Drive growth with Sage Intacct financial services

Sage Intacct financial services software gives firms and organisations real-time visibility across every entity, fund, and portfolio - from multi-entity and global consolidations to custom reports, so you can spend less time on manual, error-prone tasks and more time on strategic initiatives that optimise your ROI. 

AI-powered accounting: Our advanced accounting features provide a solid foundation for your financials, including a dimensional general ledger, accounts payable automated using AI, accounts receivable, cash management, purchasing, order entry, and built-in collaboration. Our AI-powered general ledger detects outliers and anomalies instantly, ensuring accuracy and efficiency. Plus, cut accounts payable processing time in half with AP automation that learns from your patterns.

Multi-entity and global consolidations: Push-button consolidations aggregate transactions in minutes across your entire financial services firm with decentralised payables, inter-entity transactions, multiple currencies, funds, departments, locations and so forth.

Reporting and dashboards: Gain real-time visibility into every aspect of your firm’s finances; whether you’re interested in viewing fund performance, AUM, profit & loss, expenses generated by department or employee, or any other data point that matters most to your firm.

IFRS compliance and control: Reduce risk and cost with automated workflow, internal controls, and streamlined compliance with front-to-back-office collaborative audit trails.

Real-time visibility and transparency: Benefit from deeper insights that enable faster, data-driven decision-making by combining financial and operational data in new ways.

True cloud technology with open API: Track metrics central to your firm’s operations and processes by using key data from budgeting, CRM systems like Salesforce, and other existing or future systems important to your firm.

If you’re managing three or more entities, spending 5+ days closing the books, using Excel for 40% or more of your reporting, and struggling to stay compliant, it may be time to consider a cloud accounting and financial management solution like Sage Intacct. As a finance leader in financial services, use Sage Intacct to:

• Reduce multi-entity consolidation time by up to 90%, going from days or weeks to minutes.
• Cut time to close by 50-90%.
• Reduce reporting time by 70-90% through automated processes.
• Access dashboards that highlight financial performance in real time.
• Minimise manual tasks, enabling your team to focus on more strategic work.
• Manage access controls for geographically dispersed employees.

Absolutely. Sage Intacct streamlines daily financial management with user-friendly workflows and powerful automation and AI agents. Tasks like managing payables and receivables, and running reports are simplified, so you can spend less time on manual work and more time on what matters most to your business.

With Sage Intacct, you can quickly and accurately consolidate financial data from multiple entities, funds, and portfolios. The software handles multi-currency conversions, intercompany eliminations, and decentralised payables automatically. This means you can generate consolidated reports in real time and reduce manual effort, cutting consolidation time by up to 90%.

Sage Intacct is a highly customisable, modern cloud-based financial services accounting software solution that meets the business needs of financial services firms of varying sizes and complexity. The cost for Sage Intacct is dependent on the size of your accounting team and the modules you choose to implement.

To start your journey into real-time visibility, deeper financial insights, and faster data-driven decision-making, request a price quote.

With a modern financial services accounting solution like Sage Intacct, you gain:

• Always on, real-time visibility. Accessing your financials anytime, anywhere is essential for making smarter, faster business decisions. Since QuickBooks and/or Excel offer very limited reporting—with no custom dashboard capabilities—your visibility into key data points is greatly hindered. Forcing you to make important decisions based on outdated information. While with Sage Intacct, you gain complete transparency across your firm – anytime, anywhere.
• Optimised productivity. Automated workflows allow you to streamline processes that not only save you time, but also reduce errors. As financial services firms evolve and grow, they often need to manage increasingly diversified portfolios (e.g., traditional equity and fixed-income instruments, hedge funds, private equity and other partnership vehicles…etc…). If you’re using QuickBooks or Excel as your financial foundation, cumbersome workarounds and manual processes are the end result. While Sage Intacct enables you to automate core accounting and finance processes so you can focus on what’s most important.
• Uber scalability. As your firm grows, you need a proven accounting system that can grow with you. Sage Intacct provides a scalable infrastructure that can: handle increased transaction volumes, easily add new entities, handle multiple currencies, support regulatory requirements, and offer financial controls to ensure compliance and auditability. QuickBooks and Excel simply weren’t designed for growing financial services firms that need advanced functionality to manage complex processes.

Sage Intacct is ranked #1 in customer satisfaction for accounting software by G2, based on reviews from verified users. With top ratings for ease of use, advanced financial management, and scalability, Sage Intacct is trusted by finance teams to automate processes, deliver real-time insights, and support business growth.