Customer Success Story

ScotsCare success story.

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. In 2023, ScotsCare merged with its sister charity, New Borderline, which focused on homelessness. This merger created a single, unified organisation designed to improve efficiency, reduce costs and deliver more cohesive support to those in need.

Sage Platinum Club Winner

20+ Years Experience

UK&I + North America

First UK Sage X3 Partner

Product

Sage Intacct

Location

United Kingdom

Industry

NFP

Employees

24 (~60 Volunteers)

The Challenge

Business challenges.

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.

at a gLANCE

A single, unified organisation designed to improve efficiency, reduce costs and deliver more cohesive support to those in need.

What They Needed

Key requirements.

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.

The Solution

Benefits of Sage Intacct for ScotsCare.

Seamless automation and integration

Sage Intacct replaced fragmented processes and manual data entry with seamless automation and system integration.

Connected platforms

Sage Intacct connected with existing platforms to help eliminate data silos and ensure smooth information flow.

Clear audit trails

Sage Intacct enabled clear audit trails for grants and property projects through built-in project tracking.

Real-time visibility

Sage Intacct provided real-time dashboards for instant visibility into budgets and performance, empowering faster, data-driven decisions.

The Outcome

Streamlined operations, a lighter finance workload and a scalable foundation for future growth.

Overall, Sage Intacct has streamlined operations, lightened the finance team’s workload, and established a scalable foundation for future growth.

The Partnership

Why Mysoft?

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.

Next Step

Could Sage Intacct give your business the same foundation to grow?

Successful businesses that outgrow their software don’t slow down; they switch. Find out if Sage Intacct is the right move.