MTD for VAT returns simplified with 3 months free on Sage Accounting
search icon


Accounting software for financial services and lending businesses

To take the lead in competitive markets with evolving regulations, financial companies need a clear and easy way to manage accounting. Stay one step ahead with cash flow forecasts, compliant VAT returns and faster admin with Sage Accounting.

Start Chat
Sage Live Chat

Welcome to Sage Live Chat !

Payroll Advice

Choose an option to get started.

I need help with my existing product
Sage Live Chat
Please choose your support option.
Speak to a live agent

Open weekdays 9am to 5pm

Call our sales team

0191 4795988

Open weekdays 9am to 5pm

Create quotes and estimates for your financial clients easily

Finances are simple with Sage cloud accounting software for pension, lending, and financial companies.

  • Create, send, and review invoices and get paid on time
  • Offer clients a quick and easy payment method
  • Track payments every step of the way with real-time reporting

Get your financial services business tax and VAT right

Keep your financial data and records in one place with Sage Accounting financial software.

  • Work directly with accountants or bookkeepers
  • Get an accurate, real-time view of account information
  • Generate, validate and submit compliant VAT returns to HMRC easily and quickly

Choose the right plan for your lending business, bank or trust

Get full access to your product, and upgrade or cancel at any time. No long-term contracts, commitments or hidden fees.

Accounting Start

For sole traders and limited companies.
per month / excl. 20 % VAT*
Get 3 months free
Most Popular

Accounting Standard

For small businesses working with suppliers, CIS, or with accrual accounting.
per month / excl. 20 % VAT*
Get 3 months free

Accounting Plus

For small businesses managing inventory or working in multiple currencies.
per month / excl. 20 % VAT*
Get 3 months free
*Get 3 months free, then £14/£28/£36 + VAT/mo (tier depending). Terms and conditions apply.
Add Payroll starting at 5 employees from £10.00 per month excl. VAT with the option to add up to 150 employees. Add additional employees in-product at £2.00 per month (Essentials), £4.00 per month (Standard) and £6.00 (Premium). Prices exclude VAT.

Finance accounting software FAQs

Whether your financial business focuses on pensions, property management, insurance or hedge funds, you can save valuable time on admin and get a better view of your finances with Sage Accounting. Use it to :

  • Quickly raise quotes and invoices to get paid faster
  • Control cash flow with accurate forecasting
  • See how much profit you can earn from a deal
  • Create a digital paper trail and file VAT returns to stay compliant
  • Record expenses on the go with AutoEntry to snap and capture receipts
  • Give bookkeepers and accountants permission to review finances and collaborate with you in real-time
  • Pay and manage employees at your practice with Sage Payroll - pay on time, every time.

Financial accounting software is a cloud software or online application for recording income and expenses and reconciling transactions in a business bank account. It's designed for collaborating with an accountant and submitting accurate, compliant tax returns to HMRC. Sage Accounting is an example of accounting software.

Sage Accounting is a good choice for smaller insurance brokers. It supports multiple currencies and is Making Tax Digital compliant. It simplifies recording income and expenses and enables collaborating with an accountant prior to a return. You can also add Sage Payroll to pay and manage employees easily.

There are plenty of ways you can save time with Sage Accounting. Here are some examples :

Automate manual tasks

By automating tasks, you can cut down the amount of time you spend on manual data entry to save money and focus on the areas of the business that need the most attention.

  • Set up recurring invoices to avoid starting from scratch each time
  • Add invoices in bulk to save time
  • Get Google Drive integration to get automatic copies of invoices and quotes online
  • Connect your bank and let transactions flow into Sage Accounting for easy reconciliation
  • Make sure that you’ve always got the right amount of stock - quickly view your inventory and create reorder levels and quantities
  • Get inventory reports to see stock information in seconds

Purchase Automation and AutoEntry

Spend less time on admin and more time on your finance work with a paperless way to manage receipts. Simply snap, scan or email a photo of your receipts, bank transactions, invoices or other documents for your Sage accounts using Purchase Automation and AutoEntry. Then categorise, publish and share them with your accountant through Sage Accounting. AutoEntry captures tax summaries and full line item details including description, quantity and unit price so it’s an easy way to log the information you need, when you need it.

