The Fund for American Studies prepares for the next generation with 圣人Intacct
平稳过渡到云
Until 2020, TFAS relied on a legacy application from 微软, Dynamics SL. “微软正在淘汰Dynamics SL, and we saw it as our opportunity to bring the organization into the 21st century,罗伯特·卡拉汉回忆道, 副总裁兼首席财务官. 我们的解决方案提供商, RSM, 给我们展示了完整的塞吉和另外两个选择, 但我们立刻意识到完整的塞吉是我们最好的选择. 它提供了最好的集成, automation and reporting tools we needed to chart our course forward. And, of course, when the pandemic struck, we fully recognized the value a cloud-based system offers.”
卡拉汉对RSM咨询团队大加赞赏. “They have a high degree of product expertise along with accounting and business acumen. 我们知道我们得到了很好的照顾. 他们专业地处理了向完整圣贤的迁移, 提供指导, 一路上的技巧和最佳实践. And they continue to add value, helping us get the most out of the software.”
集成提高了广泛的效率
A primary reason TFAS was drawn to 圣人Intacct is the solution’s extensive integration options. “我们一直在使用AP自动化应用程序, 但它与我们的旧系统不兼容,卡拉汉解释道. “That integration is available right out of the box with 圣人Intacct.“多亏了自动化和集成, the organization was able to pass payables processing to administrative personnel, 使会计人员有时间从事其他工作. 他补充道:“我们已经消除了繁琐的工作。. “现在我们专注于战略.”
类似的, the organization was transitioning from another customer relationship management application to Salesforce, and 圣人Intacct offers an advanced CRM integration for nonprofits that allows for advanced, 与Salesforce无缝集成. “Combining CRM and financial data is an essential tool for us to assess our mission’s progress,卡拉汉说. “The integration gives us a single source of the truth between 圣人Intacct and Salesforce, saving us time and improving accuracy by reducing duplicate data entry.”
TFAS也实施了Bill.com和Tallie, which integrate directly with Intacct to develop a solution that Callahan says is transforming previously manual expense reporting. “We have a lot of temporary workers and also many employees who work remotely. 他们只是下载了费用应用程序, capture receipts using their phone cameras and then email them in for quick processing.”
每月结算速度快25%
The finance team used to rely on exports and imports among multiple third-party reporting tools to draw out financial data in the format internal and external stakeholders needed. 卡拉汉说:“我们现在已经淘汰了它们。. “《vwin娱乐场官方》里有很多标准报告, 还有很多定制选项, 我们能得到我们需要的东西. As a result, I estimate we’re saving about three hours in report generation time every month.”
圣人Intacct维度为这些报告增加了巨大的灵活性. “We’re able to run reports by department, program, fund or grant,卡拉汉说. 这样做的时候, we’ve gained tremendous visibility into our operations that was missing with the old system.”
每月结算是tas今天看起来不同的另一个方面. “Direct bank feeds mean reconciliation is much quicker,” notes Callahan. “And our streamlined payables process means that all the monthly invoices are already in 圣人Intacct. 所以，平均而言，我们这个月结束的速度比以前快了25%.”
制定战略的时间
TFAS的办公室今天看起来有点不同. 卡拉汉说:“我们已经取消了文件柜. “而不是纸质文件, 我们把电子文件附在日记账上, 发票和供应商记录. Now all the supporting documentation is stored securely within 圣人Intacct. 它更高效、更安全、更可审计.”
Callahan says now that the finance team is not spending as much time on manual processes like preparing reports and closing the books, 团队成员正在处理新的问题, 高级计划. “能如此快速地获取会计数据, 我们可以采取更有战略意义的行动, 长期规划, 预测和预算. 例如, we’re able to look deep into the data and make informed decisions regarding programs we might want to add or additional employees we may need to recruit.”
取消一个财政全职等额职位
Callahan says that while TFAS hasn’t done a formal total cost of ownership review of 圣人Intacct, he knows that the organization is well on its way to a positive return. “圣人Intacct为自己获得的效率付出了代价.”
例如, the organization recently took over operations for a separate company and could easily bring that organization’s finances under the 圣人Intacct umbrella. “这是收购的结果, we added $1 million in new expenses and a significantly higher transaction volume. However, we did not have to expand our finance team—in fact, we were able to eliminate one FTE.”
即将结束的解决方案, Callahan is inspired and encouraged by the continual investment he sees in 圣人Intacct. “Sage每个季度都会添加新功能. 我们总是很期待接下来会发生什么.”
