DFO is a family office for a high net worth individual, including both the management of current endeavors and long-term wealth planning. Prior to Sage Intacct, DFO struggled with segregated financial information spread across more than 80 entities, each using separate instances of QuickBooks. This made ad hoc reporting requests time consuming and labor intensive, and any consolidated reporting involved lengthy manual processes. DFO moved its financials to the cloud with Sage Intacct to gain a comprehensive solution that offers streamlined access to information.
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