Minneapolis, 55402, MN,
United States
CLA (CliftonLarsonAllen)
CLA (CliftonLarsonAllen), a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. CLA (CliftonLarsonAllen) collaboration with software players such as Sage empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| CLA (CliftonLarsonAllen) | Sage | Sage Intacct | ERP Financial | ERP |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
|---|---|---|---|---|---|---|---|---|---|---|
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Alley Theatre | Leisure and Hospitality | 220 | $35M | United States | Sage | Sage Intacct | ERP Financial | 2022 |
In 2022, Alley Theatre implemented Sage Intacct as its ERP Financial system to replace Microsoft Dynamics GP and centralize nonprofit finance operations. The deployment targeted the finance organization at the 220 employee theatre, establishing Sage Intacct as a single source of truth to reduce manual reconciliation and Excel based analysis that previously consumed multiple days each month.
The implementation configured core financial modules including the general ledger, accounts payable automation, and journal management to eliminate repetitive data entry that formerly required two to three days to complete payroll journal entries. Sage Intacct dashboards and customizable reporting capability were deployed to provide granular visibility into fund, program, and donor accounting, and Sage Intacct Planning was implemented to add planning, budgeting, and forecasting workflows.
Integrations were established with the Theatre’s CRM systems to align donor and revenue data with the ledger, ensuring contributions are represented accurately in financial statements and management reports. The system architecture centralized transactional finance processes into Sage Intacct, reducing reliance on exported spreadsheets and pivot table based analysis, and enabling real time access to role specific financial views for controllers and departmental stakeholders.
CliftonLarsonAllen served as the implementation partner for rollout, guiding configuration and cutover activities across accounts payable, payroll journal flows, and month end close processes. Outcomes documented by Alley Theatre include a shorter month end close cycle, broader access to actionable financial detail, and explicit cost efficiencies stated as eighty thousand dollars a year, with ongoing use of Sage Intacct and Sage Intacct Planning to sustain budgeting and forecasting discipline.
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Associated General Contractors of California (AGC) | Construction and Real Estate | 52 | $5M | United States | Sage | Sage Intacct | ERP Financial | 2024 |
In 2024 Associated General Contractors of California implemented Sage Intacct as its core ERP Financial solution, migrating from Microsoft Dynamics GP to address intercompany complexity and slow reporting. The deployment was led by CLA, which guided a define phase to establish the correct chart of accounts and inter-entity mapping for an organization headquartered in Sacramento with more than 900 members across seven districts.
Sage Intacct was configured to centralize multi-entity financials, standardize the chart of accounts, and automate accounts payable workflows through a system-based payment request process. A provisioned test environment allowed AGC to replicate and validate every monthly and annual transaction type, while functional workstreams focused on intercompany processing, financial reporting, and event profit and loss visibility for non-finance stakeholders.
Operational scope included the finance team, bookkeeper, events team, executive leadership, and external auditors, with CLA providing hypercare management and a client success representative for ongoing support. Plans to extend capabilities include building out dashboards and implementing ACH payments, while auditors were granted system access to streamline audit activities and reduce manual inquiries.
Governance centered on the define phase, scripted testing, and hypercare to keep the project on budget and on time, while involving non-finance personnel to change approval and reporting workflows. The implementation achieved explicit outcomes, journal entries were reduced by 80 percent and monthly reporting time was cut from approximately 30 days to 15 days, payment request processes were automated, and remote transaction approvals improved operational convenience.
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Bluestem Health | Healthcare | 59 | $24M | United States | Sage | Sage Intacct | ERP Financial | 2022 |
In 2022, Bluestem Health implemented Sage Intacct as its ERP Financial system. The deployment centralized core accounting and financial reporting for the 59-employee healthcare provider, aligning finance, accounting, and executive reporting workloads under a single financial platform.
Sage Intacct was configured with core financial modules including general ledger, accounts payable, accounts receivable, and automated financial reporting capabilities typical of ERP Financial implementations. Configuration emphasized a report-ready chart of accounts, dimensional reporting, and automated period close workflows to streamline month-end processes and support regulatory and management reporting.
CliftonLarsonAllen CLA served as the system integrator and configured Sage Intacct to connect to the organization’s operational systems and third-party data sources, enabling consolidated financial data flows across accounting and administrative functions. CLA continues to provide support and implement requested system modifications, sustaining integration maintenance and configuration governance.
CFO Jacque Fanning reported that Sage Intacct has made reporting requirements easy and that the organization is saving a ton of time on reporting tasks. Ongoing support from CLA underpins a governance model where finance-led change requests and modifications are managed through a structured support engagement.
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Transportation | 100 | $18M | United States | Sage | Sage Intacct | ERP Financial | 2021 |
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Non Profit | 55 | $6M | United States | Sage | Sage Intacct | ERP Financial | 2021 |
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Non Profit | 100 | $10M | United States | Sage | Sage Intacct | ERP Financial | 2023 |
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Buyer Intent: Companies Evaluating CLA (CliftonLarsonAllen) Services
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