Are your financial systems holding you back? As businesses grow, the tools that once supported their operations can become bottlenecks. Manual processes, disparate systems, and a spaghetti of spreadsheets can lead to inefficiencies, errors, and delayed reporting. If you’re still relying on platforms like QuickBooks, PointClickCare (PCC), or even just Excel for your primary financial structure, you’re likely experiencing the headaches of growth without the right infrastructure.

At Touch Support, we understand these challenges. We specialize in helping organizations, especially those in the healthcare sector, navigate the complex journey of migrating to Sage Intacct, a powerful, cloud-based financial management platform.

The Pain Points of Outdated Systems:

Many companies we encounter face similar struggles:

  • Massive, Unwieldy Spreadsheets: While Excel is great for small-scale tracking, as your business expands with multiple facilities or entities, spreadsheets become prone to crashes, formula errors, and a lack of institutional knowledge when employees leave.
  • Multiple, Disconnected Instances: Managing dozens of QuickBooks or PCC environments across different locations leads to inconsistent charts of accounts, duplicate vendors, and a fragmented view of your finances. Imagine having “Certified Nursing Assistant COVID bonus” in one system and “Certified Nursing Assistant Stimulus” in another – the same expense, but reported differently across your organization.
  • Bloated Charts of Accounts: Trying to track every detail like overtime, PTO, or specific grants through individual General Ledger (GL) accounts can lead to thousands of unique categorizations, making your chart of accounts a “spaghetti” mess that’s difficult to manage and memorize.
  • Manual Reporting Nightmares: Consolidating data, correcting discrepancies, and generating accurate reports from multiple sources is a time-consuming and error-prone process. This can delay critical financial closes and hinder your ability to secure loans or meet governmental requirements.
  • Security Vulnerabilities: Older, self-hosted systems like some QuickBooks versions can pose security risks, lacking the robust, continuously updated protections of a cloud-based solution.

The Sage Intacct Advantage:

Sage Intacct offers a comprehensive solution to these problems by providing an overarching financial platform with all your tools in one spot. Here’s why it’s a game-changer:

  • Cloud-Based and Secure: Eliminate the need for servers, maintenance, and security updates. Sage Intacct is hosted in the cloud, offering a secure and always-accessible environment.
  • Unified Financial Reporting: Consolidate all your company data into one platform, allowing for a single, homogeneous chart of accounts. Whether you have 10 facilities or 100, you can separate entities by location or ownership while maintaining all your data in one cloud environment.
  • Dimensionalization for Granular Tracking: Sage Intacct’s key selling point is its dimensionalization feature. Instead of creating a new GL account for every type of payroll or project, you can use dimensions (like department, grant, or location) to track specific details. This keeps your chart of accounts small and manageable while still allowing for highly detailed reporting and dashboards.
  • Automated and Customizable Reporting: Access out-of-the-box reports or build custom dashboards tailored to your specific needs. Automate monthly reports to be sent directly to your inbox, or trigger them upon month-end close, dramatically cutting down on manual labor and overhead.
  • Streamlined Close Cycles: Move from months-behind closes to closing your books in a week or less. This accelerated closing cycle provides immediate access to crucial financial data, empowering faster decision-making and improving financial agility.
  • Enhanced Security and Audit Trails: Sage Intacct offers robust security options, allowing for user-based or role-based permission sets with granular control over who can see or do what. Every action is logged in an audit trail, providing transparency and accountability for all financial transactions.

Why Choose Touch Support for Your Sage Intacct Migration?

Migrating to a new financial platform is a daunting task. It requires meticulous planning, data transformation, and expertise. This is where Touch Support truly shines. We offer a “triple threat” of services:

  1. Expert Migrations: Unlike third-party migration companies that charge exorbitant fees (often $60,000-$70,000), we provide these complex data transformations at a much lower price point. We handle the tedious process of extracting data from old systems (even difficult-to-parse PDFs), validating vendors, standardizing due dates, and building your new chart of accounts and dimensions in Sage Intacct. We ensure data accuracy and work with you through validation steps before import.
  2. Seamless Setup & Templating: Setting up Sage Intacct from scratch can be overwhelming. We leverage our “golden templates,” based on our experience with other healthcare providers, to dramatically speed up your initial setup process, reducing what would be a very long process into a significantly faster one.
  3. Cost-Saving Outsourced Services: Our unique value proposition extends beyond setup and migration. We provide outsourced accounting support, working directly within your books for Accounts Payable (AP) and Accounts Receivable (AR). A significant cost saving comes from our licensing agreement with Sage Intacct: all our users are free. With standard Sage Intacct business users costing around $350 per month, per user, outsourcing your accounting roles to us can save you tens of thousands of dollars annually in licensing fees alone, not to mention payroll and other costs associated with US-based staff.

We manage the entire project – from data transformations and imports to mapping and ensuring data integrity. We also provide comprehensive training for your staff, ensuring a smooth transition and adoption of the new platform.

Ready to Transform Your Financial Operations?

Stop struggling with outdated systems and embrace the efficiency, accuracy, and security of Sage Intacct with Touch Support by your side. We’re not just a service provider; we’re your long-term partner in financial success.

Contact us today to learn how we can help you streamline your operations, save costs, and gain unparalleled financial clarity.