Sage Intacct for financial services

Transform your financial operations with Sage Intacct’s flexible management solution that adapts to your organization’s unique workflows and reporting needs.

Accounting software to grow your financial services firm

Elevate your financial services firm with Sage Intacct, the premier cloud-based accounting solution tailored specifically for wealth management firms, investment advisors, and financial institutions. Designed to address the unique regulatory and reporting requirements of the financial sector, Sage Intacct delivers multi-dimensional analysis, automated compliance tracking, and real-time performance metrics—all while streamlining your accounting processes.

Whether you’re managing complex fee structures, monitoring assets under management, or producing investor reports, our Sage Intacct implementation services provide the sophisticated financial infrastructure needed to enhance client trust, drive operational efficiency, and accelerate growth in today’s dynamic financial landscape.

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.

  • Reduce costs by 80-90% in the cloude Intacct’s real-time dashboards and deep project visibility.
  • Use best-in-class, multi-dimensional reporting that deliver real-time insights across multi-entities
  • Reduce consolidations from weeks to minutes

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

Learn how CFOs diversified their responsibilities, embrace non-traditional skills, implement emerging technologies, and championing purpose-led initiatives.

Take the pain out of project financial 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 Data Delivery Service gives you options to setup automated data feeds to business intelligence tools, data warehouses, reporting systems, and more.

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