In 2018, The National Association of Insurance and Financial Advisors (NAIFA) began offering association management services for its 90 chapters across the country, including much-needed accounting services.

NAIFA knew that this new service offering could not be supported by its existing on-premise accounting platforms.

See how NAIFA redesigned its accounting system and processes from the ground up for improved access and data security, and better financial reporting and insights.

“Quisitive knows Cloud-ERP and helped us smoothly migrate complex multi-entity accounting processes to Sage Intacct. We couldn’t be happier with the results and benefits we are seeing.”  – Erni Davis, Vice President of Finance, NAIFA