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

Direct investments and real estate helps companies grow their assets under management. In a matter of minutes, users can create new legal entities. Based on integrated, multi-entity financials, make data-driven decisions.

Get real-time insights through various agencies, consolidate in minutes, and save 80-90 percent with Sage Intacct’s accounting for financial firms. 

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

Multi-Entity and Multi-Currency Global Consolidations with Intacct

Sage Intacct Multi-Entity and Multi-Currency Global Consolidations Datasheet

Sage Intacct helps companies navigate the various agencies, different currencies, and rapidly changing compliance mandates, in order for them to maximize business efficiency and make better decisions.

Sage Intacct gives a fast close and real-time analytics with push-button consolidations – in minutes – for full effect on financial firm’s results.

  • Multiple currencies
  • Multiple entities
  • Multiple locations
  • Multiple asset types

Check out the full Sage Intacct for Financial Service Organizations here.

    Financial Services Multidimensional Reporting – The Data You Need Right Now

    Purchases to payables, monthly closings, consolidations, and financial reporting are only a few of the ways Sage Intacct reporting capabilities show fresh, yet tested, ways to increase efficiency, cut costs, and streamline processes.

    • Use custom, ad hoc reporting to get fast insights
    • See what’s happening on intuitive, real-time financial dashboards
    • Drill deep into the data with unlimited dimensions
    Real estate investment trusts (REITs) are another aspect Sage Intacct equips it’s users with the proper reporting. Learn more about Sage Intacct for REITs here. 

      Sage Intacct CoVenture Success Story

      Manage Costs, Assign Internal Controls, Minimize Risks

      Cloud Accounting for Wealth and Asset Management

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

      • Seamlessly scale as your business grows – without adding headcount
      • Streamline payment processing, increase efficiency, and reduce average processing costs by nearly 70%
      • Securely access key data anytime, anywhere
      • Implement user-access controls
      Sage Intacct works to service all types of financial services including venture capital firms. Learn more about Sage Intacct for Venture Capital Firms here

        The 1st and only preferred provider of the AICPA

        Sage Intacct’s accounting for finance firms help grow the assets under control with direct acquisitions and real estate, quickly incorporate new legal entities, and make data-driven decisions based on integrated, multi-entity financials.

        • Reduce costs by 80-90% in the cloud
        • Reduce consolidations from weeks to minutes
        • Use best-in-class, multi-dimensional reporting that deliver real-time insights across multi-entities

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

            Sage Intacct Marathon Ventures Success Story


            Sage Intacct
            Accounts Payable

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            Accounts Receivable

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            Cash Management

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            General Ledger

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            Order Management

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            Budgeting and Planning

            Customer Success Stories


            3 New Approaches to Driving Performance in Financial Services

            Success Guide for Finance Leaders in Financial Services

            5 Signs Your Accounting System is Failing You

            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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