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Sage Intacct is the accounting solution of choice for Financial Services organisations, providing them with an instant view of their financial position at any point of the month. 

In this post we’re sharing the top 5 features of using Sage Intacct for Financial Services companies:


1. Instant Consolidations

Managing multiple entities was once a major drain on their finance teams’ time, but since implementing Sage Intacct our Financial Service sector customers report they’re closing their books in a fraction of the time. 

Using Intacct’s enhanced reporting capabilities and automation, consolidating accounts is simplified and fast;  users can see a true financial picture in real-time. As one customer puts it: “our time is freed up to focus on investing funds, not spent tracking them.” 

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2. Anytime, Anywhere Access

The on-demand, internet-based access Sage Intacct provides has helped customers become more agile in their decision-making and planning and facilitated remote working. 

Particularly for businesses who previously relied on Excel spreadsheets or had limited reporting using QuickBooks; upgrading to Sage Intacct has provided them with instant access to financial data whenever they need it, helping them make more informed decisions based on accurate up-to-the-minute data. 

Sage Intacct for Financial Services

View our overview video, customer stories and more on Intacct for FinServ Organisations.

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3. Time Savings & Productivity

The automation of repetitive core-financial management tasks has freed up hours of time for finance professionals (even days for some!) and reduced manual errors. 

As their business evolves, and they find themselves managing more diverse portfolios, more clients and more entities, automated workflows have streamlined processes and improved productivity.

Achieve growth with Sage Intacct

4. Scalability

When the business begins to grow, Sage Intacct’s scalable infrastructure makes it easy to handle aspects other solutions struggle with, like adding new entities, increased / inter-company transactions and managing multiple currencies, departments or locations. 

 Meeting the additional or changing regulatory requirements that comes with business growth and maintaining a clear audit trail is also made easier with Sage Intacct. Utilising Intacct’s role-based Dashboards to monitor and analyse real-time insights, customers can stay informed and identify when adjustments are required.

Video Overview of Sage Intacct Dashboards
system integration

5. System Integration

Sage Intacct’s Open API connectivity means it integrates with hundreds of key business systems, such as Salesforce CRM and payroll, enabling the business to track metrics and improve collaboration between departments. 

 Aligning systems arms individuals and departments with the information they need to plan and work without relying on finance to run the numbers; Intacct provides a clear picture of financial and operational data all in one easy-to-use system. 

Why choose  Acuity as your Sage Business Partner?  

We’ve been providing Sage solutions for nearly 30 years now, so it’s safe to say we know our stuff! 

Our team have the expertise and professional, friendly approach to ensure our customers get the most out of their chosen solution; here’s what we provide:

  • Fixed price services on all projects.
  • Ongoing support and training.
  • Flexible payment options, such as milestone billing and Direct Debit.
  • Regular updates and communication.

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See Intacct in action with a live demo or arrange an initial call; click here to book a time and date.