Sage Intacct for Financial Services
Sage Intacct is relied upon to manage over $1.4 trillion in assets across more than 1000 financial services firms. Finance leaders switch to Sage Intacct for smarter decision-making and strategic asset management.
Features & Benefits for Financial Services Firms
Streamline, Simplify, and Succeed with Sage Intacct
Multi-Entity Management
Easily manage countless legal entities across multiple currencies in a singular Sage Intacct system, enabling effective management of all assets in direct investments and real estate and empowering smarter decisions.
Key Metrics Tracking
Get real-time insights into your financial services firm’s key metrics, such as fund performance, assets under management (AUM), profit and loss, and departmental expenses.
AP Automation
Reduce manual work significantly with Sage Intacct’s automated invoicing, customizable approval chains, and digital payment solutions.
Cash Management
Achieve detailed cash flow monitoring and swift bank reconciliation, improving liquidity transparency and capital management.
Contract & Subscription Billing
Simplify managing subscriptions, specialized contracts, and recurring billing through integrated data, automations, and accurate revenue recognition.
Software Integrations
Seamlessly integrate Sage Intacct with your existing HR/payroll, budgeting, CRM, and portfolio management systems to ensure total data synchronization.
Harness Powerful Data to Enhance Strategy
Controller Dashboard: Create a custom dashboard with visualizations showing cash changes of various accounts, budget vs. actuals, and other metrics for financial health.
CFO Dashboard: Design a custom dashboard with critical metrics like cash on hand and assets under management (AUM).
Portfolio Dashboard: Build dashboards for each portfolio with data visualizations that focus on metrics such as fund analysis, both condensed and over time.
Dimensional Reporting: Enhance visibility by tagging each transaction with a business driver like location, project, customer, and employee – allowing for one-click grouping, sorting, filtering, pivoting, analyzing, and reporting.
Redefine Accounting Tasks with Smart Automations
Account-Based Allocations: Automatically assign incoming payments to the correct customer accounts and invoice records within Sage Intacct.
Automated Billing: Implement automations that automatically notify your AR team or your client directly when contracts are ready for renewal and billing.
One-Click Consolidations: Aggregate all transactions across your financial services firm in minutes, including decentralized payables, inter-entity transactions, different currencies, and various asset types, departments, and locations.
Fraud Detection: Implement smart rules like alerts for changes in vendor details and other critical indicators.
“Sage Intacct has been a huge value to us. We close our books much more efficiently allowing us to make more informed decisions. I can focus my time on growing CoVenture, and not worrying about inefficiencies slowing us down.”
Find out how CoVenture reduced their time spent on monthly close from 50-60 hours to just 6 hours every month.
Pride Investment Partners Boosts Growth with Newfound Data Visibility
Learn more about how Pride Investment Partners, a real estate and direct equity investment firm, grew their business and managed great volume in their singular Sage Intacct system.
“Sage Intacct lets us filter, organize, and report information in whatever format is relevant to our principal, subsidiary CEOs, or even investing partners—whether that be detailed operational insights or higher level comparisons of investment projects across entities.”
Discover how MidCap Credit & Capital used Sage Intacct to scale easily with a dynamically changing multi-entity business and save 16 hours per month on global consolidations.
Optimize Operations with Sage Intacct
Slash consolidation times by up to 85%, transforming a process that took days or weeks into mere minutes — ideal for financial services firms managing multiple funds and entities.
Cut time to close by 40-70%, so your finance team to focus on strategic analysis rather than routine processing.
Experience an average ROI of 250% in under 6 months, along with a 65% boost in efficiency.
Manage More Money with Next-Generation Accounting
Trusted by 1000+ financial services firms, Sage Intacct enhances efficiency and increases visibility into growth opportunities.
How to Drive Performance in Financial Services
In this insightful whitepaper, discover how financial services organizations are transitioning from a periodic, ad-hoc reporting paradigm to real-time reporting.
Frequently Asked Questions
How is Sage Intacct designed for firms in financial services?
Sage Intacct is filled with unique capabilities that directly address the unique needs of financial services firms. It provides robust features that help manage complex financial structures and multi-entity transactions efficiently. With real-time financial visibility and deep functionality for streamlined operations, Sage Intacct aids financial services firms in improving their accounting and financial management operations and strategic decision-making.
What kind of financial services firms is Sage Intacct suited for?
Sage Intacct is designed to support a wide range of financial services firms, including private equity, real estate, single and multi-family offices, venture capital firms, wealth and asset management (WAM), lending, insurance, and industries involved in workers’ compensation and payroll.
Accordant’s software experts are skilled at tailoring Sage Intacct to various sectors within the financial services industry. Each implementation is customized to fit the specific needs and challenges of your business, ensuring that you can maximize the benefits of Sage Intacct’s powerful capabilities.
What kind of training and support will we get?
The Accordant Managed Services (AMS) team works closely with your finance and operations teams to understand your data and processes; this ensures a successful implementation. After go-live, you continue to receive ongoing support from Accordant’s team of accounting software experts. You will also have full access to Sage Intacct’s comprehensive knowledge base, user community, and training sessions.
How much does Sage Intacct cost?
Pricing for Sage Intacct varies based on the specific needs and scale of your business, including the number of users and required functionalities. Sage Intacct provides custom pricing upon request to ensure you pay for only what you need. To get a rough estimate of how much the solution would cost to meet your business needs, get in touch!
Jumpstart Growth with Sage Intacct for Financial Services
Fill out the form to schedule a personalized consultation and demo of Sage Intacct for your financial services firm.