Vera Whole Health adopted Sage Intacct to support rapid expansion and replace QuickBooks, which couldn’t handle rising transaction volumes or complex reporting needs. By integrating Intacct with Adaptive Insights, ADP, Concur, and Salesforce, the finance team improved efficiency by 25 percent and accelerated the monthly close by 70 percent. Project and departmental reporting dropped from 10 days to 10 minutes, enabling real-time budget analysis across 70 active projects. With dashboards showing clinic margins, staffing, cash flow, and patient activity, leaders maintained gross margin targets while opening new centers and forecasting growth more accurately.

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