Place2Be needed a system which would recognise and track income streams from both areas of its operations, consultancy and training. Ensuring both streams could be monitored via contract costing or ad hoc invoices in real-time, and for month-end, was paramount in being able to better understand the charity’s current position at any given time. Crucially the charity needed to be able to submit auto-renewals, look at pricing strategies, and report to senior management in a forward-looking manner, rather than relying on retrospective data.

The business selected Sage Intacct from Percipient based on a close fit with all of the requirements set out, and the fact that it hit all of the critical points highlighted in the tender document. The most pivotal aspects included a need to streamline the PO/sales invoice journey, the ability to leverage OCR to expedite account payable (AP) processes, and greater cost control, security, and visibility. The professionalism and experience of the Percipient team throughout the tender process confirmed that it was the right option.