How Sage Intacct helped Forvis Mazars cut AP entry in half

Every CAS practice hits the same wall. Clients outgrow QuickBooks. Reports get rebuilt by hand in Excel. Your team spends its days keying in invoices, and the advisory work you want to grow gets pushed aside. Terri Mayfield, Director of Outsourced Accounting Services at Forvis Mazars, calls this "head-down syndrome." This case study shows how she got past it. Her team moved clients onto Sage Intacct, built dedicated in-house expertise and created "golden image" templates for its core industries so each implementation doesn't start from scratch.

It paid off. AP automation with bill ingestion cut AP entry roughly in half. Role-based dashboards stopped the "whose bill is this?" questions. Clients now see their revenue in real time instead of waiting a day for answers. The staffer who used to key invoices all day now reviews and analyzes data and advises clients. Download the case study to see how Forvis Mazars moved from transactional Financial CAS toward Business Insights CAS, and what your firm can take from it.