Sage 200 Standard for Financial Services

  • Enhance Control
  • Gain Better Reporting & Visibility
  • Manage your cash flow with confidence

Speak to a Sage Specialist

Request a call back from a Sage 200 Standard specialist

View an on-demand demo in your own time

Sage 200 Standard for your Financial Services organisation


Sage 200 Standard is a powerful cloud-based accounting solution that allows you to manage your organisation on the move. It provides real-time insights into your business and has the essential financial capabilities for your financial services organisation now and for your growth in the future.

With silent, regular updates and no server requirements, Sage 200 Standard is your low maintenance, up-to-date finance product with the power of a desktop you didn’t know you were missing out on until now.

Ideal for businesses with a turnover from £1 to £50 million, and more typically from 10 to 200 employees, it delivers across all types of financial services sectors and has plenty of scope to grow.

Challenges Financial Services organisations face

Challenges for Financial Services organisations can come from many areas in your firm, this could be down to rapid growth, changes in personnel, or factors out of your control. You might have even found that your current finance system is also a barrier due to the inefficiency of processes and lack of customisation. This can all be combatted by using the right software for their business. Some of these challenges could include:

Manual data entry

Manual processes

Lack of reporting options
Laborious consolidations
Slow month-end process
Time-consuming and manual tasks
sage 200 coffee break demo

Watch an on-demand demo of Sage 200 Standard

25 minute demo


This is an on-demand demo that you can watch in your own time and will give you an overview of the features of Sage 200 Standard and how it can benefit your business. Just submit your details to start watching!

Manage your Financial Services organisation on the move with Sage 200 Standard

Sage 200 Standard can help you modernise and transform your finance processes so you can spend less time on administration and manual processes and more time on analysis and decision-making. Financial Services organisations need a holistic view and Sage 200 Standard offers powerful, out-of-the-box reporting options so you can see what is happening in all areas of your investments and funds.

Sage 200 Standard supports a variety of Financial Services firms, including:


  • Insurance
  • Wealth & Asset Management
  • Investmend Funds
  • Pension Funds
  • Venture Capital
  • Family Office
  • Private Equity
sage 200 standard data dashboard

Out of the box, Sage 200 Standard comes with the following features

  • Financials

    The Financials module contains the core accounting ledgers of Sage 200, the Nominal Ledger, Sales Ledger, Purchase Ledger and Cash Book. It provides all the essentials for your core accounting needs.

  • Excel Reporting

    Excel Reporting provides reporting on the go with quick and easy analysis in a familar interface. As standard, you get a range of pre-built powerful reports included with the tool.

  • User Licenses

    As standard, you get three desktop user licenses included with Sage 200 Standard. These licenses work well for day to day processing. You also get two Connected user licenses which allow you to manage and share your data wherever you are.

  • Get Paid Faster

    Add a "Pay Now" button to your e-invoices and allow our clients to pay you via Opayo, Paypal or Stripe. Enable direct debit collection through Go Cardless seamlessly within product.

  • Bank Feeds

    By utilising Sage 200 Standard's inbuilt Bank Feeds facility you can link to your UK bank, create rules and approve postings into your software. Automate reconciliation with three way matching.

  • Making Tax Digital Compliance

    Submit your VAT return digitally to HMRC via Sage 200 Standard's built in VAT module. Out of the box you can check box values, make and record adjustments, upload documents and via previously submitted returns.

How does Sage 200 Standard help Financial Services organisations succeed?

Three tiered nominal ledger
Expand your view and reporting options by utilising the three-tier nominal code structure and analysis codes.
Easily Consolidate your entities
Using the company management screen & the in-built consolidation rules you can easily roll up your entities for a holistic view.
Check your liquidity
See immediately the balance of your accounts using the in-built enquiry screen and workspaces.
Multi-currency options
Use single or a period-based exchange rate across your ledgers and cashbooks, including the option to revalue across sales, purchase and cashbook ledgers when needed.
Advanced bank reconciliation
Save time and increase accuracy by linking your cashbook to your bank, reconcile statements with ease, log discrepancies and add adjustments and charges all in one place.
Understand how changes impact your cashflow
An accurate view of financial status based on your actual and budgets for up to five years, see your short and long-term cash position and understand how changes, delays, and expenses will affect your cash flow.

Speak to a Sage 200 Standard Financial Services Specialist


Use the form below to speak to a Sage 200 Standard Financial Services Specialist. Once you submit the form, the specialist will give you a call to have an initial chat about your business, current software, and how Sage 200 Standard may be able to help you.

Why choose itas as your Sage 200 partner?


At itas, we believe in working in partnership with you to deliver the perfect solution that you want and need for your business. As a multi-award winning Sage Partner, our approach is to help you maximise technology to transform the way you work.

  • We really know our stuff
  • We take the hassle away with effective project management
  • We help you get up and running quickly with training that delivers results
  • We are good people to work with that genuinely care about your business
  • We are just a phone call away with no automated queues
  • We are big enough to deliver, but small enough to care
  • We will ensure a smooth transition from your old platform to your new

The change to any new platform is a journey, and we will be on that journey with you, every step of the way.
itas multi award winning sage business partner