Companies Using SageCustomer List & Real Case Studies

Challenge

StarCorp, a 144-location Carl's Jr. and Hardee's franchisee, had to manually reconcile financials for each restaurant separately in QuickBooks and Excel because the software lacked consolidation capabilities, and employees manually re-keyed payroll data, increasing errors.

Results

StarCorp replaced 144 monthly bank reconciliations with a single daily reconciliation, eliminating about 20 hours a month of reconciliation work, saved eight hours per payroll period, cut vendor bill management from four hours a week to 15 minutes, saved 90 minutes a month on recurring bills, and estimates it avoided the cost of two full-time employees.

Challenge

TFAS needed to modernize its financial operations as Microsoft was discontinuing Dynamics SL, and required better integration for accounts payable automation and CRM connectivity.

Results

TFAS eliminated one finance FTE, accelerated its monthly close by 25%, saved 3 hours per month on report generation, and absorbed $1 million in additional expenses from a separate company's operations without expanding its finance team.

Challenge

Tour America needed its staff to spend less time on administrative and financial processing so they could focus on customer service, while still handling high transaction volumes.

Results

Envisage states that 7,000 monthly invoices, 2,500 monthly cash transactions and 800 daily bank transactions, plus management accounts, are handled by one person. The full account is published only as a PDF.

Challenge

Utility Emergency Services Fund relied on heavily paper-based processes to track revenue and expenses across separate funding sources, making it difficult to keep pace as the nonprofit expanded its mission from utility grants into broader housing stabilization programs.

Results

Utility Emergency Services Fund shortened its monthly close process by 33%, sped up weekly accounts payable payments by 83%, reduced paper use by 86%, reduced non-program overhead by 12%, and gained the efficiency and confidence to support 166% contract growth, cutting rent/utility payment processing from around 12 business days to two days.

Challenge

Need to budget and forecast based on doctor capacity as key revenue driver; complex payroll and staffing cost calculations

Results

First full annual budget with workforce planning; 108 new doctor days added; 23% increase in patient visits; 16% revenue impact

Challenge

Anchor Group Services ran cleaning, security, parking enforcement and key-holding divisions on Sage 50, exporting data into Excel for all financial reporting. Reporting was delayed, invoice management was cumbersome, and budgeting across multiple sites was difficult.

Results

Job costing that previously took up to a week of manual consolidation from time-recording, expenses and holiday sources is now completed in about half a day, and monthly accounts can be produced within a day once wages are posted. Divisional profit and loss is available directly from the system.

Challenge

Anpario manufactures almost all of its output from a single Nottingham site while exporting to over 70 countries, and needed system administration capacity its internal IT function could not cover alone.

Results

The Manage service reduced the task load on Anpario's IT function and gave the team access to Sage X3 expertise on demand. The group has since upgraded to Sage X3 v12 for its production management and handheld device capabilities while opening new operations in Europe.

Challenge

The legacy system lacked functionality for managing multiple divisions and subsidiaries, required manual data entry across separate company accounts, restricted simultaneous file access to two companies, and created inefficiencies requiring extensive Excel use.

Results

Multi-entity access was streamlined, manual data entry reduced, financial data became immediately accessible, and inter-company transactions and reconciliation were simplified.

Challenge

CareATC outgrew QuickBooks amid 3X revenue growth over three years and thousands of monthly transactions, needing more sophisticated, automated financial processes to manage complex pass-through client billing across clinics in seventeen states.

Results

CareATC saved 40-60 hours per month of duplicate data entry, halved its monthly close process, avoided hiring at least two full-time accountants (saving around $100,000/year), and the software paid for itself in under 3 months based on business value.

Challenge

After separating from a former parent company, Colonis Pharma still had its financial services outsourced, limiting independence and visibility. It had to stand up its own finance system on the same fixed date as a migration to a new distribution partner.

Results

Sage Intacct went live on 1 March 2024, aligned with the distribution migration. Colonis now owns its financial data outright, runs system-driven month-end processes, and has added new legal entities including the Netherlands, with users rising from approximately 14 to 20.

Challenge

Community Living Trust's accounts payable process was extremely manual: staff hand-keyed invoice data into Sage 300, routed invoices for approval by email, and printed and scanned documents, requiring 2-3 staff working weekends to process 500+ invoices a month with frequent errors and lost paperwork.

Results

Community Living Trust cut its accounts payable processing from 2-3 staff members to a single staff member, eliminated manual invoice entry entirely, and moved to a paperless approval workflow that gave staff their weekends back.

