Trends & Insights

4 reasons why finance leaders would choose Sage Intacct again

Discover what finance leaders across the industry have to say about their decision to invest in Sage Intacct and why they would choose it again.

When choosing a financial management solution for your firm, several crucial factors demand attention.

Features, price, performance, reliability, industry expertise, and ease-of-use represent just a few of the non-negotiables that finance leaders must address.

Convincing stakeholders to invest in new technologies can prove challenging, but as a finance leader, guiding your organization’s growth remains a core responsibility.

The accounting platform you select has an outsized impact not just on operations, but on profitability.

For growing financial services organizations, Sage Intacct offers a cloud-based solution that streamlines complex processes while providing the insights needed to drive strategic expansion.

But don’t just take our word for it—here’s what finance leaders across the industry have to say about their decision to invest in Sage Intacct and why they would choose it again.

1. Get better business insights: Real-time data at your fingertips

Making informed decisions requires access to accurate, timely data.

With Sage Intacct, finance leaders gain the ability to track performance metrics in real-time and course-correct before issues escalate into problems.

“With Sage Intacct, we went from complete disorganization to an organized, efficient finance function delivering highly valuable and accurate financial information.

I’ve never looked back. I love the product,” says David Salkowski, CFO at LA Insurance.  

For many organizations, this newfound visibility transforms their ability to plan and execute strategically.

“The information is much more timely now, and that allows us to capture deeper and more meaningful insights that help us think more strategically,” notes Isaac Strulowitz, CFO at CoVenture.

2. Save valuable time: Eliminate manual processes

Manual spreadsheets and complex consolidation processes don’t just consume time—they also impact team morale and increase the risk of errors and staff turnover.

Sage Intacct enables automated workflows and custom dashboards that keep all your insights in one place, clear and actionable.

“We close our books much more efficiently allowing us to make more informed decisions.

I can focus my time on growing CoVenture, not worrying about inefficiencies slowing us down,” shares Strulowitz. The impact can be dramatic—many organizations report cutting their monthly close time by 50% or more after implementing Sage Intacct.

3. Stay audit-ready: Streamline compliance

Financial services firms face varying regulatory requirements across different sub-sectors.

Staying audit-ready while managing multiple entities requires robust systems and processes.

As an integrated platform, Sage Intacct ensures accuracy and streamlines audit preparation through:

  • Automated audit trails that track every transaction
  • Seamless integration with existing business systems through robust APIs
  • Customizable workflows that enforce compliance requirements

For time-pressed finance leaders, this means less time spent worrying about compliance and more time focused on strategic initiatives that drive growth.

“Before Sage Intacct, all of our invoice and cash entries were done manually, and all reporting was in Excel. We had difficulty understanding what was happening financially,” recalls Ian Westerman, SVP of Finance at Thimble. “Now we have complete visibility and control.”

4. Drive profitability: A solution that pays for itself

The return on investment from modernizing your financial management platform extends far beyond simple cost savings.

When your team spends less time on manual processes, they can focus on strategic initiatives that drive growth.

“We’re saving a lot of time on what was manual data manipulation to focus on generating insights that help grow the business,” explains Grace Bardell, Business Manager at Bardell Venture Management.

These efficiency gains translate directly to the bottom line—Sage Intacct customers report an average ROI of 250% with payback periods as short as six months.

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The automation of routine tasks also enables teams to scale operations without adding headcount.

As Eddie Mun, Controller at Haversine Funding notes, “As soon as my staff accountant books a contribution from an investor, it runs in the background at night and it’s good to go.”

The power to transform your financial operations

There’s a reason why Sage Intacct stands as the clear choice for financial services organizations—it’s designed to remove complexity and guesswork from your operations while providing the insights needed to drive growth.

If you’re ready to:

  • Save time through automation
  • Gain real-time visibility into performance
  • Streamline compliance and audit preparation
  • Scale operations efficiently

Then it’s time to discover how Sage Intacct can transform your organization’s financial management.

Ready to learn more?

Download our ROI infographic to see how Sage Intacct delivers measurable value for financial services firms.