Other ways to save time :

  • Use dashboards to view your financial data instantly
  • Use real-time data to collaborate faster with accountants or bookkeepers
  • Create and send invoices, easily follow up with clients on outstanding invoices and track the health of your business in real-time from anywhere with the mobile app
  • See a live running total of your tax liabilities, plan ahead and submit to HMRC
  • View cash flow forecasts in real-time to make faster business decisions

Sage Marketplace

Get added functionality with our partner apps which integrate directly with Sage Accounting, giving you back more time to focus on your business.


Remove the need for data entry

AutoEntry is an intelligent, cloud-based solution which eliminates bookkeeping data entry, so users never again have to type up invoices or receipts.


Get paid faster

Satago helps business owners and accountants get invoices paid faster and protect against credit risk.


Make smarter decisions

Automate the way you consolidate financial, sales and KPI data with Joiin. Create great-looking, detailed reports that can be accessed on any device, anywhere.


3–way modelling and forecasting

Castaway is a reporting and business modelling solution that allows you to budget, forecast, analyse KPIs, model scenarios and manage consolidations.

See what our finance customers have to say

“One reason we choose Sage Final Accounts is that our engineer, who’d never used Sage before, could instantly use the technology.”

Eamon O’Sullivan
Co-founder, OSA McQuillan

“We now have real-time information from clients ; we can log into Sage Accounting, and see how the business is performing, and offer real-time advice.”

Michelle Coates
Associate Director, DPC Chartered Accountants

“I would recommend Sage Accounting to any accountancy practice. Without Sage, we would not have been able to implement everything that we have to this day.”

Emily Smith
Accounts Manager, Finlayson

Making Tax Digital, made easy

Stay on top of the latest MTD rules from HMRC with Sage, and make staying up-to-date stress-free.

Get Sage Advice for financial services

Get the most out of your accounting software with articles, guides, and expert tips, so you can focus on running your business.

How AI and machine learning can help family offices work smarter

How AI and machine learning can help family offices work smarter

Discover how artificial intelligence and machine learning can streamline office operations to make family offices more effective.

Read more
Read more
How cloud technology can attract the next generation of finance talent

How cloud technology can attract the next generation of finance talent

Want to hire top-quality graduates to join your finance team ? Discover how investing in cloud technology can help that become a reality.

Read more
Read more
4 ways to increase profit for your professional services firm

4 ways to increase profit for your professional services firm

Did you know reviewing your prices and putting them up by just 1 % can help your firm increase profits ? Read this for more top tips.

Read more
Read more
Finance Futurists: Tom Coward on the real difference between a good and great CFO

Finance Futurists : Tom Coward on the real difference between a good and great CFO

The CFO of Cytora talks about why it’s important to engage teams with the company's long-term vision and reveals what makes a great CFO.

Read more
Read more
How asset management CFOs can win big with digital transformation

How asset management CFOs can win big with digital transformation

Discover how asset management CFOs can take the steps to lead the way with digital transformation at their medium-sized businesses.

Read more
Read more
5 ways financial services firms can recover from coronavirus

5 ways financial services firms can recover from coronavirus

Discover steps your financial services firm can take to speed up the recovery from the impact of coronavirus and get set for the long term.

Read more
Read more
Financial planning: How non-profit organisations can get it right

Financial planning : How non-profit organisations can get it right

Financial planning is an important area for non-profit organisations to get right. Read this to learn how your NPO can improve in this area.

Read more
Read more
How digital transformation can redefine insurance firms

How digital transformation can redefine insurance firms

Discover how digital transformation can redefine insurance businesses and result in efficient working processes and more delighted customers.

Read more
Read more

Ready to get started ?

You’ve discovered what Sage Accounting can do for your financial business, now it’s time to see it in action. Check out our plans, pricing and latest deals to take the next step.

Give Feedback