Challenge

As dapple expanded distribution into big-box retailers like Walmart and Target, its CEO found QuickBooks accounting software no longer gave the visibility needed into financial health or direct insight into order fulfillment from third-party warehouses.

Results

dapple saved at least 40 hours a month previously spent entering over 700 invoices manually, saved 60+ hours a month overall on manual processes, cut ad hoc financial information requests in half, and the software paid for itself in under 2 months on business value delivered.

Challenge

The Baltimore nonprofit managed 35 retail locations, a $25M warehouse, and 700+ employees on outdated technology with a single IT person. Fragmented data sources undermined reporting accuracy, and a months-long backlog of account reconciliations threatened an audit deadline.

Results

Integrating the ERP and other systems cut manual reporting effort by 50%, and the finance team saves 15 hours per month on report distribution. SC&H also reconciled 11 accounts that were nine months behind within 100 days ahead of the audit.

Challenge

Hapaitia's previous financial management solution could not handle the complexity of consolidating seven organisations, lacked adequate internal controls and receipting capability, and did not meet NZ Government and internal IT security compliance standards.

Results

The Sage Intacct implementation was delivered on time and on budget in three months, giving Hapaitia five dimensions of outcome-based reporting across engagement type and region that its previous system could not support.

Challenge

Rapid growth stressed the legacy accounting application, and the company wanted better reporting, simpler consolidations, more streamlined payables processing and greater visibility across a complex operation.

Results

The published outcomes are 10-12 hours cut from producing monthly consolidated financial reports, 20 hours a month of senior staff time saved assembling work papers, and use of dimensions for operational insight.

Challenge

SC Labs, one of California's first cannabis testing laboratories, ran on QuickBooks with a single bookkeeper and had one year to prepare for the state's 2018 legalization of recreational cannabis, which mandated product testing and was expected to drive exponential growth. Oracle declined to sell NetSuite to a cannabis company.

Results

The company grew 130% from 2017 to 2019 while adding legal entities without consolidation overhead; audited-quality real-time financials support investor due diligence, and 13-week cash flow forecasts that inform CEO planning are produced in minutes.

Challenge

The independent Californian resort, which manages seasonal swings between winter and summer, faced a significant price increase when its three-year NetSuite licence approached expiry in late 2020.

Results

The published outcomes are a 54% annual saving on software licensing against NetSuite, improved reporting and dashboards, real-time key metrics for 35 operational managers, and seven hours a month of manual reporting and AP work removed.

Challenge

Waitomo Petroleum needed software to support complex liquid-product inventory reconciliations across company and customer sites, a date-based fuel pricing system, and detailed reconciliations against Mobil's records, while growing from 3 to 27 unmanned fuel stops and managing up to 3,000 daily transactions.

Results

Waitomo Petroleum reduced its administrative workload by 22 percent through less manual data entry, required fewer administrative staff than before Sage 300 despite acquiring another Mobil distributor, and now produces monthly debtor statements and financial results faster than before.

Challenge

Company expanding to enterprise market causing A/R function to be overwhelmed by manual tasks and growing backlog, need for specialized solution that could serve both new enterprise customers and legacy customers

Results

Within 2 months reduced outstanding receivables by 11% and decreased DSO by 2 days, continues to drive down key metrics, shifted approach allowing focus on highest priorities and shrinking total A/R

Challenge

Fragmented systems prevented real-time visibility and strategic decision-making; manual processes extended financial close cycles and hindered cost analysis by route and vehicle.

Results

Cut accounting close time by 50% and reduced manual finance tasks by 80%, giving the company reliable data and a 360-degree view of operations.

Challenge

AAGE Hempel Group, part of Grupo Arbulu, needed to integrate the complete business cycle of the group into a unified management system to support its international maritime operations across 15 branch offices.

Results

AAGE Hempel Group now has a management system covering the complete cycle of the group, according to Grupo Arbulu's Information Systems Director.

Challenge

Manual A/R processes despite using Sage Intacct, staff spending full workday each month on billing tasks, unsustainable as company expanded, slow payment cycle industry

Results

50% decrease in 60+ day overdue accounts in first quarter sustained over time, saved 5-6 days of manual effort per month, efficient professional payment experience via branded online portal, customers can manage payment methods and payment plans

Challenge

Fragmented planning and reporting systems, manual data movement between tools

Results

Faster reporting and budgeting, real-time executive insights, self-service access for budget managers

Challenge

Manual processes proved inaccurate and time-consuming

Results

50% drop in aged inventory and improvement in employee efficiency

Challenge

The company's small business accounting software could not handle peak seasonal demand: system failures during high-volume periods, manual reconciliation of third-party payments, inability to track analysis codes for different product sources, Excel dependency across 500,000+ lines, and product codes approaching their 14,500 maximum against 8,000 live products.

