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Customer Case Studies

ScotsCare

Product:

Sage Intacct

Location:

United Kingdom

Industry:

NFP

Number of Employees:

24 (~60 Volunteers)

About The Customer

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.

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Business Challenges

ScotsCare faced several operational challenges due to fragmented and inefficient financial processes. 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 limited capability of the existing finance system made project accounting and grant tracking difficult, leading to complex audit trails and poor 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, hindering timely and informed decision-making.

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.

Benefits of Sage Intacct For ScotsCare

ScotsCare transformed its financial operations by implementing Sage Intacct, a unified, cloud-based financial management platform.

  • Replaced fragmented processes and manual data entry with seamless automation and system integration.
  • Connected with existing platforms to help eliminate data silos and ensure smooth information flow.
  • Enabled clear audit trails for grants and property projects through built-in project tracking.
  • 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.

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

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About The Sponsor

Swoop Funding is a global fintech platform that helps businesses discover and secure the right funding solutions to fuel growth. Through a single digital marketplace, Swoop connects organisations to loans, equity investment and grants, simplifying the funding journey with tailored recommendations, streamlined applications and expert support.

Sessions

Thought Leadership Session

  • Swoop Thought Leadership

Breakout Sessions

  • Swoop Roundtable Session
    • Roundtable Description
  • Swoop Roundtable Session
    • Roundtable Description

Meet The Team

Christopher Nguyen

Business Development Manager

Christopher Nguyen

Business Development Manager

Christopher Nguyen

Business Development Manager

Christopher Nguyen

Business Development Manager

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About The Sponsor

Nectari is a global business intelligence and data management provider that empowers organisations with real-time insights to drive smarter decision-making. Its core solution is delivered as Sage Enterprise Intelligence (SEI) within the Sage ecosystem, fully integrated across Sage platforms, and branded as SEI for Sage X3 and Nectari for Sage Intacct to elevate reporting, dashboards and analytics directly inside those systems.

Sessions

Thought Leadership Session

  • To Be Confirmed

Breakout Sessions

  • SEI For Sage X3 Users – Breakout Room One
  • Nectari For Sage Intacct Users- Breakout Room Two

Meet The Team

Christopher Nguyen

Business Development Manager

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About The Sponsor

Sage is a global software company, supporting organisations worldwide through solutions such as Sage X3 and Sage Intacct, trusted by companies like yours. Mysoft has been a Sage business partner for over 20 years, providing implementation and ongoing support to customers, alongside specialist solutions that extend Sage platforms.

Sessions

Thought Leadership Session

  • Authentic AI In Sage Copilot

Breakout Sessions

  • Sage X3 Roadmap – Martin James – Cowdray Hall
    • Summary of R1 2026 and Sage X3 Roadmap
  • Sage Intacct Roadmap – Sarah Swift Room
    • Summary of R2 2026 and Sage Intacct Roadmap

Meet The Team

Martin James

Global Product Marketing

Rob Walker

Account Manager

Anna Lasko

Tech Partner Manager

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About The Sponsor

X3CloudDocs, developed by Mysoft, is a cloud-based document automation suite for Sage X3. Its modules include Purchase Invoice Automation (PIA), Sales Order Automation (SOA), Electronic Document Management (EDM) & Email & Notification Automation (ENA), helping finance and operations teams reduce manual effort, improve accuracy, and gain better control over document-driven processes.

Sessions

General Talk

  • X3CloudDocs R1 Summary and Roadmap.

Breakout Sessions

  • Breakout One:
    • Smarter Alerts, Faster Action: Pre-Configured ENA Workflows
  • Breakout Two:
    • E-Invoicing Is Here: What It Means for X3 Users

Meet The Team

Shezad Beg

Relationship Manager

Brian Martin

R&D
Director

Paul Mincer

Product Manager

Archie Stevens

Software Engineer