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Investment firm improves financial management efficiency by 10x across 30 entities

Investment firm improves financial management efficiency by 10x across 30 entities

Sage
Pages 5 Pages

CoVenture replaced an entry-level accounting system with Sage Intacct to manage complex financials across 30 profit centers and multiple entities. Automation cut the monthly close from 50–60 hours to as few as six, eliminating tedious Excel allocations and manual intercompany entries. With 40–50 allocation rules, multi-entity management, and real-time reporting, the team now tracks key metrics like liquidity, cash flow, and expense ratios more clearly. These efficiencies free leadership to focus on growth, strategy, and value creation rather than administrative work.

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