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snapsheet - UNITED STATES

Snapsheet insures its financial future with Sage Intacct

Self-service insurance claims solution moves to Sage software to modernize financial processes, avoiding $140,000 in annual headcount costs as it scales
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Gaining flexibility to support future growth

Snapsheet’s rapidly growing billing volumes made it nearly impossible for the team to manually record each insurance estimate as a revenue transaction, which was a requirement of its previous QuickBooks accounting software. And since QuickBooks could not integrate with the company’s back-end claims management system, Snapsheet needed a more efficient way to manage bulk billing.

As a technology company, we needed a robust cloud-based solution that would provide the flexibility to integrate with our proprietary platform.

Doug Polignano
Controller

Intuitive software supercharges productivity

Sage Intacct is streamlining Snapsheet’s entire accounts receivables process. Customers’ claims are now automatically fed into Sage Intacct, where they are checked against a variety of different billing rules and converted to invoices with the required data and format for each insurance carrier. This has cut the time Snapsheet’s accountants spend on producing invoices.

We have found the software to be very intuitive – especially as compared to the steep learning curves I’ve seen for older systems like Microsoft Dynamics.

Doug Polignano
Controller

More time for analysis

With Sage Intacct’s wide variety of built-in reports, as well as its custom reporting capabilities, Snapsheet’s finance team can manipulate the data in any way they need and has reduced reliance on Excel. Now that they are spending less time managing daily transactions, the team has much more time to analyze the company’s financial results.

If we were still on QuickBooks, we would’ve needed at least two more accountants to keep up – at a cost of $140,000 annually.

Doug Polignano
Controller

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