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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.

People, process and tech – how you can prevent wage underpayments at your business

People, process and tech – how you can prevent wage underpayments at your business

The number of Australian organisations found underpaying staff has grown dramatically. Learn how you can help prevent wage underpayments at your business.

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2020 Federal Budget – 4 key benefits for businesses

2020 Federal Budget – 4 key benefits for businesses

The 2020 Federal Budget has provided welcome relief for small to medium-sized businesses, delivering a range of tax breaks to help them weather the effects of the COVID-19 pandemic. It’s likely your business clients will be looking to you as their accountant for support in navigating these measures, which Treasurer Josh Frydenberg called the “largest […]

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Watch our virtual event: ‘Strategies for the future of work’

Watch our virtual event: ‘Strategies for the future of work’

On 3 September, we held our second Sage Advice Live virtual event – ‘Strategies for the future of work’. Hosted by Mark Jones, Chief Storyteller & CEO of Filtered Media, the event brought together a panel of Australian business leaders to discuss the key issues facing payroll and HR teams in a world shaped by […]

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Achieving a competitive advantage in the food and beverage industry with data analytics

Achieving a competitive advantage in the food and beverage industry with data analytics

Chocolate lovers may have felt like they’ve been short-changed in recent years following revelations that many of their favourite treats have been victims of “shrinkflation.” Food manufacturers have reduced the weight of products without shrinking the price. Mars made the decision in 2013 that all their chocolate bars would be 250 calories or less, meaning, […]

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3 ways your practice can grow by helping clients with their payroll

3 ways your practice can grow by helping clients with their payroll

The Australian payroll landscape has changed significantly this year. See how you can help your small business clients ensure payroll compliance.

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How food manufacturers can ensure high quality across the supply chain

How food manufacturers can ensure high quality across the supply chain

Health, safety and quality control are imperative when it comes to food production. However, despite the many precautions food manufacturers take to ensure the safety and quality of their products, the Australian government estimates there are 5.4 million cases of foodborne disease per year, costing A$1.2 billion annually.[1] Such alarming numbers have put the focus back on […]

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What service offerings do clients need in a post-COVID world?

What service offerings do clients need in a post-COVID world?

There’s little doubt that, as the coronavirus disruption of 2020 continues, many accountants have been walking alongside their clients for every step of the journey. Suddenly, accountants have found themselves superheroes of the economy because the help from governments and other bodies has been primarily financial in nature. They’ve both provided and explained the data […]

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Disrupting the profession: 3 ways accountants can grow and thrive

Disrupting the profession: 3 ways accountants can grow and thrive

John D. Rockefeller infamously said: “I always tried to turn every disaster into an opportunity.” With this in mind, accounting professionals recently felt both were thrust upon them following the coronavirus outbreak. They’ve formed the bedrock for businesses, providing advice and assisting with claims for government help. This ties in with the themes of this […]

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