For more than two decades, JMT Consulting has stood as a trusted partner for United Way organizations, offering customized financial management solutions that have transformed the way these nonprofit organizations operate and give back to their communities. With 28 United Way clients and counting, JMT Consulting has long understood the challenges these organizations face – particularly when it comes to managing complex financial statements, IRS Form 990 filings, and ensuring compliance with generally accepted accounting principles. JMT is leading the charge in helping nonprofits like United Way modernize their financial processes. 

Why United Way Organizations Trust JMT Consulting

By working exclusively with nonprofit organizations, JMT Consulting brings a depth of compassion, knowledge, and understanding to the table. But our clients put it best. According to Chris Neely from United Way of the Piedmont, “JMT provides customized support and services instrumental to my finance team.”

That personalized support, paired with the powerful cloud-based financial management capabilities of Sage Intacct, offers United Way organizations the tools they need to operate more efficiently and with greater transparency. But what truly sets JMT apart is the unswerving focus on nonprofits – as the only Sage Intacct partner exclusively serving nonprofits, we are experts in understanding the distinct needs of these organizations. 

Sage Intacct: The Future of Financial Management for Nonprofits

For many United Way organizations, the transition to Sage Intacct represents a strategic commitment to greater financial stability, enhanced internal controls, and streamlined reporting. With real-time visibility into key financial metrics, United Way organizations can track performance, manage grants, and produce accurate reports without the time-consuming, manual processes many are accustomed to.

Imagine being able to pull a detailed report on multiple programs or funds within minutes – instead of relying on outdated Excel sheets or waiting weeks for data to be processed. This is exactly what Sage Intacct delivers. It not only simplifies financial reporting, but it also ensures that organizations can focus on what matters most: community investments and serving their missions. And JMT ensures every question is answered along the way.

A Real-Life Example: United Way of Central Indiana

United Way of Central Indiana is a nonprofit working to create lasting change in its community by aligning organizations, efforts, and resources across six counties. Their finance department supports this by helping to demonstrate program impact through fund accounting and grant reporting—but historically, doing so effectively and efficiently has been easier said than done. 

Since migrating to Sage Intacct, they have quadrupled their monthly report preparation speed, increased financial efficiency by more than 25%, enhanced grantor and government reports with valuable detail, and accelerated community impact thanks to increased program visibility. 

This is no small feat. For organizations that rely on fundraising, designated gifts, and maintaining high standards of financial transparency, tools like Sage Intacct can help them effectively showcase their fiscal responsibility to their Board of Directors, donors, and community members. 

Benefits of Migrating to Sage Intacct

Many United Way organizations still use other software systems such as MIP. While MIP is a solid choice and may be a good fit for some organizations, Sage Intacct offers unique advantages to nonprofits. The decision to migrate to Sage Intacct is about scalability and efficiency. For United Way chapters handling complex financial structures, including multi-entity consolidation, grant management, and managing the intricacies of public policy, Sage Intacct provides an enhanced level of functionality and ease of use.

Let’s go over the main reasons United Way organizations and other nonprofits are making the switch to Sage Intacct:

• Automated and timely reporting: Whether you’re managing multiple funds or programs, Sage Intacct enables quick and easy reporting across the board, helping you avoid the manual errors and time delays that often go hand-in-hand with Excel-based systems.
• Remote access and scalability: Many nonprofits have made the shift toward remote work. Sage Intacct’s cloud-based platform allows finance teams to access critical financial data anytime, anywhere—which is perfect for organizations with distributed teams. The platform also scales effortlessly, accommodating future growth as your organization expands.
• Better internal controls: Sage Intacct offers built-in audit trails and a clear division of responsibilities, which helps nonprofits maintain robust internal controls—critical when dealing with donors, grants, and annual audits.
• Comprehensive integration: Nonprofits often use various technology solutions to manage their operations. Sage Intacct integrates seamlessly with other key tools such as CRM platforms, payment services, and expense management systems.

United Way’s Unique Needs Meet Sage Intacct’s Specialized Features

What makes Sage Intacct such a great fit for United Way chapters is its ability to meet the specific financial needs of nonprofits. Whether it’s managing grants, tracking outcomes, or consolidating financial data from multiple locations, Sage Intacct was built with nonprofit organizations in mind.

Key features include:

• Fund Accounting: Accurately track designated gifts and ensure compliance with restrictions.
• Grant Management: Simplify the process of tracking, managing, and reporting on grant-funded projects.
• Outcome Metrics Tracking: Measure and report on the impact of your organization’s efforts.
• Financial Transparency: Simplify compliance with IRS Form 990 reporting, improve donor trust, and meet membership requirements set by national organizations like United Way Worldwide.

A Partnership for High Standards and Accountability

JMT Consulting is solely focused on serving the nonprofit industry and has helped more nonprofits adopt Sage Intacct than any other partner. This speaks volumes about JMT’s expertise in navigating the unique challenges faced by nonprofits – from complying with accounting standards to ensuring that organizations make the most of their platforms.

But JMT’s impact doesn’t end at implementation. With ongoing support and training, JMT ensures that United Way chapters and other nonprofit organizations continue to get the most out of Sage Intacct and their financial journey. Whether it’s creating customized reports, improving user experience, or providing insights into best practices, JMT is there every step of the way.

Exclusive Webinar for United Way

Stay tuned for details on our upcoming webinar and get exclusive insights on how we help United Way organizations like yours! You’ll learn how to improve your financial processes and open doors to more mission-focused work.

Ready to Make the Move?

For organizations looking to improve their financial management processes, Sage Intacct offers a path to greater efficiency, enhanced accountability, and seamless integration with other key systems. And with JMT Consulting’s unmatched expertise in the nonprofit sector, there’s no better partner to guide you on that journey.

If you’re ready to explore what Sage Intacct can do for your organization, JMT Consulting is here to help – from migration to full adoption and beyond. Let’s transform your financial future, together. Contact us today to get started. You may also view the Sage Intacct Data Sheet for United Way Organizations here and read a case study here.