Sage Intacct is a cloud-first financial services ERP software 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:
Financial consolidations across multiple entities
Financial reporting deadlines
Complex cash flow management
Management of multiple asset types
Capital expenditure budget management
Increased visibility across your portfolio
Requirements for quick decision making
Pressure to provide real-time metrics
Inter-company eliminations
Statistical accounting requirements
The need for collaboration tools
Financial services companies in the following sectors should consider Sage Intacct for superior financial management automation:
Family Investment Offices
Private Equity
Venture Capital
Asset Management
Financial Services
Wealth Management
REIT firms
Want to find out how Sage Intacct ERP software for financial services can benefit your 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:
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 Is outdated or inaccurate information holding you back?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.
Statistical accounts
Budget vs actual
Pre-built financial reports
Drill down to detailed information
Create your own dashboards
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.
Reduce complexity with a solution built specifically for financial management and configured to your requirements.
Notes and activity recording to streamline communication.
The team at Leverage Technologies is ready to assist with your evaluation of Sage Intacct. Feel free to submit your contact details and one of the financial services ERP experts at Leverage Technologies will reach out to you to see how we can assist with your evaluation of Sage Intacct for financial services. This might involve a discovery session on the phone, a face to face meeting, a demonstration of Sage Intacct, a requirements analysis or the team at Leverage sending you links to on-line demonstrations and marketing material – you can decide what information you want to receive. We are here to help.
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 for financial services.
