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Get Real-Time Insights with Sage Intacct for Financial Services  

Make impactful decisions with top-rated financial accounting ERP. Consolidate data within minutes and bring new perspectives to your business. 
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Scale up your financial services business with automated Sage Intacct ERP finance solution

Empower your finance team

Boost productivity of your team by automating routine accounting processes, from accounts payable to inter-company transactions. Close books faster and identify new opportunities for growth.
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Sharper insights for bolder decisions

Make informed, data-driven decisions with Sage Intacct ERP, giving you real-time insights. Get a clear view of your firm’s financial performance with customizable, role-based dashboards.
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Multi-entity Insights

Manage entities across portfolio with a single shared account for complete visibility. Simplify inter-entity transactions and add a new entity to your cloud ERP software in minutes.
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Simplify billing processes

Enhance efficiency and eliminate errors with automated billing workflows and smart revenue recognition. Auto-schedule recurring allocations and keep track of earnings from subscriptions.
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Expand your software capabilities

Align your system and processes by building custom applications and API integrations with Sage Intacct ERP implementation. Accelerate cash flow with tailored order workflows.
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Get faster insights with accurate forecasting

Cut down the hours spent on budgeting and forecasting with automation of work spread across multiple spreadsheets. Collaborate and plan in real time and gain a holistic view of your finances.
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Lead the industry with AI-powered Sage Intacct for financial services

Book Your Demo

Grow your financial services business with powerful Sage Intacct ERP finance software

Dynamic Allocations

Fully automate your allocations to effectively measure business outcomes across products and projects.

Global Capabilities

Simplify multi-entity, multi-currency and multi-level consolidations with a centralized cloud ERP software.

Spend Management

Manage budget allocations, compile spend requests and set budget limits for departments and locations.
ERP finance

Why choose Sage Intacct ERP finance?

Given the central economic role of the finance industry, proper and transparent accounting is of crucial importance to drive growth and scale with greater ease.

Cloud-based Sage Intacct ERP for financial services enhances financial transparency, automates routine processes and enables real-time monitoring of financial performance.

Sage Intacct Advantages for Financial Industry

Here are the numerous advantages you get when you automate your financial processes using Sage Intacct ERP system.

  • Scale your business without hiring more staff
  • Minimize the time and effort needed for closing and consolidations
  • Integrate with existing applications and deliver more value within IT budgets
  • Make smarter investment choices and offer data-driven insights to clients
  • Get access to data anytime, anywhere with complete security
  • Use detailed, multi-dimensional reports to drive strategic decision-making
Sage Intacct Advantages
Financial Services

What is ERP for Financial Services?

ERP for financial services is a specialized software solution that caters to the unique operational and compliance requirements of the finance industry, enabling Finance Heads to simplify decision-making with real-time visibility into complex operations. Whether it’s accounts payable or general ledger accounting, Sage Intacct ERP finance is a centralized source of financial data that enhances efficiency, reduces costs and ensures positive outcomes for clients. 

Why Do Financial Services Need ERP Software

No matter the business size, for a financial services provider, the stakes of handling capital and managing risks are high. When you use the best financial ERP software, it gives you complete operational control through these various capabilities, ensuring the financial resilience of your business.

1. Reporting Analytics 

With advanced AI-powered reporting, ERP finance allows CFOs to gain sharp insights to drive investment decisions. Its vast data-processing capabilities and tools enable real-time performance tracking while staying compliant with regulations. 

2. Accounts Management 

Be at the forefront of the financial industry with accurate handling of finances through accounting automation. From accounts payable to general ledger accounting, maintain up-to-date record of your transactions and receive instant alerts for errors. 

3. Risk Management 

Minimize the impact of market volatility as ERP finance predicts business risks and helps you plan “what-if” scenarios. Automated controls eliminate the risk of wrong transactions or mismanagement of client accounts, maintaining operational integrity. 

