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Empowering Lunar Companies’ financial insights for essential growth

Lunar Companies - United States

Sage Intacct Construction delivered for Lunar Companies to sustain their impressive growth and cater to the specific multi-location reports they needed.
  Sage Intacct Construction illustration with a figure of a construction worker with a smartphone with Sage Copilot screen

Growth fuels the need for change

Lunar Companies have experienced tremendous growth in the last few years. They added a transportation division, expanded throughout the region, and more than tripled their annual revenue.

After researching 14 different technology companies to keep up with their accounting needs, they chose a Sage competitor they thought would meet their needs—but things didn’t go as planned.

Not all solutions meet expectations

After five months and tens of thousands of dollars in unexpected fees, they still didn’t have a go-live date for the implementation. The company hired a new controller, Morgan Schweitzer, who soon established that the new solution couldn’t deliver the functionality they were looking for, and they began the process over to find a construction accounting solution that could deliver the functionality they needed.

A partner in success

Within four months, Schweitzer was able to easily enter their financial information into Sage Intacct Construction and start producing the exact reporting Lunar Companies
had been promised by other accounting solutions but had never materialized.

This was the sixth or seventh accounting software implementation I’ve been through, and the Sage Partner team was the best I’ve ever worked with.

Morgan Schweitzer
Controller

Delivering results

Sage Intacct Construction checked all the boxes and delivered the reports and insights the team had long searched for.

We had been tracking all our vendor compliance information in Excel spreadsheets but now we have all of our vendor information in the same software as our accounting, which is a nice perk.

Morgan Schweitzer
Controller

Primed for growth

Lunar Companies found the perfect fit with Sage Intacct Construction, giving them the flexibility to build out their tech stack as their needs change. Plus, there’s still room to grow.

Sage has so many different levels of data that you can pull from. Even if it is something you don’t need now, it sets you up for potential growth in 5 to 10 years.

Morgan Schweitzer
Controller

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