What BTerrell Group does

BTerrell Group, LLP is a Texas-based, privately held Sage software implementation partner founded in 1990 and headquartered in Plano (with operations in Addison). The firm specializes in deploying Sage Intacct, a cloud-based financial management and ERP platform endorsed by the AICPA as its only preferred financial application. Over 30+ years, BTerrell has served more than 150 companies and built a library of 2,000+ custom reports, positioning itself as a long-tenured, certified Sage Business Partner and Sage Tech Partner. Its customer base concentrates in three primary verticals — healthcare (HIPAA-compliant deployments for providers such as CareATC, TherapySouth, Privia Health, Smile Doctors), hospitality (multi-location operators including Fogo de Chão, Pei Wei, StarCorp), and construction/real estate (via its 2019-launched Ledgerable sub-brand, including C1S Group, Acadian Group, Republic Property Group, Habitat for Humanity).

The firm's core technology stack centers on Sage Intacct, which BTerrell implements, extends, and supports. Layered on top, BTerrell has developed a proprietary SmartSuite of add-on modules that integrate with Sage Intacct: SmartEFT (global electronic fund transfers to any bank worldwide with multi-tier subscriptions from $1,250 to $2,600 per year), Smart Billable Expenses (AR automation for reimbursable expenses at $2,000/year), SmartRefund (healthcare patient refund workflow automation), SmartRPA (robotic process automation for repetitive accounting tasks), and SmartFX (foreign exchange payment facilitation). The firm also distributes its products through the Sage Intacct Marketplace, reaching Sage Intacct's global subscriber base.

BTerrell's business model combines professional services (Sage Intacct implementation, migration, and consulting) with a recurring revenue layer. SmartCare, its tiered subscription support membership (Pro, Plus, Premium), delivers unlimited support, training, configuration, report development, and fractional CFO/CTO services for a predictable monthly fee, and includes Sage license costs for organic clients. Go-to-market is direct enterprise and mid-market field sales with a structured engagement process (Discovery Call → Solution Presentation & Budget Preview → Relationship Document → Implementation), supported by a content marketing engine of webinars, case studies, and videos. The firm has no external funding, no parent company, and operates as a limited liability partnership.

Name

BTerrell Group

Legal name

BTerrell Group, LLP

Website

https://bterrell.com

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

11–50 employees

Short description

BTerrell Group is a Texas-based certified Sage Intacct implementation partner serving 150+ mid-market and enterprise customers across healthcare, hospitality, and construction verticals with proprietary SmartSuite add-ons and SmartCare subscription support services.

Ownership category

akta.pro rank

Product category

Cloud Financial Management Software

NAICS

Financial Transactions Processing, Reserve, and Clearinghouse Activities (52232)

SIC

Finance Services (6199)

akta.pro primary industry

Biller Direct EBPP Platforms (FSAMAJAA)

Keywords

• Cloud financial management
• Sage Intacct implementation
• ERP implementation services
• Construction accounting software
• Healthcare financial software

Headquarters

HQ city

Addison

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. SmartCare Subscription: Ongoing support membership with three tiers (Pro, Plus, Premium) providing unlimited support, training, configuration, system improvements, and report/dashboard development for one predictable monthly price. Includes Sage license costs for organic clients.
2. SmartEFT Product Subscription: Tiered product subscriptions (Start-Up $1,250/yr, Pro $1,850/yr, Advanced $2,000/yr, Platinum $2,600/yr) with various core functions and bank templates included.
3. Smart Billable Expenses: Annual subscription at $2,000/year with dedicated project manager, free implementation, training, and unlimited support.
4. Implementation Services: Expert-led implementation, migration, and consulting services for Sage Intacct deployments.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

BTerrell Group implements and supports Sage Intacct cloud-based financial management for mid-market organizations, develops proprietary SmartSuite add-on modules (SmartEFT, Smart Billable Expenses, SmartRefund, SmartRPA, SmartFX) that extend Sage Intacct, and provides ongoing support through the SmartCare subscription membership. The firm also operates Ledgerable, a specialized construction accounting brand built on Sage Intacct.

Product overview

BTerrell Group operates as a Sage Business Partner and Technology Partner, offering a portfolio centered on Sage Intacct cloud-based financial management (the core ERP platform) supplemented by BTerrell's own proprietary add-on modules. The product suite includes SmartEFT (global EFT payments), Smart Billable Expenses (AR automation), SmartRefund (healthcare patient refunds), SmartRPA (robotic process automation), and SmartFX (foreign exchange). SmartCare is the ongoing support membership providing unlimited assistance. Ledgerable is a specialized sub-brand for construction accounting. The company also implements Sage Intacct's built-in AI capabilities including Finance Intelligence Agent, Close Agent, Financial Assurance Agent, and Sage Copilot.

Differentiator

Problem solved

Functional benefit

Brands

• Ledgerable: BTerrell's specialized brand for contractors and real estate developers, offering Sage Intacct-powered solutions to simplify construction accounting, improve job cost tracking, and streamline project financials.

