If you work in senior living finance, you probably know this feeling: It’s the last day of the month. You’re chasing census numbers from three different buildings. Someone’s emailing a cash report from PointClickCare. Someone else is pasting numbers into a MatrixCare GL export, and you’re stuck in Excel, cross-checking rows, triple-checking formulas, running VLOOKUPs, and hoping that everything aligns properly.
Despite MatrixCare and all these tools at your disposal, Excel still ends up being the glue… and the pain point. Version control issues, error risks, and time-consuming inefficiencies remain common Excel headaches for finance teams even in 2025. It’s not that you and your team aren’t sharp. You and they are. The issue is that your systems aren’t playing nice, and you’re left filling in the gaps.
The Pain Is All Too Real
We’ve seen the same pattern across dozens of senior living organizations: PointClickCare (PCC) handles the clinical side beautifully. MatrixCare is still hanging on for GL, AP, and fixed assets, and there’s no integration between the two systems.
So instead of automated workflows and real-time data, finance teams get:
- Manual revenue and cash entries at month-end
- Census data buried in email threads
- Delayed reporting that lives in spreadsheets
- Zero automation for things like approvals, allocations, or reconciliations
That’s a lot of time spent on multi-tasking instead of decision-making. Research shows that multi-tasking actually slows you down as it forces your brain into constant task-switching mode, reducing focus, increasing errors, and draining mental energy that could be better spent on strategic thinking. This isn’t even touching on the loss of productivity, and ultimately, revenue.
The Real Cost of Disconnected Systems
When your clinical and financial systems don’t talk to each other, you’re doing double work, and worse, you’re doing it without certainty that your numbers are timely or accurate. Research shows employees waste an average of 12 hours per week simply chasing data trapped in these silos.
“I spend more time formatting data than analyzing it,” “We can’t see PPD until two weeks into the new month,” “Our dashboards are just screenshots of Excel charts.” If any of these lines hit a little too close to home, it might be time for a change. This disconnect doesn’t just waste hours per week. It puts you behind on everything, from occupancy strategy to capital planning, and everything in between.
The Fix Isn’t Ditching PCC – It’s Making It Work with Finance
We’re not here to knock PointClickCare. It’s a solid platform. Your care team loves it. Your clinical data lives there. It’s not the problem.
The problem is what’s missing between PCC and your financial system. This is exactly the gap that Sage Intacct is built to fill. It’s not just another cloud-based financial tool. It’s one that was built to integrate (like, actually integrate) with systems like PCC. With tools like IntelliConnect, it bridges the two systems automatically. This means no more journal entries. No more manual census matching. Just clean, real-time data that flows directly into your GL.
Here’s more of what that looks like:
- Daily cash and census feed from PCC into Sage Intacct automatically
- Revenue gets posted at month-end without touching Excel
- Payroll hours link up with census to calculate PPD accurately
- Bank recs are pre-matched and basically do themselves
Just like that, your team goes from chasing data to making confident decisions that drive your senior living facility forward.
You Shouldn’t Have to Choose Between Clinical Excellence and Financial Clarity
Senior living organizations need both, especially now. You’re juggling workforce challenges, tight margins, and evolving care models. You need to see what’s happening in your communities today, not two weeks from now after you clean up a messy spreadsheet. We’ve got some good news for you, though. You don’t have to settle for disconnected systems anymore. You can keep the clinical tools your team relies on and gain the financial visibility your leadership needs.
Curious If This Could Work for Your Team?
We’ve helped senior living organizations move off MatrixCare and integrate seamlessly with PCC without disrupting their day-to-day. If you want to chat about what that might look like for you, we’re all ears. No pressure. Just people who’ve been in your shoes before, ready to help.
