A Leading Investor in Sustainable Infrastructure

Client Situation & Challenge

Our client provides structured finance solutions, debt and equity financing and merchant banking for a range of infrastructure assets, including energy efficiency, renewable energy, telecommunications and water. Our client successfully went public in April 2013 with the intent to expand its renewable energy and sustainable portfolio.

CrossCountry Consulting engaged to assist in upgrading our client’s IT infrastructure and to migrate the general ledger solution from QuickBooks to Intacct.


CrossCountry utilized our Technology Solutions methodology to implement the cloud-based system, Intacct. Our approach included:

  • Conduct working sessions with stakeholders to understand business structure, current data and reporting needs
  • Configure the system application modules for General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Multi-Entity, Employee Expenses and Financial Reporting
  • Migrate historical data from QuickBooks to Intacct: quarterly for 2011-2012, monthly for 2013 and transaction details for 2014
  • Convert vendor data for open AP bills, customer data for open AR invoices and employee expense reports as of go-live date
  • Setup five consolidation books
  • Provide customized test scripts and support for user acceptance testing (UAT)
  • Provide on-site training and training documents


Our client is now able to leverage Intacct for automated intercompany relationships, which was previously done manually in spreadsheets and negatively impacted reporting due to time spent on manual adjustments for intercompany transactions. Intacct’s solution allowed for multiple consolidations books with real time visibility into financials in addition to more robust financial reporting.