Family Office Accounting Software

The Path to Modernizing Your Financial Operations

Multi-Entity Financial
Consolidation

Save hundreds of hours by consolidating all entities with a click of the mouse – with user access restricted by entity. Your monthly close will go from days to hours.

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Automate Inter-Company
Transactions

Cut transaction data entry in half and eliminate the need for reconciliations by simply entering each transaction into the first entity's account and watching it auto balance in the other.

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Get Real Answers
In Real-Time

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.

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Time to Upgrade Your
Accounting Software

You deserve better than being mired in spreadsheets and spending hundreds of hours on consolidations, monthly closes and inter-entity transaction reconciliations. Upgrade to Sage Intacct today.

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Testimonials

"We started from scratch, and with Sage Intacct and a team of two, we are currently managing hundreds of millions of dollars worth of real estate, equity investments, and various businesses. We are now more efficient in everything we do from GL to reporting. Instead of looking at what has happened we use Sage Intacct as the single source of the truth to proactively analyze and drive the business looking forward. We can now consolidate in minutes to help us drive investment decisions."

– Jason Gabauer, Controller, Halstatt LLC

"The Resource Group has always been a great partner with Sage Intacct. I am very happy with the service I have received during all phases: sales, implementation and operations. Our implementation of Sage Intacct really has been a miracle. This is a standout system – built by accountants for accountants, and affordable. And the best part is they are committed to improving the system further and listening to the users."

– Elizabeth Paul, CFO, Ten Eighty