Cloud Accounting Software for Financial Services

Lead strategically and minimize risk as you grow with a GAAP-compliant platform.

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Financial services accounting software—the 1st and only preferred provider of the AICPA

Sage Intacct has decades of experience serving financial services firms of all shapes and sizes. Our efficient, AI-powered financial services software empowers your team to drive strategic growth, no matter your focus. 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

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 for Financial Services

Explore the latest research, eBooks, success stories, and demos on Sage Intacct accounting and finance.

 

eBook

From outdated to outstanding: The CFO’s path to life beyond QuickBooks

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Guide

Sage Intacct technical solutions guide for Financial Services

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Infographic

Transform your Financial Services firm with modern financial management

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eBook

Learn how Sage Intacct can grow your business.

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Meet our Sage Intacct Team

Contact with Stacey Campbell, Director of Business Development, @ staceyc@expressinfo.com. We're here to help you make your business better.er.

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