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Cloud finance & accounting software for Canadian financial services

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AI-powered solutions for financial services

Empower your Canadian financial services firm to manage complexity, gain real-time financial visibility, and scale with confidence using Sage Intacct's AI-powered cloud financial management platform – built for today's finance leaders.
Wealth and asset management firms
Real estate investment firms
Insurance firms
Fintech providers
Lending organizations

Unleash the full potential of your financial services firm

Gain greater control and visibility across your financial operations. Automate reporting, simplify complex structures, and turn trusted financial data into faster, more confident decisions.

Simplify complex financial operations

Manage multiple entities, ownership structures, consolidations, and financial workflows with greater efficiency.

Gain real-time financial visibility

Access timely, multidimensional reporting and insights across entities, portfolios, funds, or business units.

Scale with confidence

Automate manual processes, connect your financial ecosystem, and build a stronger foundation for sustainable growth.

Why leading financial services organizations choose Sage

Unlock limitless growth with finance software invested in the unique needs of financial services firms.

AI-powered search

Ask questions in plain language to instantly find answers, transactions, records, or run reports across all your financial data.

Manage every entity in one place

Manage multiple entities with a unified view across your portfolio.

  • Gain visibility across your portfolio with a single source of truth.
  • Consolidate across multiple operating companies in minutes.
  • Save hours and reduce risk from error-prone, manual preparations. 

Smart accounting for financial services

Manage robust financial operations with a comprehensive, AI-powered finance platform like Sage Intacct.

  • Gain real-time insights into financial health.
  • Automate AP/AR, cash management, revenue recognition, and more.
  • Plan and forecast with robust budgeting and planning tools.

Close 90% faster with AI assistance

The Close agent accelerates month-end close by tracking tasks, flagging issues, and guiding your team to close confidently with zero surprises.

AI-powered continuous financial assurance

Financial Assurance agent flags unusual journal entries in real-time by comparing new entries against historical patterns and materiality thresholds. 

Plan precisely for the future

Slash budgeting and forecasting time and effort by 50% with accurate forecasting and planning.

  • Collaborate in real-time across the entire organization.
  • Ensure every plan and forecast uses current and accurate data.
  • Use driver-based models, what-if scenarios, and rolling forecasts.

Features financial services companies love

Financial services accounting

Manage accounts payable, accounts receivable, and cash management.

Financial reporting

Prebuilt GAAP and IFRS-compliant statements.

Global capabilities

Streamline global operations with compliant, multi-currency accounting.

Multi-entity management

Simplify consolidations for domestic or global operations.

Advanced functionality

Dynamic allocations, revenue recognition, and more.

Spend management

Streamline purchasing and payables, and stay within corporate budgets.

Multi-dimensional ledger

Dimension values capture business context and power advanced reporting.

Budgeting & planning

Data-driven precision in creating budgets and financial plans.

Customizable

Tailor dashboards and reports to illustrate specific KPIs and metrics.

Compliant

Centralized documentation for compliance and reporting.

Fraud detection

AI identifies anomalies and potential fraudulent activities.

Cloud security

Third-party penetration tested & SOC compliant.

Data integration

Seamless integration with payroll, CRM, and other systems.
Manage people

HR automation

Streamline HR processes from recruiting to benefits.

Time tracking

Track hours, overtime, and leave with seamless payroll integration.

Payroll

Accurate, easy, payroll processing integrated with HR and accounting.

Employee self-service

Empower employees to easily access and manage HR data.

Kyle O'Connor

Vice President of Finance and Accounting,
Brookfield Public Securities

"We were most impressed with Sage Intacct's comprehensive multi-entity functionality, which I knew I could manage without a computer science degree."

Financial services business management and accounting software FAQs

Cloud-based accounting software, like the #1 rated Sage Intacct, helps financial services firms work more effectively. Cloud solutions offer access to real-time information - regardless of where your team works, they are using the most up-to-date information, resulting in better collaboration and faster decision-making.

In addition, by leveraging the cloud, your firm can smoothly connect to other operational systems through APIs and reduce IT costs compared to on-premise software. 

By utilizing Sage Intacct, financial services companies can adopt automation for repetitive tasks, use data analytics for better decision-making, and implement strong internal controls.

Embracing digital transformation and integrating advanced technologies like AI and machine learning can also lead to significant efficiency gains.

Automate repetitive tasks: Automating work such as data entry, billing, and invoicing can save time and reduce the risk of errors.

Real-time analytics: Use cloud-based accounting software to provide real-time access to financial data and facilitate collaboration between team members. This can help improve decision-making and increase efficiency.

Financial controls and governance: Set up financial controls to prevent fraud and errors. This can include implementing internal controls, such as segregation of duties and regular audits.

When choosing the best accounting and management software for your financial services firm, there are several factors to consider. These include the size and complexity of your organization, the features and functionality you need, the cost of the software, and the level of support and training provided by the vendor.

Some potential questions to ask when choosing the best accounting and management software for your firm are:

  • What are the specific accounting and financial challenges we are looking to address?
  • What are the essential features and functionality that the accounting software must deliver?
  • How easy is it to use, learn, and customize the software?
  • How secure, reliable, and compliant is the software?
  • How scalable is the software?
  • How well does the software integrate with other systems and software in use?
  • How responsive, helpful, and knowledgeable are the customer service and support teams?

Sage Intacct is a highly customizable, 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 depends 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 pricing.

Request pricing

Get more than just great software

As a member of the Sage community, you'll enjoy benefits that help elevate both you and your business, including connecting with brilliant experts and industry peers.

Expert human support

Experts on hand to help you get the most out of your software and enhance your productivity.

Community Hub

A trusted space where Sage users connect, collaborate, and grow. Share your insights, find solutions, stay up to date, and get the most out of Sage. 

Resources for professional services firms

Explore the latest research, guides, and webinars.
Report

Transform your financial services firm

See how modern financial management can deliver 400% ROI, faster closes, and real-time insights for financial services firms.
White paper

AI Strategies for financial services CFOs

AI isn't just automating tasks. It's reshaping how leading CFOs drive strategy and unlock growth. Discover real insights from finance leaders who've cracked the code on AI adoption, compliance, and strategic influence.
E-book

The CFO's path to life beyond QuickBooks

Financial leaders face growing pressure for greater accuracy and faster results. Relying on outdated systems like QuickBooks can hold you back, costing time, money, and potential growth. This e-book explores how you can optimize financial management with advanced software such as Sage Intacct.
One-pager

6 forces reshaping asset and investment financial management

Discover 6 forces reshaping asset and investment financial management and how to turn pressure into performance.
Data sheet

Built for wealth and asset management

Discover Sage Intacct connects all your financial data in a single, secure cloud-native platform, streamlining work through automation and real-time insights.
E-book

Future-proof your wealth and asset management business

Discover how Sage Intacct helps wealth and asset management firms thrive with digital transformation, efficiency, and robust cybersecurity.
Guide

Driving performance in the Family Office

Discover new approaches for the data-driven Chief Financial Officer to enhance financial analysis and unlock leadership potential with faster, clearer insights.
Case study

Advisory and multi-family office firm streamlines in-house reporting

Validus Capital delivers end-to-end financial oversight, replacing fragmented CPA workflows and third-party booking with Sage Intacct.

Talk to our experts

Ready to learn more about what Sage can do for your firm? We are, too. Our product experts are here to guide you every step of the way.