Challenges
- Legacy system couldn’t support subscriptions and transaction volume
- Manual processes overwhelmed the small finance team
- The accounting software and customer relationship management (CRM) platform weren’t integrated
Why
Sage Intacct and
Saltbox
- Modern, cloud-native financial management solution from a trusted brand
- Offers a robust subscription model and revenue recognition functionality
- Built with an open application programming interface (API) for easy integrations
Benefits
- Eliminated daily importing of CSV files
- Sped up multi-subscription processes
- Transactions flow from the CRM platform into Sage Intacct and reconcile regularly
"Nothing was really automated. It was quite disjointed. Looking at how to manage products and subscriptions well into the future was a priority."
Dave Yarnall
CRM and Customer Insight Manager, Widgit
