Financial Services Reporting & Business Intelligence

Get Real Answers, In Real-Time

With Sage Intacct cloud accounting software, you will get the most recent asset valuations needed to run your family office, on your phone or any device, anytime you need them – so that your clients get what they need as soon as they need it.

Unparalleled Visibility

Dive deeper with Sage Intacct's standard financial reports to get the details that matter to all key stakeholders: investors, executives, sales, finance, and other departments. And when you have new questions, it's easy to click your way to a new custom report, dashboard, or visualization. Get fast answers and make confident decisions with Sage Intacct financial accounting and reporting.

Turn Data Into Insight

Sage Intacct's innovative general ledger includes eight dimensions to capture the business context of your transactions, operational measures, and budgets. That means you can quickly access or create reports that analyze real-time business performance by business drivers – without managing a complex chart of accounts. Sage Intacct's eight predefined dimensions are ready to go out of the box, including department, item, and employee. And it’s easy to add more dimensions to reflect unique business drivers and take your financial reports to the next level.

The Financial Reporting System that Goes Further

Most accounting systems can only handle financial data, but Sage Intacct tracks and reports both financial and operational data—like AUM, Bonds, Stocks, Funds, and other measures that matter to your office. With all your financial and operational data in one place, Sage Intacct gives you better reports, better information, and better insights. All with a lot less work.

Get Rich Reports, Your Way

With Sage Intacct, financial reporting and analysis options are almost limitless. Compare operational statistics with financial metrics. Check summary roll-up figures for multiple entities—even if it's only mid-month. Drill down to source transactions instantly. Flag trends and spot exceptions with powerful report visualizations. And compare performance across any business driver that matters to you, right from within Sage Intacct. You get 150 built-in financial reports as well as the ability to easily create custom reports. Forget Excel reporting, waiting for customized projects, or relying on external tools.

Build Custom Reports Quickly

Sage Intacct's interactive custom report writer lets you easily create real-time reports that tackle your toughest reporting needs. Start with hierarchical field selection, drag-and-drop design, and automatic conditional formatting, grouping, and subtotals. Then go to the next level with calculated columns with calendar and math functions, conditional logic, rolling sums and aggregations, and pivot tables. And when you need specifics, just drill down to transaction details.

See the Big Picture, In Seconds

Sometimes, you need a faster snapshot than you can get in a five-page report or month-old chart. Sometimes, you need anytime/anywhere access to better insight. Sage Intacct financial dashboards show you the big picture at a glance. Every user can customize their dashboard to show the metrics that matter most, like cash balances, project profitability, or revenue per fund. Those dashboards show live data, so everyone is always up to speed. Add Performance Cards to quickly see trends in your key metrics.

Key Benefits

  • Improve visibility with reporting that includes both types of performance metrics: financial reporting and operational reporting
  • Analyze business performance according to your organization’s unique drivers
  • Simplify your chart of accounts without compromising reporting flexibility

Contact us to learn more about family office accounting software


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