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Software solutions for financial services

Get real-time, consolidated 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.

COVID-19 business grants: How you can save time helping your clients with Access

COVID-19 business grants: How you can save time helping your clients with Access

Discover how practices can automate the process of identifying clients who are eligible for the COVID-19 business grants.

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4 ways accountants can help their clients this tax time

4 ways accountants can help their clients this tax time

The 2021 financial year has been one of unprecedented change for tax professionals and their clients.  This year saw government relief packages and tax incentives continue to support businesses through COVID-19, with much of Australia’s workforce working from home. There’s also been a surge in Australian’s investing in cryptocurrency for the first time, as both businesses and individuals diversify their investments.  Navigating the tax implications of these changes means that tax time this year will be […]

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Federal Budget 2021: 5 key tax incentives for businesses

Federal Budget 2021: 5 key tax incentives for businesses

The 2021 Federal Budget has delivered a range of tax incentives for small to medium-sized businesses, designed to help the economy continue its recovery from the COVID-19 pandemic.  Most notably, extensions to temporary full expensing and instant asset write-offs will provide businesses with a combined $20.7 billion in tax relief. The changes come as the corporate tax rate for small and medium-sized […]

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Federal Budget 2021: The 5 most important changes to superannuation

Federal Budget 2021: The 5 most important changes to superannuation

Casual and lower income workers, older Australians, and first–time home buyers were the big winners of the superannuation changes announced in the 2021 Federal Budget.  The changes will see Australian businesses pay increased contributions to their employees, with a rise in the superannuation guarantee rate and the scrapping of eligibility thresholds.  Let’s look at the five most important changes made to superannuation in […]

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Annual Salary Agreements: Why a whole-of-business approach is critical to ensuring compliance

Annual Salary Agreements: Why a whole-of-business approach is critical to ensuring compliance

If you’re a HR or payroll professional, you’re likely all too aware of the Fair Work Commission’s (FWC) comprehensive annual salary obligations which took effect from March 2021. Given the high-profile cases of underpayments impacting both large and small organisations, you know the imperative to ensure compliance with these obligations, and the risks of failing to do so.    But are your organisation’s leaders aware?  One of the […]

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How to build valuable and sustainable relationships in the not-for-profit sector

How to build valuable and sustainable relationships in the not-for-profit sector

During the pandemic, one sector that has suffered dramatically has been not-for-profit. Those organisations that relied on events or fundraising activities that simply do not work with social distancing have had to pivot and look at innovative ways to keep moving forward. This has been a global challenge for the sector. So, what should advisors […]

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Not just a payroll problem: The risk of underpayments for the C-suite and board members

Not just a payroll problem: The risk of underpayments for the C-suite and board members

Wage underpayments have become an increasingly worrying headline in recent years, placing some of Australia’s most well–known organisations in the spotlight.  And with the Fair Work Commission (FWC) introducing comprehensive salary award obligations in March 2020 to help prevent annual salary underpayments, the imperative for Australian organisations to get payroll right has never been more urgent.  While most organisations may appreciate the reputational risk posed by non-compliance with these obligations and underpaying staff, many aren’t fully […]

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How digital transformation can redefine insurance firms

How digital transformation can redefine insurance firms

Insurance is an industry that has moved relatively slowly when it comes to embracing new technology. Legacy insurance players have been slow to modernise compared to other financial sectors that have invested in technologies such as automation and artificial intelligence (AI) – cornerstones of new technology. There are numerous big insurance companies that have focused […]

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