Case Study
Marketing software company streamlines finance and accounting
Learn how Baker Tilly helped Zift Solutions streamline finance and accounting with Sage Intacct.
Case Study
Marketing software company streamlines finance and accounting
Learn how Baker Tilly helped Zift Solutions streamline finance and accounting with Sage Intacct.
Client background
Zift Solutions was founded in 2006 by a dedicated group of like-minded professionals with one goal: To make channel marketers’ lives easier by making them the go-to source for increasing channel sales. Since Zift's inception, they’ve worked with thousands of channel partners and industry-leading suppliers to help them reduce the costs and complexities of channel marketing and moving the sales needle up at the same time. After a rigorous software evaluation, Zift chose Baker Tilly over other on-premises and cloud solutions as the best fit to meet the needs of the organization.
Our biggest benefits from moving to Baker Tilly are flexibility, scalability, accessibility and the level of detail that we can track and report on.Steven Levesque, Director of Finance, Zift Solutions
The business challenge
- Zift's finance and accounting department was doing a good deal of work outside of their legacy accounting system to manage reporting, revenue recognition and multi-currency management
- With the lack of automation and the additional work in Excel, it was taking the finance team too long to complete their month-end close
- Reporting lacked the accuracy Zift's management team wanted and took too long to produce
- The management team did not have access to real-time information, and tracking sales was labor intensive because of the disconnect between their CRM and accounting
I previously worked with both the Sage Intacct product and the Baker Tilly team at a another company and based upon that great experience, I knew that Sage Intacct was the right product and Baker Tilly was the right team to ally with again.Steven Levesque, Director of Finance, Zift Solutions
Strategy and solution
- With Baker Tilly's specialists, Zift's finance team will benefit from streamlined processes, a reduction in the amount of manual entry and a reduction in the time to close
- Management will have access to real-time information via tailored reports and dashboards
- Zift will be able to manage a more streamlined quote-to-cash process and take advantage of better communication and collaboration between sales and finance
