Team Rehabilitation reclaimed 80 hours monthly with Sage Intacct

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  • Industry: Healthcare – Outpatient physical therapy
  • Location: Multi-state (MI, IL, IN, WI, GA)
  • Key wins:
    • 80+ hours saved every month
    • Accurate, real-time financials
    • Multi-entity visibility in one place
    • Streamlined reporting, happier team

Growth was the goal, but QuickBooks couldn’t keep up

Team Rehab turned to Alta Vista Technology as their consulting partner, to guide their system selection and implementation.

Because of Team Rehab’s need for multi-entity capabilities, Sage Intacct was the best option. They consolidated 100+ QuickBooks instances into a single system. No more fragmented data. No more siloed reports.

“I like the ability to post invoices to multiple entities while being at the top level,” Luke explained. “QuickBooks didn’t have that. It’s been a huge time-saver.”

Plus, Sage Intacct is the only cloud-native accounting platform endorsed by the AICPA and HIPAA compliant. One powerful platform that could scale alongside their operations.

From 6 hours to 15 minutes: real results that matter

With help from Alta Vista, Team Rehab customized their Sage Intacct setup to fit their exact workflows. Whether it was automating bank feed imports or building custom report templates, everything was configured to reduce manual work and boost accuracy.

“They created an Excel doc that pulls from our bank feed and instantly formats it for import,” Luke shared. “It’s streamlined everything.”

The impact? Closing cycles that used to take days now happen in a few clicks. Reports that once required 6 hours are ready in 15 minutes. And the finance team has reclaimed 80+ hours every month, the equivalent of half a full-time employee’s workload.

A better way to work

Beyond just time saved, Sage Intacct gave the finance team something even more valuable: breathing room.

“The entire finance team has been able to get back to a better work-life balance,” shared the Director of Finance. “That’s made everyone happier.”

With accurate, real-time data, the team is now focused on strategic initiatives instead of spending their days fixing spreadsheets or tracking down numbers.

And because Alta Vista’s partnership doesn’t end at go-live, Team Rehab continues to feel supported as they grow.

“Everyone at Alta Vista is helpful and accessible. They’ve made this entire experience life-changing.”

Alta Vista + Sage Intacct

Team Rehab is now growing 20-30% annually and they’ve kept the same finance team headcount thanks to Sage Intacct. Instead of patching together data across entities, they’re running reports across the entire organization in minutes, not hours.

When you’re scaling fast, the right finance system isn’t just nice to have, it’s essential.

Need to scale your accounting without scaling your headcount? Let’s talk.