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Cloud Financial Management with Sage Intacct

Non-profit organizations often struggle with manual processes and no real-time visibility into critical metrics and performance.

These challenges come from relying on small business accounting applications and spreadsheets.

Some businesses never need to upgrade their systems, but non-profits have accounting, tracking, and reporting needs that require specialized functionality. To focus on their missions and fuel growth, they need the right technology.

Vision33 held a panel discussion to explore two of our non-profit customers’ frustrations with their legacy software, Sage 50 and Sage 300, and why they chose cloud financials.

Kelly Davey, Financial Analyst at Brentwood Recovery Home, and Andrew Simmons, Director of Finance at Qalipu First Nation, joined moderators Dave Rumer from Sage and Derek Sullivan from Vision33.

About Brentwood Recovery Home

Located in Windsor, Ontario, Canada, Brentwood Recovery Home provides lifelong, compassionate, and evidence-informed treatment for people seeking recovery from alcohol and drug misuse.

When Kelly joined Brentwood in 2021, her first significant project was finding accounting software to replace Sage 50, an on-premises solution. The company wanted to modernize processes and eliminate paper and workarounds.

“Reporting was one of our biggest challenges,” Kelly says. “We couldn’t slice and dice by different programs. We were taking canned reports from Sage 50 and manipulating them in Excel, which was very time-consuming.”

About Qalipu First Nation

Qalipu First Nation is a vibrant Mi’kmaq First Nation established in 2011 as an Indigenous Band under the Indian Act. With a large membership spread across 67 traditional Newfoundland Mi’kmaq communities and abroad, Qalipu is one of Canada’s largest First Nation groups.

Qalipu First Nation used Sage 300 for eight years. “Our growth, high volume of transactions, number of different funding sources, and variety of programs led us to look for more automation and reporting capabilities,” Andrew explains. “We wanted to drill down into expenses, perform additional analysis, and improve our financial division’s overall efficiency.”

Watch the Panel Discussion Recording

Watch the on-demand recording of Fuel Your Non-Profit Mission in 2023 With Real-Time Financial Reporting to learn why Brentwood Recovery Home and Qalipu First Nation partnered with Vision33 and switched to Sage Intacct, a modern, cloud-native financial management solution.  

In less than an hour, you’ll understand how Sage Intacct has enabled Kelly and Andrew to access instant, accurate reports, secure remote approvals, and see clear audit trails when managing funds and adjusting revenues.

The panel also discusses how to:

  • Achieve digital transformation using people, processes, and technology 
  • Quickly consolidate multiple entities  
  • Automate accounting processes to save time and eliminate mistakes 
  • Streamline grant, fund, project, and donor accounting 
  • Strengthen stewardship, build influence, grow funding, and achieve mission success 

You’ll see how Sage Intacct solves non-profit finance and accounting challenges for organizations such as:

  • Member associations
  • Healthcare and behavioral health
  • Non-governmental organizations (NGOs)
  • Human services
  • Foundations and charities
  • Faith-based and Catholic Dioceses
  • Environment- and animal-related
  • Community improvement
  • Arts, culture, and humanities
  • Education

Non-profits love Sage Intacct for its customization, automation, easy integration with other business applications, one-click consolidations, and anytime, anywhere access.

We think you’ll love it too!

Watch the recording