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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.

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 common misconceptions surrounding the annual salary agreement obligations […]

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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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Financial services trends to watch in 2021

Financial services trends to watch in 2021

COVID-19 has introduced many unexpected trends in the last year. But while some—like mask wearing and compulsive hand washing—will surely peter out, others such as accelerated technology adoption will have long-lasting impact. The shift to increasing digital touchpoints, cloud computing, and big data isn’t anything new in financial services, but the pandemic has put adoption […]

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Videos: On the future of Accountancy

Videos: On the future of Accountancy

We can often discover what lies ahead by looking back – and needless to say, it’s been a year like no other for the accounting industry. Our clients have been on a tremendous journey, navigating their way through the unchartered territory of a global pandemic, while providing guidance and support to their own clients. Some accountants had to watch their clients close the doors to their businesses, while others took on […]

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The best of both worlds: Will your financial management solution play well with Salesforce?

The best of both worlds: Will your financial management solution play well with Salesforce?

Gaining a unified view of financial data from across the business is vital for today’s CFO. In a previous post, we explored how finance leaders can gain this business-wide view, along with many other benefits, by integrating their financial management solution with Salesforce. If your organisation is looking to undertake such an integration, there are […]

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5 benefits of integrating Salesforce with your financial management solution

5 benefits of integrating Salesforce with your financial management solution

For today’s finance leaders, easy access to financial data from across the business is vital to help them make informed, strategic decisions. Yet all too often, many finance leaders struggle to obtain a consolidated view of their organisation’s finances. Sage research reveals that 64% of Australian CFOs believe integrating financial and operational data is the […]

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