search icon
Sage Intacct icon

Doing more good with less admin

Jewish Board of Family and Children's Services - United States

Simplified nonprofit finance empowers one of New York's largest mental health organizations to save a full workweek each month.
Download their story

Meeting complex needs with clarity and care

The Jewish Board supports 45,000 individuals annually across 100+ programs and 3,000 employees, with complex funding and reporting needs. Their legacy system couldn't keep up with tough allocations, manual invoicing, and slow reporting. They needed a modern cloud platform that could automate allocations, simplify invoicing, and improve financial insight without adding staff.

Our organization has a lot of complex allocations. It was a huge manual effort every month.

Rafeena Rahaman
Director

Automating what matters to save time and improve accuracy

In 2017, The Jewish Board implemented Sage Intacct with help from a trusted Sage partner, customizing it to automate complex allocations and invoice generation. They replaced paper-based purchasing with an integrated cloud system allowing program managers to enter and approve purchases remotely. The Advanced Allocations module doubled tracked allocations and turned days of manual work into a few clicks, freeing up a full workweek monthly.

Together, my supervisor and I save a full workweek each month on allocations and invoice automation.

Rafeena Rahaman
Director

Better visibility, faster reporting, and mission-focused finance

Sage Intacct delivers real-time reporting with custom drilldowns and audit trails, letting leaders and program managers access financial data and documents directly. Its dimensional flexibility supports detailed tracking for 200+ departments and state reporting. Audit prep time is cut, enabling the finance team to scale with growth without adding headcount.

Sage Intacct makes our work more focused and efficient. It frees up our time and energy to better support the people and programs that need us most.

Rafeena Rahaman
Director

Software and services for every business

Whatever your business size or type, there's a Sage solution for you.

Sage Business Cloud
Sage Intacct

Sage Intacct

The leading cloud financial management software—GAAP-compliant and AICPA-preferred.
Learn more about Sage Intacct