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Get Real-Time Insights with Sage Intacct for Financial Services

Make impactful decisions with top-rated Sage Intacct financial accounting ERP software. Consolidate data within minutes and gain new insights to drive your business forward faster. 

What is Sage Intacct for Financial Services?

Sage Intacct for Financial Services

Sage Intacct for financial services is an AI-powered & cloud-based solution that automates financial reporting and cash flow management, unlocking accurate financial insights to make informed business decisions. 

Sage Intacct is your full-service solution that caters to the unique operational and compliance requirements of the finance industry. It enhances real-time visibility and saves hours in routine business and accounting processes. 

As a centralized source for all your business data and client portfolios, this financial services ERP maximizes positive outcomes by ensuring financial transparency and delivering seamless, personalized experiences for clients.

Change the Way You Look at Business with Sage Intacct for Financial Service Providers

Automated Allocations

Measure performance and outcomes across products, projects and entities with fully automated, recurring allocation of costs and assets. 

Global Consolidations

Gain insights into global financial data with rapid consolidation across entities and currencies, and generate detailed global and domestic reports.

Purchase Management

Reduce purchase variances by enforcing spend limits. Set custom validation rules for spend requests, and even get alerts if requests are more than the budget.

Sage Intacct for Financial Industry: Out-of-the-Box Features & Capabilities

The ultimate solution to step up business innovation with advanced automation features and AI-enabled Sage Copilot for a 360° operational view. 

Empower your finance team

Boost team productivity with AI-powered AP automation and intelligent time and expense capture. Identify trends and profitable opportunities, and close the month-end faster. Core-Financials-fs

Sharper insights for bolder decisions

Gain actionable insights from Sage Copilot and adapt quickly to evolving clients’ needs. Get a clearer view of your firm’s financial health with customizable, role-based dashboards.Dashboards-Reporting-fs

Seamlessly manage multiple entities

Get a single shared account for complete visibility into all your entities. Simplify inter-entity transactions and add a new entity in the system within minutes.Multi-entity-Insights-fs

Streamline billing processes

Automate billing workflows and revenue recognition for enhanced efficiency and error-free accounting. Streamline recurring billing & keep track of earnings from subscriptions.Billing-fs

Expand your software capabilities

Build custom solutions to meet unique business needs, or integrate with other leading solutions using the web services API. Streamline order and sales workflows with Salesforce integration. Platform-fs

Make accurate financial forecasts

Cut down hours spent on budgeting & forecasting with automated data collection & analysis. Conduct ‘what-if scenario planning’ and visualise data to identify patterns for faster decisions.   Budgeting-Planning-fs

Unlock High-Growth Opportunities with Sage Intacct for Financial Services Companies

Why Sage Intacct Stands Out Among Other Recognized Solutions?

Take a look at the highlights of Sage Intacct and discover why financial services companies choose this solution over other leading players. 

Sage Intacct Others
Cloud-native ✔️ ✔️
Multi-entity Global Consolidations ✔️ ✔️
Dimensional Accounting ✔️
Pre-configured Industry-tailored Functionality ✔️
(Tailored for diverse industry needs)

(Lacks industry focus)
User Interface Modern, intuitive & user-friendly Complex
(Requires a deep learning curve)
Deep Integration Capabilities Robust integration with third-party tools Limited integration
Level of Customization Highly customizable to meet your unique business needs Limited customizability
Updates Frequently updated Infrequent & delayed updates
Industry Focus Small, medium, and large enterprises Primarily large enterprises with substantial funding

Sage Intacct Advantages for Financial Sector Enterprises

ERP finance

Here are the various advantages you gain when you automate your financial processes using the Sage Intacct cloud platform.

  • Scale your business without hiring more staff
  • Minimize the time and effort needed for month-end closing and consolidation of entities 
  • Integrate with other leading solutions and generate more value within your IT budget
  • Make smarter investment choices and offer data-driven insights to clients
  • Get access to data anytime, anywhere, with complete cybersecurity
  • Drive strategic decision-making with detailed, multi-dimensional reports

Why Do Financial Services Firms Trust Sage Intacct For Business Management?

