AI-Powered Financial Software Built for Financial Services Firms
Free your finance team from manual reconciliations, fragmented data and compliance overhead with Sage Intacct, powered by Sage AI and Sage Copilot.
Unlock the Sage Difference
Financial services firms face a persistent challenge: finance teams spend too much time gathering data across funds, portfolios and entities — and not enough time acting on it. Manual reconciliations, fragmented systems and mounting compliance demands slow everything down.
Sage Intacct changes that. Powered by AI agents and Sage Copilot, it automates compliance, reporting, the close process and multi-entity management — eliminating 50% to 90% of routine manual work. Through seamless integration with CRM, risk and compliance tools, payments, cashflow automation, ESG tracking and expense systems, it creates a connected finance environment that scales as your firm grows.
Why Sage Intacct for Financial Services?
Sage Intacct, built specifically for firms managing funds, portfolios and multiple entities.
Automate Manual Work
Sage Intacct automates everything from procure-to-pay and order-to-cash across portfolios, policies and advisory operations. Our AI-powered Close Agent handles reconciliations and flags issues early, helping you cut month-end and year-end close by up to 90%. We consolidate 2 to hundreds of financial entities in seconds. Overall, our customers see 50% to 90% time savings.
Trust Your Data, Every Day
Our Intelligent Ledger uses setup dimensions to tag transactions to analyse performance by portfolio, policy, advisor or any other driver. Our Financial Assurance Agent constantly reviews your data, spotting outliers and reconciliation mismatches the moment they occur. In the last 12 months alone, we’ve scanned 3.2 billion transactions and helped fix 190 million+ potential errors.
Deep, Real-Time Insights
Our Intelligent Ledger blends financial and operational data, feeding powerful, customisable and drillable dashboards and reports . Ask questions, get instant answers and take actions using natural language with Sage Copilot’s Finance Intelligence Agent. Our customers have shifted around 50% of their time from routine data gathering to activities that drive business strategy.
Grow With Agility and Ease
Sage Intacct is built for scale. Our intelligent General Ledger handles multi-book, multi-entity and multi-currency processing effortlessly. Finance teams don’t need separate systems, IT support or complex manual reconciliations across funds, portfolios and entities. Connect seamlessly with hundreds of apps from CRM, to risk and compliance tools, and ESG platforms.
Comprehensive capabilities, built for financial services
Sage solutions are designed with the specific demands of financial services in mind. Every feature can be tailored to how your firm actually operates, giving you the tools to work smarter, stay compliant and make better decisions faster.
AI-Powered Automation
- Our Accounts Payable Agent processes incoming bills automatically, matches to portfolio or policy POs and creates drafts with 90%+ accuracy.
- The Close Agent using Sage Copilot handles reconciliations, flags issues early and cuts month and year-end close by up to 90%.
- Eliminate manual data entry across the procure-to-pay and order-to-cash cycle, reducing errors across portfolios, policies and advisory operations.
Financial Control & Assurance
- The Financial Assurance Agent constantly reviews your ledger — spotting errors, outliers and reconciliation mismatches in real time.
- Easy-to-configure dimensions let you tag and analyse transactions by any business driver: fund, portfolio, policy, advisor or entity.
- Stay audit-ready at all times with automated approval trails, documentation and built-in compliance workflows — no scrambling at year end.
Seamless Integration & Scalability
- Connect with hundreds of leading apps and platforms — CRM, risk and compliance tools, payments, cashflow automation, and ESG tracking.
- Our intelligent GL handles multi-book, multi-entity and multi-currency processing without the need for separate systems or IT intervention.
- With Sage Intacct, your finance tech stack scales effortlessly as your firm grows, your AUM increases and regulatory requirements evolve.
Solutions tailored to how financial services firms actually work
Financial services organisations operate in one of the most demanding regulatory environments in the UK. Whether you’re managing funds, advising clients, handling multi-entity reporting or navigating FCA compliance obligations, the pressure on your finance team is constant — and growing.
That’s where Technology Partners comes in. As a specialist Sage Business Partner with over 25 years of implementation experience, we don’t just deploy software. We take the time to understand your firm’s structure, your reporting obligations and your growth ambitions — then configure Sage Intacct to fit the way you work.
Industry leading experience
What makes Technology Partners the right choice?
How we work with you
Consultation
We take the time to understand your business inside and out, identifying the perfect solution to fit your needs.
Customisation
No two businesses are the same, so we tailor every solution to match your unique processes, ensuring seamless integration.
Implementation
Our expert team handles everything from setup to go-live, making the transition smooth and stress-free.
Training & support
We provide training and ongoing support, so your team feels confident and your system runs at its best.
Frequently asked questions
What is Sage Intacct and why is it recommended for financial services firms?
Sage Intacct is a cloud-based financial management platform and the leader in Finance AI and Automation. It’s particularly well suited to financial services organisations because it’s built to handle the complexity of multi-entity structures, fund and portfolio management, multi-currency processing and regulatory reporting — all within a single, connected system. Unlike generic accounting software, Sage Intacct includes AI-powered agents that automate compliance workflows, the close process and data assurance, making it a natural fit for firms with high transaction volumes and complex reporting requirements.
How does Sage Intacct help financial services firms stay compliant?
Sage Intacct embeds compliance into day-to-day financial operations rather than treating it as a separate process. Automated approval workflows, audit trails and documentation are built in as standard, ensuring your firm is audit-ready at all times. The Financial Assurance Agent continuously monitors your ledger for errors and anomalies — in the last 12 months alone, it has scanned over 3.2 billion transactions and helped identify 190 million+ potential errors across its customer base. For FCA-regulated businesses, this level of control and visibility is a significant advantage.
Can Sage Intacct handle multi-entity and multi-currency reporting across funds and portfolios?
Yes — this is one of Sage Intacct’s core strengths. The platform’s intelligent General Ledger is designed for scale, handling multi-book, multi-entity and multi-currency processing without the need for separate systems or complex manual reconciliations. You can consolidate multiple entities in seconds, automate eliminations and adjustments, and report across funds, portfolios and entities in real time. This makes it particularly powerful for firms managing a range of clients, funds or operating entities under one parent structure.
How much time can our finance team realistically save with Sage Intacct?
Sage Intacct customers typically see 50% to 90% reductions in time spent on routine manual tasks — including data entry, reconciliations, invoice processing and month-end close. In the last 12 months, Sage customers have collectively saved over 50 million hours through automation and AI-powered accuracy improvements. Many finance teams report cutting their monthly close by up to 90%, freeing up significant capacity to focus on insight-driven work such as AUM growth, forecasting and business strategy.
How does Technology Partners support us through implementation and beyond?
We manage the full journey — from initial discovery and scoping through to configuration, data migration, integration, user training and go-live. Our implementation methodology is structured and proven, designed to minimise disruption and ensure your Sage Intacct platform is correctly configured for your firm’s specific workflows and reporting requirements from day one. Beyond implementation, we provide ongoing support, system optimisation and strategic guidance as Sage releases new AI-powered features — ensuring your platform continues to evolve alongside your business.
How does Sage Intacct integrate with the other tools our firm already uses?
Sage Intacct connects with hundreds of leading business applications through a growing marketplace of pre-built integrations. For financial services firms, this includes CRM platforms, risk and compliance tools, payment processors, cashflow automation tools, expense management systems and ESG tracking platforms. Technology Partners manages the integration process, ensuring all your systems work together seamlessly — eliminating data silos and creating a single, connected view of your firm’s financial position.
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