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Sage Intacct cloud accounting for financial services firms

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AI-powered software built to support growth across your funds and firm, without added complexity. Get real-time insight and control as you scale.

 Close 50-90% faster     5x ROI in 6 months     50+ million hours saved

Discover the power of Sage

Dynamic Allocations

Understand your organisation's performance with fully automated cash allocation software.

Global Capabilities

Streamline global operations with centralised accounting software and multi-currency capabilities.

Spend Management

Streamline business purchasing and payables processes and stay within corporate budgets.

Sage Copilot, now included in Sage Intacct.

AI-powered accounting

Your AI accounting assistant in Sage Intacct. Ask questions, automate routine work and uncover insights faster, so you can spend more time driving performance.

FAQs for financial services accounting

Accounting software for financial services should empower firms to grow. From Multi-entity and global consolidations to creating custom reports with real-time visibility, Sage Intacct allows financial services firms to spend less time on manual, error-prone tasks and more time on strategic initiatives that help you to optimise your ROI. Sage Intacct's financial services accounting software offers:

  • AI-powered accounting: Our advanced accounting features provide a solid foundation for your financials, including a dimensional general ledger, accounts payable automated using AI, accounts receivable, cash management, purchasing, order entry, and built-in collaboration. Our AI-powered general ledger detects outliers and anomalies instantly, ensuring accuracy and efficiency. Plus, cut accounts payable processing time in half with AP automation that learns from your patterns.
  • Multi-entity and global consolidations: Push-button consolidations aggregate transactions in minutes across your entire financial services firm with decentralised payables, inter-entity transactions, multiple currencies, funds, departments, locations and so forth.
  • Reporting and dashboards: Gain real-time visibility into every aspect of your firm’s finances; whether you’re interested in viewing fund performance, AUM, profit & loss, expenses generated by department or employee, or any other data point that matters most to your firm.
  • IFRS compliance and control: Reduce risk and cost with automated workflow, internal controls, and streamlined compliance with front-to-back-office collaborative audit trails.
  • Real-time visibility and transparency: Benefit from deeper insights that enable faster, data-driven decision-making by combining financial and operational data in new ways.
  • True cloud technology with open APIs: Track metrics central to your firm’s operations and processes by using key data from budgeting, CRM systems like Salesforce, and other existing or future systems important to your firm.

If you’re managing three or more multi-entities, spending 5+ days to close the books, using Excel to do 40% or more of your reporting, and struggling to stay compliant, then it’s time to seriously consider a best-in-class cloud accounting and financial management solution like Sage Intacct. As a finance leader in financial services, deliver powerful business results with a proven solution. Use Sage Intacct to:

  • Reduce multi-entity consolidation time up to 85%, going from days/weeks to minutes.
  • Cut time to close by 40-70%.
  • Reduce reporting time by 70-90% via automated processes.
  • Access dashboards that highlight your financial performance in real time.
  • Minimise manual tasks, enabling you to be more strategic and value-driven.
  • Manage access controls to geographically dispersed employees.

Sage Intacct is a highly customisable, modern cloud-based financial services accounting software solution that meets the business needs of financial services firms of varying sizes and complexity. The cost for Sage Intacct is dependent on the size of your accounting team and the modules you choose to implement.

To start your journey into real-time visibility, deeper financial insights, and faster data-driven decision-making, request a price quote.

With a modern financial services accounting solution like Sage Intacct, you gain:

  • Always on, real-time visibility. Accessing your financials anytime, anywhere is essential for making smarter, faster business decisions. Since QuickBooks and/or Xero offer very limited reporting—with no custom dashboard capabilities—your visibility into key data points is greatly hindered. Forcing you to make important decisions based on outdated information. While with Sage Intacct, you gain complete transparency across your firm – anytime, anywhere.
  • Optimised productivity. Automated workflows allow you to streamline processes that not only save you time, but also reduce errors. As financial services firms evolve and grow, they often need to manage increasingly diversified portfolios (e.g., traditional equity and fixed-income instruments, hedge funds, private equity and other partnership vehicles…etc…). If you’re using QuickBooks or Xero as your financial foundation, cumbersome workarounds and manual processes are the end result. While Sage Intacct enables you to automate core accounting and finance processes so you can focus on what’s most important.
  • Full scalability. As your firm grows, you need a proven accounting system that can grow with you. Sage Intacct provides a scalable infrastructure that can: handle increased transaction volumes, easily add new entities, handle multiple currencies, support regulatory requirements, and offer financial controls to ensure compliance and auditability. QuickBooks and Xero simply weren’t designed for growing financial services firms that need advanced functionality to manage complex processes.

The best financial services accounting software is Sage Intacct, because it is built by finance professionals. Since its inception in 1999, Sage Intacct established itself as the leading provider of cloud financial management software and continues to receive worldwide recognition for its robust capabilities.

Sage Intacct is rated top for financial software. It is ranked as #1 in customer satisfaction by G2 Crowd, a peer-to-peer review site that compares the best business software and services available. In addition, our best-in-class software and top-class customer service has bagged us awards for Accounting, AP, ERP, and more.

The leader in finance AI and automation

No other provider automates more, with more accuracy, than Sage.
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Intacct’s reliability is a game‑changer, enabling us to generate financial statements by the seventh working day.

Harjot Chatha
Finance Director,
Isio

Faster month-end close

by removing manual spreadsheet handling

Reduced errors

with automated consolidations

1 week to 1 day

reporting time reduced
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Sage Intacct provides instant access to financial data, reducing overtime and enabling better decision-making.

Lidija Kitinovski
CFO, Perich Group of Companies