Customer Success Awards: Halstatt

Halstatt is a family owned investment firm that switched to Intacct in 2014 amid accelerating growth. As a mid-level firm that has up to a billion dollars in assets under management, Halstatt needed a way to better track and understand asset valuations. Intacct enables Halstatt to essentially continuously close the books and have instant access to critical business metrics—empowering them to more proactively analyze results and reduce risk and exposure by making data-driven decisions.

When comparing Intacct to other traditional, on-premises options on the market, Halstatt found that Intacct’s cloud-based software was about one-tenth the cost. In addition, due to the streamlined processes and ability to provide real-time access to reports and key business metrics, Intacct only required one-third the staffing to support the firm’s needs.