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Income Research + Management I United States

With Sage Intacct, Income Research + Management moved from manual workarounds to modern workflows—cutting close times, boosting visibility, and putting insight front and centre.

Too many tabs, too little time: disconnected data slowed team

Before Sage Intacct, the finance team at Income Research + Management struggled with a lack of approval controls and disconnected documentation. Reporting relied on multiple spreadsheets, and auditors flagged issues every year. The system couldn’t keep up with their growing needs—limiting transparency, flexibility, and the ability to act on insights.

Our biggest financial challenge was the lack of controls and approvals in our prior system—it came up in every audit.

Katelyn Callan
Head of Finance

Version control to total control

Sage Intacct gave Income Research + Management the tools to streamline workflows and bring every transaction—from request to reconciliation—into one clear system. With support, allocations, and hierarchies now built into the platform, they spend less time chasing data and more time using it. It’s enhanced transparency, auditability, and team learning—without slowing growth.

Sage really centralised our documentation and our workflow, start to finish… great enhanced transparency and audit capabilities.

Katelyn Callan
Head of Finance

A month-end that leaves room to think

With faster closes, improved audit readiness, and a richer data set, Income Research + Management has levelled up its financial intelligence. Strategic conversations are now driven by timely, reliable insights. AI features are already saving time, and the team’s ready for what’s next—using less energy on entry, and more on impact. 

We’ve shortened our month-end close and we’re able to do more with our data—it’s been a constant opportunity for learning and improvement.

Katelyn Callan
Head of Finance

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