Healthcare

HIPAA-Ready Financial Automation

Streamline your healthcare organization’s finances with HIPAA-Compliant Sage Intacct - the only healthcare cloud accounting & ERP software preferred by AICPA.

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Why Sage

Maximize Your Healthcare Accounting Operations

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Leverage Industry Expertise

With 30 years of healthcare finance experience, BTerrell customizes Sage Intacct solutions from implementation to support, ensuring your success in meeting operational and compliance needs.

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Audit-Ready Financial Reporting & Compliance

Navigating healthcare regulations like HIPAA and ASC 606 demands precise financial reporting. Sage Intacct’s compliance tools streamline this process and eliminate errors.

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Multi-Entity & Location Accounting

Managing multiple clinics, practices, or service lines? Sage Intacct simplifies financial consolidation, giving you real-time visibility into financial performance across all locations.

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Optimize Operational Costs & Budgeting

Budgeting and forecasting in healthcare require precision. Sage Intacct’s dynamic budgeting and planning tools provide data-driven insights to control costs and optimize spending.

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Automate Processes & Workflows

Reduce reliance on spreadsheets and manual entries. Sage Intacct automates workflows and approvals, helping your team focus on strategic financial management.

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Gain Real-Time Financial Visibility

Delays in financial reporting can impact decision-making. Sage Intacct delivers real-time dashboards and analytics, giving you instant access to critical financial metrics across your organization.

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BTerrell Group has proudly been a certified Sage Intacct Partner for decades.

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BTerrell delivers integrated and reliable solutions that enhance the capabilities of Sage Intacct.

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Sage Intacct is the first and only AICPA-preferred financial management solution, providing unparalleled features and capabilities.

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Sage Intacct is rated #1 for customer satisfaction by G2 Crowd.

What We Do

As a certified Sage business and technology partner, we assist healthcare organizations in modernizing their financial operations. Our expertise in automation, integrations, and cloud-based accounting solutions enables your organization to scale efficiently while remaining compliant and financially sound.

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Custom Implementation

We customize Sage Intacct to match your specific workflows and reporting requirements, creating tailored integrations and automations that improve efficiency and accuracy.

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ERP Migration

Transitioning to Sage Intacct is made seamless by our expert-led migration services, which ensure data integrity and minimize disruption to your operations.

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SmartCare

With SmartCare, you get continuous support, system optimization, and unlimited reports to ensure your Sage Intacct solution grows with your organization.

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SmartRefund

SmartRefund is an easy-to-use solution that simplifies handling patient refunds. With seamless integration into Sage Intacct, it supports bulk data imports, minimizes manual work, and ensures compliance with regulations—all while delivering a smooth experience for healthcare providers and patients.

AI Financial Intelligence for Healthcare

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Natural-Language Financial Search

Quickly access financial information by asking questions in plain language, eliminating the need to build complex reports or navigate multiple dashboards.

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Automated Anomaly Detection

Proactively detect unusual transactions and journal entry outliers before they move through approval workflows, helping reduce risk and support compliance.

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AI-Powered Financial Close Assistant

Accelerate month-end close by up to 70% with intelligent task tracking, issue flagging, and guided workflows—helping your team close confidently with zero surprises.

Success Story

Graduating to Robust Cloud ERP

As CareATC expanded with 3X revenue growth, QuickBooks quickly began to show its limitations. See how BTerrell solved their problems by implementing Sage Intacct.

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The powerful visibility we have in Sage Intacct has really improved our overall financial performance. In the time we’ve been on the system, we’ve sped up processes, increased data accuracy, and improved reporting without increasing our accounting staff. I’ve worked with several different accounting and ERP systems over the years – including QuickBooks, Sage Peachtree, and Microsoft Great Plains – but none of them come close to offering the user-friendly capabilities and granular visibility we have with Sage Intacct.

Jerry Turner, Controller at CareATC
Jerry Turner
Controller, CareATC

Engagement Process

I wanted to tell you how pleased I am with the successful “Go Live” and with the quality partnership I believe our two companies have formed. Looking forward to our first successful period-end close process and a successful launch of Fixed Assets. Great work and thanks again for your leadership and partnership.
Johnny Cupp, CFO at TherapySouth
Johnny Cupp
CFO, TherapySouth
BTerrell has been a great partner, and we give them high marks when it comes to responsiveness and their knowledge of Sage Intacct. Everyone has been easy to work with, and very helpful in enhancing our financial automation and reporting.
Mike Prentiss, CFO at Fogo de Chã
Mike Prentiss
CFO, Fogo de Chã
The powerful visibility we have in Sage Intacct has really improved our overall financial performance. In the time we’ve been on the system, we’ve sped up processes, increased data accuracy, and improved reporting without increasing our accounting staff. I’ve worked with several different accounting and ERP systems over the years – including QuickBooks, Sage Peachtree, and Microsoft Great Plains – but none of them come close to offering the user-friendly capabilities and granular visibility we have with Sage Intacct.
Jerry Turner, Controller at CareATC
Jerry Turner
Controller, CareATC

The path to streamlined, secure accounting processes is only a click away.

Explore how BTerrell’s team of experts, along with Sage Intacct and our range of customizable products, can enhance your accounting processes and unlock growth.

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