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.
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 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.
Next Generation Financial Consolidations for Financial Services
For the Data-Driven Finance Leader
Digital Transformation beyond Financial Management
Reporting and Dashboards
Cloud Accounting for Family Offices
Create business insights when you’re data-rich but time-poor
Family Office Investment Firm Streamlines Finance Processes and Saves $100,000 a Year
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.
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.
