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UHY Advisors - United States

With Sage Intacct, UHY Advisors helps clients shrink their close from weeks to days—ditching manual bottlenecks in favour of instant insight and calmer month-ends.

Manual processes weren’t adding up

The team were stuck on outdated on-premise systems or juggling Excel-based processes that slowed everything down. Manual tracking created version control headaches, delayed reporting by days, and kept accountants buried in admin. Even the most “perfect” manual process couldn’t keep up with growing teams and new needs.

I’ve seen the person limping along on an old on-premise system for years. You hire new staff, they look at data differently. That older desktop solution isn’t the right fit.

Bradley Leski
Software Solutions Team Member

Plotting a faster course to close

Sage Intacct replaced clunky, desktop-bound workflows with cloud agility, automation, and custom dashboards tailored to every user—from AP managers to CFOs. Daily data syncs via open API integrations brought information in hours instead of days, while Sage Copilot made support instant. The result: fewer clicks, cleaner processes, and a shift from data entry to data review.

With Sage Copilot you come for one or two things and find five or six more that you can automate.

Bradley Leski
Software Solutions Team Member

Five-day close, zero drama

UHY clients now close by day five, send reports by day six, and log into real-time dashboards any time for clear, concise insights. Automation eliminates grunt work, empowering teams to focus on high-value analysis. The CAST team’s adoption of Intacct has snowballed, driving better service across the client base, even in uncertain markets.

High performance in 2025 is really leaning on the tools available… shorten your close, reconcile weekly, and stop being hand-tied to manual tasks.

Bradley Leski
Software Solutions Team Member

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 Sage Intacct

Sage Intacct

The leading cloud financial management software—GAAP-compliant and AICPA-preferred.