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Sage Intacct – cloud solutions for Financial Services Companies

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Sage Intacct is a cloud first solution suitable for companies looking to gain better control of their financial management – costs, revenue, reporting, auditability and capital expenditure. Financial services CFO’s know the challenges of managing a growing business:

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Financial consolidations across multiple entities

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Financial reporting deadlines

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Complex cash flow management

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Management of multiple asset types

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Capital expenditure budget management

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Increased visibility across your portfolio

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Requirements for quick decision making

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Pressure to provide real-time metrics

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Inter-company eliminations

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Statistical accounting requirements

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The need for collaboration tools

Financial services companies in the following sectors should consider Sage Intacct for superior financial management automation:

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Family Investment Offices

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Private Equity

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Venture Capital

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Asset Management

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Financial Services

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Wealth Management

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REIT firms

Want to find out how Sage Intacct can benefit your financial services business.

Achieving business benefits for financial services firms is critical to allow for rapid growth across multiple companies, geographies and asset classes. Here are some of the areas where companies can benefit from Sage Intacct and complimentary solutions:

Reporting – Dashboards, KPIs and Analytics

Are you battling with timeline and resource constraints to get financial reporting up to date and completed? Is outdated or inaccurate information holding you back? Consolidation, divisional and department reporting makes for additional complexity. With Sage Intacct, you can configure financial management and the associated reporting to ensure up to date and accurate information – available when and where you want it. Dashboards, KPI’s, financial reports and analytics. Get real-time information for better decision making. Use dimensions to slice and dice your financial data for easy reporting and analysis.

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Statistical accounts

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Budget vs actual

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Pre-built financial reports

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Drill down to detailed information

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Create your own dashboards

Automation

As a business grows so does complexity. Automation is key to growing a successful business without needing to increase headcount to manage manual tasks. Automate processes so that financial team members can focus on important, value add tasks.

Financial complexity

Reduce complexity with a solution built specifically for financial management and configured to your requirements.

Collaboration tools

Notes and activity recording to streamline communication.

Whitepapers

Next Generation Financial Consolidations for Financial Services

How software can help you overcome the challenges of consolidation today

CFO 3.0 – Digital Transformation beyond Financial Management

Uncovering the gap between the perceptions and reality of digitalisation in finance.

Sage Intacct for Financial Services Companies

Reporting and Dashboards

See every dimension of your business with data-rich reporting.

Get in Touch

The team at Leverage Technologies wants to help financial services companies grow their businesses by providing outstanding financial management software solutions and system configuration, training and support. Get in contact with the award-winning team at Leverage Technologies to start reviewing Sage Intacct ERP for financial services.

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