Case Studies

Philadelphia Convention and Visitors Bureau

PHLCVB modernized its financial operations with Business Central and Intellitec Solutions, connecting key business systems, streamlining budgeting and reporting, and giving staff real-time financial visibility.

Whitney Center

Whitney Center transformed its finance operations with Sage Intacct and Intellitec Solutions, replacing an inflexible accounting system with better reporting, seamless integrations, and real-time insights.

The DoSeum

When the DoSeum needed a more scalable financial platform, Intellitec Solutions delivered — transforming a manual, spreadsheet-heavy operation into a streamlined finance function with faster closes, real-time visibility, and room to grow.

Menno Haven

Menno Haven chose Sage Intacct and Intellitec for their deep senior living expertise, seamless implementation, and ongoing support—resulting in faster closes, smarter reporting, and stronger collaboration across the organization.

Luthercare

Luthercare's ERP systems required manual, time-consuming tasks. By adopting Sage Intacct with Intellitec Solutions, they gained automated reporting, seamless PCC integration, and a trusted partner for their continued growth and efficiency.

Larksfield Place

Premier senior living community transformed financial management with Sage Intacct, cutting credit card expenses by 80%, saving $75,000 annually, and empowering leadership with real-time data for smarter decision-making.

AMC Technology

AMC Technology chose Intellitec for their deep platform expertise, hands-on approach, and practical accounting knowledge, resulting in error-free quoting, faster financial closes, trusted real-time reporting, and a stronger foundation for scalable growth.

Parkview Homes

Illinois senior facility dedicate to compassionate care improves financial reporting, data export, and multi-user access.

Blue Skies of Texas

After an extensive evaluation process, Blue Skies of Texas chose Sage Intacct as their ERP solution, with Intellitec Solutions adding game-changing functionality.

Airsled

Airsled partnered with Intellitec Solutions to implement Microsoft Dynamics 365 Business Central software, gaining accurate costing, real-time visibility, and a scalable system to support their continued growth.

Firstrust Financial Resources

Firstrust Financial Resources upgraded from Dynamics GP to Business Central 365, streamlining accounting, improving reporting, and boosting efficiency across their operations.

Springpoint Senior Living

Springpoint Senior Living, a New Jersey-based long term care provider, needed robust general accounting software to consolidate financial reporting and budgeting for multiple facilities.

RQA, Inc.

With Intellitec’s help, RQA upgraded to Microsoft 365 Business Central, transforming their finance operations with faster workflows, more flexible reporting, and empowered teams who can work smarter and more independently.

Institute of World Politics

No costly down time, plus an annual savings of 62% per year in software and IT costs with Sage Intacct

Presby’s Inspired Life

Disjointed clinical systems and extensive manual calculations were making simple financial functions a chore. A parallel financial and clinical implementation significantly cut time and expenses and enhanced reporting power.

LH4 Associates

LH4 Associates overcame integration challenges and modernized their system by transitioning from Dynamics GP to Microsoft Dynamics Business Central, resulting in streamlined processes and enhanced collaboration

Brooke Grove Retirement Village

Brooke Grove gained the tools to better slice and dice data, and provide deeper insight. Accounting staff able to handle requests and provide answers much faster than before.

Bethany Lutheran Home

After evaluating Sage Intacct, Bethany Lutheran chose Intellitec to configure a system to meet their unique requirements

Pennsylvania Trust

After realizing they needed a Cloud ERP solution, Pennsylvania Trust worked with Intellitec to implement Microsoft Dynamics 365 Business Central

Saint Simeon’s

Better organization through the use of dimensions and fixed assets to substantially consolidate and streamline hundreds of accounts

Fundamental Labor Strategies

Realized the accounting solution they were using was not keeping pace with their needs, and hindering their ability to quickly analyze data.

Delaware Technology Park

Delaware Technology Park (DTP) had two separate systems to handle their accounting needs. A decision was made to move to the cloud to allow for more timely access to information.

CareGivers America

CareGivers America, a provider of in-home services for seniors, pediatric patients, and those with disabilities, had outgrowCareGivers America, a provider of in-home services for seniors, pediatric patients, and those with disabilities, had outgrown QuickBooks. After researching and selecting Microsoft Dynamics SL, CareGivers reached out to Intellitec Solutions to implement the solution.

Non-Profit Advocacy Organization

Sage Intacct builds capacity. When you don't have to spend time building reports you then have more time to take strategic action

The Arc of Fort Bend County

Social services and advocacy group spends less time on data and more time helping the community by implementing Microsoft Dynamics 365

Lions Gate

In order to achieve their vision of being the premier resource and residence for seniors, Lions Gate realized they needed a best of breed solution built on PointClickCare and Microsoft Dynamics GP

SMG World

Devised a strategy and standardized plan for rolling out Dynamics SL to multiple entities, allowing for a more standardized system of accounting and roll up of financial data

To-Jo Fresh Mushrooms

Consistent growth & company restructuring split financial processes and strained inflexible system. Multi-pronged technology solutions addresses all of To-Jo's requirements and provides scalability they were missing.