Sage Intacct for Financial Services:

Consolidated Real-Time Data – Right When You Need It

The No. 1 Cloud Financial System Collectively Managing more than $1.3 Trillion AUM for Financial Firms

Grow your assets under management through direct investments and real estate. Add new legal entities in minutes. Make data-driven decisions based on consolidated, multi-entity financials. With Sage Intacct, you get real-time insights across multiple entities, perform consolidations in minutes, and cut costs by 80-90%.

Spending Hours On Cumbersome Spreadsheets?

With Sage Intacct’s powerful reporting, you can toss those spreadsheets and run reports in minutes. Maximize business performance and make smarter decisions more quickly across multiple entities, different currencies, and multiple locations.

Reduce the time it takes to perform period end close and get real-time analytics in minutes.

  • Multiple entities
  • Multiple currencies
  • Multiple asset types
  • Multiple locations

"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

Financial Services Multidimensional Reporting – The Data You Need Right Now

With Sage Intacct’s multidimensional reporting you will gain timely insight into your organization’s data that will help you to increase productivity, reduce costs, and streamline processes. From automating the workflow of purchasing to payables, shorten the time to close a period, quickly run consolidated reports and deliver meaningful financial statements, Sage Intacct will revolutionize how your finance department operates.

  • See what’s happening on intuitive, real-time financial dashboards
  • Drill deep into the data with unlimited dimensions
  • Use custom, ad hoc reporting to get fast insights

Manage Costs, Assign Internal Controls, Minimize Risks

Cloud-based Sage Intacct offers significant benefits to financial services firms – all in one integrated system.

  • Streamline payment processing, increase efficiency, and reduce average processing costs by nearly 70%
  • Securely access key data anytime, anywhere
  • Seamlessly scale as your business grows – without adding headcount
  • Implement user-access controls