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Case study

Evolve Energy

Evolve Energy is an independent energy supplier helping UK businesses take practical steps towards sustainability. In a market where renewable energy can feel out of reach, they bridge the gap, providing flexible supply solutions that balance commercial reality with ESG ambition.

Finance Director Steve Ramsdale, Financial Controller Lisa Gray and Project Accountant Nathan Braithwaite, spoke to us about their experience of transforming finance with Sage Intacct and Datel’s Customer Success team.

Customer since 2024.

 

 

When ambition outpaced the system

Evolve Energy’s growth ambitions were reshaping the business. Following a new long-term structured trading agreement with Shell Energy Europe Ltd (SEEL), the company was preparing to scale significantly, serving larger customers, managing higher billing volumes, and expanding its operations.

But as the finance team looked ahead, they realised their existing system, Sage 50, couldn’t keep up. It struggled with transaction volumes and offered little in the way of automation or audit control. Reporting was slow, heavily reliant on Excel, and increasingly unsustainable for a growing business.

The team decided to act early, choosing a system that could support the business they were becoming, not just the one they were.

 

“Our growth plans meant we needed systems ready for the future, not just coping with today. Sage 50 couldn’t give us that foundation.” 

Steve Ramsdale, Finance Director

Choosing the right platform - and the right people

Evolve Energy wanted a finance platform that was cloud-based, scalable, and capable of providing real-time insight. After reviewing several options, Sage Intacct stood out for its rich functionality, automation, flexibility and robust reporting.

What sealed the decision:

  • Automation: Built-in bank feeds and credit control functionality
  • Visibility: Real-time reporting and dashboards for deeper analysis
  • Scalability: A system that could grow with their business
  • Partnership: Datel’s Sage expertise, transparent implementation, and ongoing Customer Success support

“Working with Datel’s Customer Success team keeps our ideas moving. We’ll spot something, add it to the list, and together we make it happen. It’s how we keep improving month after month.” 

Lisa Gray, Financial Controller

More insight, less admin and better decisions

Since implementing Sage Intacct, Evolve Energy’s finance team has seen a complete shift in how they work.

Manual, spreadsheet-heavy reporting has been replaced with automated, flexible dashboards that refresh in real time, giving the team full visibility and confidence in their numbers. Automated bank feeds and payment runs have streamlined reconciliations, while built-in credit control tools have transformed collections from a manual chase to a smooth, proactive process. 

With a clear audit trail and accurate data at their fingertips, the team can now focus on analysis and strategy rather than repetitive admin.  Finance now operates as a strategic partner, able to deliver insight to the CEO, CFO and operations teams in real time.

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What Evolve Energy has gained

Since going live with Sage Intacct and partnering with Datel, Evolve Energy has achieved:

A finance platform built for growth

Scalable, cloud-based and ready to support the next phase of expansion.

Greater visibility and control

Real-time dashboards replace manual spreadsheets.

Confidence in the numbers

Consistent data and a full audit trail reduce risk and improve accuracy.

A culture of continual improvement

Ideas captured through the “Customer Success List” turn into tangible system enhancements.

A trusted partnership

Close collaboration with Datel’s Customer Success team keeps the system evolving month after month.

More strategic finance team

Freed from manual tasks, the team can focus on insight, growth and business support.

“We do a lot ourselves and we’re always looking for ways to make things better, but having Datel’s Customer Success team there makes a real difference. When we hit something we can’t quite work out, they step in and show us the way to do it.”

Nathan Braithwaite, Project Accountant

Evolve Energy's solution from Datel

A combination of Sage Intacct’s powerful automation and reporting tools, Datel’s Customer Success partnership, and ongoing system enhancements tailored to Evolve’s growth make up the solution. Delivered by Datel’s team of Sage Intacct consultants, Customer Success managers, project managers and support specialists.

See how Datel can support your transformation journey

Sage Intacct implementation

Sage Intacct support

Customer Success engagement

Additional Sage Intacct modules

Intacct illustration - PPC

“The real value of working with Datel is that it doesn’t stop at go-live. The Customer Success team feels like an extension of ours. They understand how we work, challenge our thinking, and help us turn ideas into reality. Every session brings another improvement, another way to make Sage Intacct deliver more for the business.”

Lisa Gray, Financial Controller 

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“Working with Evolve Energy has been a great example of what true partnership looks like. From day one, they’ve been open about their goals, their challenges and their ambition for finance to play a strategic role in the business. That transparency and willingness to collaborate has allowed us to work as one team that is constantly improving, finding new opportunities, and making Sage Intacct deliver real value for their growth journey.”

Toby Andrews, Customer Success Manager

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Sage Intacct's cloud-native platform drives business transformation with real-time insights and built in automation. See how your business can benefit from moving to Sage Intacct. 

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