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Sage Intacct Mateo delivers real-time and comprehensive diocesan savings and loans program management

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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Diocese of Jefferson City
Diocese of Springfield Massachusetts

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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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