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Financial Services Accounting Software: Let Us Drive You To Success with Sage Intacct for financial services

Do you need deeper, more intuitive financial data insight?

If you’re a Chief Financial Officer (CFO) or Chief Investment Officer (CIO) you will be facing relentless challenges to manage company assets continuously.

You will need to:

  • integrate data from different systems,
  • continuously calculate fair market value and net asset value for your diverse portfolios,
  • monitor cash-on-cash performance,
  • consolidate results across multiple operating companies into a single holding company,
  • create timely and actionable reports for your board.

If you want this to be achieved in just hours rather than weeks, you’re going to need to look past Sage 50, Xero, MYOB, QuickBooks and even Excel spreadsheets.

Modernise your finance processes with Sage Intacct, a true cloud-based financial management platform. Sage Intacct is the world’s leading multi-entity, multi-currency cloud financial management platform for investment management firms.

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Spending countless hours on monotonous and error-prone financial reporting?

Manually creating statements, budgets, analyses, and compliance filings for each one of your funds?

You could free up your time with Sage Intacct for Financial Services – an automated real-time cloud financial management solution to improve the efficiency, productivity and accuracy.

Financial automation can reduce, or eliminate, the time financial services firms spend to:

  • Consolidate financial information in Excel for multi-entity, multi-location, and multi-currency organisations
  • Calculate revenue recognition in Excel after compiling project-based time and expense information from sales and HR systems
  • Perform manual data reconciliations and/or manual data re-entry between systems
  • Calculate allocations using data that doesn’t exist within some traditional accounting systems
  • Process vendor payments and manually route paper approval sheets

Get a clear picture of your business’ performance

Increase visibility with drill-down access to funds, assets, and operating businesses, enabling you to make well informed decisions faster.

Sage Intacct provides real-time consolidations, inter-company exclusions and multi-currency support. With access to dozens of built-in reports and sophisticated custom reporting and analytics available at the click of a button, reducing the need to analyse using spreadsheets.

With Sage Intacct, financial and investment management companies have immediate access to the right data and information when it’s needed, enabling smarter decision making. Move away from outdated practices to continuous consolidation and real-time reporting.

5 Spreadsheets to stop using - read our blog!

Are you finding new business requirements and regulatory compliance difficult to adhere to?

By using the latest compliance strategies and auditing techniques, Sage Intacct minimises your compliance risk exposure.

This sophisticated technology infrastructure has superior capabilities when it comes to auditing inter-company transactions, providing detailed transaction logs and an integrated “collaborative compliance” environment that’s consistent across the front and back office.

So, you can rest assured knowing that your business processes are 100% compliant to the GAAP requirements.

global consolidation sage intacct

Are you ready to excel?

Sage Intacct & Acuity can help drive your business to success. Get in touch to find out more about how Sage Intacct can shift your business into gear and take advantage of our fixed price implementation. Acuity is the only UK partner to offer Fixed Price Implementation as standard.

Join many other organisations that are on the Sage Intacct journey to streamline, automate, and accelerate their business accounting.

Would you like a demo of Sage Intacct?

Want to serve up a more profitable professional services business, get in touch to arrange a demo of Sage Intacct.

Give me a demo of Sage Intacct

Useful resources about Sage Intacct

Digitalise the finance function

Download infographic

Sage Intacct for Financial Services Datasheet

Download product datasheet

How to embrace digitalisation as a modern CFO

Download white paper

Financial Services software: Sage, Automation and the IoT

Read the blog post