Your audit firm plays a critical role in your organization – they know your books, ensure compliance, and keep your board confident in the numbers. But when it comes to implementing Sage Intacct, the best results come from working with a partner whose sole focus is building and supporting financial systems in senior living.
At Intellitec, we complement the work your auditors do. They safeguard accuracy and compliance; we design and implement the technology that makes your finance team faster, stronger, and better connected to EMR solutions like PointClickCare. Together, that’s a powerful combination – but our role is different, and that difference matters.
Why Senior Living Facilities Benefit from a Specialized Sage Intacct Partner Like Us:
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Industry Expertise > General ERP Know-How
ERP is not one-size-fits-all, especially in senior living. We’ve been working with communities like yours for years, and we don’t just know the tech. We speak your language, too.
Many of us come from the senior living world. Finance directors. Controllers. People who’ve sat in your seat and know what a month-end close really feels like. That’s not something you get from a firm that focuses on audits across all industries.
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This Isn’t Just ERP. It’s PCC + ERP.
We’re one of the only teams out there that has a real handle on how to make your accounting system talk to PointClickCare and the only authorized Sage Intacct partner on the PointClickCare Marketplace. That means fewer spreadsheets, less manual entry, and no more “Hey, can someone track down that report from PCC again?”
We build the bridges (like our seamless, proprietary IntelliConnect integration between Sage Intacct & PCC) that let your care operations and finance teams stay in sync. CLA and other audit firms don’t specialize in that. Here’s a powerful example: when organizations integrate directly with PointClickCare, they reduce payment processing time by as much as 96% because they eliminate manual entry and accelerate cash flow.
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You Should Know the People You’ll Work With
When you work with us, you meet the exact humans who’ll be on your project, not a rotating cast of consultants. You’ll know who’s leading your implementation, who to call when you have questions, and who’s accountable for results. You’re not handed off to junior staff as a training exercise. You’re not guessing who’s managing your timeline. You’re working with real names, faces, and folks who are in it with you, not just during implementation, but long after.
When you work with us, you’re not just a client, you’re the client. Senior living is our specialty. That means deep knowledge, refined processes, and tailored recommendations that an auditor might miss. We have a stronger emphasis on quality and strategic impact, and we make sure collaboration is a core part of our partnership.
4. Your Auditor Should Be Your Auditor. Not Your ERP Vendor.
We probably don’t have to say this, but… independence matters. Auditors are supposed to be the neutral third party, asking the hard questions, catching the gaps, and keeping you compliant. That gets a little murky when the same team that audits you also builds your financial system and is your Sage Intacct partner. It’s not technically “against the rules,” but it’s not exactly clean, either. Keeping things separate helps everyone sleep better at night (including your board.)
Recent AICPA guidance reinforces this point, making it clear that auditors who host client data, customize software, or perform management functions risk impairing their independence. In short, if your auditor is also managing your tech stack, it could compromise the very objectivity you’re relying on.
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It’s Not Either/Or. We Work with Audit Firms All the Time.
This doesn’t have to be a turf war. In fact, we work with CLA regularly, and other firms, too.
You bring the auditors. We bring the ERP expertise. Together, we help make sure your systems are built right and ready for review. It’s collaborative, not competitive.
Even the International Accounting Association backs us up. They say that collaboration doesn’t stop at your internal team. External partnerships, like with industry experts, can significantly enhance your audit process because these specialized experts give auditors access to deep knowledge and best practices. This is especially valuable when navigating complex systems or compliance scenarios. When everyone stays in their lane, working towards a common goal, the outcome is a smarter, smoother audit and financial foundation.
So… Why Intellitec?
Because we know senior living. Because we build technology that works with your tech. Because you’ll actually like working with us, and because you deserve a Sage Intacct partner who knows the senior living world inside and out.
Let’s talk. No pressure, no pitch deck ambush. Just a real conversation about what you need and how we can help.
