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WebPT records huge savings with Sage Intacct

Leading electronic medical record solution uses Sage software to scale with flexibility and insights

Limited agility due to rigid software

QuickBooks limited the company’s agility since it offered virtually no connectivity to other business software and required WebPT to use Intuit’s merchant provider for credit card payments. The company wasn’t able to keep its member information as up to date as desired, even after spending 40 hours every week tediously re-entering data between Salesforce and QuickBooks.

We ultimately made the decision to go with Sage Intacct because of its unparalleled ability to integrate with other best-in-class applications.

Kevin Jackson
Corporate Controller 

Benefiting from bringing finance in-house

With a finely-tuned financial management foundation, WebPT has moved from outsourced accounting services to an in-house team that is about one-third the size the old system would have required. The streamlined team is 20% more productive and efficient because of Sage Intacct, while the company is avoiding more than $120,000 in salary costs from the reduced headcount.

Sage Intacct takes the worry out of accounting for a subscription-based revenue model by providing granular revenue recognition schedules supporting each contract.

Kevin Jackson
Corporate Controller

Joining the dots

Sage Intacct’s multi-dimensional reporting lets WebPT slice and dice its financial data across departments and products for greater trend analysis. And Sage Intacct integrates with WebPT’s Host Analytics planning and forecasting tool to support budgeting and additional analytics.

We love how easy it is to track and compare the metrics we need in both Sage Intacct and Salesforce.

Kevin Jackson
Corporate Controller

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