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Cloud finance software for financial services

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Improve efficiency 10 times across multiple entities with Sage Intacct.
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Navigate multiple entities with Sage Intacct

Save time and money with Sage Intacct.

90% reduction

Reduce costs by up to 90% in the cloud

70% cut

Cut average processing costs by almost 70%

Weeks > Minutes

Reduce consolidations from weeks to minutes

Simplify with speedy consolidations

Make light work of multiple-entity consolidations and gain access to real-time financial data.

Automate back office processes, reduce headcount, and save thousands of pounds annually

Make data-driven decisions with real-time information

Consolidate hundreds of entities in minutes

Move to the cloud and eliminate unnecessary IT costs

Trusted by the American Institute of Chartered Public Accountants

Unlock secrets from top CFOs

Discover the strategies and best practices top financial leaders use to be more strategic and impactful in leading their organisations.

Accelerate your success with deeper financial data

No matter how many assets your firm has under management, if you’re a Chief Financial Officer or Chief Investment Officer, you’ll be facing relentless challenges. 

You need to:

  • Integrate data from different systems
  • Continuously calculate fair market value and net asset value for your diverse portfolios
  • Monitor cash-on-cash performance
  • Consolidate results across multiple operating companies into a single holding company
  • Create timely and actionable reports for your board.

Since that has to happen in hours, not weeks, you need to look past Xero, MYOB, QuickBooks, and Excel to find a true cloud-based financial management platform for investment management.

Real-time, multi-fund consolidation on hundreds of entities

Chances are, your firm spends countless hours on tedious and error-prone financial reporting, preparing statements, budgets, analyses, and compliance filings for each of your funds. You barely finish in time to start all over again.

Sage Intacct – the only cloud-financial services management platform preferred by the American Institute of Certified Public Accountants * –  is the world’s leading multi-entity, multicurrency cloud financial management platform for investment management firms. It gives you:

  • Real-time consolidations with intercompany eliminations
  • Drill-down access to all of your funds, assets, and operating companies
  • Multicurrency support
  • Full compliance
  • Dozens of built-in reports
  • Advanced custom reporting and analytics

Powerful new dashboards with no extra software

The Sage Intacct financial services management platform stays in step with you as you grow. You can easily increase assets under management and expand your portfolio of funds and operating companies - without adding staff, installing more software, or creating extra work. You can share charts of accounts, payments, receivables, and cheque cutting for all your operating companies.

Ramp up your decision making

Make smarter decisions that lead to increased investment returns when you have instant access to the right data and information across a large number of complex entity structures. Leave outdated quarterly reporting behind as you transition to continuous consolidation, real-time reporting and data-driven decision-making.

Safely navigate compliance risk

Minimise your compliance risk exposure by using the latest compliance strategies and auditing techniques. Sage Intacct provides best-in-class auditing of intercompany transactions with detailed transaction logs and an integrated “collaborative compliance” environment that’s consistent across the front and back office. You see not only what you did and when you did it, but also why you did it and how the transaction complies with rules.

Cloud-native from day one

Sage Intacct is built from the ground up to fully embrace the advantages of the cloud. Save on IT costs, experience unparalleled flexibility, stop software maintenance holding you back and rest assured your financial system is secure.

Cloud financial platform for private equity firms

Elevate your private equity firm with Sage Intacct’s best-in-class, AI-enabled cloud financial management platform. Manage multiple funds with ease, automate financial processes, and gain real-time visibility into key performance metrics for data-driven investment decision-making. Maximise business performance with push-button consolidations, achieving a fast close and real-time analytics for maximum impact on your firm's performance.

Join our Coffee Break and have a demo of Sage Intacct

Join us for a 20 minute interactive demo and live Q&A.

7 key trends to reshape accounting and finance in 2023 and beyond 

It can be tricky trying to gauge what top industry trends might be affecting you in the future. Fill in your details to find out what factors are likely to be grabbing the headlines in 2023 and beyond.

Resources to help your business perform at its best

Sage Intacct product brochure

See how we can help you accelerate your business success

White paper

Driving performance in financial services 3 new approaches for the data-driven financial leader

Datasheet

Cloud Accounting for Wealth and Asset Management

Financial dashboards and metrics that matter for financial firms

Discover how firms are embracing financial dashboards and data to measure and report on key metrics, but also help pave the way for growth and efficiency.

Success guide for financial leaders in financial services

The role of financial leaders is evolving. Discover five key actions to drive success in your firm.

I believe the biggest shift is the much more widespread recognition of the need to protect your company through multiple legal entities and structures. Previously, this was territory of large or sophisticated firms. What we see as the major trend is the shift to this strategy by even modestly sized firms. The effective utilisation of the strategy is fundamental to the protection of assets, acquisition of assets and the sale of assets. Effective multi entity accounting is now fundamental in the wealth, family office, asset management, REITs and Private Equity spaces.

David Cieslak, Principal

Arxis Technology

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