A religious institution that has been deeply rooted in the Orlando community and works within a larger network of churches to ensure accountability, share resources and support the ministry of the global church.
The client's financial recording of church deposits were limited to relying on manual processes, with the imports and exports from their church management system to Sage Intacct taking two to three hours per week. There was a certain level of human intervention and data manipulation to create the imports that was error-prone and inefficient. Bank reconciliations, including reconciling credit cards and Automatic Clearing House (ACH) transactions, were very labor-intensive, forcing employees to spend 10-12 hours per month on managing four bank accounts. Realizing how much time was spent each month with antiquated, manual processes, the client decided they needed a more efficient process for their accounting of church deposits.
This is a "must have" add on for any client that uses Intacct as their accounting system and TouchPoint as their church management system.Director of Finance
As the client uses Sage Intacct for their accounting system, the Baker Tilly Digital team was able to efficiently implement our Church Management Systems Integration into their pre-existing system, making a significant difference in their time and efforts exerted each month. Initially focusing on contribution transactions, Baker Tilly Digital encouraged them to process and map non-contribution transactions as well. By doing this, we were able to have a “double-win” to cover both areas that each had very manual, time-consuming steps.
With our Church Management Systems Integration, the client was able to achieve the following:
With the help from Baker Tilly Digital, the client now has a church management system that not only transfers data efficiently, but also cuts down on countless hours of unnecessary manual efforts.
