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Sage Intacct – Cloud Financial Management Solutions for Family Office Investment Management Companies

Sage Intacct Platinum Partner | Leverage Technologies

Sage Intacct is a cloud-based financial management solution aimed at providing corporate accounting solutions for financial services and family office organisations. The typical family office in Australia manages a range of different investments across different assets types and investment vehicles. As the funds under management grow, the complexity increases:

  • Multiple companies / ABN’s
  • Foreign currency (overseas investments)
  • BAS
  • Accounts payable and expense management
  • Reporting by fund type
  • Financial regulatory reporting’
  • Governance

The typical family office has a lean accounting structure. This increases the need for automation across tax and financial accounting. That’s why many organisations are turning to family office accounting software like Sage Intacct to streamline operations and improve efficiency.

Success Story

From pastures to property with Sage Intacct

Read full case study here

See Sage Intacct in action

Sage Intacct for financial services

Sage Intacct is a cloud-based financial management solution aimed at providing strong accounting and financial solutions:

  • General ledger with drill down to source data
  • Dimensional / profit centre reporting by asset class
  • Multi-company, inter-company and consolidations
  • Collaborations tools to assist with communication
  • Purchase orders and workflow
  • Dashboards, KPIs and advanced analytics

Sage Intacct accounting software for family office can be implemented in quick timeframes providing you with an excellent ROI. Pre-built reporting and dashboards, available in the cloud, provide you with instant access to information – anywhere, anytime.

DFO Family Office

Resources for Family Office Accounting Software

WHITE PAPER

Next Generation Financial Consolidations for Financial Services

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DATASHEET

For the Data-Driven
Finance Leader

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WHITEPAPER

Digital Transformation beyond Financial Management

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CASE STUDY

Reporting and Dashboards

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WHITEPAPER

Cloud Accounting for Family Offices

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E-BOOK

Create business insights when you’re data-rich but time-poor

Read now

DATASHEET

Family Office Investment Firm Streamlines Finance Processes and Saves $100,000 a Year

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CASE STUDY

Transportation Asset Leasing Services and Management Firm Doubles Revenue, Streamlines Finance Across Seven Entities

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INFOGRAPHICS

Today’s CFO is far more than just the head of finance.

Read now

Recognised by the top ERP Partners in Australia

Leverage Technologies is an SAP Business One and SAP Cloud ERP Gold Partner, a Sage Platinum Partner and an MYOB Acumatica Platinum Partner. Our team has won some of the most prestigious national awards as proof of our commitment to customer success.

Leverage Technologies partners with the best ERP solution providers in the world to deliver value and business benefits for our customers. In recognition of this, the team at Leverage has won over 16 partner industry awards for excellence in the ERP industry.

Get Started Now

If you want to know how the team at Leverage Technologies can help you manage your family office accounting software implementation with Sage Intacct, please contact the award-winning team at Leverage Technologies.