Pitkin & Ruddock |
Sage Intacct Case Study


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Pitkin & Ruddock Transforms Financial Processes with Sage Intacct and itas

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.

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.
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Industry: Professional Services
Location: UK
Project Type: Sage Intacct Implementation
Previous Software: MYOB

The Challenges Faced by Pitkin & Ruddock

Outgrown accounting system


Outgrowing their previous accounting system, they needed a more streamlined solution for managing supplies & reporting profitability.
Time consuming & poor processes

Due to the finance system they were previously using, their old ways of working were costing time and money because of inefficient processes.

Lack of real-time  reporting


Pitkin & Ruddock had a lack of cohesive reporting capabilities which hindered the company's financial operations.
"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
Why did Pitkin & Ruddock choose Sage Intacct?

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.

Why did Pitkin & Ruddock choose itas as their Sage Partner?

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.

Sage Intacct's Impact

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.

See Sage Intacct in action

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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