Sage Intacct for Financial Services

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

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.

Real Estate Investment Trust (REIT) Firms

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

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

Explore Sage Intacct

Accounts Payable

Accounts Receivable

Cash Management

General Ledger

Order Management

Purchasing

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.