Team Rehabilitation reclaimed 80 hours monthly with Sage Intacct

/in , , /by

  • Industry: Healthcare – Outpatient physical therapy
  • Location: Multi-state (MI, IL, IN, WI, GA)
  • Key wins:
    • 80+ hours saved every month
    • Accurate, real-time financials
    • Multi-entity visibility in one place
    • Streamlined reporting, happier team

Growth was the goal, but QuickBooks couldn’t keep up

Team Rehabilitation had a good problem: they were growing fast. What started as a few clinics quickly became a nationwide network of 100+ locations. But behind that expansion, their finance team was drowning in manual work.

“We had a separate QuickBooks file for each entity,” said Luke, Finance Assistant at Team Rehab. “Manually entering deposits, manually entering benefit data, it was eating up hours.”

As the number of clinics grew, so did the complexity. Reporting across dozens of locations took hours. Closing the books became a drawn-out process. It wasn’t just inefficient, it was unsustainable.

The fix: one system

Team Rehab turned to Sage Intacct, the only cloud-native accounting platform endorsed by the AICPA and partnered with Alta Vista Technology to implement it and partner with them.

With Sage Intacct’s powerful multi-entity capabilities, they consolidated 100+ QuickBooks instances into a single system. No more fragmented data. No more siloed reports. Just one platform that could scale alongside their business.

“I like the ability to post invoices to multiple entities while being at the top level, QuickBooks didn’t have that. It’s been a huge time-saver.” Luke explained.

From 6 hours to 15 minutes: real results that matter

With help from Alta Vista, Team Rehab customized their Sage Intacct setup to fit their exact workflows. Whether it was automating bank feed imports or building custom report templates, everything was configured to reduce manual work and boost accuracy.

“They created an Excel doc that pulls from our bank feed and instantly formats it for import,” Luke shared. “It’s streamlined everything.”

The impact? Closing cycles that used to take days now happen in a few clicks. Reports that once required 6 hours are ready in 15 minutes. And the finance team has reclaimed 80+ hours every month, the equivalent of half a full-time employee’s workload.

A better way to work

Beyond just time saved, Sage Intacct gave the finance team something even more valuable: breathing room.

“The entire finance team has been able to get back to a better work-life balance, that’s made everyone happier.” said former Finance Director Kimberly.

With accurate, real-time data, the team can now focus on strategic initiatives instead of spending their days fixing spreadsheets or tracking down numbers.

And because Alta Vista’s support doesn’t end at go-live, Team Rehab continues to feel supported as they grow.

“Everyone at Alta Vista is helpful and accessible,” Kimberly said.  Even off-hours, they’re there. They’ve made this entire experience life-changing.”

Alta Vista + Sage Intacct

Team Rehab is now growing 20-30% annually and they’ve kept the same finance team headcount thanks to Sage Intacct. Instead of patching together data across entities, they’re running reports across the entire organization in minutes, not hours.

When you’re scaling fast, the right finance system isn’t just nice to have, it’s essential.

Need to scale your accounting without scaling your headcount? Let’s talk.