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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.

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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 create VAT returns that can be uploaded to Revenue

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

Great for sole traders and freelancers.
per month/excl VAT*
FREE for 3 months, then €14 a month. You save €42
Most popular


Great for sole traders and start-ups.
per month/excl VAT*
FREE for 3 months, then €29 a month. You save €87.00
*Get 3 months free, then €14/€29 + VAT/mo (tier depending). Terms and conditions apply.
(1) Starting at 5 employees for €0.00 (offer price when coupled with Sage Accounting) per month + VAT with the option to add employee tiers for up to 100 employees. RRP from €11 + VAT per month (after offer).

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
  • Stay compliant by calculating and creating VAT returns that can be uploaded to Revenue
  • 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 Revenue. Sage Accounting is an example of accounting software.

Sage Accounting is a good choice for smaller insurance brokers. It simplifies recording income and expenses, supports multiple currencies, 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
  • 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 create VAT returns that can be submitted to Revenue
  • 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

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.

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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.

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