Sage Intacct

Cloud finance software for financial services

Improve efficiency 10 times across multiple entities with Sage Intacct.

Financial data at your fingertips

Regardless of the amount of assets under management (AUM) at your firm, if you’re a Chief Financial Officer (CFO) or Chief Investment Officer (CIO), the challenges are relentless. You need to integrate data from different systems; continuously calculate fair market value (FMV) and net asset value (NAV) for your diverse portfolios, monitor cash-on-cash performance; consolidate results across multiple operating companies into a single holding company; and create timely and actionable reports for your board. Since that has to happen in hours, not weeks, you need to look past Xero, MYOB and Excel to find a true cloud-based financial management platform for investment management.

Financial services software

Multi-fund consolidation in real-time

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—the only cloud-financial services management platform preferred by the AICPA*—is the world’s leading multi-entity, multi currency cloud financial management platform for investment management firms. You get real-time consolidations with inter company eliminations; drill-down access to all of your funds, assets, and operating companies; multi currency support; full GAAP compliance; dozens of built-in reports; and sophisticated custom reporting and analytics.

*American Institute of Certified Public Accountants

New improved dashboards

Sage Intacct’s scalable architecture and cloud-based delivery means your financial services management platform stays in step with you as you grow. You can easily increase assets under management and expand your portfolio of funds and operating companies—without adding staff, installing more software, or creating extra work. You can share charts of accounts, payments, receivables, and cheque cutting for all your operating companies. The Sage Intacct cloud financial management platform gives investment management companies immediate access to the right data and information across a large number of complex entity structures to make smarter decisions that lead to increased investment returns. Sage Intacct helps CFOs and CIOs become increasingly data-driven and transition away from outdated quarterly reporting to continuous consolidation and real-time reporting.

From scale-ups to global enterprises: Sage Intacct is our best-of-breed, cloud finance software that grows with you.

Collaborate compliance

By using the latest compliance strategies and auditing techniques, Sage Intacct can minimise your compliance risk exposure. Sage Intacct provides best-in-class auditing of intercompany transactions with detailed transaction logs and an integrated “collaborative compliance” environment that’s consistent across the front and back office. You see not only what you did and when you did it, but also why you did it and how the transaction complies with GAAP rules.

EDDIE DREW

Head of systems, Equivo

“With Sage Intacct we have been able to scale our business and build in automation to relieve pressure on the finance team. We were live on Sage Intacct within 8 weeks from order.”

 “X3 Consulting showed us the real power within Sage Intacct which made the decision to leave Sage 50 an easy one.” 

Resources

Read, watch, and share best practices.

E-book

CFO 3.0 – Digital Transformation beyond Financial Management

x3 consulting Guide

Read more about why X3 Consulting is the right partner for your implementation

E-BOOK

Hear from the finance experts: Rated #1 in customer satisfaction by G2

 

E-BOOK

Align and prioritise your company strategy with your tactical needs

Coffee break demo

CFO 3.0 Digital Transformation

Sage Intacct Product Guide

G2 Customer Satisfaction Report

Business Intelligence