Financial Services Accounting Software
Financial Services organisations need powerful accounting software
The Financial Services industry is highly competitive, setting your organisation up for growth is so important for success in this business climate. Many Financial Services organisations find that instead of thriving off the growth, they are seeing more and more frustrations with their accounting software which can end up spiraling into high overhead costs, unnecessary risks, and functional limitations, ultimately being a barrier to efficiency and growth.
Is your Financial Services organisation behind the curve?
Intuitive finance leaders instinctively know that the window to make decisions is shrinking as the world continues to accelerate. In fact, a recent study showed:
Getting ahead of the curve requires integrated and flexible systems that give you information on demand. The ability to build and drill into data to give you a deeper insight, identify trends and highlight areas of concern. Unfortunately, many financial services firms aren't set up for success.
Why is your accounting software holding your Financial Services organisation back?
Consolidation takes days
Lack of real-time information across your portfolio
Being stuck on legacy software
Held back by disconnected systems and processes
Functionality you should look for in accounting software for Financial Services
We can help support your Financial Services organisation on your digital transformation journey
Here at itas we have a genuine passion for Financial Services organisations. We have worked with some amazing, Financial Services customers helping them architect their digital strategy by providing powerful Cloud, hybrid and on-premise solutions to help accelerate their business growth. We help you remove any unnecessary risks by helping you choose the right product for your organisation with a dedicated specialist team that has a friendly, consultative approach.
Why should you trust us to help support your Financial Services organisation?
We sit down with you to understand your requirements in detail in a product agnostic way - we will never assume which product is right for you.
Our multi-product advisors work across the Sage product range and help you identify which product is best suited for your business needs.
Our product advisors spend time with you delving into the depths of your requirements to ensure it's the perfect fit for your Financial Services organisation.
Having worked with a large number of Financial Services organisations we can advise you not only on software but also on best practice process design to ensure you build an agile and impactful finance team.
Which accounting software is right for your Financial Services organisation?
In order to help you select the right accounting software for your organisation, we would need to have a chat with you to get a good understanding of your business. However, if you are not ready for that and just want to explore your options, these are the products we would typically recommend for Financial Services organisations:
| Feature | Sage 200 Standard | Sage Intacct |
|---|---|---|
| Cloud | ✓ | ✓ |
| Multi-Company Consolidation | ✓ | ✓ |
| API integration | ✓ | ✓ |
| Closed Period Accounting | ✓ | ✓ |
| Multi-Currency Management | ✓ | ✓ |
Sage Intacct for Financial Services
Sage Intacct is a powerful, Cloud accounting solution that helps transform your finance processes, leaving you more time to spend on insight and analysis. Gain a holistic view of your business, with real-time reporting across your whole Financial Services organisation. Sage Intacct can help you cut your close time by up to 79%, automate your processes, reduce your consolidations to just minutes and on average, customers achieve up to a 250% ROI. Sage Intacct is ideal for a range of Financial Services firms, including Family Office, Insurance, Wealth and Asset Management, Investment Funds, Private Equity, Venture Capital and Pension Funds.
Sage 200 Standard for Financial Services
Sage 200 Standard is a powerful, smart Cloud accounting solution that has been designed and developed to bring you the freedom to work wherever and whenever you want to. It comes with essential financial capabilities which allow you to make decisions based on accurate and timely insight for your future business growth.
Produce detailed reports for your Financial Services business that can easily be used to forecast and budget for customers and suppliers. Use the interactive dashboards included helping you gain an even greater view of the health of your business. Sage 200 Standard is ideal for a range of Financial Services firms, including Wealth and Asset Management, Investment Funds, Auto-Enrolment, Employee Benefits and Workplace Pensions.
