img img img


November 30, 2018

Spending too much time closing the monthly books?

Do you spend 10s or 100s of hours on reporting? Wouldn’t it be great if you could easily create real-time, accurate reports and have visibility, through dashboards, to see how the business is doing?

Stop wasting time with systems that still require manual reporting.

Regardless of the amount of assets under management at your firm, if you’re a Chief Financial Officer (CFO) or Chief Investment Officer (CIO), the challenges are relentless. You need to integrate data from different systems; continuously calculate fair market value (FMV) and net asset value (NAV) for your diverse portfolios, monitor cash-on-cash performance; consolidate results across multiple operating companies into a single holding company; and create timely and actionable reports for your board. Since that has to happen in hours, not weeks, you need to look past Great Plains, QuickBooks and Excel to find a true cloud-based accounting system for investment management.

See what matters most to you on-demand.

More than ever before, the pressure is on financial pros like you to deliver faster insights and clear visibility to drive company performance higher. You need a tool that gives you the most complete financial reporting system you need for every aspect of your business. Wouldn’t it be great to simply click on easy, intuitive financial dashboards to get a quick overview of your operational and financial performance? And if you could see key metrics from almost any perspective – business driver, entity, product, geography, channel, and more it would be a game changer.

We are here to tell you that you can have a financial management system that allows you to dive deeper into standard financial reports to get the details that matter to all key stakeholders: investors, executives, sales, finance, and other departments. And when you have questions, it’s easy to click your way to a new custom report, dashboard, or visualization. You CAN get fast answers and make confident decisions with your financial accounting and reporting.

Deeper financial data at your fingertips.

Did you know there is a system out there that allow you to track both financial and operational data in real-time and easily drill from top-level results down to the performance for a specific entity or location, then down to individual transactions? You can also pull reports such as revenue or profit by product, by customer, by project, by location, by fund, or by any other critical business dimension that matters to you.

Turn data into insight.

With an innovative general ledger that includes eight dimensions to capture the business context of your transactions, operational measures, and budgets, you can quickly access or create reports that analyze real-time business performance by business drivers – without managing a complex chart of accounts. And with eight predefined dimensions, including department, item, and employee, ready to go out of the box, it’s never been easier. Not only that, but you can quickly 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 one reports both financial and operational data—like square footage or other measures that matter to your business. With all your financial and operational data in one place, you get better reports, better information, and better insights, all with a lot less work.

Get rich reports, your way.

With financial reporting and analysis options being almost limitless,  you can 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 a single system. 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.

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. Our 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 square foot. Those dashboards show live data, so everyone is always up to speed.

Key benefits of the Sage Intacct cloud-accounting solution:

  • 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
  • Improve cash flow and operational efficiency just by eliminating manual processes and automating billing and renewals

To find out how customers are closing monthly, quarterly and year-end books faster and gaining greater transparency into their business, watch this short video “Sage Intacct – An Introduction to Accounting Software or contact us today by completing the form below and an associate will contact you soon.