• Financial & Customer
    Relationship Management
    that work the way you work.

    Intelligent reporting illuminates meaningful data you need
    to grow your business

    CRM Solutions | ERP Solutions

  • Our strategy begins
    with your needs.

    We drill down to core of your business
    processes to solve current pains and
    anticipate future growth

    Learn why our approach is successful

  • With over 600 successful
    implementations, case studies
    speak for themselves.

    Read how our innovative ERP & CRM solutions have
    overcome challenges and propelled our clients forward

    Read a case study

  • Software configured to
    your industry needs.

    Pair with a team that understands your
    industry and helps you overcome business
    challenges before they emerge

    Learn what we can do for your industry

Long Term Care Financial Management

Your first priority is delivering quality care to your residents. Don’t let the compounding pressures of profitability, compliance, labor management, and industry consolidation compromise your mission. We provide accounting solutions that give you the visibility you need, along with the integration to keep things running smoothly.

Pre-configured for venue management

Disjointed reporting and murky financial data can bring your management process to a halt. When you’re connecting multiple vendors, locations, programs, and departments, you need a fully rounded business solution to ensure all the pieces come together. You need a partner who can tailor and ERP solution specific to the facilities management industry

Focus on your mission

Intellitec Solutions offers fully integrated solutions for not-for-profit agencies.  These products are all designed for rapid time-to-benefit and low cost of ownership. We help not-for-profit agencies to improve key business processes, communicate effectively with their constituents, and adjust to changing regulations so they can to deliver on their mission

Support your customers and reduce costs

Intellitec Solutions helps distributors meet customer demands by integrating inventory management solutions and customer specific requests with accounting, warehousing and procurement applications. These solutions also lower the cost of operations by enabling distributors to lower inventory, reduce obsolete inventory and significantly improve customer satisfaction

Put our 30 years experience to work for you

With over 600 active clients, we have worked with organizations in a number of industries: Manufacturers, Professional Services, and Breweries - just to name a few. We have worked with large mulit-nationals corporations, small local businesses and nearly every size in between. If you have a particular need, chances are we have helped a client just like you

Intellitec Success Stories

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  • Assisted Living Community Improves Finances With Sage Intacct

    After evaluating Sage Intacct, chose Intellitec Solutions to configure the system to handle their unique industry needs.

    “Intellitec has been the right fit for us”

    – Samantha Roth, Chief Financial Officer

  • Streamlines Multi-Division Financial and EHR Management by Integrating PointClickCare with Microsoft Dynamics GP

    Gained the tools to better slice and dice data, and provide deeper insight. Accounting staff able to handle requests and provide answers much faster than before.

    “Their assistance with our charts of accounts was phenomenal. We couldn’t fathom what we needed to consider for future growth but they…”

    – Heather Gross, Business Office Manager

  • Provider of in-home care handles payroll and tracks expenses with Microsoft Dynamics SL

    CareGivers America, a provider of in-home services for seniors, pediatric patients, and those with disabilities, had outgrown QuickBooks. After researching and selecting Microsoft Dynamics SL,…

    “Intellitec's consultants listened to our concerns, and discussed our options. We couldn't have asked for a better consultant.”

  • Leading Wealth Management Firm Achieves Cloud ERP Strategy With Dynamics 365 Business Central

    After realizing they needed a Cloud ERP solution, Pennsylvnia Trust worked with Intellitec to implement Microsoft Dynamics 365 Business Central

    “Intellitec was great to work with, I have very high praise for them”

    – Lauren Jordan, VP of Finance

  • Senior Living Community Replaces Outdated Systems and
    Increases Efficiency

    Disjointed clinical systems and extensive manual calculations were making simple financial functions a chore. A parallel financial and clinical implementation significantly cut time and expenses and…

    “Intellitec had the experience that assured us that they understood how to maximize the benefits from separate financial and clinical systems”

    – Dianna Winters, Controller

  • LTC Facility Gains More Flexibility, Insight and Cloud-Based Convenience with Sage Intacct and Intellitec

    Better organization through the use of dimensions and fixed assets to substantially consolidate and streamline hundreds of accounts

    “I felt comfortable early on with Intellitec and our consultant. She understood what needed to be done and it was great to have one person to…”

    – Thea Lawson, Director of Finance

  • Facilities management group handles complex needs with Dynamics SL

    Devised a strategy and standardized plan for rolling out Dynamics SL to multiple entities, allowing for a more standardized system of accounting and roll up of financial data

    “Intellitec consultants are great people—knowledgeable and motivated to get the job done.”

  • 95% reduction in order processing times

    Consistent growth & company restructuring split financial processes and strained inflexible system. Multi-pronged technology solutions addresses all of To-Jo's requirements and provides…

    “We have effectively eliminated almost all of our paper files. Not only did it save us from having to buy expensive software, our employees…”

    – Don Slesinski, CFO

  • Non-Profit achieves efficiencies with Dynamics 365

    Social Services and Advocay group spends less time on data and more time helping the community by implementing Microsoft Dyanmics 365 

    “Intellitec understood what we meant when we asked for what we needed”

    – Laura LaVigne, CEO

  • Transportation Services Leader Improves Analysis with Sage Intacct

    Realized the accounting solution they were using was not keeping pace with their needs, and hindering their ability to quickly analyze data. Made the move to Sage Intacct, an easy and intuitive for…

    “With Sage Intacct you can keep the number of accounts in your general ledger low, and use the software’s dimension capability to dig…”

    – Carol Weinstein, Controller