A Non-Profit's Journey to Streamlined Expense Management with Fyle

A mission-driven non-profit dedicated to land preservation faced growing complexity in managing finances as its operations scaled. Manual processes for credit card reconciliation and employee reimbursements were creating inefficiencies, errors, and administrative overhead that began to affect overall productivity.

The Challenges

Initially hesitant to adopt a new system, the finance team relied on manual methods—coding expenses by hand and sorting through a single, consolidated credit card statement. They were also concerned about how well any new solution would integrate with their accounting software, Sage Intacct, especially with requirements like pulling in key dimensions such as department, project, class, and location.

They needed a system that could automate tedious tasks without disrupting their existing setup.

How Fyle Transformed the Non-Profit's Expense Management

Fyle's seamless integration with Sage Intacct proved to be a game-changer. It enabled automatic reconciliation of credit card transactions, with receipts matched to expenses in real time. Employees could easily map expenses to projects and locations, with departments auto-populating based on the selected project.

The platform also simplified reimbursements through direct ACH payments and enforced compliance policies—like mandatory receipts—without adding friction for users.

Credit Card Reconciliation

Transactions were previously consolidated into a single statement, making reconciliation time-consuming and error-prone. Fyle automated this, dramatically improving accuracy and reducing manual work.

Reimbursement Delays

Manual submissions often led to delays. With Fyle, employees could submit expenses quickly, and ACH reimbursements were processed automatically.

Accounting Integration Needs

The organization required deep integration with Sage Intacct, including support for GL sync and pulling dimensions. Fyle met all those needs, with intelligent defaults and a user-friendly interface.

The Outcome

Automation replaced hours of manual sorting and matching, allowing the finance team to focus on higher-priority work.

Automated checks and accurate data mapping led to cleaner, more reliable financial reports.

Employees found it much easier to submit expenses, resulting in quicker reimbursements and better adoption.

By adopting Fyle, the organization transformed its expense management process. Automation and seamless integration with Sage Intacct reduced administrative burden, improved reporting accuracy, and gave employees a much smoother experience—freeing up time and energy to focus on their mission.