From automated insights to enhanced visibility, here’s how we’re helping our senior living clients step into the future with ideal assisted living facility software, integrations, and best practices.
Between census fluctuations, staffing shortages, and multi-entity juggling, controllers and CFOs have their hands full. If you’re still relying on spreadsheets and disconnected systems, it can feel like you’re always ten steps behind, but with the right tools (and partner), you can move from scrambling to strategizing. You can shift your focus from putting out fires to driving real financial impact. That’s something worth talking about.
Sage Intacct is flipping the script for senior living finance teams, especially when paired with our innovative IntelliConnect integration with PointClickCare for a fully connected assisted living facility software solution. We’ve seen firsthand how it empowers organizations to shift from reactive to proactive, streamline workflows, and finally get visibility into the numbers that matter. This momentum is industry-wide.
In fact, senior living operators are increasing technology budgets for 2025 (some by as much as 30%) in direct response to the need for automation, advanced analytics, and data-driven decision-making. That kind of investment signals a shared urgency: staying ahead of operational complexity with tools that deliver clarity, efficiency, and insight.
Here are the top five ways it’s making a serious impact:
-
No More Month-End Madness
If you’ve ever stayed late rekeying census and billing data from PointClickCare (PCC) into your GL, you’ll like this one.
With IntelliConnect, our proprietary integration tool between PCC and Sage Intacct, the days of manual imports, exports, and data entry are officially over. Census and cash flow into the GL daily are all mapped to the right place automatically. This means no more waiting for reports, no more hoping you didn’t transpose a number, and no more manual reconciliation of resident data. It’s not just a time-saver. It’s a stress-saver.
-
Visibility: Right Down to Per Patient Day
Senior living is fast-paced. You can’t afford to wait three weeks for your revenue per resident report. With Sage Intacct, you can look at today’s numbers today.
From dashboards to performance cards, Sage Intacct gives your team immediate insights into revenue per patient day, staffing costs by level of care, budget-to-actuals per department, and more. The best part: non-accountants can actually use it. No accounting degree is required to read a green arrow or interpret a KPI card. With an easy-to-use ERP solution that’s built to work with your assisted living facility software, your department heads finally get the visibility they understand and that they can act on.
-
Handles Intercompany and Multi-Entity Complexity
Running multiple sites? Multiple levels of care? Separate legal entities? Sage Intacct was built for this. It natively supports multi-entity consolidations, intercompany eliminations, and department- and location-specific P&Ls.
One client summed it up perfectly: “I don’t need ten spreadsheets and a controller with a crystal ball anymore.” It’s all done within the system, with dimensional accounting that makes adding a new facility or department as simple as assigning a new code.
-
AP That’s Actually… Pleasant? Yes.
Ask anyone in AP what their least favorite day is, and chances are it’s invoice entry day. Not anymore.
With Sage Intacct’s AP automation, invoices are scanned and read using OCR technology, approvals are routed automatically, and supporting documents are attached directly to each transaction. Department heads can easily track what’s been approved and what’s still pending. No more guessing and no more paper trails.
The result? Your AP team spends less time on repetitive tasks and more time adding value. One AP clerk even told us that invoice day went from being her week’s worst to the absolute best because for once, the system actually worked with them, not against them.
-
It’s Not Just a System — It’s a Platform for the Future
Maybe your current assisted living facility software gets the job done, but where will it leave you five years from now?
In senior living, growth, consolidation, and acquisition aren’t hypotheticals, they’re part of the landscape. That’s why being on a scalable, widely adopted platform like Sage Intacct isn’t just a tech decision, it’s a strategic one.
When you’re sharing KPIs or best practices with peer organizations, chances are they’re using Sage Intacct too. That common ground means less translation and more collaboration. If a merger or acquisition is in your future, being on the same financial platform helps streamline the transition and puts you in a stronger position from day numero uno.
This isn’t just about solving today’s problems, it’s about choosing a platform that can grow with you, and one your future partners are likely already on.
Why Partnering with Us Makes It All Work
Of course, having a great assisted living facility software is only half the battle. The right partner makes all the difference. The Intellitec team has been working with senior living organizations for 20 years and with Sage Intacct for over 15 years. Our team gets your world = no handholding is required.
The IntelliConnect integration is not just a plug-in. It’s fully supported, mapped to your exact needs, and constantly maintained by experts who live and breathe senior living finance. One of our clients even said, “You can’t ask me to do this job without IntelliConnect. I have to have this integration.” We don’t say this lightly, but another client credited her entire career progression, from CFO to President, to the support she received from our team and the tools Sage Intacct provided. We’re happy to connect with them as references if you’re interested!
Where Do You Go From Here?
Senior living operators are increasing tech budgets by up to 30% in 2025 to invest in automation, AI, and data-driven platforms, intending to streamline operations and improve resident outcomes. If you’re in senior living finance and still doing things manually, it’s time to look at what’s possible because staying reactive isn’t just exhausting, it’s holding your organization back. Sage Intacct (especially with us in your corner) can be what you need to get clarity, control, and confidence in your numbers. Want to learn more? Talk to us today.
