search icon

Financial accounting software for financial services

If you own a business in the financial services industry, Sage Accounting will help you automate admin tasks so you can focus your time on serving your clients.

Financial accounting software that's easy-to-use

Create quotes and estimates quickly and easily

Forecast profits from client accounts. Convert your quotes and estimates into invoices so you can get paid faster.

Collaborate in real-time with your clients and team members

Collaborate with real-time data and insightful, easy-to-read reports and make informed decisions for your business. Quickly and easily share the latest financial information with your accountant securely.

Take control your admin

Connect your bank accounts to sync with Sage Accounting and review bank statements and cash flow trends in real-time. Add AutoEntry, and simply snap a photo, email or scan your receipts and other documents and watch your data seamlessly flow into your financial accounting software, already categorized.

Financial accounting software plans and pricing

Sage Business Cloud Accounting Start

Sage Accounting Start

$10 /month

Entry-level accounting software. Ideal for self-employed and micro-businesses. 

  • Create and send invoices
  • Track what you're owed
  • Automatic bank reconciliation
Most popular
Sage Accounting

Sage Accounting

70% off for 6 months
$25
$7.50 /month
You save $105.00

Powerful cloud accounting software for small businesses. Includes everything from Sage Accounting Start, plus: 

Financial accounting software FAQs

Financial accounting software is a program that organizes, syncs, and automates accounting and bookkeeping processes for financial businesses. Sage Accounting is a type of cloud-based accounting software that works from anywhere with an internet connection. Use it to work on your books and manage cash flow. It will help you track income and expenses while spending less time on financial admin.

Financial accounting software backs up all of your transactions safely and securely to the cloud. That way, you don't have to worry about any painful upgrades or updates and can work from the office or at home. It also simplifies collaborating with your team and your accountant.

Financial accounting software is a computer program or online application for recording income and expenses and reconciling transactions in a business bank account. It's designed for collaborating closely with an accountant. Sage Accounting is an example of financial accounting software.

Financial services accounting software like Sage Accounting works by connecting to your business bank account and automatically importing and categorizing transactions, per your specified customizations. With your account data synced with Sage Accounting, you can generate powerful insights and present them with sleek, easy-to-read reports to make the best decisions for your financial services company.

Sage Advice for financial service companies

Read articles, reports and blog posts to get the latest on financial services accounting.

Three emerging technologies poised to reshape accounting and financial management

Three emerging technologies poised to reshape accounting and financial management

These are the three emerging technology areas that are poised to change how companies gather, manage, and use data.

Read more Read more
How do businesses use retained earnings and how can accountants help?

How do businesses use retained earnings and how can accountants help?

In this article, we cover what retained earnings means, why they're important, and how an accountant can calculate them.

Read more Read more
How to create a 5-step business development process for your accounting firm

How to create a 5-step business development process for your accounting firm

Without a business development process, it’s a challenge to lead your accounting firm forward or grow consistently. Read these 5 easy steps to get started today.

Read more Read more
How accountants and technology can coexist and bring “humanity” back to the profession

How accountants and technology can coexist and bring “humanity” back to the profession

Joe Abesamis gives tips on how accountants can utilize technology to automate menial tasks while the workforce can focus on valuable work.

Read more Read more
5 things clients want from their accountant

5 things clients want from their accountant

Here are five of the most common things small to medium businesses expect from their accountant.

Read more Read more
3 Sage leaders honored as “Top 100 Most Influential People in Accounting”

3 Sage leaders honored as “Top 100 Most Influential People in Accounting”

Accounting Today identified the thought leaders, change-makers, regulators, and other leaders who are shaping the accounting profession. Sage represented more honorees than any other software vendor.

Read more Read more
The secret to effective communication? Know your audience

The secret to effective communication? Know your audience

While technology tools can facilitate communication, they will never replace it. The key to effective communication is knowing your audience.

Read more Read more
Disrupting the profession: 3 ways accountants can grow and thrive

Disrupting the profession: 3 ways accountants can grow and thrive

Accounting is on the brink of positive disruption and perfectly primed for the challenges of 2020. Accountants don't just have to adapt, they can thrive.

Read more Read more

Ready to get started?

Whether you’re a sole trader, a micro-business or a small business with complex invoicing requirements, there’s a Sage Accounting solution for you.