United Real Estate Group partnered with Forvis Mazars to automate and streamline its accounting operations after expanding from 150 to 22,000 agents. Manual data entry from Paperless Pipeline to Sage Intacct was replaced with automated workflows using Azure Logic Apps and Zapier, reducing errors and improving data accuracy. The integration cut monthly close times by up to 10 days, enhanced reporting with drill-through capability, and reallocated staff to higher-value tasks. The solution’s scalability and security—via Azure Key Vault—supports United’s growth and positions the firm for continued efficiency and compliance.

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