Sage Intacct cloud financial management platform for financial services

Instant Access to Comprehensive Financial Data

Financial Services Application

Gain Enhanced Visibility into Your Firm's Operations

With Sage Intacct, financial services organizations can streamline their accounting processes, automate complex workflows, and gain real-time visibility into their financial data. It offers advanced capabilities for managing multi-entity consolidations, tracking investments and portfolios, handling complex revenue recognition scenarios, and complying with regulatory requirements.

We believe in perfection & creativity.

Sage Intacct’s financial services edition provides industry-specific functionality such as loan management, fund accounting, insurance accounting, and treasury management. It offers extensive reporting and analytics capabilities, enabling organizations to generate detailed financial reports, perform trend analysis, and gain valuable insights into their business performance.

Your Finance Partner

Multi-fund Consolidation across hundreds of entities in real-time

Chances are, your firm spends countless hours on tedious and error-prone financial reporting, preparing statements, budgets, analyses, and compliance filings for each of your funds. You barely finish in time to start all over again. Sage Intacct – the only cloud-financial services management platform preferred by the AICPA* – is the world’s leading multi-entity, multicurrency cloud financial management platform for investment management firms.

Collaborative compliance

Robust Collaboration Solution for Your Firms Individual Needs

Sage Intacct Financial Services offers robust collaboration features designed to improve communication and teamwork within organizations. With its collaborative capabilities, teams can work together more effectively, share information seamlessly, and streamline workflows.

Sage Intacct Financial Services allows users to easily collaborate on financial processes, projects, and tasks. It enables multiple users to access and work on the same data simultaneously, facilitating real-time collaboration. Team members can communicate within the system, leave comments, and track discussions related to specific transactions or projects.

Sage Intacct Intelligence & Dashboards

Unparalleled Financial Visibility

Sage Intacct Financial Services offers powerful dashboard capabilities to provide users with a visual snapshot of key financial and operational metrics. Dashboards in Sage Intacct are customizable, allowing users to create personalized views that cater to their specific needs and roles within the organization.

With Sage dashboards, users can easily monitor and track important metrics such as revenue, expenses, cash flow, and profitability. The data is presented in visually appealing charts, graphs, and widgets, making it easy to identify trends, spot anomalies, and make informed decisions.

Users can configure their dashboards to display real-time data, ensuring that they have access to the most up-to-date information. This enables proactive monitoring of key performance indicators (KPIs) and helps in identifying areas that require attention or improvement.

Start your path to success today

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About Us

We are an experienced team of solution architects that focus on creating solutions that solve niche industry problems. For over 30 years we have created powerful solutions used by businesses daily to improve their operations, save time and reduce costs!

erpsales@unisource.co.za
www.unisource.co.za
+27 11 450 4590

UniSource Software Services
32 Lucas Lane,
Bedfordview, Johannesburg,
Gauteng, South Africa