Case Study

Foundation increases efficiency by 75% with Sage Intacct

Foundation increases efficiency by 75% with Sage Intacct

Pages 4 Pages

The Koret Foundation modernized its financial operations by replacing Microsoft Dynamics SL with Sage Intacct, enabling a 75 percent increase in efficiency and a 75 percent reduction in month-end close time. Integrated tools for expenses, grants, and ACH payments eliminated paper-based workflows and cut audit time by 60 percent. Real-time reporting now provides clear visibility into grant obligations and cash flow, allowing leadership to plan proactively and collaborate more effectively. These improvements free resources for mission-driven work and high-impact hiring.

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