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ACLU of Minnesota

Making financial data more powerful

days saved by reducing report production time

The ACLU of Minnesota was burdened with paper-based management processes, and it took days to pull financial data for monthly reports. The nonprofit needed to relieve the strain on its staff and simplify financial reporting.

The Challenge

Every invoice, receipt and donation the ACLU of Minnesota received had to be manually managed and filed. Reporting was also manual and required redundant data entry and unwieldy exports to Excel. It took the finance director two days to extract the information she needed from the ACLU’s legacy financial system for month-end reporting.

The Solution

Wipfli helped the ACLU deploy Sage Intacct’s cloud-based financial management and accounting software. It provided the ACLU with data management tools to simplify monthly reporting, introduce new financial controls and automate paper processes. Dashboard features gave managers at-a-glance access to financial activities, and a three-tier approval process for purchasing and printing checks tightened internal controls.

I am thrilled to report that it takes me less than 15 minutes to run our month-end reports — a process that used to take me the better part of two days! Now we can look at the numbers anytime, so we can spot potential issues sooner.
Sarah Heil, Director of Finance Operations at ACLU of Minnesota

The results

The ACLU’s financial staff can produce end-of-month reporting in about 15 minutes – a task that took nearly two days to complete manually. Financial reporting is also automated and readily available, without the need to recreate spreadsheet-based reports. Now, leaders can analyze and apply the organization’s financial information instead of just organizing it. Web-based processes made it possible for employees to work remotely and issue mobile approvals, too.