• Intacct Blog: Georgetown Visitation Preparatory School Modernizes Financials
  • Georgetown Visitation Preparatory School Modernizes Financials

    Roberta Hopkins, CFO at Georgetown Visitation Preparatory School and an Intacct MVP, recently had an opportunity to share her Intacct success story.

    Georgetown Visitation is a 200+ year-old private high school, and in recent years, its accounting team recognized that they could better serve families by modernizing operations through a new financial solution.

    The finance team was struggling to keep up with billing and other processes because of their rigid on-premise Blackbaud Financial Edge system, which was never in sync with the organization’s other applications. The organization also struggled with manual work and data re-entry to keep silo’d systems up-to-date, were bound by time-consuming reporting, and had extremely limited financial visibility with Excel.

    With the help of Intacct partner, Brittenford Systems, the school implemented Intacct in just two months. Since making the switch, Intacct has helped the school:

    • Save 85 hours per month with seamless integration and easier reporting
    • Reduce its monthly close by 5 days
    • Improve organization wide accountability

    Roberta shared, “Since we couldn’t prepare consolidated financial reports in Financial Edge, we used to spend at least six hours every month on Excel manipulation, and often even more time fixing mistakes. But with Intacct, we’re able to instantly produce over 100 financial reports at any time—including consolidated reports across our operating fund, plant fund, and capital campaign fund, as well as reports for each individual entity, department, project, grant, and endowment.”

    Roberta also looks forward to working on two additional initiatives in the future. First, Georgetown Visitation Preparatory School  will be integrating a new student payment system into Intacct for non-tuition related transactions; and second, they will be developing dashboards for multiple uses including problem accounts receivable management and quick access to key reports.

    View the full success story and learn why Georgetown Visitation Preparatory School’s replaced its previous system, Blackbaud, with Intacct.

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    Peter Olson Director of Corporate Communications 408-878-0951 | polson [@] intacct.com Twitter: @Intacct_Peter
    Brittany Benson Senior Corporate Communications Manager 408-620-3938 | bbenson [@] intacct.com Twitter: @brittanybbenson