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Value Match Services Limited |  Professional Services |  Consultancy

How Value Match overcome growth challenges with Sage Intacct and itas

Value Match Sustainability, in partnership with HEART Academies Trust, delivers shared procurement and sustainability services for schools and Multi-Academy Trusts, streamlining operations, cutting costs, and ensuring compliance.
Who is Value Match?
Value Match Sustainability is a specialist provider of procurement and sustainability services for the education sector, working in partnership with schools and Multi-Academy Trusts across the UK. With a focus on centralising procurement functions, they help trusts improve operational efficiency, achieve compliance, and deliver measurable cost savings. Their expertise extends beyond financial benefits, embedding sustainable practices that reduce carbon emissions, engage local suppliers, and drive positive social impact. By aligning with the Department for Education’s Sustainability and Climate Change Strategy, Value Match Sustainability supports schools in building both financial resilience and environmental responsibility.
"We wanted a system that would allow us to do things the way we wanted to, while still having a robust technology to support our core finance functions. Sage Intacct provided that flexibility."​
DAVID SHIELDS, CHIEF EXECUTIVE - VALUE MATCH
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Who is Value Match?

Value Match Sustainability is a specialist provider of procurement and sustainability services for the education sector, working in partnership with schools and Multi-Academy Trusts across the UK. With a focus on centralising procurement functions, they help trusts improve operational efficiency, achieve compliance, and deliver measurable cost savings. Their expertise extends beyond financial benefits, embedding sustainable practices that reduce carbon emissions, engage local suppliers, and drive positive social impact. By aligning with the Department for Education’s Sustainability and Climate Change Strategy, Value Match Sustainability supports schools in building both financial resilience and environmental responsibility.
"We wanted a system that would allow us to do things the way we wanted to, while still having a robust technology to support our core finance functions. Sage Intacct provided that flexibility."​
DAVID SHIELDS, CHIEF EXECUTIVE - VALUE MATCH

The Challenges That Faced Value Match

Before Sage Intacct, Value Match struggled with an outdated finance system, manual Excel-based reporting, increasing operational complexity, and limited finance resources that couldn’t keep pace with growth.
They were running on Sage Line 50, a 10-year-old, laptop-based system that was “decrepit” and insecure. It couldn’t cope with the pace of growth or modern reporting requirements.

All reporting was done by exporting into spreadsheets. Processes were rudimentary, error-prone, and time-consuming, with no audit trail to ensure accuracy.

As Value Match rapidly expanded shared services, they faced thousands of increasingly complex service lines.

With only one finance person, the business needed automation and efficiency. The old system relied heavily on manual processes, leading to delays in month-end close and inconsistency in customer reporting.

Hear from Value Match

Value Match moved from Sage Line 50 to Sage Intacct with support from itas. The transition delivered secure, cloud-based financial management, robust audit trails, and automated reporting — replacing manual, Excel-driven processes. Month-end close, once inconsistent and time-consuming, is now fast, accurate, and largely automated. This has freed up their small finance team to focus on value-added work, improved customer reporting, and created a finance platform the business can scale into as it continues to expand.
“Our month-end process is now a lot more straightforward — reporting is automated, consistent, and happens at the press of a button. For a small team like ours, that makes a huge difference and frees up time to focus on value-added work.”
DAVID SHIELDS, CHIEF EXECUTIVE - VALUE MATCH
Who is Value Match?
Value Match described the implementation process with itas as structured, disciplined, and highly supportive. Weekly meetings, detailed documentation, and standardised data templates ensured a smooth migration from Sage Line 50 to Sage Intacct. The itas team balanced rigour with flexibility, allowing Value Match to keep finance operations running while rolling out the new system.
Training was integrated throughout the project, with hands-on familiarisation as modules were built and configured. This practical approach helped Value Match’s small finance team adapt quickly and confidently. The dual-run strategy around year-end gave additional reassurance and allowed the business to move into steady-state operations without disruption.
The CEO highlighted that itas provided continuity and support at every stage, from scoping requirements through to post-implementation “hyper care” and ongoing customer service. Even as a small customer, Value Match felt valued and received the right level of engagement, with itas responsive to questions and quick to resolve issues.
“We wouldn’t have been able to make the move without itas. Their support gave us the confidence to change systems without disrupting operations.”
DAVID SHIELDS, CHIEF EXECUTIVE - VALUE MATCH
Team collaborating in a modern office around a computer, discussing financial transformation and Sage Intacct solutions.
Seamless Implementation with itas

