[WHITE ON WHITE]
Sage logo

Sage Intacct for Financial Services

Deeper Financial Data at your Fingertips

Regardless of the amount of assets under management (AUM) at your firm, if you’re a Chief Financial Officer or Chief Investment Officer, the challenges are relentless. 

You need to integrate data from different systems; continuously calculate fair market value (FMV) and net asset value (NAV) for your diverse portfolios, monitor cash-on-cash performance; consolidate results across multiple operating companies into a single holding company; and create timely and actionable reports for your board. 

Since that has to happen in hours, not weeks, you need to look past Great Plains, Xero, and Excel to find a true cloud-based financial management platform for your investment management needs. 
Find out more

Real-Time Consolidation

Chances are, your firm spends countless hours on tedious and error-prone financial reporting, preparing statements, budgets, analyses, and compliance filings for each of your funds.

You barely finish in time to start all over again. With Sage Intacct you’ll get real-time consolidations with intercompany eliminations; drill-down access to all of your funds, assets, and operating companies; multicurrency support; full GAAP compliance; dozens of built-in reports; and sophisticated custom reporting and analytics.

Learn how finance leaders can improve not only the financial consolidation process but also augment the analytical and real-time reporting capabilities of the finance function. 

Collaborative GAAP compliance

By using the latest compliance strategies and auditing techniques, Sage Intacct can minimise your compliance risk exposure.

Sage Intacct provides best-in-class auditing of intercompany transactions with detailed transaction logs and an integrated “collaborative compliance” environment that’s consistent across the front and back office. You see not only what you did and when you did it, but also why you did it and how the transaction complies with GAAP rules. 

Why Sage Intacct

Manage costs while you grow

Get real-time consolidations with intercompany eliminations; drill-down access to all of your funds, assets, and operating companies; multicurrency support; full GAAP compliance; dozens of built-in reports; and sophisticated custom reporting and analytics.

Informed decision making

The Sage Intacct cloud-accounting system gives investment management companies immediate access to the right data and information across a large number of complex entity structures to make smarter decisions that lead to increased investment returns.

Cloud native from day one

Sage Intacct is built from the ground up to fully embrace the advantages of the cloud. Save on IT costs, experience unparalleled flexibility, escape the chains of software maintenance and rest assured your financial system is secure.

Resources

2019 Buyers Guide to Accounting Software

Financial Service leaders balance increasing levels of busines compleity with the need for speed. Is your accounting software helping your company grow- or is it holding it back?

Next Generation Financial Consolidations

Learn why the traditional approach to consolidations doesn't work, and how automation improves business insights and supports faster growth for financial service organisations.

Brookfield Customer Story

Learn how Brookfield Asset Management’s Public Securities Group used Sage Intacct to make more informed decisions by cutting monthly close process in half and improved thier A/P efficiency by 40%.

Product Demo

Learn how Wealth and Asset management firms use Sage Intacct for continuous multi-entity consolidations of complex Global financials in minutes, a shared dimensional chart of accounts and more.

Data Driven Finance Leader ebook

Learn how finance leaders can drive strategy and performance with data-driven decision making.

CFO 3.0 Whitepaper

This paper gauges the impact of digital transformation, understanding of how the role of the CFO moves from ‘historian’ to ‘visionary’, whilst playing a larger role in leading the digitalisation of growing businesses.