For a financial services provider, the stakes of handling capital and managing risks are quite high. With Sage Intacct for financial services, companies gain complete control over their operations and finances, building resilience into their business strategy. 

1. Reporting Analytics

With advanced AI-powered reporting, Sage Intacct allows CFOs to gain sharp insights to drive investment decisions. Its vast data-processing capabilities and modern tools enable real-time performance tracking while staying compliant with regulations. 

2. Accounts Management

Keeps you at the forefront of business excellence through accounting automation, ensuring accurate handling of financial data. From AP to GL accounting, it can perform in-depth analysis of your transactions and give you instant alerts for deviations. 

3. Risk Management

Minimizes the impact of market volatility as the software forecasts cash flow risks and helps you plan ‘what-if’ scenarios. Automated controls eliminate the risk of fraudulent transactions or mismanagement of client accounts, maintaining operational integrity. 

4. Fixed Asset Management

Sage Intacct allows you to maintain a detailed record of tangible and intangible assets throughout their lifecycle. Be it IT equipment or real estate, the system ensures compliance with regulations along with accurate tracking, valuation and depreciation of assets.

5. Global Operations

Multi-entity and multi-currency consolidations within Sage Intacct allow you to manage global entities efficiently through a single login. Custom dashboards enable tracking of key metrics and monitoring the performance of global entities. 

6. Compliance Management

Timely reporting and transparency in disclosures are crucial to avoid penalties for non-compliance. This ERP for financial services helps you maintain superior reporting standards while ensuring customer trust by accurately implementing internal policies. 

Empowering Your Business with Industry-Focused Solutions

Whichever industry you operate in, your business has its own distinct requirements. Why then go with standard solutions? Sage Intacct is designed to meet the specific needs of your industry.

Frequently Asked Questions

Sage Intacct eliminates accounting errors and helps achieve operational excellence through automation of finance workflows, such as AP automation. With its range of industry-specific features, from multi-entity insights to budgeting and planning, Sage Intacct maximizes ROI for finance companies by ensuring the most productive use of time.

Highlights of Sage Intacct for financial services are as follows:

  • Robust core accounting: Meet the highest standards of accounting with rich features of Sage Intacct, such as a dimensional general ledger, accounts payable, accounts receivable, cash management, purchasing, order entry, and Sage Intacct Collaborate for real-time team communication. 
  • Multi-entity and global consolidations: Push-button consolidations instantly combine transactions across the organization for a comprehensive view of performance, including inter-entity transactions, decentralized payables, multiple currencies, funds, locations, departments, and more.
  • Reporting and dashboards: Gain real-time access to your company’s financials, from fund performance and AUM to profit and loss, departmental budgets, and employee spending, everything you need to keep your business on the right track.
  • GAAP/ Ind AS Compliance & Control: Lower risks and costs with automated workflows, strong internal controls, and easy audit tracking across all departments.
  • Real-Time Visibility: Get clear, instant insights by combining financial and operational data, helping you make faster, smarter decisions.
  • Cloud Technology with Open API: Easily track key metrics by connecting with systems like payroll, budgeting, CRM (e.g., Salesforce), and others important to your business.

If you’re managing multiple entities, spending more time closing books, relying heavily on Excel for reporting, and struggling with compliance, it’s time to switch to Sage Intacct – a powerful accounting solution. With Sage Intacct, you can:

  • Speed Up Consolidation: Cut multi-entity consolidation time by up to 85%, reducing it from days to minutes.
  • Faster Closings: Close your books 40-70% faster.
  • Save Time on Reporting: Automate reports and cut reporting time by 70-90%.
  • Real-Time Insights: Use dashboards to track your financial performance instantly.
  • Reduce Manual Work: Automate tasks so you can focus on strategy and growth.
  • Control Access: Manage user permissions for teams spread across different locations.

Sage Intacct is a flexible, cloud-based accounting software designed for financial services firms of all sizes and complexities. The cost depends on the size of your team and the ERP modules you need.

It helps you get real-time visibility, better financial insights, and make faster, smarter

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