Results

Sage 200 "coped brilliantly" through the Christmas peak despite increased order volume, with report generation cut from up to three days in December to a significantly faster turnaround, and the system stayed stable throughout the peak period after the previous system had failed nearly every December.

Challenge

Fresha required a modern cloud financial system to support rapid global expansion, automate reporting, and provide real-time performance insights beyond the outgrown legacy platform it had used since founding.

Results

The fixed asset module eliminated manual intervention, more than 50,000 invoices are processed monthly with automated bank feeds, and £500,000 in monthly payments has been streamlined with enhanced multi-entity P&L reporting.

Challenge

By 2016 Holroyd Components, a supplier to industries from marine to aerospace, had outgrown Sage 50 and needed both a finance system and an implementation partner that could support it after migration.

Results

Holroyd Components continues to run Sage 200 with Datel nearly a decade after migration, developing the system incrementally rather than through further replacements.

Challenge

Managing finance across a rapidly expanding agricultural business created operational strain; manual processes extended month-end reporting cycles, limiting visibility into performance, and as the company scaled over seven years, reporting demands intensified, making data analysis difficult.

Results

Month-end reporting time was reduced from 27+ days to just 10 days, a 63% reduction, giving real-time financial visibility and repositioning the finance team from operational to strategic focus.

Challenge

IAFC identified in early 2020 that its financial reporting was neither timely nor accurate enough, with limited financial transparency for leadership and stakeholders. Multiple revenue streams spanning membership dues, conference registrations and federal and state grants ran through manual, paper-based processes.

Results

The account reports increased financial transparency and collaboration, less labour-intensive manual accounting, and reporting and internal controls sufficient for timely decisions. No figures are given for close time or cost.

Challenge

Manual A/R processes relying on spreadsheets and email, unpredictable billing cycle confusing customers, draining finance team resources and energy

Results

Reduced time to collect from 50+ days to under 30 days (nearly 20 days saved), reduced manual effort allowing team to feel like they could breathe, professional consistent billing experience for customers

Challenge

LuFrankton's CFO judged QuickBooks unable to handle the group's complex transactions or give sufficient insight across its Dunkin' franchises and a separate business portfolio spanning New Jersey and Pennsylvania.

Results

The account reports improved financial consolidation, fewer manual processes and real-time analytics for multi-entity operations. No quantified before-and-after measures are published.

Challenge

Stock-outs, high inventory levels and no clarity on their inventory

Results

A 25% reduction in inventory levels with a 5% increase in fill rate

Challenge

Northern Diver had run Sage 200 for several years but wanted to move to a current version without disrupting operations, and needed to reduce manual data transfer between Sage and its ecommerce, warehouse and repair-management systems.

Results

The finance team cites new screens, cross-selling, improved bank reconciliation and purchase order authorisation as day-to-day gains, and reports that automated data transfer cut errors and manual work. Role-based access gives 33 of 55 employees scoped access to the system.

Challenge

Oragroup, a major African banking group managing twelve subsidiaries with capital exceeding 69 billion CFA francs, needed an integrated financial solution offering consolidated tracking, sound general and analytical accounting, regular budget monitoring, automated procurement, and executive dashboards for strategic oversight.

Results

Oragroup now operates with an integrated, efficient financial suite providing complete operational visibility, with real-time dashboard monitoring ensuring regular budget tracking and current reporting.

Challenge

Lacked dimensional depth for multi-business, multi-location operations, relied on manual disconnected processes with redundant data entry, had VPN access issues hindering remote work, and no real-time data visibility with KPIs tracked manually via Excel.

Results

Accounting teams saw a 20% time savings with accelerated month-end closing, IT workload dropped 20% by eliminating server and device updates, and executives gained real-time dashboard access with a multi-entity general ledger.

Challenge

The Maryland not-for-profit could not send claims transactions directly into Sage Intacct, so staff routed them through an intermediary system or keyed manual journal entries. Allocating payments across multiple insolvencies depended on spreadsheets built from exported Sage Intacct data, which was slow and error-prone.

Results

Eliminating the intermediary system and manual posting saves about 250 hours a year, and automated allocations save roughly 40 more. PCIGC also gained new financial and operational reports and reduced the risk of human error in its claims and allocation workflows.

Challenge

Principle Cleaning Services had outgrown Sage 200. The finance team of 10 faced limited system access, lengthy Excel-based reporting cycles, extensive manual work and no integration with its Templa workforce system.

