Driven to improve their business efficiency with a constant focus on improving client care, KompleteCare underwent a digital transformation of their Financial ERP, Payroll & AP Automation solutions.
Progressive Business Technologies (PBT), a leading provider and integrator of Financial ERP and Payroll solutions, was chosen as the systems implementation partner to implement Sage Intacct, Keypay and their integration to VisualCare, KompleteCare’s client care solution.
Sage Intacct provides significant benefits to NDIS & Homecare Service organisations, with a growing number of Australian NDIS organisations selecting the solution as their preferred ERP system.
PBT also provided Data Warehousing services and guidance on the implementation of Zudello, which is an AP Automation solution that integrates with Sage Intacct and accommodates KompleteCare’s specific AP requirements.
Benefits from integration Project
KompleteCare achieved the following benefits from this project:
- Significant improvement in all aspects of Financial Management & Reporting through the implementation of Sage Intacct. The shift from MYOB to Sage Intacct has provided financial visibility across locations, cost centres and even to the individual Client Level.
- Automated interpretation of Timesheets in accordance with the SCHAD’s Award has reduced processing times and eliminated the need for manual payroll work.
- Improved Carer Timesheet reporting via the data warehouse and the ability to run analytics on Timesheet data now enables KompleteCare to easily review and optimise staff hours.
- There is now one source of the truth for client data, with automated syncing between Visual Care and Sage Intacct. This has removed the need to double handle data between the systems and has improved data accuracy and reliability.
- Client Invoices are now automatically imported into Sage Intacct from Visual Care, eliminating the need to manually enter them into both systems.
- AP Automation now enables KompleteCare to scan and import Supplier invoices directly into Sage Intacct, with the ability to flag and correctly code the invoices that require on-charging for purchases KompleteCare make on behalf of their clients.
- Payroll Journals are now automatically imported into Sage Intacct from KeyPay, which has eliminated the need for manual uploads from spreadsheets and has improved data security.
The integration between systems has delivered significant benefits to KompleteCare, with PBT solving the main challenge of enabling the correct coding of data dimensions on all transactions coming into Sage Intacct from other systems. This ensures that KompleteCare maintains accurate and complete reporting visibility from the financial system at all times.
“PBT’s expertise in systems integration and ready-to-go ‘platform’, combined with market-leading knowledge on Sage Intacct has been instrumental in delivering a successfully integrated solution for us” – Laura Biggins KompleteCare