Sage Intacct Cloud Accounting: Financial Services

Sage Intacct for Financial Services

Cloud Accounting w/ Consolidated Real-Time Data – Right When You Need It

Sage Intacct Cloud Accounting Software

The No. 1 Cloud Financial System Collectively Managing more than $1.3 Trillion AUM for Financial Firms

Grow your assets under management through direct investments and real estate. Add new legal entities in minutes. Make data-driven decisions based on consolidated, multi-entity financials.

With Sage Intacct, you get real-time insights across multiple entities, perform consolidations in minutes, and cut costs by 80-90%.

Learn more about Sage Intacct, the cloud financial solution that’s ideal for financial services firms like yours.

Fast Consolidations – Without the Mind-Numbing Cutting and Pasting in Excel

Fast Consolidations – Without the Mind-Numbing Cutting and Pasting in Excel

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 Multidimensional Reporting – The Data You Need Right Now

    Sage Intacct reporting capabilities show you new, yet proven, ways to improve productivity, reduce costs, and streamline processes — including purchases to payables, monthly closings, consolidations, and financial reporting.

    • See what’s happening on intuitive, real-time financial dashboards
    • Drill deep into the data with unlimited dimensions
    • Use custom, ad hoc reporting to get fast insights
      Financial Services Multidimensional Reporting – The Data You Need Right Now

      Manage Costs, Assign Internal Controls, Minimize Risks

      Manage Costs, Assign Internal Controls, Minimize Risks

      Cloud-based Sage Intacct offers significant benefits to financial services firms – all in one integrated system.

      • Streamline payment processing, increase efficiency, and reduce average processing costs by nearly 70%
      • Securely access key data anytime, anywhere
      • Seamlessly scale as your business grows – without adding headcount
      • Implement user-access controls

        The 1st and only preferred provider of the AICPA

        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

        See why Sage Intacct is rated the #1 accounting software solution in customer satisfaction by G2.

          Customer Success Stories

          Fast consolidations without mind-numbing Excel tasks

          With push-button consolidations, 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

          Hear how RapidRatings, a cloud-based ratings, research, and analytics firm, accelerated revenue management by 20%.

            Multi-dimensional reporting and data with real-time visibility

            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

            Learn how Brookfield Private Securities cut the monthly close process in half, saved 120 hours per year on report preparation, and gained deeper insights.

              Manage costs. Assign internal controls. Minimize risk.

              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

              Learn how Auto Claims Direct saved 45 hours per month by automating payment, enhancing the overall customer experience and driving a competitive advantage for the business.

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              Recognized as a Top 50 Best Software
              Products for Mid-Market by G2 Crowd.

              The first and only AICPA preferred
              financial management solution.

              2 Trust Radius Awards for
              Accounting & Budgeting and ERP.

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