Results

Reports that took several minutes to refresh in Excel now return in a second or two, wage journals from the CRM system are automated rather than imported by CSV, and the finance team has been able to bring its month-end close deadline forward.

Challenge

PURE, a high-net-worth property insurer that cuts hundreds of checks daily and thousands after catastrophes, was losing its custom-built positive pay fraud solution in its move to Sage Intacct, which had no out-of-the-box positive pay component — with go-live only five months away.

Results

PURE deployed Sage Intacct and PositivePay together on schedule, consolidated check fraud controls in one place, streamlined monthly close activities, and eliminated manual check voids that had cost around $35 each, offsetting the solution's cost almost immediately.

Challenge

Grappling with excess stock while facing a four-month lead time

Results

Improved stock turns from 1.9 to 2.5, and increased fill rate from 92% to 97%

Challenge

Previous platform had hidden implementation errors, slow reporting, complex interface

Results

Nonprofit now reports accurately to 7 boards with confidence

Challenge

Tuscan Gardens, operator of three luxury senior living communities in Florida with more than 60 separate legal entities and a financing mix of private investors and tax-exempt municipal bonds, had accounting too complex for QuickBooks and little visibility across departmental systems.

Results

The monthly financial package that previously took five full days is now produced in under 15 minutes, investors receive dashboard views of the data they require, and accounts payable is managed across all communities with fewer resources.

Challenge

The Kalamazoo-based institute, which manages complex and varied funding sources, projects and locations, wanted its finance team in a more strategic role and needed to replace an older on-premises version of Abila MIP that staff could not initially reach remotely when offices closed.

Results

The case study cites smart rules improving accuracy and internal controls, a dedicated project management tool for collaboration, dimensions shortening a complex chart of accounts, and a finance team score of 100% in a recent employee engagement and satisfaction survey.

Challenge

Western Ferries collected ticket revenue through terminal counters, local agents, telephone, online and onboard handheld devices, with no single system to consolidate them. Finance and sales work was manual and management lacked a current view of the financial position.

Results

The company reports real-time visibility of its financial position, individual and consolidated reporting across revenue streams, fewer manual processes, and faster online and telesales order entry. Customer price books now sit in Sage 200 and feed monthly invoicing.

Challenge

Month-end close took up to 10 business days due to manual compilation of financial reports before ATKV adopted Sage Intacct.

Results

Month-end reporting time has been reduced by 2 to 3 days since starting Sage Intacct, according to the CFO.

Challenge

Boiron was managing 55,000 fixed assets across expanding operations with manual inventory processes on its legacy Abel Entreprise system, which was time-consuming and could not deliver fast, reliable asset tracking.

Results

All 55,000 asset records carried over from the legacy system without data loss, data entry became automatic from just the invoice number, and inventory rotations now update the database automatically, removing manual cost and accounting entry.

Challenge

CAME needed to manage diversification across two new trading divisions and a new Scottish site; its existing Sage 200 configuration struggled with multi-warehouse and multi-currency operations, limiting visibility and control over complex manufacturing processes.

Results

CAME expanded operations to a new 30-user Scotland site, achieved single-click order processing covering saving, stock allocation and acknowledgement printing, and improved the accuracy of reporting and visibility of works orders, planning and shop floor operations.

Challenge

CMAC's existing system performed slowly, which lengthened processing times and pushed the finance team into manual Excel workarounds. Any replacement had to integrate with Sage Pay to keep transactional operations running.

Results

CMAC went live on Sage 200 with payments set up without interrupting business continuity, and replaced manual consolidated accounts produced in Excel with an automated month-end consolidation routine.

Challenge

Correlation Risk Partners (CRP), a London-based private equity investment firm and Acuity24 client of over 10 years on Sage 300, faced increasingly complex reporting requirements, heavy reliance on Excel spreadsheets and manual data manipulation, manual monthly invoice creation for partner recharging, Making Tax Digital compliance needs, and the impending withdrawal of Sage 300 support. Month-end accounts under Sage 300 took two weeks to process.

Results

Since implementing Sage Intacct, CRP processes invoices daily, journals can be input and edited throughout the month, and month-end can be done in days -- more than a 50% saving in time and associated resource, according to the case study.

