In this Sage Intacct Welltok Success Story, you will learn how Welltok is helping to drive the consumer-centric evolution of healthcare with its award-winning health optimization platform that empowers health plans, employers, providers and public entities to connect consumers with personalized health improvement resources. Named to the Inc. 5000, Forbes Cloud 100, Forbes Next Billion Dollar Company and Deloitte Technology Fast 500 lists, the Denver-based company has expanded its workforce from 100 to 450 in roughly four years while completing about a half-dozen acquisitions.

With growth accelerating, Welltok recognized that the QuickBooks application it deployed as a startup wasn’t suited to scale across complex business models. “Instead of waiting until we go to the breaking point with QuickBooks, we wanted to get out ahead of it,” said John Fowle, Vice President and Corporate Controller at Welltok. “We needed a stronger control environment, a stronger financial management platform that could scale with the business. As we started to put in order-to-cash, buy-to-pay, and integrated treasury management, we would need more robust
features and functionality.”