• Leading Cloud Accounting for Financial Services:
    Consolidated, Real-time Data, When You Need It

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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.

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

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

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Financial Services Organizations Rely on Sage Intacct

"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

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

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

Hear their story

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

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

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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

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.

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Resources for financial services firms

White Papers

3 New Approaches to Driving Performance in Financial Services


Success Guide for Finance Leaders in Financial Services

White Papers

5 Signs Your Accounting System is Failing You