How Sage Intacct Helped CFO Unlock Bigger Growth

The CFO of a rapidly growing $20 million construction firm found himself at a critical inflection point. As the company expanded through new projects, partnerships, and legal entities, its financial infrastructure struggled to keep pace. Increasing contract complexity, evolving compliance requirements, and a steady stream of change orders created reporting delays, limited visibility, and mounting operational risk. What the CFO needed was not a temporary fix, but a clear, strategic evaluation of whether the existing system could support the company’s next stage of growth.

A comprehensive assessment revealed several underlying challenges. The organization relied on QuickBooks Enterprise supplemented by disconnected bolt-on applications and manual spreadsheets. While functional in earlier years, this fragmented approach resulted in error-prone processes and month-end closes that stretched beyond 20 days. Financial reporting was reactive and static, often weeks behind real time, leaving leadership without accurate insight into project profitability, cash flow, or emerging risks.

As the company expanded into regulated markets, security and compliance concerns intensified. Limited role-based access, lack of audit preparedness, exposed the organization to unnecessary risk. Compounding these issues, the rigid technology stack restricted agility across teams and regions.

Ultimately, the challenge extended beyond software. The firm required a modern, cloud-based financial platform designed for automation, real-time visibility, integrated security, and scalability. This strategic need led to the recommendation of Sage Intacct Construction, purpose-built to support complex, fast-growing construction organizations.