Sage Intacct Family Office


  • Rated #1 for Customer Satisfaction by G2
  • Remove Risks & Ensure Compliance
  • Continuous Consolidations


No obligation, free personalised demo
See Sage Intacct in action

View an on-demand demo in your own time

itas solutions - sage intacct partner of the year 2020

Build a lean and proactive finance function with Sage Intacct for Family Offices


Sage Intacct helps Family Offices seamlessly manage their financial processes and provide value to their owners by delivering insights as a single source of truth all within a best-in-class Cloud financial platform.
Fast Multi-Entity Consolidated Reporting
Streamlined Chart of Accounts
Real-time Dashboard Visualisations
Reduce Invoice Processing Time by 50%

Benefits of Sage Intacct for Family Office Organisations

  • Get on-demand analytics across investment, operational entities, family members, assets, or any other dimension that matters to you
  • Strong audit controls and inbuilt AI capabilities help you to remove risk and ensure compliance
  • Get continuous consolidations that automate the removal of your intercompany eliminations
  • Implement controls with inbuilt authorisations and manage and report on spend against budgets
  • Automate your month-end journals with the inbuilt dynamic allocation tool
Sage Intacct Consolidation Dashboard

Watch an on-demand demo of Sage Intacct for Financial Services organisations

This demo will give you an overview of the features of Sage Intacct specifically for Financial Services and how it can benefit your business. Just press play to start watching!

What is covered in the demo?


  • Introduction to itas
  • Overview of Financial Services organisations that use Sage Intacct
  • How Sage Intacct can help your Financial Services organisation
  • What trends are impacting Financial Services?
  • Sage Intacct's awards & recognition
  • How you can gain real-time insight
  • Consolidate 100s of entities in minutes
  • Automate your finance processes
  • Ensure compliance and auditability
  • What are your next steps after watching the demo
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Want to learn more about Sage Intacct?
Download our free eBook: Driving Success in Financial Services with Sage Intacct

Sage Intacct is rated #1 for customer satisfaction by G2

Sage Intacct can help you build a lean and automated finance function with powerful multi-dimensional capabilities that give you instant visibility across your entire portfolio. Its powerful tools enable you to streamline the process of calculating and allocating costs across entities, investments or other dimensions allowing you to minimise costs, ensure compliance and reduce risks.
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Sage Intacct wins Big Innovation award 2021

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Sage Intacct helped Halstatt cut their reporting time from 100 hours to minutes and improve their overall finance efficiency by 60%:

"Sage Intacct’s flexibility has given us a lot more real-time information that has helped us bolster our investment strategy. Our chief investment office and investment team can look directly at Sage Intacct and see our asset mix, cash on hand, and anything committed in the future. It allows us to make decisions in hours versus days or weeks, so we don’t miss out on any investment opportunities. Sage Intacct gives us opportunities to become more strategic and forward-thinking versus just reporting on historical data.”
Amanda Goebel, Senior Accountant, Halstatt

Download Case Study

Features of Sage Intacct for Family Office Organisations

Speak to a Sage Intacct Family Office Specialist


Use the form below to speak to a Sage Intacct Family Office 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 Intacct may be able to help you.

Why choose itas as your Sage Intacct 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.