WebPT uses Intacct to scale financial processes and increase business insight

Founded in 2006, Web PT has grown rapidly, achieving an amazing 1,837 percent three year increase in revenues and earning a spot as one of the 25 fastest-growing software companies on the Inc. 500. WebPT’s web-based electronic medical record (EMR) software, along with the company’s billing, scheduling and practice management services, has taken the rehab therapy industry by storm.

We ultimately made the decision to go with Intacct over NetSuite because of its deeper financial capabilities and its unparalleled ability to integrate with other best-in-class applications like Salesforce. Our developers felt that Intacct’s application programming interface was the more robust of the two. That gives us confidence that it will be flexible enough to adapt to our business’ evolving needs as we grow from a $20 million to a $200+ million dollar company.
Jacob Findlay
Director of Finance
WebPT

Previous business challenges

  • Looking to automate time consuming manual processes and eliminate the need to export to Excel
  • Needed ability to effectively manage multiple business entities
  • Wanted to integrate financial management with existing Salesforce CRM and other enterprise systems
  • Required richer, multi-dimensional reporting for greater visibility into customers, products, collections and revenues

Results with Intacct

  • Automated processes increased finance team productivity by 20% and reduced staffing needs by 3 FTEs, saving $120,000 yearly
  • Seamless integration across best-in-class systems improved customer experiences, reduced duplicate data entry, and streamlined processes
  • Saves $180,000 annually in credit card processing cost through tight integration between Intacct and Authorize.net
  • Multi-entity, multi-dimensional reporting eliminated 50+ hours of report preparation each year and provided valuable insight into key metrics
INDUSTRY
  • Software & SaaS