Leading Cloud Accounting for Financial Services

The #1 accounting software for more than 670 financial services firms that collectively manage more than $1.3 trillion AUM. Learn more about Sage Intacct, the cloud financial solution that’s ideal for financial services firms like yours.

Consolidated, real-time data, when you need it.

Cloud-based Finance and Accounting Solutions for Financial Services Firms

See how NTFN, a leader in mortgage lending, improved their reporting and saved time on consolidations with Sage Intacct.

Trusted by

Financial services accounting software—the 1st and only preferred provider of the AICPA

Top-performing finance leaders are forward-thinkers who rely on real-time insights to make smarter decisions. Nurture your assets under management through direct investments and real estate, add new legal entities in minutes, and make data-driven decisions based on consolidated multi-entity financials.

  • Use best-in-class, multi-dimensional reporting that deliver real-time insights across multi-entities
  • Reduce consolidations from weeks to minutes
  • Reduce costs by 80-90% in the cloud
Financial Services Firms Accounting and Financial Management Solutions and The Only Preferred AICPA provider

See why Sage Intacct is rated the #1 accounting software solution in customer satisfaction by G2.

Fast consolidations that make you smarter without mind-numbing Excel tasks

Maximize business performance and make strategic decisions to manage your multi-entities, different currencies, and constantly evolving compliance mandates.

With push-button consolidations, get a fast close and real-time analytics—in minutes—for maximum impact on your financial firm’s performance.

  • Multiple entities
  • Multiple currencies
  • Multiple asset types
  • Multiple locations
Financial Services Firms Accounting and Financial Management Solutions with Multi-entity and Multi-location Consolidations

Hear how RapidRatings, a cloud-based ratings, research, and analytics firm, accelerated revenue management by 20%.

Financial services multi-dimensional reporting and data with real-time visibility

Be forward-thinking and find new, yet proven, ways to improve productivity, reduce costs, and streamline processes including purchases to payables, the month-end close, consolidation, management, and financial reporting.

  • Intuitive, real-time financial dashboards
  • Drill deep into the data with unlimited multi-dimensions
  • Custom, ad hoc reporting capabilities
Financial Services Firms Accounting and Financial Management Solutions with Realtime Visibility

Learn how Brookfield Private Securities cut the monthly close process in half, saved 120 hours per year on report preparation, and gained deeper insights.

Manage costs. Assign internal controls. Minimize risk.

Sage Intacct’s cloud-based solution offers significant benefits to financial services firms – all in one integrated system.

  • Streamline payment processing while increasing efficiency for nearly 70% less than average processing costs
  • Use the cloud to securely access key data anytime, anywhere
  • Seamlessly scale as your business grows – without adding headcount
  • Implement user access controls
Financial Services Firms Accounting and Financial Management Solutions with Cloud-based Architecture

Learn how Auto Claims Direct saved 45 hours per month by automating payment, enhancing the overall customer experience and driving a competitive advantage for the business.

Sage Intacct accounting software products— #1 in customer satisfaction

We’ve earned the highest customer satisfaction in the industry from G2 since we focus on delivering an integrated accounting solution that puts your success first.

FALL 2022
G2 Grid Report

See why Sage Intacct is the #1 accounting software solution in customer satisfaction.

Financial Services

Leading cloud accounting software for financial services firms.

Product add-on modules for financial services

Dynamic Allocations Dynamic Allocations Fully automate allocations
Multi-Entity and Global Consolidations Multi-Entity and Global Consolidations Powerful, lighting-fast continuous consolidations
Spend Management Spend Management Streamline purchasing and payables

Sage Membership

Get more than software and solutions


Talks and articles from the world’s leading experts and trailblazers

Sage Membership Member Masterclass

Product help from a community of industry peers and partners

Sage Membership Community

Free learning resources and certifications for you and your team

Sage Membership Learning

Join us in various cities for networking, learning, and the latest product updates

Sage Membership Customer Meetups

Access to an exclusive event for customers and partners to learn, collaborate, and inspire

Sage Intacct User Conference

A user-led and driven community of users to increase knowledge in your city

Sage Membeship User Groups
Sage Intacct offers flexibility, ease of use, the ability to see where we are financially at any point in time with instant consolidations, reporting capabilities are outstanding—those are the things that are key for us. My time is now freer to work on investing funds rather than tracking them and looking at history in our books.
Michael Dolence
Vice President of Operations, Pride Investment Partners

Frequently asked questions

Why Choose Sage Intacct Financial Services Accounting Software?

