Case Study
AFS Goes From Tight Timeline to Trusted System With Sage Intacct
See how automation replaced manual work for AFS while CLA’s digital team kept the company’s critical Salesforce and ERP alignment on track.
Technology
Technology
Organization
Financial‑services software provider for banks and credit unions.
Need
Fast Intacct go‑live with contracts and Salesforce aligned.
Outcome
Automated contracts and a smooth, on‑time transition.
Understanding the situation
Advanced Fraud Solutions (AFS) is a provider of anti-fraud software for banks and credit unions. A requirement to quickly adopt Sage Intacct as its financial platform introduced new operational demands, a tight timeline, and immediate pressure.
The business needed to:
- Implement a new entity within a pre-existing Sage Intacct environment quickly
- Configure the contracts module
- Connect Intacct with Salesforce, where all existing contracts lived
Initial support from another firm stalled due to gaps in contracts‑module knowledge and an unexpected absence during a critical phase of go‑live. With a narrow window to complete the transition, AFS turned to CLA for help.
Exploring the challenge
CLA faced a compressed timeline — roughly two months — to help AFS get live. The team began by stabilizing the Sage Intacct environment and standing up the contracts module. The scope expanded as CLA stepped in to lead Salesforce work previously handled by a third-party.
Key focus areas included:
- Designing and completing Salesforce flows to support automation
- Enabling data movement so contracts in Salesforce could populate Sage Intacct accurately
- Supporting the full walk‑forward process for contracts and revenue recognition into live operations
CLA continued to respond to additional Salesforce and Sage Intacct requests, helping the client extend automation beyond initial go‑live. The work ultimately became an example of CLA’s post‑implementation consulting model, rather than a one‑time setup.
CLA stepped in when we needed help most. Their team moved quickly, took charge, and helped us get live under intense pressure. The automation they built saved us time and kept our transition on track.
Achieving results
Within a short timeframe, AFS successfully went live on Sage Intacct with contracts fully integrated from Salesforce. The automation built into Salesforce flows replaced manual effort and reduced day‑to‑day administrative work tied to contract management.
From the client’s perspective, CLA’s responsiveness stood out — particularly the team’s ability to step in mid‑stream and carry the project across the finish line when another provider fell short. Feedback highlighted meaningful time savings and renewed confidence during a high‑pressure transition.
Contact us
Unlock automation that reduces time and effort. Complete the form below to connect with CLA.
