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Financial Mastery with Martus Solutions at Volunteers of America Northern Rockies

Picture of Megan Alba Megan Alba July 17, 2026

Case Study Foundation Sage
Financial Mastery with Martus Solutions at Volunteers of America Northern Rockies

A faith-based nonprofit running 40+ programs across three states moved budgeting out of complex spreadsheets and into Martus.

Organization

Volunteers of America Northern Rockies

Faith-based nonprofit running 40+ programs across Wyoming, Montana and Western South Dakota. Sage Intacct.

Challenge

Sage Intacct's budgeting tools fell short for 40+ programs, so budgets lived in complex, error-prone spreadsheets.

Solution

Martus alongside Sage Intacct, with employee and salary allocations, budget notes and a simple interface.

In their words

"It has been a very user-friendly tool that multiple users can use and get up to speed on very quickly."

Doug Cherry, CFO

About Volunteers of America Northern Rockies

Volunteers of America is a faith-based nonprofit ministry serving communities across Wyoming, Montana, and Western South Dakota through veteran services, addiction treatment, mental health care, homeless services, senior housing, and youth programs — reaching over 10,000 people, including nearly 3,000 veterans, each year.

As a large nonprofit operating more than forty separate programs and businesses across multiple states, the organization's budgeting needs were complex, and its accounting system, Sage Intacct, wasn't built to handle that complexity on its own. Budgeting was still done through extensive, time-consuming spreadsheets prone to error.

Since adopting Martus, CFO Doug Cherry and his team have cut hours of manual work out of every budget cycle and can now make mid-year revisions without a full budget overhaul.

"We have utilized Martus Solutions throughout this year's budget season. It has been a very user-friendly tool that multiple users can use and get up to speed on very quickly. I am most impressed with its employee allocations feature and its ability to work seamlessly with our primary accounting software. We are still working out a few details as to the best way to keep readily accessible notes, etc. All things considered, we have been very pleased with the Martus software!"
— CFO Doug Cherry

 

The Challenge

As CFO of a large nonprofit operating in multiple states with more than forty separate programs and businesses, Doug Cherry was managing a budgeting process that had outgrown its tools. Sage Intacct handled the organization's core accounting well, but its budgeting capabilities fell short, forcing the finance team into extensive, complicated spreadsheets. That approach was time-consuming and left too much room for human error — a real risk for an organization managing dozens of distinct program budgets at once.

Why Martus

When evaluating options, Doug found that Martus filled a niche that Sage's own budgeting tools didn't: a purpose-built budgeting solution that worked alongside Sage Intacct rather than trying to replace it. It was reasonably priced, and the implementation and training team was professional and followed through on its commitments — factors that made the decision, in his words, "a no-brainer."

The Solution

Martus gave Doug's team a way to manage budgeting across the organization's many programs without relying on spreadsheets:

  • Employee/salary allocation features that streamlined a previously manual, error-prone process
  • Seamless integration with Sage Intacct, connecting budgeting directly to the organization's existing accounting system
  • Note-taking functionality that keeps budget details and context accessible and referenceable throughout the year
  • A simple, intuitive interface that let both experienced staff and new users get up to speed quickly

The Result

Since implementing Martus, Doug describes the shift in financial clarity as "night and day". He no longer has to go on what he calls a "data scavenger hunt" to find the numbers he needs. The system has also made the organization's budget process meaningfully more agile.

  • Financial data is now clear and centralized — no more searching across spreadsheets
  • Mid-year budget revisions can be made without a full overhaul
  • Budget edits and changes can be made and rolled out across 40+ programs far more rapidly than before

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