The Jewish Board modernized its complex, paper-heavy financial processes by moving from Lawson to Sage Intacct, gaining automation, accuracy, and real-time insight. Intacct now handles intricate allocations, doubles tracked cost categories, streamlines purchasing, and replaces days of manual invoicing with automated workflows. Program managers access their own data, and reporting across 100+ programs is faster and self-service. Audit prep is simpler with attached documentation. The system scales with the organization without increasing finance headcount, saving more than a full workweek each month.

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