Upstream Streamlines Financial Reporting and Optimizes Budget with CData Connect Cloud

Upstream USA is a nonprofit healthcare organization that partners with more than 130 locations across the country to ensure that contraceptive care is affordable and accessible.

Nonprofits like Upstream depend on accurate and efficient financial reporting to manage tight budget constraints. But regularly sharing insights with regional budget managers was a time-consuming challenge for Upstream’s data team. It involved regularly pulling general ledger (GL) data from Sage Intacct to Excel, then ‘slicing and dicing’ the data to create a static report on budget vs. actuals. The result was slow and burdensome financial reporting.

CData Connect Cloud helped Upstream relieve that burden and automate the reporting process. The cloud-based data virtualization platform allowed Upstream Senior Data, Analytics, and Technology Analyst John Hatch to directly connect live Sage Intacct data in Power BI, removing the need to download, move, or manually manipulate the data to visualize and share it.

Now, John saves multiple hours every week, and financial leadership can simply hit ‘refresh’ in Power BI to get the accurate financial information they need to make informed decisions on where to focus funding.

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