Value Match described the implementation process with itas as structured, disciplined, and highly supportive. Weekly meetings, detailed documentation, and standardised data templates ensured a smooth migration from Sage Line 50 to Sage Intacct. The itas team balanced rigour with flexibility, allowing Value Match to keep finance operations running while rolling out the new system.

Training was integrated throughout the project, with hands-on familiarisation as modules were built and configured. This practical approach helped Value Match’s small finance team adapt quickly and confidently. The dual-run strategy around year-end gave additional reassurance and allowed the business to move into steady-state operations without disruption.

The CEO highlighted that itas provided continuity and support at every stage, from scoping requirements through to post-implementation “hyper care” and ongoing customer service. Even as a small customer, Value Match felt valued and received the right level of engagement, with itas responsive to questions and quick to resolve issues.

“We wouldn’t have been able to make the move without itas. Their support gave us the confidence to change systems without disrupting operations.”

DAVID SHIELDS, CHIEF EXECUTIVE - VALUE MATCH
Why Sage Intacct?

Recognising the need for a more agile, user-friendly, and industry-specific financial management system, ASI made the brave decision to transition to Sage Intacct, with support from itas Solutions. The implementation process involved close collaboration, iterative problem-solving, and bespoke customisations to suit ASI’s unique operational structure.

Sage Intacct’s cloud-based platform provided ASI with the flexibility to manage their global finance functions more efficiently, particularly in managing their 13 legal entities across 30+ countries. The platform’s powerful reporting capabilities and integration features empowered ASI to streamline operations, reduce manual processes, and ensure real-time financial visibility across their organisation.

Sage 200 Professional and Sicon Impact
Reece Safety’s decision to upgrade to Sage 200, supported by itas Solutions, delivered transformative results:
Improved Inventory Management
The barcoding module provided real-time stock visibility, reducing errors and streamlining warehouse operations.
Enhanced Order Fulfilment
Faster processing and greater accuracy enabled quicker delivery times and improved customer satisfaction.

Customisable
Solutions

The kitting functionality allowed Reece Safety to bundle and customise products efficiently, meeting bespoke customer needs.
Increased Efficiency
Automation of manual tasks reduced costs, improved productivity, and simplified processes across departments.
Scalability

Sage 200 is a future-proof solution, designed to grow with
Reece Safety’s business needs.

Why itas?
Working with itas Solutions provided ASI with the expertise, guidance, and partnership they needed to successfully transition to Sage Intacct. itas stood out due to their commitment to understanding ASI’s specific challenges and offering bespoke solutions that were aligned with their goals.
The collaborative approach ensured that ASI felt supported throughout the process, with itas acting not just as consultants but as an integral part of their team. ASI appreciated the open, flexible, and hands-on engagement itas brought to the table, which made a complex system implementation feel more fluid and manageable.
“We’ve quadrupled our customer base in two years, and Intacct allows us to scale without adding finance headcount.”
DAVID SHIELDS, CHIEF EXECUTIVE - VALUE MATCH
Sage Intacct's Impact
Faster, More Reliable Month-End

Reporting that once took several days is now completed in just hours. Automated processes and audit trails ensure accuracy, consistency, and confidence in financial data.

Stronger Financial Control
Intacct introduced discipline to finance processes, replacing manual Excel work with robust data entry, reversing journals, and full audit trails — giving Value Match greater transparency and compliance.
Scalable Finance Platform

As Value Match grew to manage nearly 200 projects worth £145m, Intacct provided the flexibility and reporting power to scale without adding headcount, future-proofing their operations.

Smarter Decision-Making

With real-time reporting and the ability to map revenue to costs across service lines, management now has clear visibility into profitability and performance, supporting evidence-based decisions.

Sage Intacct Case Studies

Discover how Sage Intacct Positively Impacts Our Other Customers

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