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PRINCIPLE CLEANING  |  UNITED KINGDOM

Principle Cleaning Service's Success with Sage Intacct & itas

Principle Cleaning Services approached itas seeking a finance solution to streamline their financial processes, and wanted a finance system that could integrate seamlessly with Templa. Here's how Sage Intacct helped transform their business.
Who is Principle Cleaning Services?
Principle Cleaning Services' are London’s leading cleaning contractor in landmark properties and their customers include organisations in the financial, legal, and media sectors. Their portfolio consists of a number of high-profile organisations and prestigious buildings.
As the Financial Controller, Raheel Rafiq oversees the financial operations of Principle Cleaning Services. With a team of 10, they encountered several challenges with the existing accounting system, Sage 200. These challenges included limited accessibility, lengthy reporting processes, and extensive manual work.
"As for Sage Intacct, I really enjoy using it. It’s helped to speed up processes with increased efficiency and we can report on things we previously couldn’t. I would definitely recommend Sage Intacct to anyone”.
RAHEEL RAFIQ, FINANCIAL CONTROLLER, PRINCIPLE CLEANING SERVICES
Who is Principle Cleaning Services?
Principle Cleaning Services' are London’s leading cleaning contractor in landmark properties and their customers include organisations in the financial, legal, and media sectors. Their portfolio consists of a number of high-profile organisations and prestigious buildings.
As the Financial Controller, Raheel Rafiq oversees the financial operations of Principle Cleaning Services. With a team of 10, they encountered several challenges with the existing accounting system, Sage 200. These challenges included limited accessibility, lengthy reporting processes, and extensive manual work.
"As for Sage Intacct, I really enjoy using it. It’s helped to speed up processes with increased efficiency and we can report on things we previously couldn’t. I would definitely recommend Sage Intacct to anyone”.
RAHEEL RAFIQ, FINANCIAL CONTROLLER, PRINCIPLE CLEANING SERVICES
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The Challenges Faced by Principle Cleaning Services

These challenges had a big impact on Principle Cleaning, especially not having the integration with Templa.
Outgrown previous accounting system
Lack of reporting and real-time insights
Time consuming and inefficient processes
Lengthy Excel reporting processes
Hear from Principle Cleaning Services
Principle Cleaning Services highlights the time-consuming nature of refreshing data in Excel compared to the near-instant updates in Sage Intacct, which facilitates real-time reporting. Although they haven't conducted a formal analysis of time saved since switching to Sage Intacct, they emphasise the noticeable efficiency gains, and how certain processes have become more streamlined.
"When we're running our reports on Excel, we have to sort of press a refresh button, and it can take several minutes for it to load up, whereas on Intacct, it's almost instant. Any adjustments we're making as we're working through the accounts, we would then have to go through that same process of refreshing our data. Whereas on Intacct, it's very much live. So you would rerun the report, and within a second or two, you would have your report back up with your updated figures."
RAHEEL RAFIQ, FINANCIAL CONTROLLER, PRINCIPLE CLEANING SERVICES
The seamless integration between Sage Intacct and Templa transformed Principle Cleaning Services' financial operations. Automation of sales invoicing and customer record creation eliminated manual processes, saving time and reducing the risk of errors. This integration streamlined operations, enabling the finance team to focus on value-added tasks and strategic initiatives.
"Because of Sage Intacct, we're able to process the next set of journals—a lot of the general ledger stuff—a lot quicker. For example, the wage journals coming through our CRM system can now be automated. Previously, they were run on a CSV file, and we had to import them manually. Now, that process has become much quicker, and in turn, we're finding that we can push our deadline to close our month-end accounts sooner."
RAHEEL RAFIQ, FINANCIAL CONTROLLER, PRINCIPLE CLEANING SERVICES
Seamless Implementation with itas
Principle Cleaning Services recommended itas as their Sage Intacct Partner because of their product knowledge, communication skills, and efficiency. Feedback from various interactions, whether through support or project queries, underscores itas' ability to swiftly address concerns. itas consistently delivers positive experiences, positioning them as a highly recommended partner for Sage.
"For anyone who is considering itas as an implementation partner, I would say, look no further. In terms of the key characteristics we were looking for in a Sage Intacct partner—you want someone with technical expertise, knowledge, good communication, and efficiency—itas ticks all of those boxes. In all of my experiences, whether it be a support query or a project query, they’ve been able to resolve everything in a timely manner, which is crucial for us."
RAHEEL RAFIQ, FINANCIAL CONTROLLER, PRINCIPLE CLEANING SERVICES
Seamless Implementation with itas
Principle Cleaning Services recommended itas as their Sage Intacct Partner because of their product knowledge, communication skills, and efficiency. Feedback from various interactions, whether through support or project queries, underscores itas' ability to swiftly address concerns. itas consistently delivers positive experiences, positioning them as a highly recommended partner for Sage.
"itas has certainly fulfilled my expectations as a Sage partner. Continuing from what I mentioned earlier, whenever I had any queries or felt stuck, regardless of how minor they seemed, they were always there, taking the lead and assisting us promptly. Their handling of queries has been efficient, dealing with them swiftly and effectively. Without a doubt, I anticipate a wonderful relationship moving forward."
RAHEEL RAFIQ, FINANCIAL CONTROLLER, PRINCIPLE CLEANING SERVICES
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Sage Intacct's Impact
The transition to Sage Intacct had a profound impact on Principle Cleaning Services' financial management processes and decision-making.
Enhanced Reporting Capabilities
Sage Intacct offered improved reporting functionalities with increased drill-down capabilities and customisation options. This allowed Principle Cleaning Services to generate more detailed and tailored reports, providing better insights into their financial data and operations.
Anywhere-Anytime Access
Moving to Sage Intacct, a cloud-based solution, provided the flexibility to grant employee licenses and facilitated access for various users, enhancing collaboration and future business partnering opportunities. It also allows them to work from anywhere!
Dimensional Balances
With Sage Intacct's dimensional balances feature, Principle Cleaning were able to streamline their accounting processes. This simplified their trial balance and reporting, leading to faster and more accurate financial analysis.

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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.
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