Charter School Management Corporation (CSMC) moved off Sage 300 to Sage Intacct with our team’s help—and the day-to-day changed fast:

• Remote-friendly, cloud access (no more server headaches)
• Drag-and-drop documents on any transaction—used by staff and school clients daily
• Real-time reporting via secure portals
• Quarterly product improvements—no disruptive, all-hands updates
• An implementation built on extensive testing, so go-live felt… uneventful (in the best way)

Result: audits run smoother, with ~30 minutes saved per audit across ~50 clients—about 25 hours back to the team every cycle. Which is in our case study.

What you’ll find inside:
• How CSMC’s finance team went cloud-first with zero downtime
• The simple change that saved 25 hours every audit
• Real screenshots and audit-cycle insights you can replicate

Download the full case study to see how CSMC transformed its finance operations and uncover key takeaways for your own team. Designed for CFOs, finance heads, and operators in wealth, asset management, and financial firms — this blueprint gives you actionable steps to tighten operations and improve growth with confidence.