Sage Intacct

CLOUD-BASED FINANCIAL MANAGEMENT SOFTWARE

Recognized as the #1 cloud accounting software based on customer satisfaction, Sage Intacct may just be the first and last financial management software application your business will ever need. Over 11,000 customers worldwide are already streamlining operations, cutting costs, and getting deeper insight into their businesses using the powerful features and flexibility of Sage Intacct cloud financials.

95%

customer retention rate

100%

of consultants certified

Have any question? Give us a call

800-886-0287 (toll free) or (866) 408-0800

KEY FEATURES

  • Core Accounting & Finance

    Sage Intacct is built around a multi-dimensional general ledger that works together with the other “core financial” modules like Accounts Payable and Receivable, Order Management and Purchasing, Reporting and Dashboards, Cash Management, Spend Management, and so much more.

  • Extended Modules

    If your business requires added functionality like Project Management, Contract and Subscription Billing, Multi-Entity and Global Consolidations, Fixed Assets, and Inventory Management, Sage Intacct has you covered with additional modules that work seamlessly with the core financials.

  • Connected Ecosystem

    Discover just how easy it is to connect Sage Intacct with other popular business systems you may already be using today, or integrate with new applications you may be planning to use down the road as you grow.

  • Preferred by the AICPA

    Sage Intacct is the choice of experts in accounting. In fact, the AICPA acknowledged Intacct as the preferred provider of financial applications after a thorough review of software providers.



SAGE INTACCT

Deploy Sage Intacct with a team that lives and breathes financial‑services accounting—led by a 20‑year ERP veteran and seasoned ETF & wealth‑management expert.

Why Sage Intacct for Financial Services, Family Offices, PE & VC

Pain Today

What You’ll Get with Intacct

Month‑end drags on for weeks

Close 50‑70 % faster with automated consolidations

Spreadsheet chaos across entities & funds

One multi‑entity ledger with dimensions for funds, SPVs, portfolio cos.

Limited visibility into IRR, liquidity & cash flow

Real‑time dashboards that slice data by asset class, vintage or GP/LP

Manual AP, allocations & eliminations

Rule‑based automation that frees up finance talent for analysis

‘Plug‑and‑pray’ integrations

Open APIs & 400+ marketplace apps for CRM, banking, payroll, investor portals

ADSS Edge

  • Vertical DNA – deep expertise in wealth management, PE & VC.
  • Integration First – We wire Intacct into your bank feeds, portfolio analytics, Salesforce, DealCloud and more—no re‑keying ever.
  • Rapid Value Delivery – Proven sprints get you live in as little as 90 days.
  • Audit‑Ready Controls – AICPA‑preferred solution with built‑in segregation of duties and SOC 2 compliance.
  • White‑Glove Partnership – From discovery to post‑go‑live optimisation, you work with senior consultants

 

Results Our Clients See

  • 3× overall finance efficiency
  • 50–76 % faster monthly close
  • 40+ hours/month of AP work eliminated
  • 2× reduction in audit costs
  • Immediate confidence in numbers—executives get answers in minutes, not days

 

What Finance Leaders Are Saying

“We went from disorganization to an efficient finance function delivering highly valuable and accurate information.”
— David Salkowski, CFO, LA Insurance

Impact: 3× efficiency, 50 % faster close, 60 % less AP workload

“Reporting flexibility is one of the best features of Sage Intacct. Being able to design reporting as needed helps us convey what’s important in the business and make better financial decisions.”
— Ian Westerman, SVP Finance, Thimble

Impact: Close reduced from three weeks to five days and 40 hours/month manual AP work eliminated

 

The cloud-based technology and wide range of features are a great fit for all types of companies including some of the following that Sage Intacct has a significant presence in today: 

  • Accounting Firms and Financial Services 
  • Franchise Operations 
  • Healthcare 
  • Hospitality 
  • Nonprofit Organizations 
  • Professional Services 
  • Software and SaaS 
  • Wholesale Distribution 
 

SEE OUR SOLUTIONS IN ACTION

What they are talking About

Trusted by more than 3,750 customers
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meet our consultants

Get expert support from certified Sage consultants to ensure your systems run efficiently and your team stays empowered.