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Sage for financial services

Business management and accounting software for financial services

Sage delivers powerful accounting software for financial services - the 1st and only preferred provider of the AICPA.

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The #1 accounting software for financial services

Use best-in-class accounting software for fast consolidations and multi-dimensional reporting and data with real-time visibility.

  • Manage multiple entities, currencies, asset types, locations and constantly evolving compliance mandates. Get a fast close and real-time analytics—in minutes—using push-button consolidations.
  • Improve business performance using intuitive, real-time financial dashboards and reporting. Get richer and deeper insights using dynamic allocations and customizable ad-hoc reports.
  • Increase efficiency and streamline payment processing at nearly 70% lower than the average processing costs.
  • Get secure access to key data anytime, anywhere with our cloud-based solution.
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Powerful accounting and people software for financial services

Discover integrated accounting and HR solutions that put your success first.

Sage Intacct

The smart cloud accounting and ERP solution to unleash the potential of your business. Learn why industry leaders choose Sage Intacct.

 

Discover Sage Intacct

 

Across all industries, Sage Intacct customers achieve an average of:

  • 250% ROI
  • 6 months payback
  • 79% close time reduction
  • 65% productivity improvement

Rated #1 in customer satisfaction by G2.

Sage People

The leading global cloud HR and People management solution for medium-sized organizations in every industry.

 

Discover Sage People

 

  • Multilingual HCM system with information and communication platform built on Salesforce
  • Extensive people analytics and controlling functions
  • Comprehensive recruiting and onboarding
  • Performance and talent management
  • Configurable integration of third-party systems

Solutions that support your industry

Whatever your financial services niche, we have you covered.

Asset management firms

Simplify consolidations, boost efficiency, and gain real-time visibility.

Real estate investment trust (REIT) firms

Smart financial management for data-driven real-estate investment decisions.

Family offices

Deeper financial insights, data-driven decisions for family offices.

Venture capital firms

Deeper financial insights, data-driven decisions for venture capital.

Private equity firms

Streamlined finance processes for data-driven investment choices.

Wealth management firms

Real-time visibility for wealth management leaders.

Michael Dolence

Vice President of Operations, Pride Investment Partners

Sage offers flexibility, ease of use, the ability to see where we are financially at any point in time with instant consolidations, reporting capabilities are outstanding—those are the things that are key for us. My time is now freer to work on investing funds rather than tracking them and looking at history in our books.

Sage Membership. Get more than software and solutions.

Member Masterclass

Explore articles and tap into weekly videos on the topics that matter to you.

Learning and certifications

Grow your knowledge and boost skills across your team.

Community

Network, share knowledge, and get the most out of Sage software.

Wisdom for smarter financial services businesses

Sage advice

Read our blog and get articles, insights, and tips for your business.
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Financial services accounting software FAQs

Business management and accounting software for financial services businesses are software programs designed to help financial service providers manage their financial operations more efficiently. These software programs can help businesses streamline their accounting processes, automate financial reporting, and provide insights into financial performance.
Cloud-based software helps financial services firms work more effectively. It provides real-time information to everyone in your company, allowing them to work with the most up-to-date information from anywhere in the world. This feature also facilitates real-time collaboration, resulting in better and faster decision-making.
  • Automate repetitive tasks: automating work such as data entry, billing, and invoicing can save time and reduce the risk of errors.
  • Cloud-based software: 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: Set up financial controls to prevent fraud and errors. This can include implementing internal controls, such as segregation of duties and regular audits.
  • Hire a professional accountant: Consider hiring a professional accountant to help manage your financial operations. An accountant can provide expert advice on financial management, tax planning, and financial reporting.
  • Train your team: Train your team on best practices for financial management and accounting. This can include providing training on accounting software, financial reporting, and compliance requirements.
  • Review and update your financial processes regularly: Review your financial processes regularly to ensure they are efficient and effective. Update your processes as needed to reflect changes in your business or industry.

Selecting the best solution depends on the needs and demands of your particular business. However, certain features need considering carefully before you make a decision. These include: 

  • Features: Look for software that has the features you need to manage your financial operations.
  • Integration: The software will need to integrate with your other systems, such as CRM and ERP.
  • Scalability: Can the solution grow as your business does? Consider software that can handle an increasing volume of transactions, users, and data.
  • Usability: Is the software easy to use and navigate? Look for software that has a user-friendly interface and provides clear instructions and support.
  • Security: highly sensitive financial data needs robust security features to protect it. Look for software that uses encryption, multi-factor authentication, and other security measures.
  • Pricing: Does the price include any upfront costs, ongoing fees, and additional charges for add-ons or support?
  • Reviews and Reputation: Where does the software provider stand among its competitors? Look for software with positive reviews and a good reputation for customer support.

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