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    Success Story

    Exari

    Contract lifecycle management company trusts Baker Tilly to move financials to cloud-based ERP

    Background

    Exari is a global leader in cloud-based Contract Lifecycle Management solutions. Used worldwide by legal, sales, insurance, investment banking and government professionals, Exari solutions improve visibility into contract data and reduce costs, cycle time and risk. Exari solutions are used by thousands of users to manage millions of contracts worldwide. After a rigorous evaluation, Exari chose Baker Tilly over other on-premises and cloud solutions as the best fit to meet the needs of the organization.

    The Baker Tilly implementation team has been absolutely stellar!

    Joanna Munier, Global Controller
    Exari

    Previous accounting challenges

    • Exari has four locations - in the U.S., U.K., Norway and Australia. The company was running its finances on multiple versions of QuickBooks and MYOB, and was struggling to consolidate four separate systems, as well as gain visibility across all four locations.
    • Exari's finance and accounting team was forced to use Excel to manually consolidate their finances and manage reporting, which was time-consuming, complex and potentially error-prone.
    • They needed multi-entity, multi-currency, global consolidations, as well as project accounting capabilities, none of which was available in their legacy systems.

    The project was well-managed with timely communication, training, and documentation from Baker Tilly. We'll see huge benefits from consolidating our accounting from multiple systems into one, as well as being able to analyze our data using Dimensions.

    Joanna Munier, Global Controller
    Exari

    Benefits realized after Baker Tilly

    • A single source of truth solves the issue of managing and accessing multiple hosted systems.

    • Exari can easily consolidate multiple entities in one system as well as provide roll-up and dimensional reporting.

    • Constant consolidation provides Exari with multi-currency automation.

    • Exari will be able to scale with the business' targeted growth.

    Explore more

    Baker Tilly curates, integrates and optimizes the right technology stack for your organization. We layer in our own proprietary “last mile” solutions. And we offer these technologies either via a Software-as-a-Service delivery model, where your own Finance function manages the day-to-day use of the technology or via a Finance-as-a-Service delivery model where we run your accounting operations and provide the outcomes you need.

    Here are some additional resources that may help you find solutions for your challenges. Or schedule a discussion to go over your needs and goals now.

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