Businesses in the financial industry face a mountain of ongoing challenges, from having to calculate the fair market value (FMV) & net asset value (NAV) to consolidating results across multiple operating companies. Sage Intacct ensures that you’re benefiting from real-time data and automated dashboards & reports, so your business can run more smoothly and efficiently. 


Benefits.

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  • Real-Time Multi-Fund Consolation

    Consolidating funds across multiple entities is often a manual and time-consuming process for Accounting that is prone to errors and a rush against the clock just to finish in time. Sage Intacct is a multicurrency cloud accounting system that offers multi-fund consolidation across hundreds of entities in real-time, enabling you to drill down into your funds, assets and operating companies with both built-in & custom reports and analytics.

  • Easy-to-Use Dashboards

    It's always valuable to work with a solutions partner to design dashboards that address the specific needs of your business, but the intuitive dashboards in Sage Intacct ensure that you also have the flexibility to build additional dashboards on your own as you discover new ways you want to analyze your data. This will empower your CFO and CIO to become increasingly more data-driven, enabling you to move away from outdated quarterly reporting and continuous consolidation and real-time reporting.

  • Multi-Dimensional Visibility in General Ledger

    Having to consistently reformat your General Ledger to reflect the information you need can stand in the way of productivity. In Sage Intacct you can abandon old-fashioned account segments and utilize dimension values that capture your business context of transactions, operational measure and budgets. It includes ten predefined dimensions (such as projects, customer location or department), but you can also easily add your own unique dimensions to ensure that your GL reflects the way your business really operates.

  • AICPA Preferred Solution

    There are a number of robust software solutions that are suitable for the financial services industry, but Sage Intacct is the top recommended solution by accountants. Sage Intacct empowers you to maintain compliance by incorporating the latest compliance strategies and auditing techniques and the AICPA, which sets accounting standards, recommends Sage Intacct as the preferred provider of financial software.

Meet a Team Member
Meet Shawn Ostheimer, Our Sage Intacct Financial Expert

Shawn Ostheimer is the founder and president of The Answer Company. Beginning in 1994, Shawn has spearheaded the company’s growth to become the largest Sage provider in Western Canada. With...

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