Explore at your own pace
Use the left-hand menu to jump to specific features or click 'Next' on each screen to walk through all the powerful capabilities of Sage Intacct for Financial Services.
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Seamless Integration Capabilities
AP Automation
Domestic and Global Consolidations
Multi-Entity Accounting
Real-time Reporting and Dashboards
Product Tour
SAGE INTACCT
$117,925K
Stocks
this month
+$387,918 vs. prior month
$33,244K
Bonds
+0.19% vs. prior month
$72,561K
Other Investments
+5.38% vs. prior month
$242,457K
Cash
+$3,076,621 vs. prior month
$661,698K
AUM
+2.69% vs. prior month
$27,698K
Hedge Funds
-0.95% vs. prior month
$161,004K
Private Equity
+7.87 vs. prior month
$6,806,848
Valuables/Collectables
no change vs. prior month
Role-Based CFO
$CAD 000's
Cash Balance
by Location
$40,000
$30,000
$20,000
$10,000
Apr
Mar
Feb
Jan
CFO CPO CIO Controller Manager
A/P Manager
$14,075
Accounts Payable
this month to date
+$8,000 vs. prior month
$600
Intercompany Payables
$53,265K
Cash on Hand
+$5,399,674 vs. prior month
Sage Intacct offers customizable role-based dashboards, so each team member sees the metrics and data that are most meaningful to them.
Consolidations - ELM -- Consolidation Group... Consolidations - UDB -- Consolidation Group... Entities - All No ELIM - Entities - All No ELIM... Entities - All -- Entities - All Group
All locations - Funds
Product tour
With Sage Intacct dimensions, you can tag transactions to add context to your data. This lets you easily "slice and dice" information by location, fund, line of business, and more. Plus, dimensions help dramatically simplify your chart of accounts.
Large Cap Stocks Mid Cap Stocks Bonds Alternatives
All classes - types of Investments
Back on the CFO-level dashboard, let’s dive into the different options for drilling down deeper into the data. You can see in the background that there are tiles for the different investment types, as well as a drop-down menu allowing easy navigation to different entities. To access a more detailed view of these fields simply select the entity from the menu or click on the tile – we are going to select “Cash".
Back on the CFO dashboard, let’s dive into multi-entity accounting. This view shows balances and performance across various investment types. To drill down into one of these areas, you simply select it from the drop-down menu.
$0
0% vs. prior month
$143,173K
Here we see the same layout as the top-level dashboard, but now with only the Cash balance, and corresponding detail illustrated.
These performance cards show real-time data, allowing you to drill down, spot trends, and make informed, forward-looking decisions.
Global Consolidations
From domestic to global operations, Sage Intacct enables real-time consolidation of financials, supporting multiple entities and currencies. Achieve a unified financial picture regardless of complexity or geographic spread.
Sage Intacct streamlines consolidation for financial services organizations, simplifying complex, multi-entity structures. This efficiency frees up your finance team to focus on more strategic, high-value projects.
General Ledger Report
With Sage Intacct AP you get real-time visibility into your funds along with clear, actionable reports. Stay on top of cash flow, ensure timely payments, and reduce costs, errors, and risks.
Edit View 100
ABC Hotels group
2817312
$4,400.00
03/06/2024
Submitted
Bill: Batch 2817312
*****
CAD
Edit View 110
Templeton Explanation
2193324
$2,300.00
02/06/2024
Draft
Bill: Batch 2193324
Edit View 120
Rural Hospitality Network
2434325
Bill: Batch 2434325
Edit View 130
Outreach Campaign
3423453
$2,500.00
01/06/2024
Bill: Batch 3423453
Edit View 140
Claremont Impact Study
2392123
$1,300.00
Bill: Batch 2392123
Enhance cash flow management by automating payments ensuring both incoming and outgoing cash flows are optimized.
Cash Analysis
$1,314K
Operating Cash Flow
+116K vs. prior month
-$130K
Investing Cash Flow
-$130K vs. prior month
$235k
Financing Cash Flow
+$235,000 vs. prior month
$21,834K
+$1,419K vs. prior month
Sage Intacct robust APIs ensure smooth connectivity with systems like Bill.com, Ramp, and Salesforce.
Company
bill.com
Regular transactions
Gain a unified view of your financial operations with seamless integrations across your core systems.
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Dimensional General Ledger
Job Costing
Data & Dashboards
Reporting
