Sage Intacct for Family Office

Cloud Business Accounting and Financial Management Solutions

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Cloud Accounting for Family Offices

Direct and support your investment business with modern cloud accounting software. Single and multi-family offices need scalable financial management tools that meet ever-evolving wealth portfolio goals and diverse lifestyle requirements. From navigating complex multi-entity consolidation to the constantly changing regulatory ecosystem, 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. We provide intuitive core accounting with a dimensional general ledger, continuous consolidation and drilldown across multiple entities and funds, easy-to-use reporting and dashboards, workflow automation, and rock-solid audit trail.

Recognized by Finance Experts

AICPA: Sage Intacct is the first and only preferred provider of the AICPA.
Gartner: Sage Intacct received the highest score in Core Financials for the Lower Midsize Enterprises
G2: Sage Intacct has the highest customer satisfaction score for the Accounting Software and ERP Systems categories on G2, a leading business software review platform

Customer Section Title

“Prior to Sage Intacct, our consolidation was done outside of the system in a very heavily manual/Excel based model. Now within Sage Intacct for whatever period I select, for whatever entity I select, I can see what that consolidated balance sheet looks like. In addition, we’re also spending more time analyzing and actually digging into the numbers that we see and doing what I would call the core accounting and finance responsibilities that we weren’t able to do before.”

Janet Welch
Chief Financial Officer

The best business accounting software for your family office

Sage Intacct business accounting software combines operational and financial visibility to help your organization thrive. Our highly flexible, powerful financial management solution adapts to your unique workflows and reporting requirements and connects easily with other best-in-class, industry-specific solutions to give you a truly tailored solution.

Prepare for the future with business accounting automation

Across virtually every industry sector, companies rely on Sage Intacct to drive efficiency. Tap into our multi-dimensional general ledger and robust, easy to use reporting for a real-time view of your business performance. And you can easily handle a growing numbers of users, customers, transactions, or entities.

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Sage Intacct Product Tour for Financial Services Organizations

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White Paper

Driving Performance in Financial Services - 3 New Approaches for the Data-Driven Finance Leader

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Rated #1 for customer satisfaction by G2 Crowd.

The first and only AICPA preferred financial management solution.

2 Top Rated Awards in the Accounting & Budgeting and ERP categories.

Sage Intacct for Family Office

Cloud Accounting for Family Offices

Recognized by Finance Experts