Unlock new levels of growth and profitability with comprehensive software for financial services. Easily manage multiple entities, gain real-time insights, and ensure compliance as you scale.
"We have seen clear efficiency gains, for example we can put more of our invoices directly into Sage Intacct, which has sped up our invoicing and payments."
Simplify consolidations for domestic or global operations.
Lending firms
Across all industries, Sage Intacct customers achieve an average of:
Rated #1 in customer satisfaction by G2.
"Its reliability… is a game-changer, ensuring a smooth month-end close process and enabling us to generate financial statements swiftly by the seventh working day."
At Sage, our business management and accounting software can help financial services firms and is designed to help growing companies manage their financial operations more efficiently. Firms benefit by streamlining their accounting processes, automating financial reporting, managing risk and compliance.
Whether it's alleviating the challenges posed by multi-entity consolidations or staying compliant in a rapidly evolving regulatory landscape - Sage serves as the backbone of the modern 'tech stack' for companies across the financial services industry.
By utilising Sage, financial services companies can adopt automation for repetitive tasks, utilise 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 organisation, 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:
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.
Give Feedback
