Carmel, 46032, IN,
United States
Leaf Software Solutions
Leaf Software Solutions, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Leaf Software Solutions 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 |
|---|---|---|---|---|
| Leaf Software Solutions | Microsoft | Microsoft Dynamics GP | ERP Financial | ERP |
| Leaf Software Solutions | Sage | Sage Intacct | ERP Financial | ERP |
| Leaf Software Solutions | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | ERP |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
|---|---|---|---|---|---|---|---|---|---|---|
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Gibault | Non Profit | 200 | $26M | United States | Sage | Sage Intacct | ERP Financial | 2024 |
In 2024, Gibault implemented Sage Intacct as its ERP Financial application, migrating from Microsoft Dynamics GP with Leaf Software Solutions serving as the system integrator. The engagement was led by finance leadership, and CFO Amy Atchley noted the implementation process was smooth, reflecting close alignment between Gibault and Leaf during scoping and expectations sessions.
The deployment focused on core ERP Financial capabilities typical for nonprofit accounting, including general ledger, accounts payable, accounts receivable, cash management and fund accounting. Sage Intacct was configured to support a nonprofit chart of accounts and financial reporting workflows, with emphasis on month end close automation and consolidated reporting consistent with the organization size and operational needs.
Leaf Software Solutions conducted the data migration from Microsoft Dynamics GP and managed cutover planning, validation and configuration activities, while working directly with Gibault finance and accounting staff. The implementation leveraged Sage Intacct as a cloud native SaaS architecture to centralize accounting, billing and reporting for the finance function across the organization.
Governance and operational rollout emphasized expectations alignment, user training and ownership by the finance team, with the SI facilitating process mapping and configuration reviews. The project outcome included a completed migration to Sage Intacct and a positive implementation experience as described by Gibault leadership, with the new ERP Financial system positioned to support ongoing accounting and reporting operations.
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Indiana CPA Society | Non Profit | 50 | $5M | United States | Sage | Sage Intacct | ERP Financial | 2021 |
In 2021 Indiana CPA Society implemented Sage Intacct as its cloud-based ERP Financial application, a decision reached after evaluating NetSuite and Microsoft 365 BC. The deployment was executed with Leaf Software Solutions acting as the implementation partner, aligning the project to an organizational initiative to demonstrate cloud adoption to members.
The Sage Intacct implementation targeted core financial workflows, with configuration focused on accounts payable, bank reconciliations, financial statements, deferred revenue and prepaid expense tracking, and consolidated reporting. The organization emphasized out-of-the-box capability over heavy customization, applying light tweaks during setup to reduce previous reliance on manual Excel processes and to enable faster, system-based forecasting and month-end close activities.
Integrations were a principal design element, with Sage Intacct connected directly to the membership CRM NetForum and the Ariett paperless payables and payment disbursement system as part of the standard integration set. These API connections replaced previously cumbersome data handoffs, enabling the finance team to generate effective reports more quickly and to streamline payables and disbursement workflows within the membership organization context.
Governance and rollout followed a collaborative delivery model led by Leaf Software Solutions, combining training with setup and data export/import exercises to build user familiarity during implementation. Reported outcomes from Indiana CPA Society include smoother day-to-day accounting operations, reduced dependence on Excel, improved reporting capabilities, and internal confidence in cloud adoption, while the implementation approach emphasized fit-for-purpose configuration and iterative learning rather than extensive customization.
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| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| President | CXO | Finance | ||||
| CEO | CXO | Finance | ||||
| Director, Business Applications | Director | IT |
Buyer Intent: Companies Evaluating Leaf Software Solutions Services
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