Case Study

Snapsheet moves to Sage Intacct to modernize financial processes

Snapsheet moves to Sage Intacct to modernize financial processes

Pages 5 Pages

Snapsheet replaced QuickBooks with Sage Intacct to automate complex billing, eliminate manual reconciliation, and support rapid growth. Integrated claim data now flows directly into Intacct, reducing invoice creation from eight hours a day to four hours a week and saving 30 hours weekly in A/R work. With flexible billing rules, onboarding new carriers is easy, and real-time reporting provides clearer insight into revenue, margins, and product performance. These efficiencies helped Snapsheet avoid $140,000 in annual headcount costs and scale through a 6x increase in revenue.

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