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Software solutions for financial services

Get real-time, consolodated data and insights to make smarter decisions for your business.

A powerful financial management software solution is the foundation to help you improve productivity, collaboration and customer service.

With a comprehensive and accurate financial management system, you can make confident business decisions and slash the time and cost of complex accounting and financial processes along the way.

Integrate your financial, accounting and customer relationship activities to a more streamlined financial management process with Sage software. Our financial solutions provide real-time visibility, collaboration, agility, and most of all, compliance in order to achieve success for your business.

The powerful capabilities of our financial software allows you to;

  • Trade geographically in multiple currencies and languages.
  • Easily manage, consolidate financials for multiple companies
  • Easily estimate and track project and job cost
  • Budget forecast per task and project
  • Record of all project reviews and adjustments
  • Multiple invoicing methods
  • Streamline payment processing while increasing efficiency, reducing processing costs
  • Use the cloud to securely access key data anytime, anywhere
  • Seamlessly scale as your business grows – without adding headcount

Multi-fund Consolidation across 100’s of entities in real-time

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.

Sage Intacct—the only cloud-financial services management platform preferred by the AICPA*—is the world’s leading multi-entity, multicurrency cloud financial management platform for investment management firms. You 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.

*American Institute of Certified Public Accountants

Sage Business Cloud Intacct

An award-winning cloud financial management platform that enables organisations to do more and do it better. Customers of all sizes and industry rely on Sage Intacct's award-winning best-in-class cloud financial management platform to deliver efficiencies and insights across their organisations.

  • Automate complex financial processes and multi-dimensional data analysis
  • Automated workflows, smart revenue recognition, and seamless data flows that streamline the revenue cycle across your organisation
  • Multiple entities, currencies, geographies–consolidate it all in minutes
  • Core financial dashboards and reporting software that turns data into insight
  • Access over 200 specialised software providers to deliver the most powerful solution to your organisation
  • Open APIs that make interacting with data not only possible but relatively simple
Learn more about Sage Intacct
Sage Business Cloud Sage X3

Provides faster, more intuitive and tailored business management solutions than conventional ERP for organisations looking to thrive and retain their competitive advantage by increasing their agility and embracing change at speed.

  • A single solution for your managing core business processes including inventory, sales, customer service, finances, and more
  • Collaborate across divisions, countries, multiple sites, languages and legislations
  • Manage financial operations with general ledger, cost accounting, and budgeting
  • Control procurement, cash flow and business purchases
  • Get a complete view of your customers across sales, marketing, customer service and support
  • Ideal for manufacturing, wholesale distribution, and service processes
Learn more about Sage X3

Advice about managing your financial services business

Read our articles, guides, expert tips, and more.

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