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SAGE Intacct For Financial Services

The #1 Cloud Accounting Software For Financial Services Firms

Multi-fund consolidation and dashboards across 100’s of entities in real-time.


Real-Time Multi-Fund Consolidated Reporting

Top performing finance leaders rely on real-time insights to make smarter decisions. With Sage Intacct for Financial Services, you have powerful tools to nurture assets under management through direct investments and real estate, add new legal entities with push-button simplicity, make real-time decisions across multiple funds, and perform consolidations in minutes – not hours or weeks.

Sage Intacct on a Tablet

Widely-Used by Financial Services Firms

Sage Intacct is the #1 accounting software for more than 670 financial services firms that collectively manage more than $1.3 trillion assets under management.

Multi-Family Offices


Asset & Wealth Management

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Private Equity Firms


Venture Capital Firms

R/E Investment Trusts

Want to See a Demo of Sage Intacct?

See firsthand whether Sage Intacct is the right fit for your business.

Deep Financial Insights & Powerful Reporting

Manage multiple entities and make fast, strategic decisions without the delays of tedious spreadsheets and complicated consolidations.


Reduce consolidations from weeks to minutes for multiple entities, currencies, asset types, and locations


Drill deep into the data with unlimited multi-dimensions


Easily create custom, ad hoc reporting


Streamline processes including purchases to payables and the month-end close


Use the cloud to securely access key data anytime

Sage Intacct Financial Services Report Dashboard

Helpful Resources

Intacct Franchise Case Study

Case Study: MidCap

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.

Guide: Driving 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.

Intacct Financial Services Customer Portfolio

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