Sage Platinum Club Winner
20+ Years Experience
UK + North America
First UK Sage X3 Partner
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ScotsCare faced several operational challenges due to fragmented and inefficient financial processes while using Sage 50. Key activities such as purchase-to-pay, expense management and property accounting relied heavily on manual workflows and disconnected tools, creating inefficiencies and increasing the workload for the small finance team.
The existing finance system had become increasingly limited as the organisation’s requirements evolved, making project accounting and grant tracking difficult. This led to complex audit trails and reduced visibility over financial performance.
As a result, a significant proportion of the Finance Manager’s time was spent manually processing and reconciling data across multiple workflows, reducing capacity for strategic analysis and oversight. The lack of integration and real-time visibility also meant that management teams often had to make decisions without up-to-date financial insights, limiting their ability to make timely and informed decisions.
The Royal Scottish Corporation (ScotsCare) is a London-based charity dedicated to supporting first and second-generation Scots living in hardship across Greater London. As a non-profit organisation, ScotsCare provides a wide range of emotional, financial and practical support tailored to the individual needs of its clients.
To modernise its financial operations and improve efficiency, ScotsCare identified several key requirements for a new finance system:
The solution needed to deliver cost efficiency through operational efficiency gains and potentially savings from system optimisation. A major requirement that ScotsCare highlighted was the automation of manual tasks such as invoice approvals and payments, which would help reduce the risk of human error and free up valuable staff time.
Seamless integration with existing tools and systems was also essential to ensure a cohesive technology ecosystem. The chosen system needed to be scalable, capable of evolving with ScotsCare’s changing needs, and flexible enough to accommodate future integrations. One final requirement was that the chosen software must have strong compliance and audit trail capabilities to help maintain transparency, accuracy and accountability across all financial processes.
Sage Intacct replaced fragmented processes and manual data entry with seamless automation and system integration.
Sage Intacct connected with existing platforms to help eliminate data silos and ensure smooth information flow.
Sage Intacct enabled clear audit trails for grants and property projects through built-in project tracking.
Sage Intacct provided real-time dashboards for instant visibility into budgets and performance, empowering faster, data-driven decisions.
Overall, Sage Intacct has streamlined operations, lightened the finance team’s workload, and established a scalable foundation for future growth.
ScotsCare chose Mysoft as their Sage Intacct partner because of their proven expertise, hands-on approach, and commitment to delivering solutions that truly fit each organisation’s needs. Mysoft’s long-standing reputation as a trusted Sage partner, combined with over two decades of experience, gave ScotsCare confidence in a smooth and effective implementation.
Mysoft really took the time to understand how ScotsCare operates, not just from a technical perspective but in the context of the charity’s day-to-day work. That insight meant Sage Intacct could be set up in a way that genuinely supports the team’s objectives. Their focus on building something scalable and easy to integrate — with reliable support for the long term — made them the perfect partner for ScotsCare’s finance transformation.
Successful businesses that outgrow their software don’t slow down; they switch. Find out if Sage Intacct is the right move.
