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From Excel to excellence at IRG with Sage Intacct

IRG Realty Advisors - United States

Automation and real-time insights help real estate firm scale without expanding its finance team.

Crashing spreadsheets and rising pressure

IRG’s Excel-heavy financial workflows couldn’t keep pace with national growth. The team faced frequent errors, reporting delays, and increasing pressure from leadership. Spreadsheets ballooned in size and complexity, causing crashes and accuracy concerns. Reporting cycles were sluggish, creating anxiety and limiting leadership’s ability to make timely decisions.


We were constantly double and triple-checking everything, and still errors made it through. It created anxiety. We wanted to hand off a pristine product, but the tools weren’t supporting that.

Rebecca Smith,
VP & Director of Corporate Accounting

A finance platform that proves its point

Sage Intacct delivered automation, dimensional reporting, and dynamic allocations, reducing manual work and creating trusted, self-serve insights. IRG worked closely with the Sage team who recreated their Excel models within the system, enabling dynamic allocations and tying everything together. Training was comprehensive, keeping the implementation on track and budget. The Sage team ensured IRG understood the system deeply from setup to reporting.

We either needed to double our team to keep doing it manually or invest in a platform that could scale with us. The Sage team took our actual Excel files and recreated them in the system… I realized, this is it. This is what we need.

Rebecca Smith,
VP & Director of Corporate Accounting

Sage Intacct gives insights to the entire organization

IRG cut cash application time by 90%, saving the team several workdays each week. Automation of imports, allocations, and reporting has allowed the finance team to shift focus toward analysis and strategic support. Now the finance team deliver tailored financial insights to non-accounting department heads through custom allocation models to provide transparent accountability.

Sage is my superpower. It’s helped my team reduce stress, improve accuracy, and feel empowered. I know who to call—that’s what makes it a real partnership

Mark Miley,
CFO & COO

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