Leading Cloud Accounting
for Financial Services
firms that collectively manage more than $1.3 trillion AUM.
Learn more about Sage Intacct, the cloud financial solution
that’s ideal for financial services firms like yours.
Financial services accounting software—the 1st and only preferred provider of the AICPA
Top-performing finance leaders are forward-thinkers who rely on real-time insights to make smarter decisions. Nurture your assets under management through direct investments and real estate, add new legal entities in minutes, and make data-driven decisions based on consolidated multi-entity financials.
- Use best-in-class, multi-dimensional reporting that deliver real-time insights across multi-entities
- Reduce consolidations from weeks to minutes
- Reduce costs by 80-90% in the cloud
See why Sage Intacct is rated the #1 accounting software solution in customer satisfaction by G2.
Fast consolidations that make you smarter without mind-numbing Excel tasks
Maximize business performance and make smarter decisions to manage your multiple entities, different currencies, and constantly evolving compliance mandates.
With push-button consolidations, you get a fast close and real-time analytics – in minutes – for maximum impact on your financial firm’s performance.
- Multiple entities
- Multiple currencies
- Multiple asset types
- Multiple locations
Hear how RapidRatings, a cloud-based ratings, research, and analytics firm, accelerated revenue management by 20%.
Financial services multi-dimensional reporting and data with real-time visibility
Be forward-thinking and find new, yet proven, ways to improve productivity, reduce costs, and streamline processes including purchases to payables, the month-end close, consolidation, management, and financial reporting.
- Intuitive, real-time financial dashboards
- Drill deep into the data with unlimited multi-dimensions
- Custom, ad hoc reporting capabilities
Learn how Brookfield Private Securities cut the monthly close process in half, saved 120 hours per year on report preparation, and gained deeper insights.
Manage Costs, Assign Internal Controls, Minimize Risks
Sage Intacct’s cloud-based solution offers significant benefits to financial services firms – all in one integrated system.
- Streamline payment processing while increasing efficiency for nearly 70% less than average processing costs
- Use the cloud to securely access key data anytime, anywhere
- Seamlessly scale as your business grows – without adding headcount
- Implement user access controls
Learn how Auto Claims Direct saved 45 hours per month by automating payment, enhancing the overall customer experience and driving a competitive advantage for the business.
Sage Intacct accounting software products— #1 in customer satisfaction
We’ve earned the highest customer satisfaction in the industry from G2 since we focus on delivering an integrated accounting solution that puts your success first.
- Streamline payment processing while increasing efficiency for nearly 70% less than average processing costs
- Use the cloud to securely access key data anytime, anywhere
- Seamlessly scale as your business grows – without adding headcount
- Implement user access controls
See why Sage Intacct is the #1 accounting software solution in customer satisfaction.
Financial Services
The #1 accounting software for more than 670 financial services firms that collectively manage more than $1.3 trillion AUM
- Asset Management Firms
- Private Equity Firms
- Venture Capital Firms
- Family Offices
- Real Estate Investment Trust (REIT) Firms
- Wealth Management Firms
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Please provide the following information and one of our team members will get in touch with you ASAP. You can also contact one of our account executives at 877-202-6672.