Sage Intacct is the leading cloud-based accounting and financial management solution designed to meet the unique needs of family offices. Some of the benefits of working with us include:

Powerful Multi-Entity Management

Sage Intacct supports multiple entities in a single instance and automates financial consolidation activities including currency conversion, inter-entity transactions, local tax reporting and more. Boost staff productivity by eliminating the manual processes around multi-entity reporting and set up new entities in minutes without expensive consultants.

Real-time Customizable Reports & Dashboards

Get the reports you need in seconds rather than days and the ability to configure custom reports with unlimited dimensions. Not only can you track financial data including P&L, budget vs. plan, and cash, but you can also filter, slice, and drill down to see metrics and trends by their drivers.

Secure Access Through the Cloud

Keep your organization agile and connected — with an open, configurable cloud solution built with an open API for seamless integration that drives efficiencies. With the cloud, you can access Sage Intacct anytime, anywhere on any browser and with rigorous data security certifications, your data is always accessible and secure.

Reduce Error-Prone Manual Processes

Gain efficiencies and free up resources for value-add activities by automating and streamlining processes like procurement, month-end close, consolidations, allocations, fund management, and compliance reporting.

Lastly, Sage Intacct is the only preferred provider of the AIPCA (American Institute of Certified Public Accountants) for cloud financial management, and just scored a perfect 100 in customer satisfaction on G2.