Case Studies

Case Studies | Accounting Technology

Growing Nonprofit Implements Sage Intacct to Scale Operations

Growing rapidly and close to meeting their ambitious $10M capital campaign goal, Out Teach’s leadership team realized they needed additional resources to support the current and future needs of the organization.


Case Studies | Advisory, Cybersecurity | Nonprofits and Associations

Community-Based Nonprofit Proactively Addresses Cybersecurity Challenges

A medical facility serving homeless patients was dealing with a newly-hybrid work environment, increased government scrutiny on IT security, and rising cyberattacks. Learn how a cybersecurity assessment provided a low-cost option for them to understand their cyber posture, prioritize tasks for mitigating risks, and make informed decisions.


Case Studies | Accounting Technology

How a Growing Nonprofit Streamlined Grants Management

With unprecedented growth during the COVID-19 pandemic of extraordinary operational challenges, the Latino Economic Development Center (LEDC) needed to increase efficiency and improve access to data across the organization.


Case Studies | Accounting Technology

How a Small Energy Association Used Technology to Support Rapid Expansion

In just three years, the Clean Energy Buyers Association (CEBA) and its affiliate the Clean Energy Buyers Institute (CEBI) had grown from six employees to nearly 60. With growth, CEBA was managing over $10 million in annual revenue and representing over 300 members.


Case Studies | Accounting Technology | Nonprofits and Associations

Snapsheet Achieves 6x Revenue Growth and Saves $140,000 Annually With Sage Intacct

This Sage Intacct case study shows how Rocky Mountain Youth Corps increased funding by $340,000 and improved donor confidence. 


Case Studies | Accounting Technology | Nonprofits and Associations

Community Youth Organization Doubles Grant Funding

This Sage Intacct case study shows how Rocky Mountain Youth Corps increased funding by $340,000 and improved donor confidence. 


Case Studies | Accounting Technology | Businesses and Individuals, Nonprofits and Associations

Customer Success Story – Educational Alliance

With 15 sites sprawled across Manhattan, Educational Alliance managed over 1,000 expenses and invoices per month. The non-profit’s paper-based processes were out of hand, and deeply impacted growth as well as their ability to serve more New Yorkers. With Nexonia Accounts Payables and Nexonia Expenses, Educational Alliance is now able to make better use of…

Read more ›


Case Studies | Accounting Technology | Businesses and Individuals, Nonprofits and Associations

NAMI Finds Peace of Mind in Budgeting & Reporting Numbers

The National Alliance on Mental Illness (NAMI) had been using a budgeting software that lacked the flexibility to keep up with the growing organization’s needs. They had to deal with numerous accountability issues from managing 70+ spreadsheets and multiple contributors. The finance team spent 80% of their time collecting, distributing and reviewing spreadsheets with little…

Read more ›


Case Studies | Accounting Technology | Businesses and Individuals, Nonprofits and Associations

Managing Financials Across Complex Multi-Entity Operations

Founded in 2003, Cleveland-based venture development organization JumpStart Inc. has a mission to unlock the full potential of diverse and ambitious entrepreneurs in order to economically transform entire communities. In recent years, the organization’s funding has increased, and it subsequently expanded to offer more advisory services, a nonprofit investing arm, and a for-profit fund called…

Read more ›


Case Studies | Accounting Technology | Businesses and Individuals, Nonprofits and Associations

United Way of Greater Atlanta Streamlines Grantmaking and Deepen Partnerships with Fluxx Grantmaker

United Way of Greater Atlanta changed their investment priorities in 2019 to further advance their Child Well-Being agenda. Recognizing that families’ needs are not siloed in one area, the organization developed integrated strategies and investment priorities that more accurately reflected the complex ways in which individuals and families need support. They also came to acknowledge…

Read more ›