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

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:

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Multiple companies / ABN’s

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Foreign currency (overseas investments)

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BAS

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Accounts payable and expense management

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Reporting by fund type

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Financial regulatory reporting

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Governance

The typical family office has a lean accounting structure. This increases the need for automation across tax and financial accounting.

DFO Family Office

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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:           

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General ledger with drill down to source data

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Dimensional / profit centre reporting by asset class

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Multi-company, inter-company and consolidations

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Collaborations tools to assist with communication

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Purchase orders and workflow

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Dashboards, KPIs and advanced analytics

Sage Intacct 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.

Resources for Family Office Organisations

Next Generation Financial Consolidations for Financial Services Sage Intacct

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

Next Generation Financial Consolidations for Financial Services_Page_01

DATASHEET

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

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CASE STUDY

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

Today’s CFO is Far More Than Just the Head of Finance

INFOGRAPHICS

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

Enter your details here to download the Leverage Technologies “Create business insights when you’re data-rich but time-poor” e-book

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  • By clicking the submit button you consent to Leverage Technologies providing you further content and updates with regards to Leverage Technologies services.

Enter your details here to download the Leverage Technologies “Reporting and Dashboards” e-book

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  • By clicking the submit button you consent to Leverage Technologies providing you further content and updates with regards to Leverage Technologies services.

Enter your details here to download the Leverage Technologies “CFO 3.0 – Digital Transformation Beyond Financial Management” e-book

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  • By clicking the submit button you consent to Leverage Technologies providing you further content and updates with regards to Leverage Technologies services.

Enter your details here to download the Leverage Technologies “Next Generation Financial Consolidations for Financial Services” e-book

M
  • By clicking the submit button you consent to Leverage Technologies providing you further content and updates with regards to Leverage Technologies services.

GET IN TOUCH

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

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