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mConnect helps ClearPointe integrate ConnectWise and Sage Intacct

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mConnect helps ClearPointe integrate ConnectWise and Sage Intacct

By: Dean Dorton | September 14, 2018

CASE STUDY: ClearPointe, a managed service provider in Arkansas, worked with Dean Dorton to evaluate and implement both Sage Intacct and mConnect, which integrated with their ConnectWise Manage system.

Accounting Software | mConnect | Professional Services | Sage Intacct

ClearPointe is a privately-owned company with headquarters based in Little Rock, Arkansas. Since 1998, enterprise-level companies throughout the world have engaged ClearPointe for managed network services. ClearPointe is an international center of excellence for practical deployment and management of advanced Microsoft technologies.

ClearPointe wanted greater reporting capabilities as well as the ability to access ERP data from anywhere, but their current solution of Dynamics Great Plains, was unable to meet their unique business needs.

ClearPointe worked with Dean Dorton to evaluate and implement Sage Intacct’s cloud-based accounting solution. Sage Intacct would not only give them greater reporting flexibility but provided integration with their mission-critical software, ConnectWise, utilizing Dean Dorton’s custom-built mConnect integration.

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The Challenge

ClearPointe began feeling the constraints of their on-premise Microsoft Dynamics GP solution. Their month-end close was was a manual process and taking additional time that they could not afford to lose. The finance team was consistently running into problems with their reports, which also took away time better spent analyzing the data rather than correcting mistakes.

“Dean Dorton has been our VAR choice for years,” said Tom Major, ClearPointe’s former CFO. “We chose to work with them to find a new cloud-based solution because of their educated consulting team as well as their mConnect integration with ConnectWise.”

The Solution

ClearPointe’s ideal situation was a cloud-based, dimension driven system that facilitates multi-entity, seamless reporting, and makes record-keeping for multiple entities easier.  Sage Intacct gave ClearPointe better reporting allowing their management team to focus on the bottom line and revenue.

“Sage Intacct has given us the ability to focus on our technology, making it work for us. The financial reporting and dashboards have been transformative for our business.”

Tom Major, Former CFO, ClearPointe

By choosing Sage Intacct, ClearPointe was able to set up customized dashboards to focus on different financial needs. This allows their leadership team to easily see where their company stands and what is sparking their rapid growth.  ClearPointe also gained the advantage of automatic updates four times a year by choosing Sage Intacct. This keeps their ERP solution current with all technology updates and financial trends.

Results with mConnect & Sage Intacct

Since ClearPointe implemented Sage Intacct, they have experienced a 20% increase in sales and profits. They have been able to spend more time managing the business and its finances as opposed to fixing problems with their reporting and struggling through a prolonged end-of-month close.

With both Sage Intacct and mConnect, the accounting team no longer has to manually synchronize data, boosting business productivity and eliminating manual processes.

“mConnect has provided the integration that ClearPointe needed in order to transfer information between ConnectWise and Sage Intacct. We no longer have to enter information into both systems which is a time saver for the company.”

Tom Major, Former CFO, ClearPointe

Why Dean Dorton?

Dean Dorton is a full-service accounting and consulting firm with a dedicated team that specializes in accounting software implementations and integrations. Our team is comprised of technology consultants that have experience as accountants, controllers, and information systems experts. We strive to provide our clients the most efficient, integrated software solutions that will allow them to focus more on their business and less on their software. We have been named a Microsoft Gold Partner and Sage Intacct’s Premier Partner since 2013.

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