Sage Intacct Mateo Delivers Real-Time and Comprehensive Savings and Loans Program Management

Managing your dioceses savings and loans programs will never be the same. Automation, a modern interface, and seamless integrations give you the visibility and simplicity you need to make informed decisions leaving you with time for more value-added work.

• A modern interface simplifies navigation and processing of transactions
• Accessible anywhere, anytime
• Save hours, days, and even weeks to give you more time for strategic work

Seamless integration between Sage Intacct Mateo and Sage Intacct allows for posting transactions in real-time, so they will always be in sync, no matter where or when you view them.

Everything you need–in one place. Sage Intacct Mateo gives you the ability to manage your savings and loans programs easily and effectively. Tired of dealing with manual workarounds and wasted time? With Sage Intacct Mateo, you can:

• Attach supporting documentation to savings and loan accounts, interest rates, and all transactions
• Pay 3rd party vendors directly from savings and loan accounts
• Leverage the Sage Intacct Cash Management (deposits) and Accounts Payable modules (withdrawals) functionality thanks to the seamless integration
• Request withdrawals and transfers with an automated approval workflow
• Import deposits, withdrawals, adjustments, vendors, loan payments, and loan write-offs
• Generate loan amortization schedules
• Update interest rates for all accounts in seconds
• Generate monthly interest postings to Sage Intacct Mateo and Sage Intacct, and generate monthly bank statements in one easy step
• Provide customer access to transaction histories, portfolio reports, and bank statements