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Case Study: Transition from Fund EZ to Sage Intacct

Outsourced Accounting, Albany, NY

The organization now operates with faster processing, real-time reporting, seamless remote access, scalable systems, and stronger compliance controls.

Outstanding Results

  • Transactions processed in minutes, not hours — a seamless handling of thousands of client entries daily
  • Instant dashboards deliver OPWDD-compliant reporting without manual effort
  • Reliable, anytime access across sites and remote teams
  • Future-ready scalability, supporting growth in programs, budgets, and funding sources with no decline in performance
  • Stronger compliance through audit-ready transparency and built-in controls

Challenges

Outdated Systems Limits Growth and Efficiency

Fund EZ was cloud-supported rather than fully cloud-based, limiting scalability and system reliability. The daily high transaction volumes caused significant slowdowns, with batch postings and reports taking hours to complete. As the organization expanded, Fund EZ could no longer support growing client volumes, program complexity, and OPWDD reporting requirements. Leadership increasingly relied on manual workarounds, signaling the organization had outgrown the system.

 

Solutions

Cloud-Native Platform Delivers Scalability and Automation

Working with BST Consulting Group, the organization selected Sage Intacct because its true cloud-native architecture was designed for high-volume transaction processing. The platform had scalability, ensuring performance as the client base and services expand. Real-time, multi-dimensional reporting could meet OPWDD CFR reporting compliance with ease. Finally, automation features, such as approvals, allocations, reconciliations, replace manual work and reduce errors.

 

Results

Modernized System Drives Efficiency and Mission Expansion

By transitioning from Fund EZ to Sage Intacct, this OPWDD, Self-Direction provider overcame the limitations of an outdated system it had outgrown. Sage Intacct provided the scalability, speed, and automation needed to support thousands of clients efficiently. With real-time insights and a reliable cloud-native platform, leadership can now focus on driving mission success and expanding services across New York State.