Celebrate our 40th birthday with Sage Accounting, free for 3 months

search icon

Accounting software for financial services and lending businesses

Manage your accounting and free up your time

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.

Create quotes and estimates for your financial clients easily

With accounting software for pension, lending, and financial companies it's simple to create, send, and review invoices so it’s easy for customers to pay you.

Improve your work-life balance

To take the lead in competitive markets with evolving regulations, financial companies need a clear way to manage accounting. Stay one step ahead with cash flow forecasts, work with accountants in real-time to create compliant VAT returns, and free up your time with faster admin using Sage Accounting.

Cut down admin time

Go paperless with your admin and save valuable time. Simply take a photo of your receipts and documents, then upload them to Sage Accounting for faster data capture.

Get your financial services business' tax and VAT right

With financial data and records stored in our accounting software, you or your accountant can generate, validate and submit compliant VAT returns to HMRC easily and quickly.

Pay employees on time, every time

With our optional Payroll add-on, paying your firm's employees has never been easier. Reduce your admin burden and avoid worrying about payslip errors or tax compliance.

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

Get Sage Accounting free for 3 months. No ties, cancel at any time.

Accounting

Start

FREE for 3 months
£12
£0.00 +VAT/mo*
You save £36.00
  • Create and send invoices
  • Track what you're owed
  • Automatic bank reconciliation
  • Calculate and submit VAT
  • Supports one user
Most popular
Accounting

Standard

FREE for 3 months
£24
£0.00 +VAT/mo
You save £72.00
  • Create and send invoices
  • Track what you're owed
  • Automatic bank reconciliation
  • Calculate and submit VAT
  • Supports unlimited users
  • Manage and submit CIS
  • Run advanced reports
  • Send quotes and estimates
  • Forecast cash flow
  • Manage purchase invoices
  • Snap receipts with AutoEntry, 3 months free(2)
    Accounting

    Plus

    FREE for 3 months
    £30
    £0.00 +VAT/mo
    You save £90.00
    • Create and send invoices
    • Track what you're owed
    • Automatic bank reconciliation
    • Calculate and submit VAT
    • Supports unlimited users
    • Manage and submit CIS
    • Run advanced reports
    • Send quotes and estimates
    • Forecast cash flow
    • Manage purchase invoices
    • Snap receipts with AutoEntry, 3 months free(2)
    • Invoice in multiple currencies
    • Manage inventory

    *Get 3 months free, then £12/£24/£30 + VAT/mo (tier depending). Terms and conditions apply.
    **Start your free trial and receive 1 month free, then £12/£24/£30 + VAT/mo (tier depending). Terms and conditions apply.
    (1) Starting at 5 employees from £0.00 (offer price) per month + VAT with the option to add employee tiers for up to 50 employees. RRP from £7 + VAT per month (after offer).
    (2) Snap and upload data from unlimited receipts, invoices and supplier statements with AutoEntry, free for your first 3 months. Subject to fair usage policy. Standard and Plus tiers only.

    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 employees at your practice on time, every time with Sage Payroll

    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 use the optional Payroll add-on to pay employees quickly and 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

    AutoEntry

    Spend less time on admin and more time on your finance business 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 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, bringing you more tools that help you get the job done.

    AutoEntry

    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.

    Satago

    Get paid faster

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

    Joiin

    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.

    Castaway

    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.

    "Sage Accounting has a fantastic feature called recurring invoices that are automatically generated and sent to clients"

    Steve Bicknell,
    Owner, Bicknell Business Advisers Ltd

    Get Sage Advice for financial services

    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
    4 steps for financial services firms to embrace digital transformation

    4 steps for financial services firms to embrace digital transformation

    Discover why digital transformation is important for financial services firms and how your business can take the right steps to adopt it.

    Read more Read more
    Key trends changing the face of wealth and asset management

    Key trends changing the face of wealth and asset management

    Learn about the four key trends that are changing wealth and asset management by reading this free guide.

    Read more Read more
    Coronavirus: 4 tips to help your financial services firm keep moving

    Coronavirus: 4 tips to help your financial services firm keep moving

    Discover four essential tips that will help your financial services firm to keep moving in light of the coronavirus disruption.

    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
    What is Open Banking and how can it benefit your business?

    What is Open Banking and how can it benefit your business?

    Open Banking is due to launch in 2018 and could signal the end of paper bank statements and long delays for businesses to access loans.

    Read more Read more
    Sage Advise

    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.