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Savings and loans program management software for diocesan organizations

Sage Intacct Mateo is the modern, cloud-native solution making diocesan savings and loans management uncomplicated and effortless. Streamline workflows, reduce errors and manual tasks, and make reconciliations more efficient.

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Trusted by

Diocese of Jefferson City
Archdiocese of Springfield Massachusetts
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Simplify your diocesan savings and loans programs to save valuable time

Managing your dioceses savings and loans programs will never be the same. Automation, a modern interface, and seamless integrations give you the visibility and simplicity you need to make informed decisions leaving you with time for more value-added work.

  • A modern interface simplifies navigation and processing of transactions.
  • Accessible anywhere, anytime.
  • Save hours, days, and even weeks with diocesan accounting software to give you more time for strategic work.

Seamless integration with unified interface keeps data and transactions in sync

Seamless integration between Sage Intacct Mateo and Sage Intacct allows for posting transactions in real-time, so they will always be in sync, no matter where or when you view them.

  • Import deposits, withdrawals, adjustments, vendors, loan payments, and loan write-offs.
  • Generate monthly interest postings to Sage Intacct Mateo and Sage Intacct, and generate monthly bank statements in one easy step.
  • Leverage the Sage Intacct Cash Management (deposits) and Accounts Payable modules (withdrawals) functionality thanks to the seamless integration.
Diocese of Jefferson City saves six days of manual work each quarter with real-time integration. Read case study
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Manage your diocesan savings and loans program with accuracy and ease

Everything you need–in one place. Sage Intacct Mateo gives you the ability to manage your savings and loans programs easily and effectively. Tired of dealing with manual workarounds and wasted time? With Sage Intacct Mateo, you can:

  • Attach supporting documentation to savings and loan accounts, interest rates, and all transactions.
  • Pay 3rd party vendors directly from savings and loan accounts.
  • Request withdrawals and transfers with an automated approval workflow.
  • Generate loan amortization schedules.
  • Update interest rates for all accounts in seconds.
  • Provide customer access to transaction histories, portfolio reports, and bank statements.
Diocese of Springfield reduces errors and improves efficiency. Read case study.

Resources for diocesan savings and loans management

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Kathy Smith

Finance Manager, Diocese of Jefferson City

Now that we are on Sage Intacct and Sage Intacct Mateo, I can actually take a vacation the first few days of the month.

Diocese of Jefferson City

Diocesan savings and loans management FAQs

Sage Intacct Mateo is the modern, cloud-native savings and loans solution for Roman Catholic Dioceses. Savings and loan information is seamlessly integrated with financials, giving you the real-time visibility you need for proactive and informed decision-making.

Sage Intacct Mateo Features

  • Attach supporting documentation to savings accounts, interest rates, and all savings transactions.
  • Real-time integration.
  • Modern user interface.
  • Access transaction histories, portfolio reports, and bank statements.
  • Generate monthly interest postings and bank statements.
  • Savings Module.
  • Update interest rates for all savings accounts.
  • Request withdrawals and transfers.
  • Automated approval workflow.
  • Import deposits, withdrawals, adjustments, and vendors.
  • Loans Module.
  • Apply advanced payments to future payments.
  • Generate amortization schedules.
  • Import payments and write-offs.

With Sage Intacct Mateo, one-off, manual, time-consuming, and error-prone tasks are in the past. Now, you can streamline your workflows, easily manage your funds and loans, and eliminate errors and extra steps thanks to the seamless integration with Sage Intacct cloud accounting software. Real-time insight and transactions are always in sync, so you're never using old data. Plus, automated integration means easier reconciliations, saving you time and frustrations.

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Expert advice

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