Webinar—Moving on from QuickBooks – Learn Why One Firm Made the Switch

Thursday, September 23rd at 11 AM PT / 2 PM ET

Whether it’s through the growth of their firm or the increasing complexities of their business, it’s not uncommon for financial services organizations to ‘outgrow’ many of their legacy technology systems – including QuickBooks. While QuickBooks is well suited to smaller, early-stage companies there are numerous bottlenecks and challenges that typically arise over time, including:

  • Consolidating financial information and closing the monthly books takes an increasing amount of time and effort
  • Generating KPI reports for key stakeholders typically needs to be done manually through Excel
  • Integrating information from the other systems utilized by the business is a labor-intensive exercise

Join us as we talk with Walter Luceno, Director of Accounting at ZestAI (a leading provider of software used by underwriters to assess borrower risk) to hear what drove his company to make the switch from QuickBooks, and what type of benefits they have achieved by turning to Sage Intacct as their financial management solution. Topics that will be covered include how they:

  • Shortened their monthly close by 33%
  • Reduced the cost of their outsourced accounting services
  • Gained real-time insights into key performance metrics, which proved critical in a $15 million capital raise

Expert Panel

Stewart Rogers

Analyst at Large

David Spitz

Managing Director
KeyBanc Capital Markets

David Appel

Head of Software and SaaS
Sage Intacct

Join the webinar