Press Release

WebPT Uses Intacct to Scale Financial Processes and Increase Business Insight

Best-in-class cloud accounting software helps fast-growing SaaS company boost productivity, save time, and cut costs

WebPT Logo

SAN JOSE, Calif. – Aug. 13, 2014 – Intacct, a leader in cloud financial management and accounting software, today announced it helped WebPT achieve a twenty percent increase in productivity, avoid $120,000 in annual salaries, and save $15,000 a month in merchant processing fees. As a result of upgrading to Intacct, the healthcare technology company dramatically streamlined its quote-to-cash and financial close processes, and gained deep visibility into financial trends related to its departments, product adoption and customer groups.

In a new case study published today, Intacct highlights the results WebPT achieved by switching to Intacct’s cloud financial applications. The full case study is available for download at  Here is a quick overview of the profile:

Previous business challenges faced by WebPT:

  • SaaS company wanted flexible, full-featured financial management system to support rapid growth
  • Looking to automate time-consuming manual processes and eliminate the need to export to Excel
  • Needed ability to effectively manage multiple business entities
  • Wanted to integrate financial management with existing Salesforce CRM and other enterprise systems
  • Required richer, multi-dimensional reporting for greater visibility into customers, products, collections and revenues

Results with Intacct:

  • Automated processes increased finance team productivity by 20% and reduced staffing needs by 3 FTEs, saving $120,000 yearly
  • Seamless integration across best-in-class systems improved customer experiences, reduced duplicate data entry and streamlined processes
  • Saves $180,000 annually in credit card processing cost through tight integration between Intacct and
  • Multi-entity, multi-dimensional reporting eliminated 50+ hours of report preparation each year and provided valuable insight into key metrics

Highlighted comments from Jacob Findlay, WebPT’s Director of Finance:

“We ultimately made the decision to go with Intacct over NetSuite because of its deeper financial capabilities and its unparalleled ability to integrate with other best-in-class applications like Salesforce. Our developers felt that Intacct’s application programming interface was the more robust of the two. That gives us confidence that it will be flexible enough to adapt to our business’ evolving needs as we grow from a $20 million to a $200+ million dollar company.”

“With QuickBooks, it took nine days to close out the month. I’m confident that we will reduce our close to five days with Intacct. Intacct’s custom report writer saves us time on key individual reports, like a revenue share report that used to take over an hour to pull together for vendors every month. Within fifteen minutes of building a custom report in Intacct, we can run the report any time we want.”

“It’s important for SaaS companies like ourselves to demonstrate that we can overcome the inherent churn in our business. The complete picture Intacct provides is key in helping us see how well we’re hitting that sweet spot of growing total revenue for every new group of customers that signs up with WebPT.”

About Sage

Sage exists to knock down barriers so everyone can thrive, starting with the millions of Small and Mid Sized Businesses served by us, our partners and accountants. Customers trust our finance, HR and payroll software to make work and money flow. By digitizing business processes and relationships with customers, suppliers, employees, banks and governments, our digital network connects SMBs, removing friction and delivering insights. Knocking down barriers also means we use our time, technology and experience to tackle digital inequality, economic inequality and the climate crisis.

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