Challenge

Manual processes proved inaccurate and time-consuming. Solution Netstock integrated to Sage 300 ERP. Result 50% drop in aged inventory and improvement in employee efficiency. Integrated systems are key to successful inventory planning DCL was spending all day, every day knee-deep in hundreds of printed pages from their Sage 300 ERP trying to decipher their inventory forecasts and orders. They were not using any other tool to help them with this task and it was purely a manual process. They had a significant amount of aged inventory and, with no visibility on trends, continually found themselves in either an inventory feast or famine. Netstock was integrated into their ERP, and their item classifications and inventory policies and parameters were set up. “What used to take us a full day using our manual process, now takes minutes and as a result, we have re-purposed a large part of an employee’s role into another area of the business”, says James Politeski, President of DCL Supply. Rarely does a solution come along that has this much appeal to solve so many issues at once. If you want to save valuable time, make your customers happier, and reduce your inventory footprint, you need to invest in Netstock. James Politeski, President Fill rates were something DCL had never worked with before. Now that they understand how the percentage fill rate has a direct correlation with customer complaints, they have been able to improve their fill rate to 98%. “We modeled our fill rate, aligned it to the investment it would take, and being confident with the system’s recommendations, executed without any concerns,” James continues. Being a cloud-based solution, DCL can give the entire team access to all the inventory metrics, allowing multiple people to be part of the planning process. “Trends, forecasts, and smart ordering are now real-time and a click away. The ability to see what you need to order based on high-quality data and inputs was a big pull for us. Our ordering quality has improved substantially, and we have dropped our aged inventory by 50%. Rarely does a solution come along that has this much appeal to solve so many issues at once. If you want to save valuable time, make your customers happier, and reduce your inventory footprint, you need to invest in Netstock”, concludes James. FREE RESOURCE The ultimate guide to inventory management Learn about the six fundamental principles of inventory optimization that enable you to make informed decisions that balance current demand with future need. Download Now About Us Contact Us Careers Partner Portal Customer Success Help Center Pricing Resources Privacy Policy Disclaimer Cookies Policy Anti-Corruption Policy © 2026 Netstock

Results

50% drop in aged inventory and improvement in employee efficiency. Integrated systems are key to successful inventory planning DCL was spending all day, every day knee-deep in hundreds of printed pages from their Sage 300 ERP trying to decipher their inventory forecasts and orders. They were not using any other tool to help them with this task and it was purely a manual process. They had a significant amount of aged inventory and, with no visibility on trends, continually found themselves in either an inventory feast or famine. Netstock was integrated into their ERP, and their item classifications and inventory policies and parameters were set up. “What used to take us a full day using our manual process, now takes minutes and as a result, we have re-purposed a large part of an employee’s role into another area of the business”, says James Politeski, President of DCL Supply. Rarely does a solution come along that has this much appeal to solve so many issues at once. If you want to save valuable time, make your customers happier, and reduce your inventory footprint, you need to invest in Netstock. James Politeski, President Fill rates were something DCL had never worked with before. Now that they understand how the percentage fill rate has a direct correlation with customer complaints, they have been able to improve their fill rate to 98%. “We modeled our fill rate, aligned it to the investment it would take, and being confident with the system’s recommendations, executed without any concerns,” James continues. Being a cloud-based solution, DCL can give the entire team access to all the inventory metrics, allowing multiple people to be part of the planning process. “Trends, forecasts, and smart ordering are now real-time and a click away. The ability to see what you need to order based on high-quality data and inputs was a big pull for us. Our ordering quality has improved substantially, and we have dropped our aged inventory by 50%. Rarely does a solution come along that has this much appeal to solve so many issues at once. If you want to save valuable time, make your customers happier, and reduce your inventory footprint, you need to invest in Netstock”, concludes James. FREE RESOURCE The ultimate guide to inventory management Learn about the six fundamental principles of inventory optimization that enable you to make informed decisions that balance current demand with future need. Download Now About Us Contact Us Careers Partner Portal Customer Success Help Center Pricing Resources Privacy Policy Disclaimer Cookies Policy Anti-Corruption Policy © 2026 Netstock

Challenge

Gerimport, which imports and distributes products across Spain, Portugal, France, Italy and Germany, had outgrown its previous ERP system, which lacked scalability, produced unreliable data and was complicating decision-making as the company grew.

Results

The company now runs from a single, integrated information source covering all its processes, with improved data reliability, faster decision-making, and automated integration between its ERP and warehouse management systems.

Challenge

Giift needed to manage multi-currency financials across 13 legislations, which required a system built for scale that its existing setup could not support.

Results

Giift achieved consolidated group financial reporting and country-level compliance across 13 countries from a single deployment.

Challenge

Holkham Estate operated distinct financial systems across its diverse business units -- agriculture, hospitality, property, and tourism -- creating reporting delays, inaccuracies, and limited operational visibility across the 25,000-acre, 300-property estate.

Results

Invoice processing is now 65% automated, a single source of financial truth has been established with automated reporting, and cross-business visibility has been enhanced with seamless third-party system integration.