Is your accounting software helping your business move forward or holding it back? For , a premier staffing and workforce solutions provider specializing in IT, engineering, and professional services, outdated systems were a clear roadblock to growth. has been a game changer.
With hundreds of clients and over 1,600 employees placed throughout the United States, Epitec operates in a fast-paced, data-driven environment. However, for years, the company depended on Microsoft Dynamics GP, a legacy system that couldn’t keep pace with their evolving needs. The finance team lacked the real-time insights necessary for making confident decisions, and critical financial reports were not easily accessible. Their accounting software was causing delays, inefficiencies, and missed opportunities.
“Microsoft Dynamics GP didn’t allow us to really take a deep dive into our profitability and determine what we needed to do to get to the next level,” explains Melissa DuVall, Finance Team Lead at Epitec.
In particular, the lack of integration between Dynamics GP and Epilink, Epitec’s in-house billing and payroll solution, created extra work. Staff spent numerous hours performing manual data entry, cross-referencing spreadsheets, and resolving errors. Even basic tasks such as generating AR aging reports required cumbersome workarounds.
Recognizing the Need for Change in Your ERP Systems
As the business continued to grow, it became increasingly clear that the old way of doing things couldn’t sustain long-term success. Epitec needed a smarter, more scalable financial system, one that could provide real-time visibility, integrate seamlessly with internal tools, and support their strategic objectives.
That’s when they turned to tailored explicitly for service-oriented businesses like theirs.
Reduce Manual Accounting Work with Sage Intacct
Since adopting Sage Intacct, the impact on Epitec’s finance team has been significant. Perhaps most notably, they’ve saved nearly 70 hours of staff time each month. That time was previously spent on repetitive manual tasks.
By streamlining processes and integrating directly with Epitec’s billing platform, Sage Intacct has eliminated 64 hours of labor-intensive payroll and billing work each month. Add in another five hours saved on bank reconciliations, and the gains quickly became substantial. Instead of being overwhelmed by data entry, Epitec’s finance professionals are now free to focus on higher-value work such as forecasting, planning, and strategy.
Gain Deeper Visibility Into Profitability with Sage Intacct
One of the most powerful changes came with the implementation of Sage Intacct’s Projects module. Now, Epitec can drill down into profitability with far greater precision. Each of the over 1,600 employees is set up as an individual “project” in the system. This enables the team to track performance, revenue, and costs at both the customer and employee levels, providing them with detailed insights into what is working and what is not.
“We can really take a deep dive on each project, on each customer, and determine what’s profitable and what isn’t,” Melissa says.
That level of visibility improved reporting and facilitated meaningful action. With precise data in hand, Epitec identified and exited a segment of the business that was consistently unprofitable. By eliminating that line of service, they freed up internal resources to focus on more promising areas, ultimately positioning the company for stronger growth.
Sage Intacct, Built to Scale with Your Business
Sage Intacct also proved its value when Epitec expanded through acquisition. In 2019, the company acquired MSXI, adding 500 employees and bringing in an additional $125 million in revenue. The increased volume of transactions might have overwhelmed a traditional system, but Sage Intacct handled the scale effortlessly.
Despite nearly doubling the size of their operation, Epitec continued to close the books in just five days, a clear sign that their systems were designed to grow with them, not hold them back.
A New Level of Flexibility and Empowerment with Sage Intacct
Beyond the numbers, the move to Sage Intacct also improved the day-to-day experience for Epitec’s finance team. With cloud-based access, team members now enjoy the flexibility of working remotely a few days each week. That modern, user-friendly experience stands in sharp contrast to the rigid, on-premise tools they used before.
“Sage Intacct is such a modern, user-friendly system compared to Dynamics GP. I’m thrilled, and the team is thrilled,” Melissa says.
The Bottom Line: Sage Intacct Drives Smarter Decisions
By replacing an outdated financial system with Sage Intacct, Epitec saved time and transformed their business operations. They gained automation to reduce manual work, visibility to make data-driven decisions, and scalability to support future growth.
If your finance team is still bogged down by spreadsheets or struggling to gain real-time insight, it may be time to explore a more modern solution.
Ready to Make the Switch to Sage Intacct?
Alta Vista Technology is here to help you modernize your financial systems with Sage Intacct. If you’re looking to enhance efficiency, gain clearer insight into your profitability, or scale your operations, we’ll support you in achieving these goals.
our experts at Alta Vista to schedule a free consultation and take the first step toward smarter, more strategic finance.
By Alta Vista Technology,