search icon
Login

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
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

Advice about managing your financial services business

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

How to use SaaS KPIs to survive a market downturn

How to use SaaS KPIs to survive a market downturn

Most people are at least somewhat on edge about the economy at the moment, and SaaS companies are also seeing cause for concern. But if you can maintain your sense of focus and prioritise your key performance indicators (KPIs), you should be able to survive or even thrive during the market downturn. SaaS KPIs matter […]

Read More
Read More
Predictive KPIs for SaaS companies

Predictive KPIs for SaaS companies

When fundraising, investors will want to know certain key trajectory measures unique to SaaS companies. Key performance indicators (KPIs) are defined as the quantifiable measures used to determine how well a SaaS or recurring revenue organisation meets its operational and strategic goals. Too often SaaS finance leaders don’t look at KPIs through the same lens […]

Read More
Read More
Give your executive team the metrics they need to succeed

Give your executive team the metrics they need to succeed

CFOs should use metrics to intelligently shape and inform their strategies regardless of their industry. But when your industry moves at breakneck speeds as it does for SaaS companies, the metrics, and your visibility around them,  become more than helpful. They become indispensable to creating a shared consciousness on the direction of the business. Why […]

Read More
Read More
Want to survive the recession? Focus on these SaaS metrics

Want to survive the recession? Focus on these SaaS metrics

Surviving and thriving in business regardless of external financial conditions might sound too good to be true. SaaS is a highly competitive industry, and even the top players in the market can have their good fortune reversed if they aren’t constantly vigilant. Developing a hawk-like focus on your metrics–and just as importantly, knowing which SaaS […]

Read More
Read More
Why business flow is essential for success

Why business flow is essential for success

Productivity and mindfulness gurus often tout the benefits of getting into a “flow state” for optimal performance, creativity, and high-impact outcomes. That’s because, when you’re “in the zone” and completely immersed in an activity, you lose sense of time, you feel and perform your best, and every action and decision flows seamlessly from the last. […]

Read More
Read More
How your non-profit organisation can prep for a strong financial future

How your non-profit organisation can prep for a strong financial future

Discover some key steps that your NPO might want to take to prepare for future changes in your operating environment

Read More
Read More
Power Up Your Year-End Forecasting and Budget Planning

Power Up Your Year-End Forecasting and Budget Planning

Year-end is a crucial period for any chief financial officer. When looking to the upcoming year, efficient budget planning and forecasting can help you prepare for the future, draw up effective strategies—and align your objectives across the entire organization. 

Read More
Read More
Financial leadership, redefined

Financial leadership, redefined

In a changing world, Chief Financial Officers (CFOs) are changing too. They are acquiring non-traditional skills as companies fast-track investments in new systems and solutions to accommodate new ways of living and working.

Read More
Read More

Give Feedback