Epitec saves 70 hours monthly with Sage Intacct

Is your accounting system holding your team back? That was the case for Epitec, a leading IT, engineering, and professional staffing firm. With talent placed across the U.S., Epitec needed real-time financial insight to keep up with the pace of business. But their legacy system, Microsoft Dynamics GP, was falling short.

Without a clear view of profitability, the finance team was forced to make decisions in the dark. 

“Microsoft Dynamics GP didn’t allow us to really take a deep dive into our profitability and determine what we needed to do to get to the next level.”  Melissa DuVall, Finance Team Lead, Epitec

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Even essential reports like AR aging weren’t accessible. And with Epilink, Epitec’s specialized billing and payroll platform, there was no integration, just time-consuming, error-prone manual work.

Epitec knew it was time to move forward.

They chose Sage Intacct, a modern cloud platform built for professional services. Now, they have the visibility and integration needed to support growth and make more confident, data-driven decisions.

How Sage Intacct transformed Epitec’s operations

What difference did it make? A lot.

What kind of impact did it make? In short: a big one.

Reclaiming valuable time

By moving to Sage Intacct, Epitech cut out 64 hours of manual payroll and billing work each month. Add in 5 fewer hours spent on bank reconciliations, and the finance team is saving nearly 70 hours monthly, time they can now spend on strategy instead of spreadsheets.

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Unlocking true profitability

With Sage Intacct’s Projects module, Epitec can now track profitability at a granular level, by customer and even by employee. Each of their 1,600 employees is set up as an individual project, directly connected to their Epilink billing system.

“We can really take a deep dive on each project, on each customer, and determine what’s profitable and what isn’t,” says Melissa DuVall

This clarity even helped them cut ties with an unprofitable line of business, freeing up resources for growth.

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Boosting efficiency for growth

When Epitec acquired MSXI in 2019, they added 500 new employees and brought in over $125 million in annual revenue. Despite doubling their transaction volume, they maintained a five-day close, proof that their systems were ready to scale with them.

Empowering the finance team

With manual processes behind them, Epitec’s team is thriving. Thanks to Sage Intacct’s cloud capabilities, accountants now have the flexibility to work remotely a few days each week.

“Sage Intacct is such a modern, user-friendly system compared to Dynamics GP. I’m thrilled, and the team is thrilled,” Melissa adds.

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Ready to modernize your accounting?

If your team is dealing with manual work or missing key insights, it might be time to see what a modern cloud platform can do for you.

Schedule a free consultation here. At Alta Vista Technology, we’re proud to be part of the solution. 

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