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Grow and drive your business with modern cloud accounting software
Financial Services organizations need scalable financial management tools that meet ever-evolving client demands and deliver data-driven insights for business decision making. From navigating complex multi-entity consolidation to the constantly changing regulatory landscape, Sage Intacct helps financial services firms seamlessly manage their financial processes and provide value to their owners by delivering insights as a single source of truth.
Multi-entity management, built for financial services
As you increase revenue and expand your product portfolio, manual processes drain your productivity and it’s difficult to analyze your growing range of data. While you’re managing multiple holding and operating companies, increased demand for more complex and frequent reports, and a changing regulatory landscape, we’ve built our financial accounting software with you in mind. Sage Intacct financial services customers have experienced efficiency gains up to 50% and dedicate more time to strategic decision making.
We provide intuitive core accounting with a dimensional general ledger, continuous consolidation and drill down across multiple entities and funds, easy-to-use reporting and dashboards, workflow automation, and rock-solid audit trail.
As you increase revenue and expand your product portfolio, manual processes drain your productivity and it’s difficult to analyze your growing range of data. While you’re managing multiple holding and operating companies, increased demand for more complex and frequent reports, and a changing regulatory landscape, we’ve built our financial accounting software with you in mind. Sage Intacct financial services customers have experienced efficiency gains up to 50% and dedicate more time to strategic decision making.
We provide intuitive core accounting with a dimensional general ledger, continuous consolidation and drill down across multiple entities and funds, easy-to-use reporting and dashboards, workflow automation, and rock-solid audit trail.
Real-time visibility and insights
Financial services organizations need visibility into financial and operational metrics to make data-driven decisions. Sage
Intacct’s robust reporting allows you to consolidate and drill down by operating company, location, instrument, currency, and more in minutes, not tens or hundreds of hours. Every transaction in the system is tagged with dimensions, so finance teams can sort, view, filter, and report on the specific information they need. Using these in-system tools, our financial services customers drive the business based on up-to-date information.
Financial services organizations need visibility into financial and operational metrics to make data-driven decisions. Sage
Intacct’s robust reporting allows you to consolidate and drill down by operating company, location, instrument, currency, and more in minutes, not tens or hundreds of hours. Every transaction in the system is tagged with dimensions, so finance teams can sort, view, filter, and report on the specific information they need. Using these in-system tools, our financial services customers drive the business based on up-to-date information.
True cloud technology with open API
As an innovator in the cloud space, Sage Intacct has honed a true cloud model. Sage Intacct was built to deliver multi-tenant
financial management, on a platform purpose-built for finance. This allows all users to be on the same version, without complicated and expensive upgrades. Our open API lets you connect to existing or future systems. This means you can leverage key data from expense management, payroll, budgeting, CRMs like Salesforce, and others to track metrics that are central to your business.
As an innovator in the cloud space, Sage Intacct has honed a true cloud model. Sage Intacct was built to deliver multi-tenant
financial management, on a platform purpose-built for finance. This allows all users to be on the same version, without complicated and expensive upgrades. Our open API lets you connect to existing or future systems. This means you can leverage key data from expense management, payroll, budgeting, CRMs like Salesforce, and others to track metrics that are central to your business.
Sage Intacct dashboards provide visibility into critical metrics that drive your business—like P&L, budget vs. actuals, cash, AUM, and more.
Capabilities include
- Accounts Payable
- Accounts Receivable
- Allocations Management
- Budgeting & Planning
- Cash Management
- Dimensional General Ledger
- Dynamic Allocations
- Fixed Assets
- Fund Accounting
- Multi-entity & Global Consolidations
- Purchasing
- Reporting and Custom Financial Dashboards
- Revenue Recognition
- Spend Management
- Time & Expense Management
- Vendor Payment Services
Recognized by finance experts
- AICPA: Sage Intacct is the first and only preferred provider of the AICPA.
- Gartner: Sage Intacct received the highest score in Core Financials for the Lower Midsize Enterprises Use Case in Gartner’s Critical Capabilities Report in May 2021: www.gartner.com/en/documents/4001422
- G2: Sage Intacct has the highest customer satisfaction score for the Accounting Software and ERP Systems categories on G2, a leading business software review platform.
“Prior to Sage Intacct, our consolidation was done outside of the
system in a very heavily manual/Excel based model. Now within
Sage Intacct for whatever period I select, for whatever entity I
select, I can see what that consolidated balance sheet looks like.
In addition, we’re also spending more time analyzing and actually
digging into the numbers that we see and doing what I would call
the core accounting and finance responsibilities that we weren’t
able to do before…”
~ Janet Welch, Chief Financial Officer, DFO
system in a very heavily manual/Excel based model. Now within
Sage Intacct for whatever period I select, for whatever entity I
select, I can see what that consolidated balance sheet looks like.
In addition, we’re also spending more time analyzing and actually
digging into the numbers that we see and doing what I would call
the core accounting and finance responsibilities that we weren’t
able to do before…”
~ Janet Welch, Chief Financial Officer, DFO
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