Alta Equipment Group, Inc. (Alta) owns and operates one of the largest integrated equipment dealership platforms in the U.S. Through its branch network, the Company sells, rents, and provides parts and service support for several categories of specialized equipment, including lift trucks and aerial work platforms, cranes, earthmoving equipment and other material handling and construction equipment. Alta offers its customers a one-stop-shop for most of their equipment needs by providing sales, parts, service, and rental functions under one roof.
Alta Equipment Group streamlines its account recs and matching processes, saving time and enhancing accuracy with OneStream Software.
Alta Equipment Group was feeling the strain of rapid growth. As acquisitions multiplied, so did the complexities of managing their financial operations. Their team relied heavily on Excel for account reconciliations and matching—manual processes that drained valuable time and energy from accounting staff, who had to juggle repetitive tasks alongside strategic responsibilities. Consolidated reporting presented another hurdle, as it required the manual extraction and aggregation of data from multiple systems. As Alta expanded, these Excel-based workflows became unsustainable, creating bottlenecks, increasing the risk of errors, and threatening the accuracy of their financial data. Alta needed a scalable, integrated solution to streamline their operations, improve accuracy, and deliver real-time insights.
Alta selected OneStream Software for its unified platform and partnered with SandPoint Consulting to create a tailored solution that addressed their specific needs.
The implementation began in late 2022, with a focus on automating Alta’s account reconciliation processes. SandPoint analyzed Alta’s existing workflows and identified key areas where OneStream’s automation capabilities could replace manual tasks, reducing redundancies and improving accuracy. By September 2023, the first account matching use case was ready for rollout, with a full live deployment planned for the end of the year.
Throughout the process, SandPoint maintained a hands-on approach, providing Alta with consistent support through regular workshops, open communication, and practical training sessions. This ensured that Alta’s team felt confident in adopting the new system and was well-prepared to leverage its full potential.
With SandPoint’s support, Alta achieved:
Automation and Efficiency
Accuracy and Compliance
Visibility and Collaboration
Integration and Data Consistency
Alta unlocked nearly a full month of productivity annually with OneStream automation
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