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Financial Services Accounting Software:

Let Us Drive You Towards Success

Do you need deeper, more intuitive financial data insights?

 

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

 

You 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 happen in hours rather than weeks, you’re going to have to look past Sage 50, Xero, MYOB, QuickBooks, and Excel. The solution you need to find is a true cloud-based financial management platform for investment management.

 

Modernise your finance processes with Sage Intacct for Financial Services—the world’s leading multi-entity, multi-currency cloud financial management platform for investment management firms.

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

 

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

 

Free up your time with Sage Intacct – an automated real-time cloud financial management solution to improve both efficiency 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 routing paper approval sheets.

"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

Looking to have a clearer picture of your business’ performance?

 

Increase your visibility with drill-down access to all your funds, assets, and operating businesses, enabling you to make well informed decisions, quicker. Sage Intacct provides you with real-time consolidations with inter-company exclusions, and multi-currency support. You also gain access to dozens of built-in reports, as well as sophisticated custom reporting and analytics.

 

Sage Intacct gives financial and investment management companies immediate access to the right data and information when they need it. As financial leaders you are empowered to make smarter decisions that lead to increased investment returns. The solution supports financial decision makers become increasingly data-driven, transitioning away from outdated quarterly reporting to continuous consolidation and real-time reporting.

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

Are you ready to excel?

 

Sage Intacct & Acuity can help drive your business towards 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.

 

Get in touch now and speak with one of our experts.

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