If you’re managing three or more multi-entities, spending 5+ days to close the books, using Excel to do 40% or more of your reporting, and struggling to stay compliant, then it’s time to seriously consider a best-in-class cloud accounting and financial management solution like Sage Intacct. As a finance leader in financial services, deliver powerful business results with a proven solution. Use Sage Intacct to:

  • Reduce multi-entity consolidation time up to 85%, going from days/weeks to minutes
  • Cut time to close by 40-70%
  • Reduce reporting time by 70-90% via automated processes
  • Access dashboards that highlight your financial performance in real time
  • Minimize manual tasks, enabling you to be more strategic and value-driven
  • Manage access controls to geographically dispersed employees
What are the key features of Sage Intacct's financial services accounting software?

From multi-entity consolidations to creating custom reports with real-time visibility, Sage Intacct allows financial services firms to spend less time on manual, error-prone tasks and more time on strategic initiatives that help you to optimize your ROI. Sage Intacct's financial services accounting software offers:

  • Exceptional core accounting: Our core accounting features provide the solid foundation for your financials: a dimensional general ledger, accounts payable, accounts receivable, cash management, purchasing, order entry, and Sage Intacct Collaborate to communicate with your team in real time.
  • Multi-entity and global consolidations: Push-button consolidations aggregate transactions in minutes across your entire financial services firm with decentralized payables, inter-entity transactions, multiple currencies, funds, departments, locations and so forth.
  • Reporting and dashboards: Gain real-time visibility into every aspect of your firm’s finances; whether you’re interested in viewing fund performance, AUM, profit & loss, expenses generated by department or employee, or any other data point that matters most to your firm.
  • GAAP compliance and control: Reduce risk and cost with automated workflow, internal controls, and streamlined compliance with front-to-back-office collaborative audit trails.
  • Real-time visibility and transparency: Benefit from deeper insights that enable faster, data-driven decision-making by combining financial and operational data in new ways.
  • True cloud technology with open API: Track metrics central to your firm’s operations and processes by using key data from payroll, budgeting, CRM systems like Salesforce, and other existing or future systems important to your firm.

Learn more. Watch the Sage Intacct Product Tour for Financial Services Firms

How do you know if you’ve outgrown your current accounting system?

With a modern financial services accounting solution like Sage Intacct, you gain:

  • Always on, real-time visibility. Accessing your financials anytime, anywhere is essential for making smarter, faster business decisions. Since QuickBooks and/or Excel offer very limited reporting — with no custom dashboard capabilities — your visibility into key data points is greatly hindered. Forcing you to make important decisions based on outdated information. While with Sage Intacct, you gain complete transparency across your firm – anytime, anywhere.
  • Optimized productivity. Automated workflows allow you to streamline processes that not only save you time, but also reduce errors. As financial services firms evolve and grow, they often need to manage increasingly diversified portfolios (e.g., traditional equity and fixed-income instruments, hedge funds, private equity and other partnership vehicles…etc…). If you’re using QuickBooks or Excel as your financial foundation, cumbersome workarounds and manual processes are the end result. While Sage Intacct enables you to automate core accounting and finance processes so you can focus on what’s most important.
  • Uber scalability. As your firm grows, you need a proven accounting system that can grow with you. Sage Intacct provides a scalable infrastructure that can: handle increased transaction volumes, easily add new entities, handle multiple currencies, support regulatory requirements, and offer financial controls to ensure compliance and auditability. QuickBooks and Excel simply weren’t designed for growing financial services firms that need advanced functionality to manage complex processes.
How much does Sage Intacct's financial services accounting software cost?

Sage Intacct is a highly customizable, modern cloud-based financial services accounting software solution that meets the business needs of financial services firms of varying sizes and complexity. The cost for Sage Intacct is dependent on the size of your accounting team and the modules you choose to implement.

To start your journey into real-time visibility, deeper financial insights, and faster data-driven decision-making, request a price quote.

Why is Sage Intacct considered the best-in-class financial services accounting software solution?

Since its inception in 1999, Intacct established itself as the leading provider of cloud financial management software and continues to receive worldwide recognition for its robust capabilities.

Sage Intacct is the only preferred provider of financial applications by the American Institute of Certified Public Accountants (AICPA), the world’s largest member association representing the accounting profession. In addition, the company is ranked as #1 in customer satisfaction by G2 Crowd, a peer-to-peer review site that compares the best business software and services available. Recently, Sage Intacct received the highest product score in Core Financials for the Lower Midsize Enterprises Use Case – for the fourth year in a row! – in Gartner’s 2020 Critical Capabilities for Cloud Core Financial Management Suites for Midsize, Large and Global Enterprises report.