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
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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
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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
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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
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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.

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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
  • Family Offices
  • Private Equity Firms
  • Real Estate Investment Trust (REIT) Firms
  • Venture Capital Firms
  • Wealth Management Firms

Resources

Read, watch, and share best practices.

Datasheet

Datasheet

Sage Intacct Multi-Entity Global Consolidations Datasheet

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Report

Download our report to learn how automation can save your finance team up to 3X more time for value-added activities.

Analyst Report

Datasheet

Sage Intacct Planning Datasheet

Infographic

eBook

Learn how Sage Intacct can grow your business.

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"Sage Intacct… offers flexibility, ease of use, and 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."

Michael Dolence
Vice President of Operations, Pride Investment Partners