Leading Cloud Accounting for Financial Services
The #1 accounting software for more than 670 financial services firms that collectively manage more than $1.3 trillion AUM. Learn more about Sage Intacct, the cloud financial solution that’s ideal for financial services firms like yours.
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Financial services accounting software—the 1st and only preferred provider of the AICPA
Top-performing finance leaders are forward-thinkers who rely on real-time insights to make smarter decisions. Nurture your assets under management through direct investments and real estate, add new legal entities in minutes, and make data-driven decisions based on consolidated multi-entity financials.
- Use best-in-class, multi-dimensional reporting that deliver real-time insights across multi-entities
- Reduce consolidations from weeks to minutes
- Reduce costs by 80-90% in the cloud
Fast consolidations that make you smarter without mind-numbing Excel tasks
Maximize business performance and make smarter decisions to manage your multiple entities, different currencies, and constantly evolving compliance mandates.
With push-button consolidations, you get a fast close and real-time analytics – in minutes – for maximum impact on your financial firm’s performance.
- Multiple entities
- Multiple currencies
- Multiple asset types
- Multiple locations
Financial services multi-dimensional reporting and data with real-time visibility
Be forward-thinking and find new, yet proven, ways to improve productivity, reduce costs, and streamline processes including purchases to payables, the month-end close, consolidation, management, and financial reporting.
- Intuitive, real-time financial dashboards
- Drill deep into the data with unlimited multi-dimensions
- Custom, ad hoc reporting capabilities
Manage Costs, Assign Internal Controls, Minimize Risks
Sage Intacct’s cloud-based solution offers significant benefits to financial services firms – all in one integrated system.
- Streamline payment processing while increasing efficiency for nearly 70% less than average processing costs
- Use the cloud to securely access key data anytime, anywhere
- Seamlessly scale as your business grows – without adding headcount
- Implement user access controls
Sage Intacct accounting software products— #1 in customer satisfaction
We’ve earned the highest customer satisfaction in the industry from G2 since we focus on delivering an integrated accounting solution that puts your success first.
Financial Services
The #1 accounting software for more than 670 financial services firms that collectively manage more than $1.3 trillion AUM
- Asset Management Firms
- Family Offices
- Private Equity Firms
- Real Estate Investment Trust (REIT) Firms
- Venture Capital Firms
- Wealth Management Firms
Resources
Read, watch, and share best practices.
Datasheet
Sage Intacct Multi-Entity Global Consolidations Datasheet
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Report
Download our report to learn how automation can save your finance team up to 3X more time for value-added activities.
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Datasheet
Sage Intacct Planning Datasheet
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eBook
Learn how Sage Intacct can grow your business.
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"Sage Intacct… offers flexibility, ease of use, and the ability to see where we are financially at any point in time with instant consolidations. Reporting capabilities are outstanding – those are the things that are key for us. My time is now freer to… work on investing funds rather than tracking them and looking at history in our books."
Michael Dolence
Vice President of Operations, Pride Investment Partners
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