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Family office investment firm streamlines finance processes and saves $100,000 a year

Family office investment firm streamlines finance processes and saves $100,000 a year

Sage
Pages 5 Pages

Halstatt replaced Microsoft Dynamics GP with Sage Intacct and Sage Intacct Planning to eliminate manual work, gain real-time visibility, and support rapid growth with a two-person finance team. Automation cut reporting time from 100 hours to minutes, improved efficiency by 60 percent, and enabled $100,000 in annual savings. Consolidations, valuations, and audits are now faster and more accurate, while integrated planning removed spreadsheet chaos. With up-to-date dashboards and streamlined processes, Halstatt makes quicker investment decisions and delivers stronger strategic insight.

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