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Why leading financial services organizations choose Sage

Unlock limitless growth with finance software invested in the unique needs of financial services firms.

AI-powered search

Ask questions in plain language to instantly find answers, transactions, records, or run reports across all your financial data.

Manage every entity in one place

Manage multiple entities with a unified view across your organization.

  • Gain visibility across your portfolio with a single source of truth.
  • Consolidate across multiple entities, funds, subsidiaries, or business units in minutes.
  • Save hours and reduce risk from error-prone, manual preparations.

Smart accounting for financial services

Manage robust financial operations with a comprehensive, AI-powered finance platform like Sage Intacct.

  • Gain real-time insights into financial health.
  • Automate AP/AR, cash management, revenue recognition, and more.
  • Plan and forecast with robust budgeting and planning tools.

Close 90% faster with AI assistance

The Close agent accelerates month-end close by tracking tasks, flagging issues, and guiding your team to close confidently with zero surprises.

AI-powered continuous financial assurance

Financial Assurance agent flags unusual journal entries in real-time by comparing new entries against historical patterns and materiality thresholds. 

Plan precisely for the future

Slash budgeting and forecasting time and effort by 50% with accurate forecasting and planning.

  • Collaborate in real-time across the entire organization.
  • Ensure every plan and forecast uses current and accurate data.
  • Use driver-based models, what-if scenarios, and rolling forecasts.

Finance AI software for financial services and insurance firms

Sage helps thousands of financial services and insurance firms eliminate manual effort, consolidate entities, and unlock real-time insights to lead with strategy, not spreadsheets.

Standard plan

For growing, small, and mid-sized firms.

Streamline your finance operations

  • Streamlined entity management that cuts consolidation time in half
  • Complete financial management with a dimensional general ledger, accounts payable, accounts receivable, and cash management
  • Real-time reporting tools and KPI insights to help you identify growth opportunities

Premium plan

For more complex organizations with growing needs.

Maximize your visibility and automation

Everything in Standard, plus:

  • Advanced reporting tools to elevate decision-making
  • Dynamic cost allocations with customizable rules tailored  to automate month-end close
  • Visual data boards for collaborative analysis of live data and fast insights
  • Premium support with extended support hours for critical issues, fast response times, plus training and more

Features built for financial services companies

Financial services accounting

Manage accounts payable, accounts receivable, and cash management.

Financial reporting

Prebuilt GAAP and IFRS-compliant statements.

Global capabilities

Streamline global operations with compliant, multi-currency accounting.

Multi-entity management

Simplify consolidations for domestic, global or advance ownership operations.

Advanced functionality

Dynamic allocations, revenue recognition, and more.

Spend management

Streamline purchasing and payables, and stay within corporate budgets.

Multi-dimensional ledger

Dimension values capture business context and power advanced reporting.

Budgeting & planning

Data-driven precision in creating budgets and financial plans.

Customizable dashboards

Tailor dashboards and reports to illustrate specific KPIs and metrics.

Built-in compliance controls

Centralized documentation for compliance and reporting.

Fraud detection

AI identifies anomalies and potential fraudulent activities.

Cloud security

Third-party penetration tested & SOC compliant.

Data integration

Seamless integration with payroll, CRM, and other systems.
Manage people

HR automation

Streamline HR processes from recruiting to benefits.

Time tracking

Track hours, overtime, and leave with seamless payroll integration.

Payroll

Accurate, easy, payroll processing integrated with HR and accounting.

Employee self-service

Empower employees to easily access and manage HR data.

Discover the power of Sage

Extended capabilities

Scale with a platform that adapts as your business grows.

Payroll and HR

Pay employees across all 50 states with automated tax compliance. Unify payroll, HR, and financials in one system.

Intuitive budgeting

See budget vs. actual spend in real time. Avoid costly overruns and stay on track with live visibility into every dollar.

Integrations

Connect Sage Intacct to Salesforce and your other business tools for seamless, streamlined data flow across platforms.

Customizable financial services software built to fit your firm's unique needs

We have decades of experience serving financial services firms of all shapes and sizes. our efficient, AI-powered financial services software empowers your team to drive strategic growth, no matter your focus.
Wealth & asset management firms
Family office
Insurance organizations
Private equity and venture capital firms
Lending firms
Fintech companies

Trusted by 30,000+ scaling and mid-sized teams

Customer success

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The time Sage Intacct saves me, I invest back into coaching my team.

Tony Hass
Chief Accounting Officer, Higginbotham

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5x revenue growth

with same finance headcount

 

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Days to hours

3-days to 3 hours time savings

 

From 6 hours to 30 minutes

time savings on cash application

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Just on the cash application side, we've saved days of work...It used to take 4 to 6 hours every week. Now it takes about 30 minutes.

Mark Miley,
CFO & COO,
IRG Realty Advisors

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Our customers see up to 5x ROI

Our customers see 2.5x ROI with payback in as little as 6 months and up to 5x ROI over time. That's why they continue to rank Sage Intacct the #1 finance software.

  • Rated #1 in customer satisfaction for Accounting (G2).
  • #1 on TrustRadius Buyers Choice report.
  • The only AICPA-preferred finance solution.
  • Index leader for ROI in Accounting (G2).

Financial services business management and accounting software FAQs

Cloud-based accounting software, like the #1 rated Sage Intacct, helps financial services firms work more effectively. Cloud solutions offer access to real-time information - regardless of where your team works, they are using the most up-to-date information, resulting in better collaboration and faster decision-making.

In addition, by leveraging the cloud, your firm can smoothly connect to other operational systems through APIs and reduce IT costs compared to on-premise software. 

By utilizing Sage Intacct, financial services companies can adopt automation for repetitive tasks, use data analytics for better decision-making, and implement strong internal controls.

Embracing digital transformation and integrating advanced technologies like AI and machine learning can also lead to significant efficiency gains.

Automate repetitive tasks: Automating work such as data entry, billing, and invoicing can save time and reduce the risk of errors.

Real-time analytics: Use cloud-based accounting software to provide real-time access to financial data and facilitate collaboration between team members. This can help improve decision-making and increase efficiency.

Financial controls and governance: Set up financial controls to prevent fraud and errors. This can include implementing internal controls, such as segregation of duties and regular audits.

When choosing the best accounting and management software for your financial services firm, there are several factors to consider. These include the size and complexity of your organization, the features and functionality you need, the cost of the software, and the level of support and training provided by the vendor.

Some potential questions to ask when choosing the best accounting and management software for your firm are:

  • What are the specific accounting and financial challenges we are looking to address?
  • What are the essential features and functionality that the accounting software must deliver?
  • How easy is it to use, learn, and customize the software?
  • How secure, reliable, and compliant is the software?
  • How scalable is the software?
  • How well does the software integrate with other systems and software in use?
  • How responsive, helpful, and knowledgeable are the customer service and support teams?

Sage Intacct is a highly customizable, modern cloud-based financial services accounting software solution that meets the business needs of financial services firms of varying sizes and complexity. The cost for Sage Intacct depends on the size of your accounting team and the modules you choose to implement.

To start your journey into real-time visibility, deeper financial insights, and faster data-driven decision-making, request pricing.

Request pricing

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