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iCare Health Solutions
Vendor Controls for Audit Compliance
Healthcare distribution & eye care organization in South Florida; >1,000 employees.
“As the business was growing, implementing Acumatica was the company's best decision because we could consolidate most processes and reduce the time to execute them. With correct controls implemented, we could split responsibilities and track all steps until invoices were paid.”
Juan Enriquez, ControllerKey Challenges
- 5,000+ monthly disbursements with varied methods & multiple cash accounts
- No standardized AP controls; limited vendor-record approval
- Auditing complexity and higher compliance risk
Key Results
- Streamlined cash accounts; reduced payment methods
- Custom package requiring vendor approval before use
- NACHA-based electronic disbursements—less manual work
- Improved internal audit function & reduced risk
Atlantix Partners
Inter-company Accounting Automated
Financial consulting firm based in South Florida focused on serving a variety of market segments.
Overview
After the majority owner sold the company to a private equity group, Atlantix recognized that a growth-through-acquisition strategy would be critical to their future success. However, their use of QuickBooks made it difficult to efficiently integrate and scale acquired entities. By transitioning to the Acumatica cloud ERP platform, Atlantix leveraged intercompany automation and other functionalities to support their aggressive acquisition plan.
Customer quote goes here to highlight value and impact. Replace with an approved testimonial.
Client Name, TitleKey Challenges
- QuickBooks lacked capabilities to effectively manage and integrate acquired companies
- Manual, time‑consuming onboarding of new acquisitions hindered rapid M&A scaling
- Need for a robust, enterprise‑level ERP for automation, reporting, and functionality to support an evolving business model
Key Results
- Acquired 6 new entities over 12 months and integrated them into Acumatica with minimal effort and no additional licensing costs
- Leveraged unlimited user licensing and intercompany branch functionality to rapidly onboard acquisitions and achieve operational efficiencies
- Freed teams to focus on integrating acquired companies and driving growth instead of complex IT integrations
PPSS: An ERP Experience Tailored to M&A’s
Overview
Premier Physician Support Services (Premier) is a management services organization (MSO) in South Florida supporting wholly owned and affiliated doctor networks, delivering care directly to patients.
After a private equity group acquired a majority stake, the team needed an enterprise resource planning (ERP) platform to support growth. A fast, two-month Acumatica rollout enabled Premier to begin an acquisition-driven strategy, expanding to nine-plus wholly owned subsidiaries and more than 90 affiliates.
“Insert customer quote here to highlight business impact and results.”
Client Name, TitleKey Challenges
- Transitioning to a new ownership structure with a private equity group
- Needing a robust ERP to support planned growth
- Standing up Acumatica quickly to enable the growth strategy
Key Results
- Acumatica implemented in two months, establishing a scalable platform for expansion
- Unlimited licensing model supported rapid expansion to 9+ subsidiaries and 90+ affiliates
- Added CRM, contract, and case management with Outlook, Office 365, and Exchange integrations
- Stronger sales platform and expanded affiliate networks across Florida
Chemistry Rx: Unique Specifications for Pharmaceutical Sales Orders
Overview
Chemistry RX is a Pennsylvania-based pharmaceutical compound organization specializing in unique, specialized prescriptions.
After being acquired by a private equity group, the company embarked on an aggressive growth strategy, adding new entities. QuickBooks couldn’t keep pace—especially for intercompany operations and automation—so the team moved to Acumatica.
“Insert approved customer quote here to highlight value and business impact.”
Client Name, TitleKey Challenges
- Rapid growth through acquisition exposed limitations in QuickBooks
- Lack of automation and integration for order intake & inventory management
- Difficulty managing intercompany operations, including inventory transfers
Key Results
- Implemented Acumatica distribution modules for sales order & inventory management
- Automated order intake, moving from paper-based to fully digital
- Used intercompany capabilities to streamline transfers between locations
- Integrated with UPS and stamps.com to optimize distribution workflows
Outcomes
- Streamlined, automated order processing improves efficiency and accuracy
- Seamless intercompany inventory management supports pharma distribution
- Scalable platform positions the company for continued growth & acquisitions
Testimonials
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