Leaf Software Solutions

Indiana Legal Services, a nonprofit law firm with eight branches and over 70 funding sources, cut monthly financial reporting from up to three months behind to within 10 days of month-end after migrating from on-premises Microsoft Dynamics SL to Sage Intacct with Leaf Software Solutions. The implementation used Sage Intacct Dimensions to standardize coding across locations, projects, and funders, consolidating more than 30 revenue accounts down to the standard three to four and enabling granular reports that legacy tools could not produce. CFO Anne Ward cited Leaf's patient, whiteboard-driven onboarding process as instrumental in a smooth transition that eliminated manual A/R spreadsheets and single-user FRx reporting bottlenecks.

Leaf Software Solutions developed a custom Loan Options Worksheet application for Royal United Mortgage that reduced loan option preparation time from manual Excel entry to a fraction of the time by integrating third-party APIs for credit reports and loan pricing. The mobile-friendly solution eliminated PDF readability issues and spam folder problems, while real-time updates during customer calls improved the consultative experience. The application's 60-day link tracking feature created new callback opportunities, contributing to business growth and expanded IT responsibilities for the mortgage lender.

Leaf Software Solutions built two Microsoft Power Platform applications for CarDon Senior Living that replaced error-prone Excel spreadsheets and delivered real-time, accurate COVID-19 testing and compliance reporting across more than 20 senior living communities. The CATTS system enabled seamless adherence to shifting state requirements during the pandemic, while the REACH app brought centralized visibility to associate certifications and continuing education. With roughly 150 users on Power Platform, the low-code solutions were rolled out rapidly and designed for automation and future expansion into other tracking processes.