iplicit Case Studies
Organisations across a wide range of sectors have transformed their finance operations with iplicit, replacing outdated legacy systems with a modern cloud accounting platform that streamlines processes, improves financial visibility and supports growth. From charities and museums to multi-academy trusts and commercial businesses, iplicit has helped finance teams reduce manual workloads, automate routine tasks and gain access to real-time financial insights. These customer success stories demonstrate how organisations have overcome complex financial challenges while creating more efficient, scalable finance functions. Here are some examples:
Excalibur Academies Trust
Following its merger with Gatehouse Learning Trust, Excalibur’s financial operations became significantly more complex. The trust inherited a fragmented finance landscape, with 15 schools operating separate Sage 200 systems and bank accounts, while Gatehouse’s five schools used a centrally managed Civica Financials system. This lack of integration made inter-school journal postings impossible, required time-consuming manual recharges and spreadsheet-based management reporting, and limited accrual and prepayment calculations to year-end. The audit process was also highly inefficient, taking almost a month as finance staff gathered data and supporting documents from 16 different systems.
To address these challenges and support the transition to a fully centralised finance function, Excalibur needed a modern finance system capable of streamlining processes and improving visibility across the trust.
Black Country Living Museum
As the Black Country Living Museum expanded, its finance team found that its legacy Pegasus Opera system could no longer support the organisation’s increasingly complex requirements. A small finance team was managing manual processes for invoicing, bank reconciliations, journals and month-end reporting, while also dealing with the added complexity of partial VAT across both a registered charity and a limited company.
Seeking to reduce manual workloads, improve efficiency and free the team to focus on higher-value activities, the museum undertook a structured procurement process, evaluating six finance systems before selecting the solution that best met its functional, usability and cost requirements.