4. Fixed Asset Management 

ERP finance lets you maintain a detailed record of tangible and intangible assets throughout their lifecycle. Be it technology infrastructure or capital-intensive resources, ERP finance brings more transparency with accurate valuation and depreciation of assets.

5. Global Operations

As operations reach a global scale, it becomes mandatory to comply with region-specific regulatory requirements. Delivering a consistent, high-quality customer and fintech partner experience is only possible with flexible and scalable ERP finance like Sage Intacct.

6. Compliance Management

Timely reporting and accurate disclosures are integral to financial operations to avoid penalties for non-compliance. ERP finance helps you maintain high business standards while ensuring customer trust and confidence by implementing top-tier internal policies. 

Empowering Your Business with Industry-Focused Solutions

Whichever industry you operate in, your business has its own distinct requirements. Why then go with standard solutions? Sage Intacct is designed to meet the specific needs of your industry.

Financial Services

CA Firms

Software-as-a-Service

Professional Services

Hospitality

Biotech & Life Sciences

Wholesale Distribution

Franchise

Non-profit Organizations

Healthcare

Frequently Asked Questions

ERP for financial services eliminates accounting errors and helps achieve operational excellence through automation of finance workflows, such as AP automation. With its range of industry-specific features, from multi-entity insights to budgeting and planning, Sage Intacct maximizes ROI for finance companies by ensuring the most productive use of time.

Highlights of Sage Intacct ERP for financial services are as follows:

  • Robust core accounting: Meet the highest standards of accounting with rich features of Sage Intacct, such as a dimensional general ledger, accounts payable, accounts receivable, cash management, purchasing, order entry, and Sage Intacct Collaborate for real-time team communication. 
  • Multi-entity and global consolidations: Push-button consolidations instantly combine transactions across the organization for a comprehensive view of performance, including inter-entity transactions, decentralized payables, multiple currencies, funds, locations, departments, and more.
  • Reporting and dashboards: Gain real-time access to your company’s financials, from fund performance and AUM to profit and loss, departmental budgets, and employee spending, everything you need to keep your business on the right track.
  • GAAP/ Ind AS Compliance & Control: Lower risks and costs with automated workflows, strong internal controls, and easy audit tracking across all departments.
  • Real-Time Visibility: Get clear, instant insights by combining financial and operational data, helping you make faster, smarter decisions.
  • Cloud Technology with Open API: Easily track key metrics by connecting with systems like payroll, budgeting, CRM (e.g., Salesforce), and others important to your business.

If you’re managing multiple entities, spending more time closing books, relying heavily on Excel for reporting, and struggling with compliance, it’s time to switch to a powerful accounting solution like Sage Intacct. With Sage Intacct, you can:

  • Speed Up Consolidation: Cut multi-entity consolidation time by up to 85%, reducing it from days to minutes.
  • Faster Closings: Close your books 40-70% faster.
  • Save Time on Reporting: Automate reports and cut reporting time by 70-90%.
  • Real-Time Insights: Use dashboards to track your financial performance instantly.
  • Reduce Manual Work: Automate tasks so you can focus on strategy and growth.
  • Control Access: Manage user permissions for teams spread across different locations.

Sage Intacct is a flexible, cloud-based accounting software designed for financial services firms of all sizes and complexities. The cost depends on the size of your team and the ERP modules you need.

It helps you get real-time visibility, better financial insights, and make faster, smarter

Sage Intacct manufacturing ERP software offers multiple advantages to streamline financial operations in the manufacturing industry.

  • Real-Time Reporting: Provides instant insights into costs, revenues and profitability.
  • Inventory Management: Tracks inventory levels and costs to improve accuracy.
  • Cost Allocation: Automates allocation of production costs for better financial control.
  • Multi-Entity Support: Handles multiple locations or subsidiaries with ease.
  • Compliance Management: Ensures adherence to financial regulations and standards.
  • Automated Billing: Streamlines billing with automated invoicing and payment tracking.
  • Forecasting & Budgeting: Supports better planning with advanced forecasting tools.

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