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PITKIN & RUDDOCK |  UNITED KINGDOM

Pitkin & Ruddock's Success with Sage Intacct & itas


Pitkin & Ruddock approached itas seeking a finance solution to streamline their financial processes, while also desiring remote access for logging in from anywhere and securely accessing files. Here's how Sage Intacct helped transform their business.

Who is Pitkin & Ruddock?

Pitkin & Ruddock delivers complete temperature-controlled refrigeration and air conditioning solutions, with 65 years of experience and ongoing excellence, this local family company strives on long-term working relationships with customers, employees, and suppliers.

"Absolutely, without a doubt, Sage Intacct was worth the switch. It's been a game-changer for us, saving us valuable time and aligning perfectly with our business needs. Looking ahead, its robust reporting capabilities will empower us to unlock even greater potential from our data, enabling us to make informed decisions quickly and efficiently."

SOPHIE BIRD, FINANCIAL CONTROLLER, PITKIN & RUDDOCK
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Who is Pitkin & Ruddock?

Pitkin & Ruddock delivers complete temperature-controlled refrigeration and air conditioning solutions, with 65 years of experience and ongoing excellence, this local family company strives on long-term working relationships with customers, employees, and suppliers.

"Absolutely, without a doubt, Sage Intacct was worth the switch. It's been a game-changer for us, saving us valuable time and aligning perfectly with our business needs. Looking ahead, its robust reporting capabilities will empower us to unlock even greater potential from our data, enabling us to make informed decisions quickly and efficiently."

SOPHIE BIRD, FINANCIAL CONTROLLER, PITKIN & RUDDOCK
The Challenges Faced by Pitkin & Ruddock

Pitkin & Ruddock had numerous challenges stemming from their outdated financial software and operational processes.


Outdated software constrained adaptability and hindered evolution with changing needs

Separate files and systems for each company and subsidiary led to inefficient data management

Inability to access up-to-date data hindered decision-making and profitability analysis

Managing multiple entities and systems added complexity to daily operations and reporting
Hear from Pitkin & Ruddock


The team at Pitkin & Ruddock decided to explore a new accounting solution. After researching various options, they chose Sage Intacct for its comprehensive features and potential for multi-entity integration. The company aimed to streamline processes, enhance reporting capabilities, and achieve better unity among its subsidiaries.

"Absolutely, without a doubt, Sage Intacct was worth the switch. It's been a game-changer for us, saving us valuable time and aligning perfectly with our business needs. Looking ahead, its robust reporting capabilities will empower us to unlock even greater potential from our data, enabling us to make informed decisions quickly and efficiently."

SARAH-JANE ASHFORD, FINANCE DIRECTOR, PITKIN & RUDDOCK
Pitkin & Ruddock highlighted the importance of a supportive Sage Partner. The relationship with itas, the chosen Sage partner, was characterised by quick responses, personalised assistance, and a collaborative approach. The support team understood the company's unique needs, contributing to a smooth transition and ongoing system optimisation.

"From the very first call with itas, I had a long, frank conversation about our business needs, challenges, and long-term goals. The team was incredibly responsive, making it easy to ask for support without feeling like any question was too small. Itas quickly felt like a trusted partner—someone I could pick up the phone and call whenever I needed help."

SARAH-JANE ASHFORD, FINANCE DIRECTOR, PITKIN & RUDDOCK
Seamless Implementation with itas

Pitkin & Ruddock entrusted us, itas Solutions, as their Sage Intacct partner due to our extensive expertise and track record with the platform. Understanding the intricacies of Pitkin & Ruddock's business challenges, we collaborated closely to tailor a solution that precisely addressed their needs. Our proven project methodology ensured a seamless transition from planning to implementation, bolstered by comprehensive training and ongoing guidance.

"I believe choosing itas as a Sage Partner is the right decision because of their exceptional friendliness. From the initial contact, they showed genuine interest in our business, asking about our needs and long-term goals with our accounting package. Their friendly service stood out, and I felt confident that I could reach out with any questions, no matter what."

SOPHIE BIRD, FINANCIAL CONTROLLER, PITKIN & RUDDOCK
Seamless Implementation with itas

Pitkin & Ruddock entrusted us, itas Solutions, as their Sage Intacct partner due to our extensive expertise and track record with the platform. Understanding the intricacies of Pitkin & Ruddock's business challenges, we collaborated closely to tailor a solution that precisely addressed their needs. Our proven project methodology ensured a seamless transition from planning to implementation, bolstered by comprehensive training and ongoing guidance.

"I believe choosing itas as a Sage Partner is the right decision because of their exceptional friendliness. From the initial contact, they showed genuine interest in our business, asking about our needs and long-term goals with our accounting package. Their friendly service stood out, and I felt confident that I could reach out with any questions, no matter what."

SOPHIE BIRD, FINANCIAL CONTROLLER, PITKIN & RUDDOCK
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Sage Intacct Impact

The adoption of Sage Intacct has not only streamlined financial operations but also positioned Pitkin & Ruddock for long-term success!


Rapid Financial Reporting

The transition to Sage Intacct has increased visibility into reporting profitability and identifies areas for improvement.

Anywhere-Anytime Access

With Sage Intacct's cloud capabilities, Pitkin & Ruddock's finance team can now access crucial financial data from anywhere, enabling agile decision-making.

Streamlined automated accounting processes

Pitkin & Ruddock now aims to go completely paperless within their office to reduce costs and improve sustainability.

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Why choose itas as your Sage Intacct partner?


At itas, we believe in working in partnership with you to deliver the perfect solution that you want and need for your business. As a multi-award winning Sage Partner, our approach is to help you maximise technology to transform the way you work.

  • We really know our stuff
  • We take the hassle away with effective project management
  • We help you get up and running quickly with training that delivers results
  • We are good people to work with that genuinely care about your business
  • We are just a phone call away with no automated queues
  • We are big enough to deliver, but small enough to care
  • We will ensure a smooth transition from your old platform to your new