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Professional Services

A budgeting process moved off manual Excel

“MCC's really shown me that the budgeting process can really relieve the day-to-day operations around manual Excel, spending multiple hours a week focusing in on Excel. And now our FP&A team can now focus on the strategic side.”
Matthew Sullivan, Controller, Ag Capital Fund Management
Ag Capital Fund Management

At a glance

Company
Ag Capital Fund Management
Industry
Professional Services
Scope
Moved the budgeting process off manual Excel

Hear it from Matthew

A dental group went from 18 clinics to 36, and the budget, the board reporting and the covenant scenarios kept up.

“MCC helped us implement Vena to streamline budgeting, reporting, and forecasting across our 25 clinics. Even in the first year of implementation, we significantly reduced the time and manual effort required for our annual budget process - replacing multiple Excel versions with a much more efficient workflow.”

Simon Dumais

VP Finance, Clareo

Clareo
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A short timeline, and a handover SOP with screenshots at the end

“The implementation process with MCC was a wonderful experience. Their patience, expertise, and training methods ensured not only that we would get up and running, but that I would have the tools to understand and maintain the new system. We had a short timeline, but I never felt rushed. At the end of the project, the team handed over a detailed SOP with screenshots — which I had not been expecting, but was delighted to receive. I cannot recommend MCC highly enough!”

Daeman Di Stefano

Director of Finance, Park Avenue Synagogue

Park Avenue Synagogue
Read Park Avenue Synagogue's story

Days of manual work, now automated and trustworthy

“Working with MCC and Vena has been a game-changer for our finance team. MCC’s team brought a level of professionalism, technical expertise, and empathy. The collaboration transformed how our organization plans, monitors, and reports financials. What used to take days of manual work is now automated and trustworthy.”

Julian Boaitey

Director Of Finance And Operations, ASTC

ASTC
Read ASTC's story

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