Case Study: Turnpoint Services – Scaling Multi‑Brand Finance
Customer summary
- Company: Turnpoint Services
- Location: Louisville, Kentucky (HQ) + 65+ brands across the United States
- Operations: United States
- Industry: Home Services (HVAC, Plumbing, Electrical Services)
- ERP System: Sage Intacct
- # of designers: 3–4 (Corporate finance users)
- Customer since: November 2023
About Turnpoint Services
Turnpoint Services was founded in 2014 with the acquisition of its platform company in Louisville, Kentucky. Since then, Turnpoint has rapidly grown through the acquisition of many brands across the United States, creating a diversified and dynamic portfolio in the home services industry — including HVAC, plumbing, and related fields.
Today, Turnpoint generates more than $1.5 billion in revenue, operating with a semi-independent structure where each brand maintains leadership while benefiting from centralized financial and operational oversight. Reporting, forecasting, and ad hoc analysis are critical to supporting Turnpoint’s fast-growing, multi-brand ecosystem.
Turnpoint’s commitment to operational excellence includes sophisticated reporting needs — both at the corporate level and across individual brands — to drive better decision-making, monitor performance, and support strategic growth.
Key Challenges
Before adopting Velixo, Turnpoint faced several operational hurdles:
- Manual Data Export and Report Rebuilding – The team often exported reports from Sage Intacct and had to reformat them manually in Excel, creating inefficiencies and increasing the risk of errors.
- Rigid Reporting Structures – Sage Intacct’s native reporting, while powerful, lacked the flexibility to incorporate non-financial data (e.g., GM names, SVP assignments) essential for their internal reporting needs.
- Time-Consuming Monthly Processes – Recreating and adjusting reports every month wasted significant hours across a small team.
- Difficulty in Refreshing Data – Exported reports quickly became outdated, requiring repetitive work to maintain relevance.
As a result, Turnpoint needed a solution that could modernize their reporting while aligning with their heavy reliance on Excel workflows.
The Velixo Difference
After implementing Velixo, Turnpoint transformed their financial reporting and operational agility:
Efficiency & Flexibility
By integrating Velixo with Sage Intacct, Turnpoint’s finance team could:
- Build live, refreshable Excel reports without needing manual exports.
- Seamlessly incorporate custom fields like GM names and SVP assignments.
- Empower ad hoc and monthly variance reporting at the click of a button.
We’re saving several hours per month with only 3–4 Velixo users — and now the brand controllers want it too!
Velixo as a Game Changer
Scalable, automated financial operations — all built in Excel and powered by Velixo.
Real-Time, Live Data Refresh
Instant updates in Excel reports with the click of a button.
Increased Operational Efficiency
10–12 hours/month saved by the corporate team.
Enhanced Decision-Making
More timely and accurate visibility into KPIs and financial health.
User-Friendly
"If you know Excel, you know Velixo" — no programming expertise needed.
Empowered Brand-Level Adoption
Word-of-mouth interest from individual brand controllers highlights Velixo’s intuitive value.
Favorite features
Although no single feature was officially singled out, based on usage and emphasis, Turnpoint’s favorite Velixo capabilities appear to be:
- Live Data Refresh
- Seamless Integration of Custom Fields
- Ease of Report Pre-Formatting
- Simple Click-to-Refresh Consolidations
Chad and James emphasized how powerful it is to refresh reports without recreating or exporting, bringing an entirely new level of responsiveness to Turnpoint’s financial management.
"It’s when you want something nuanced or specific — something Power BI can't quickly do — that's where Velixo steps in."