NonprofitSourced

Case Study: CalCPA cuts monthly reporting from 8 hours to 30 minutes with Planful

CalCPA Case StudySourced & dated by Case Study Desk

Key facts · TL;DR

Company

CalCPA

Industry

Nonprofit

Challenge

Disconnected budgeting, GL, and reporting tools drove heavy manual rework

Headline result

CalCPA reduced monthly reporting time 90%, from 8 hours to 30 minutes, and accelerated annual budgeting by two weeks with Planful

Key results

90%

Reduction in monthly reporting time

8 hours to 30 minutes

2 weeks

Faster annual budgeting cycle

5 → 1

Budget versions consolidated

into one collaborative process

The challenge

CalCPA ran budgeting, reporting, and its general ledger in separate tools, forcing finance to download, remap, and re-upload data every month just to assemble reports. Budget owners waited days for updated reports, and answering a simple 'where are we this month?' took up to an hour.

The solution

CalCPA selected Planful for its out-of-the-box Sage Intacct integration and ease of use, unifying actuals, budgeting, and reporting and consolidating three entities in one environment with nightly data feeds.

“Planful came out ahead for the user experience and the ease of running reports.”
NQ
Natalie Quan
CFO, CalCPA

The results, in context

Monthly reporting time fell 90%, from eight hours to 30 minutes, and the annual budgeting cycle was shortened by two weeks through real-time collaboration. CalCPA replaced five disconnected budget versions with one unified process and enabled self-service reporting for non-finance teams.

Products used

Planful Planful BudgetingPlanful ReportingPlanful Sage Intacct integration