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Transformative Financial Management at Ward Church with Martus Solutions

Transformative Financial Management at Ward Church with Martus Solutions
About Ward Church

Ward Church is a multi-generational congregation serving communities in Northville and Farmington Hills, Michigan, with services also offered online. Before adopting Martus, the church's finance team relied on spreadsheets to manage budgeting — a process that required distributing files, collecting them back, fixing broken formulas, and manually keying the data into their accounting system, Sage Intacct. That manual workflow left plenty of room for human error and ate up staff time that could have gone toward the church's mission. Since implementing Martus, Ward Church has cut budgeting time by as much as 10 hours a month and given staff a clear, real-time view of spending without the need to dig for answers.

"Martus provides an easy-to-use tool for our users to see spending against their budget, their donor-restricted fund balances (if any), and easily create budgets. In addition, it has saved us money, as those same users do not need access to Sage Intacct."
— Chris Ockerman, Director of Administration, Ward Church

The Challenge

Prior to Martus, Chris Ockerman and his team managed the church's budgeting process almost entirely through spreadsheets. That meant distributing Excel files to budget holders across the organization, collecting them back, repairing broken formulas, and hand-keying the results into Sage Intacct. As Chris put it, "There are so many places for human error to sneak in." Beyond the manual workload, giving staff visibility into their budgets and donor-restricted fund balances meant granting them direct access to Sage Intacct — an approach that added unnecessary licensing costs for a church managing its resources carefully.

Why Martus

Chris didn't come to Martus through an extensive vendor search — the recommendation came strongly and repeatedly from peers in the church finance community. "I haven't considered other products," he said. "Too many people told me this is the way to go." What sealed the decision was Martus's direct integration with Sage Intacct, paired with an interface simple enough that budget holders across the church could use it without needing full accounting system access.

The Solution

Martus gave Ward Church a self-service way to manage budgets and reporting without routing everyone through Sage Intacct.

  • Direct integration with Sage Intacct, syncing financial data automatically
  • Planner and financial reporting tools that became the team's go-to features for budgeting and reporting
  • User-friendly interface paired with built-in reporting, plus the option for custom reports
  • Budget holders can view spending against budget and donor-restricted fund balances without needing a Sage Intacct license
  • Collaborative features that improved coordination across the finance team

Results

Since switching to Martus, Ward Church has eliminated the manual spreadsheet shuffle and given staff a much clearer picture of where things stand financially.

  • Up to 10 hours saved per month on budgeting alone
  • Eliminated the "data scavenger hunts" staff previously needed to understand spending
  • Cost savings from no longer needing additional Sage Intacct licenses for budget holders
  • Smoother teamwork thanks to collaborative budgeting features