Level up your financial services software - X3 Consulting

Level up YOUR FINANcial services software

Improve efficiency 10 times across multiple entities with Sage Intacct

Simplify with speedy consolidations

Make light work of multiple-entity consolidations and gain access to real-time financial data.

  • Automate back office processes, reduce headcount, and save thousands of pounds annually
  • Make data-driven decisions with real-time information
  • Consolidate hundreds of entities in minutes
  • Move to the cloud and eliminate unnecessary IT costs

Sage Intacct E-Book will cover:

 

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Accelerate your success with deeper financial data

No matter how many assets your firm has under management, if you’re a Chief Financial Officer or Chief Investment Officer, you’ll be facing relentless challenges.

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.

Since that has to happen in hours, not weeks, you need to look past Xero, MYOB, QuickBooks, and Excel to find a true cloud-based financial management platform for investment management.

DOWNLOAD the E-Book today

tailored to your industry

Discover how Sage empowers millions of customers and all types of businesses to thrive in today’s ever-growing digital world.

GET YOUR JOURNEY STARTED TODAY

Learn how to level up with Sage Intacct

READ THE HALSTATT CASE STUDY

Explore Sage Intacct and discover how it can increase your finance team’s productivity by 40%.

BOOK A COFFEE BREAK DEMO

Grab a free coffee on us and get a 20-minute demo of Sage Intacct, followed by a live Q&A with our team.

DOWNLOAD THE PRODUCT BROCHURE

Get an overview of Sage Intacct and discover how it can help your business level your finance function.

BOOK A LIVE DEMO OF Sage Intacct

We’re ready to answer your questions about pricing, provide product demos, and build a custom plan that meets your needs.

Real-time, multi-fund consolidation on hundreds of entities

Chances are, your firm spends countless hours on tedious and error-prone financial reporting, preparing statements, budgets, analyses, and compliance filings for each of your funds. You barely finish in time to start all over again.

Sage Intacct is the world’s leading multi-entity, multicurrency cloud financial management platform for investment management firms. It gives you:

  • Real-time consolidations with intercompany eliminations
  • Drill-down access to all of your funds, assets, and operating companies
  • Multicurrency support
  • Full compliance
  • Dozens of built-in reports
  • Advanced custom reporting and analytics