Sage Intacct for Financial Services
Simplify your accounting process while gaining enhanced functionality.
Turn data Into insights
Are you drowning in data collection and manual entries, leaving little time for analysis and strategy? Sage Intacct offers a wealth of financial reports and customizable dashboards, allowing you to delve deep into numbers and glean actionable insights effortlessly. Visualize performance by location, department, and account dimensions, facilitating informed decision-making and strategic planning for efficiency and growth.
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Consolidate entities in minutes
Streamline your complex ownership structures and specialized wealth and asset accounting needs effortlessly with Sage Intacct’s multi-entity accounting feature.
With Sage Intacct's cloud-based system, enjoy smarter wealth and asset management, customizable reporting, and robust business intelligence, empowering you to stay in control and meet increasing client service demands with ease.
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Automate Complex Processes
How much time is wasted struggling with cash management, accounts receivable and payable, billing, and order management using outdated tools like QuickBooks and Excel?
With Sage Intacct, streamline purchasing, accelerate bank reconciliations, and focus more on revenue-driving analysis with less time spent on manual data entry. Automate accounts payable and receivable for real-time financial snapshots.
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Integrate with best in class solutions
Break free from data re-entry and sales-finance data silos. Integrate Sage Intacct with sales tools like Salesforce for seamless data flow, enabling sales teams to access transaction status, billing, and payments.
Integration is hassle-free, requiring no third parties or scripting, and user and security setup is just as easy
SPOTLIGHT:sage intacct platform services
Sage Intacct Platform Services enhances the integration with Salesforce and other tools you rely on. We’ve based it on the collective experiences of our customers, so we know it will work for you too.
Customize fields, tabs, and reports for efficient data organization and analysis
Develop tailored workflows to streamline processes
Build custom reports for in-depth insights
Create personalized applications with desired logic and data capture functionalities
Ensure security with built-in encryption protocols, backups, and permissions
See how Sage Intacct and Roghnu Data Portal can take hours off your time and labor costs.
Rated 5 out of 5
Read Reviews
“The Roghnu team was very responsive and great at communicating expectations and the timeline of the implementation process. They were also great at troubleshooting any issues that arose while working together.”
Frequently Asked Questions
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Sage Intacct helps financial services firms by:
Reducing the time it takes to consolidate data from multiple entities from weeks or days to just minutes.
Displaying dashboards that show your financials in real time.
Automating your manual tasks so you can spend more time on analyzing the data.
Reducing your reporting time by 70% to 90%.
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As the only AICPA preferred financial management solution, Sage Intacct is the accounting experts’ choice.
It was built by finance professionals and is ranked number one in customer satisfaction by G2 Crowd.