Case Study: International Cat Care Sage Intacct Migration

International Cat Care recognised that their existing finance software, Sage 50, was no longer fit for purpose, with many processes having to be done manually outside of the system due to the complex nature of their organisation. They chose to work with Phase 3 to ensure a smooth transition to Sage Intacct.

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The company

International Cat Care is a pioneering cat welfare charity dedicated to improving the lives of cats worldwide. Since 1958, the organisation has worked tirelessly to tackle cruelty, ignorance, and misunderstanding about feline health and wellbeing. They focus on education, providing resources, and guidance derived from their world-leading research, while their Cat Friendly Clinic accreditation scheme has encouraged over 4,000 clinics to adopt their best practices. Through collaboration with vets, researchers, and cat lovers, they have driven significant advancements in feline medicine, care standards, and welfare practices.

We conducted Business Process Reviews of their major processes.

Data migration was meticulously carried out.

All areas of the system were configured to meet the client's requirements.

User Acceptance Testing ensured any errors were resolved before going live.

Bespoke training was provided to get the team up to speed.

The unique problems and challenges they faced

As a growing organisation, International Cat Care was expanding its reach and its revenue streams, for example through their online store, which offers courses, event and webinar tickets, and membership renewals. However, while  an excellent means of growing awareness and raising vital funds, the payments are processed via Stripe, which did not integrate directly with their existing finance software, Sage 50.

This, plus other departmental differences and developments, meant that financial management was becoming a real challenge, with time-consuming, manual processing via Excel being necessary to create accurate reports and budgets.

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The solution we provided

We first analysed International Cat Care's various finance processes, to understand how best to replicate them in Sage Intacct. We don't believe in 'lifting and shifting', but rather aligning the process with the system's functionality, and industry best practice. Out team then configured every area of Sage Intacct that they would need, from the General Ledger, Accounts Payable and Receivable, to Smart Rules and Entities. We collaborated with the internal team to thoroughly test the new system prior to going live, not only to address any errors and refine the processes, but also to give the team a hands-on learning experience. The deployment went smoothly, with the team confident in their new system.

Direct integration of Stripe, and all other payment streams

Accurate reporting dashboards

Careful project management throughout

Completed on time and within budget

Scored 10/10 by their Director of Finance and Compliance

“The team at Phase 3 demonstrated a deep understanding of our unique needs, consistently identifying critical details and providing tailored solutions. They were fantastic and were always ahead in spotting key issues.

Their project management was exceptional — ensuring a smooth and efficient rollout with a proactive and detail-oriented approach.”

Emma Alcock, Director of Finance and Compliance
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Transferring from one system to another is no small task, and when it comes to finance systems, the implications of errors can be extremely costly. Our experienced and accredited consultants are recommended by Sage and ensure that your migration is stress-free and spot on. Find out more about how our Sage Intacct implementation services below.

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