PMC modernizes skilled nursing accounting with Sage Intacct and Rand Group
Plantation Management Company (PMC) is a Louisiana-based skilled nursing management company overseeing skilled nursing and assisted living facilities. When American Health Tech (AHT) was being discontinued, PMC needed to replace an aging accounting environment split between AHT and QuickBooks. PMC turned to Rand Group to implement Sage Intacct and support the industry-specific reporting, visibility, and automation needs of a skilled nursing organization.
Client: Plantation Management Company
The Goal
Replace PMC’s aging AHT and QuickBooks environment with a single cloud-based ERP that could centralize accounting, support multi-entity operations, reduce manual work, and deliver the industry-specific reporting required by skilled nursing operations.
The Outcome
With Sage Intacct, PMC now operates from a consolidated accounting platform that supports skilled nursing reporting, dashboards, integrations, and cross-entity activity while giving accounting and facility teams faster, clearer access to financial and operational insight.
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Watch the Plantation Management Company story
See how Plantation Management Company moved from aging accounting systems, manual reporting, and disconnected financial data to one Sage Intacct platform supported by Rand Group. In this case study video, PMC shares why it selected Sage Intacct, how Rand Group supported skilled nursing requirements, and how the project helped improve reporting, visibility, and day-to-day accounting work.
The problem
PMC operates in a complex skilled nursing environment where each facility functions as a standalone entity, many facilities have separate property companies, and the accounting team supports additional ancillary businesses. Before Sage Intacct, PMC’s operational entities were managed in AHT, while many property companies were managed in QuickBooks. This created a fragmented accounting environment where data had to be pulled, merged, and manipulated across systems for audits, bank compliance reporting, budgeting, and financial analysis.
The need for change became more urgent as American Health Tech was being discontinued. While AHT had historically supported billing, accounts payable, and financial reporting, the accounting side of the system had become increasingly outdated. PMC needed a modern accounting system that could support skilled nursing requirements, including per patient per day reporting, while also reducing manual work for a lean accounting team.
- Disconnected accounting data across AHT and QuickBooks
- Manual consolidation for audits, bank reporting, budgeting, and analysis
- Siloed facility reporting that required reports to be run separately across locations
- Heavy Excel reliance for budgeting, analysis, and cross-facility comparisons
- Complex multi-entity accounting with cross-entity journal entries and intercompany activity
- Limited ability to produce skilled nursing reports, including per patient per day analysis
- An aging system being discontinued, creating urgency to modernize
Siloed systems limited skilled nursing reporting and visibility
Rand Group had experience with other groups in our industry, and the positive feedback we heard helped us feel confident in our choice. They helped us build the industry-specific reports we needed, but they did not just do it for us. They explained the system, gave us the tools to understand it, and helped us become self-sufficient. It has been a great partnership.
The solution
PMC selected Sage Intacct for its accounting strength, automation capabilities, and ability to grow with the organization. For implementation support, PMC turned to Rand Group based on referrals from other nursing home groups and Rand Group’s experience helping skilled nursing organizations address industry-specific financial requirements. Rather than applying a generic configuration, Rand Group worked with PMC to understand how the team operated, how ownership expected to review financials, and how skilled nursing metrics needed to appear in reporting. Rand Group then implemented Sage Intacct, translated PMC’s AHT reporting structure into the new system, and helped build the industry-specific reports PMC needed to operate with confidence.
- Migrated all entities from AHT and QuickBooks into a single Sage Intacct environment, consolidating roughly 30 entities
- Implemented Sage Intacct for GL, AP, cash management, reporting, and multi-entity accounting
- Built industry-specific reports, including per patient per day reporting for skilled nursing operations
- Structured reporting around facility-level, entity-level, and ownership-level visibility
- Enabled cross-entity journal entries and automated intercompany handling in Sage Intacct
- Integrated PointClickCare and UKG data into Sage Intacct to reduce manual imports and data manipulation
- Added check and ACH positive pay for bank-ready payment files
- Helped PMC build confidence in Sage Intacct so the team could continue creating dashboards, reports, and process improvements independently
Sage Intacct has been a blessing for our team. For skilled nursing, per patient per day reporting is a big part of how we review performance, and being able to build that into our income statements and analysis reports was a major factor for us. It has the reporting capabilities we need today, and as we continue working in the system, we can see even more opportunities for growth.
The result
With Sage Intacct in place, PMC has a consolidated accounting platform that supports faster reporting, cleaner multi-entity processes, and better visibility across facilities. Reports that once required facility-by-facility extraction and Excel manipulation can now be produced more efficiently, with traditional income statement reporting taking approximately half the time compared to AHT, even with per patient per day reporting included.
The system has also improved day-to-day accounting efficiency. Cross-entity journal entries can now be completed in one place, with intercompany activity handled in the background, helping reduce accounting input time by at least 50%. Integrations with PointClickCare and UKG have reduced manual data movement, while dashboards give administrators, AP users, and non-accounting teams clearer snapshots of the information they need.
- Reduced accounting input time by at least 50%
- Cut traditional income statement report generation time by approximately 50%
- Consolidated roughly 30 entities into Sage Intacct
- Improved reporting across 16 skilled nursing facilities and one assisted living facility
- Reduced manual data manipulation from PointClickCare and UKG
- Enabled more timely analysis of per patient per day performance across facilities
- Improved visibility for administrators and non-accounting users through facility-level dashboards
- Created a scalable foundation for future improvements, including AP automation, budgeting, and fixed asset management
“The dashboards give our facility-level users tools to understand what is going on in their facility. They do not have to get lost in the weeds or figure out how to run full reports. They can look in one place and get the snapshot they need.” – Taylor Peak, Accounting Manager, Plantation Management Company
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reduction in accounting input time
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faster income statement reporting
entities unified in one system
Take the next step with Rand Group
If your skilled nursing organization is managing financial operations across disconnected systems, Rand Group can help. Our team works with skilled nursing operators and management companies to implement Sage Intacct, consolidate entities, automate manual processes, and build industry-specific reporting that improves visibility across facilities.