List of Sage Intacct Cash Management Customers
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Since 2010, our global team of researchers has been studying Sage Intacct Cash Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Sage Intacct Cash Management for Treasury Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Sage Intacct Cash Management for Treasury Management include: UT Medical Group, Inc, a United States based Healthcare organisation with 700 employees and revenues of $130.0 million, ACUI, a United States based Non Profit organisation with 600 employees and revenues of $70.0 million, Heartland Generation, a Canada based Utilities organisation with 300 employees and revenues of $60.0 million, Hopi Tribe Economic Development Corporation, a United States based Leisure and Hospitality organisation with 80 employees and revenues of $10.0 million and many others.
Contact us if you need a completed and verified list of companies using Sage Intacct Cash Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Sage Intacct Cash Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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ACUI | Non Profit | 600 | $70M | United States | Sage | Sage Intacct Cash Management | Treasury Management | 2018 | Maner Costerisan |
In 2018, ACUI implemented Sage Intacct Cash Management. The deployment targeted finance and accounts payable operations for the United States based nonprofit, covering cash reconciliation, expense processing, and credit card workflows. The engagement was supported by Maner Costerisan and integrated the Sage Intacct Cash Management application with Nexonia for expense capture and reimbursement processing.
Configurations focused on automating payables, employee reimbursements, and credit-card reconciliations, leveraging Treasury Management functionality for bank statement import and automated matching. The implementation included bank reconciliation automation, configurable matching rules, and centralized cash visibility within Sage Intacct Cash Management to support day-to-day treasury operations.
Operational coverage concentrated on the finance and accounts payable teams across ACUI's US operations and scaled to the nonprofit's size of approximately 600 employees. Integration with Nexonia streamlined expense reporting and enabled electronic feed of card and expense data into the Sage Intacct Cash Management ledger, reducing manual entry and audit friction.
Governance and rollout followed a finance first approach with process redesign around automated reconciliation and expense workflows, and Maner Costerisan leading deployment tasks and configuration. Outcomes reported included a reduction in bank reconciliation time from roughly five hours to about five minutes and an improvement in overall finance efficiency of about 35 percent, delivering rapid ROI for the organization.
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Heartland Generation | Utilities | 300 | $60M | Canada | Sage | Sage Intacct Cash Management | Treasury Management | 2020 | n/a |
In 2020 Heartland Generation implemented Sage Intacct Cash Management as part of a Treasury Management initiative to consolidate cash controls and financial workflows for corporate finance. The project timeframe extended through October 2020 to August 2021 and focused on system configuration, testing, initial data loads and end user training.
The implementation included configuration and deployment of the Cash Management module alongside Sage Intacct Fixed Assets, with explicit testing, initial data loads and training for finance and accounting teams. Sage Intacct Cash Management was integrated with an employee expense solution, Nexonia, which was implemented for employee and credit card expense management and configured with approval workflows aligned to the Delegation of Authority policy. The Nexonia integration included configuration, testing and transition to operations to enable expense posting into the general ledger.
Governance work included producing detailed process maps and documenting requirements to support a formal Procure-to-Pay vendor selection, with an RFP issued to identify a P2P solution. Security role configuration was reviewed and revised to improve segregation of duties and to better align access with user responsibilities within the accounting organization. A Finance Project Manager and a Finance Business Analyst from Heartland Generation led the configuration, testing and rollout activities.
Operational scope covered corporate finance functions including cash management, fixed assets accounting, employee expense processing and downstream procure-to-pay requirements within Heartland Generation in Canada. This work placed Sage Intacct Cash Management at the center of the company Treasury Management stack and established the integrations and governance necessary for ongoing finance operations.
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Hopi Tribe Economic Development Corporation | Leisure and Hospitality | 80 | $10M | United States | Sage | Sage Intacct Cash Management | Treasury Management | 2017 | Wipfli |
In 2017, Hopi Tribe Economic Development Corporation implemented Sage Intacct Cash Management to gain multi entity financial visibility and to strengthen treasury processes. The Sage Intacct Cash Management deployment, categorized under Treasury Management, was scoped for finance, treasury, and operations across the United States and delivered by Wipfli with implementation partner Joseph Eve.
The implementation configured multi entity consolidations and centralized cash positioning inside Sage Intacct Cash Management, aligning cash management, bank reconciliation, and automated cash forecasting capabilities. Standard treasury workflows were instrumented to support day to day cash pooling visibility and period end reconciliations, enabling operational finance to run faster forecasting and scenario analysis consistent with Treasury Management practices.
Operational coverage focused on finance, treasury, and operations teams, with the system used to inform pricing decisions and shorten the monthly close cycle. Integrations were oriented toward operational decision support rather than enterprise system replacement, and the deployment model emphasized cloud native access for centralized treasury control across the corporation.
Governance and process changes accompanied the rollout, with finance and treasury adopting centralized cash governance, standardized reconciliation procedures, and accelerated forecasting cadences. Outcomes reported by the organization included a 20 percent increase in gross margins and an improvement in cash flow of approximately $500,000, and the project enabled materially faster forecasting, improved pricing decisions, and a much shorter close cycle.
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Healthcare | 700 | $130M | United States | Sage | Sage Intacct Cash Management | Treasury Management | 2018 | LBMC Technology Solutions |
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