process controls providing the six-person finance team with new assurance that budgeting is done correctly and accurately, without the headaches of tracking status by emails and spreadsheets.

Sage Intacct Planning has definitely improved our whole budgeting process, and given everyone real-time visibility as the budgets are created.

Mandy Brown
Controller

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