ION announces partnership with Pinnacle Learning Trust to transform financial management and reporting across the Trust.

ION, a leading provider of cloud-based finance solutions, is delighted to announce its partnership with Pinnacle Learning Trust, a Multi-Academy Trust comprising five institutions: three primary schools, one college, and one sixth form college.

Pinnacle Learning Trust has been using Civica Financials Live as their financial management system but found its capabilities increasingly limited in meeting the needs of a modern and expanding Trust. Key challenges with their current system include: poor helpdesk support, inadequate reporting tools, and time-consuming manual data manipulation. Realising the need for a more modernised, education-specific solution, the Trust set out to find a new finance system specifically designed for MATs.

With the aim of future-proofing their finance function, Pinnacle Learning Trust was determined to adopt a system that could deliver not just improved functionality, but also first-class support, training, and scalability.  Following a comprehensive evaluation, Pinnacle Learning Trust selected ION to implement Sage Intacct for Education, a best-in-class cloud-based financial management solution built specifically for the education sector. Sage Intacct for Education will transform the Trust’s finance operations by providing:

• Advanced reporting and dashboards: Including dimensional reporting, income and trial balance views, and a powerful report writer

• Seamless user management: Making it easy to assign roles and permissions across the Trust

• Enhanced P2P process: Allowing budget holders to track available budgets and improving spend control

• Cloud-native scalability: Supporting the Trust’s current needs and future growth plans

• Tailored support and training: Delivered by ION’s expert team to ensure a smooth implementation and long-term success

This strategic move will significantly reduce the administrative burden on Pinnacle Learning Trust’s finance team, improve the quality and speed of reporting, and free up valuable time to focus on supporting their schools and students.

“We are excited to partner with Pinnacle Learning Trust to deliver Sage Intacct for Education,” said Rob Mathieson, CEO of ION. “With its powerful reporting, intuitive dashboards, and robust cloud infrastructure, our solution will give the Trust the tools and support they need to deliver financial excellence across their schools and colleges.”

As Pinnacle Learning Trust embarks on this transformation journey with ION, both organisations are united in their commitment to delivering a financial foundation that empowers the Trust’s mission and supports long-term success.

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About Pinnacle Learning Trust

Pinnacle Learning Trust is a Multi-Academy Trust consisting of three primary schools, one college, and one sixth form college. The Trust is dedicated to providing exceptional educational opportunities and outcomes, supporting young people across all stages of learning and preparing them for future success.

About ION

Founded in 2016, ION has become the CFOs’ choice for technology. Its team of specialists works with education, mid-market, and private equity-backed organisations to implement powerful financial technologies, enabling the vertical integration and automation of billing, payments, revenue recognition, and accounting.

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