Products and services

• Sage Intacct Implementation Cloud-based financial management and ERP solution endorsed by the AICPA as the only preferred provider of financial applications. BTerrell implements Sage Intacct for mid-market and enterprise customers needing real-time dashboards, multi-entity accounting, automated workflows, and AI-powered features including Finance Intelligence Agent, Close Agent, Financial Assurance Agent, and AP Automation Agent.
• SmartCare Ongoing Sage Intacct support membership delivering unlimited support, training, configuration, report and dashboard development, and system optimization for one predictable monthly price. Offered in three tiers: Pro, Plus, and Premium (the Premium tier adds fractional CFO/CTO services; Plus adds third-party integrations such as Procore and Salesforce).
• SmartEFT Global payment platform enabling secure electronic fund transfers to any bank worldwide directly within Sage Intacct. Supports Accounts Payable automation, Accounts Receivable optimization, and Employee Expense reimbursements with multi-currency and international transaction capabilities, plus an SFTP Add-on Function for automated payment file transfers.
• Smart Billable Expenses AR automation application that automatically creates Accounts Receivable invoices from billable expenses (AP Bills, Purchase Orders, General Journal Entries, Employee Expenses) within Sage Intacct, streamlining expense invoicing and tracking reimbursable costs.
• SmartRefund Patient refund workflow automation solution that integrates with Sage Intacct to process refunds, manage bulk contact imports, and ensure compliance with HIPAA and healthcare regulations when storing and processing sensitive patient information.
• SmartRPA Robotic process automation solution that streamlines workflows and saves time by automating repetitive tasks within accounting processes integrated with Sage Intacct.
• Ledgerable BTerrell's specialized construction accounting brand offering Sage Intacct-powered solutions for contractors and real estate developers, including job cost tracking, project financial management, and integration with Procore.
• SmartFX Foreign payment facilitation tool that integrates with SmartEFT to enable currency exchanges within Sage Intacct at preferred exchange rates for international transactions.

Quantifiable outcome

• Scaled easily with 3X revenue growth for CareATC customer
• +4 more outcomes

Named customers22 records

Segments6 records

Ideal customer profiles6 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability6 records

Feature4 records

Partnerships

Four partnerships are on record, tiered core and major.

• Sage SoftwarecoreStrategic or Co-development PartnerCertified Sage business and technology partner for decades, implementing Sage Intacct cloud-based financial management solutions. BTerrell is one of the select partners delivering integrated and reliable solutions that enhance Sage Intacct capabilities.
• Sage IntacctcoreTechnology or IntegrationBTerrell specializes in Sage Intacct implementation, migration, and ongoing support. The partnership features over 200 Marketplace partner solutions and robust API integrations.
• ProcoremajorTechnology or IntegrationIntegration partner for SmartCare Plus tier - connecting Procore, Salesforce, or other mission critical platforms to Sage Intacct Construction.
• SalesforcemajorTechnology or IntegrationIntegration partner for SmartCare Plus tier - connecting CRM and other platforms used in business operations to Sage Intacct.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• FORVIS: FORVIS is a Top-10 US accounting firm resulting from the merger of BKD and Dixon Hughes Goodman, with a Sage Intacct technology practice serving mid-market healthcare, construction, and hospitality clients — directly overlapping with BTerrell's primary verticals.
• Acumatica: Acumatica is a competing cloud ERP platform with its own partner channel that sells and implements financial management software to mid-market construction, distribution, and hospitality customers. Adjacent competitor capturing the same buyer persona as BTerrell on a different platform.
• Wipfli LLP: Wipfli is a top-25 US accounting firm with an active Sage Intacct implementation practice serving healthcare, construction, and manufacturing verticals. Competes for the same mid-market Sage Intacct deployments as BTerrell but with national scale and broader service lines.
• NetSuite (Oracle): NetSuite is the dominant cloud ERP for mid-market companies, with a large partner ecosystem delivering implementation, customization, and add-on products. Competes for the same 'outgrowing QuickBooks' buyer that BTerrell targets, though at a different scale and price point.
• Crowe LLP: Crowe is a major US accounting and advisory firm with a Sage Intacct implementation practice targeting healthcare, financial services, and construction mid-market clients. Overlaps with BTerrell's vertical focus but at substantially larger scale and broader service breadth.
• Armanino LLP: Armanino is a Top-20 US accounting and business consulting firm with a dedicated Sage Intacct and NetSuite practice serving middle-market clients. Comparable as a Sage Intacct implementation partner with broader advisory, tax, and audit capabilities that BTerrell does not offer.

Direct peers

• Connor Group: Connor Group is a specialized finance and accounting advisory firm with deep Sage Intacct implementation expertise serving high-growth, PE-backed mid-market companies. Comparable as a Sage Intacct partner, though typically serving larger and more complex engagements than BTerrell.
• RKL eSolutions: RKL eSolutions is the technology consulting arm of RKL CPA, focused on Sage Intacct and Sage 100 implementations for mid-market clients. Closely comparable to BTerrell's combination of CPA-led consulting and Sage Intacct specialization.
• SWK Technologies: SWK Technologies is a long-standing Sage Gold Partner offering Sage Intacct implementation, customization, and add-on products to mid-market and enterprise customers across multiple industries. Most directly comparable to BTerrell in business model, size, and channel positioning.
• Scale North: Scale North is a Sage Intacct-focused consulting and implementation partner serving mid-market companies with finance transformation projects. Closely comparable to BTerrell in channel positioning, Sage Intacct specialization, and project-based delivery model.

Market position

Strengths1 record

Weaknesses1 record

Competitive moat5 records

Key risks1 record

Key highlights7 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about BTerrell Group