Financial Services Multi-Entity Consolidation

Rollup Entities with the Click of a Mouse

With Sage Intacct accounting software, family offices can consolidate multiple entities with the click of the mouse, saving hours and days, and allowing you to close your books faster. You can quickly rollup and compare performance across any group of entities. You choose your reporting currency and language. You tailor local account titles to fit local regulations. And you can easily switch between consolidated and local views for further insights.

Entity Set-Up Made Simple

Setting up new entities with configurable rules for inter-entity transactions, bank accounts, and more couldn't be easier than with Sage Intacct. You can have new entities inherit your existing lists, process definitions, and charts of accounts. Or you can easily configure each new entity with unique definitions. If you want to centralize payables and receivables, you can. If you want to have multiple charts of accounts, you can. You make the rules, Sage Intacct makes it easy.

Flexibility & Manageability

Sage Intacct features the following:

  • Unified Architecture: support current and future business needs—a unified financial consolidation software architecture handles domestic and global locations, single and multiple base currencies, and simple and complex ownership structures
  • Access Control: create user profiles to restrict user access to the specific entities and transactions relevant to their job
  • Shared Definitions: share vendor, customer, and item lists across entities to speed new entity creation and enable cross-entity and multiple entity reporting
  • Centralized Payables: record bills and send payments for all entities using a central screen, and automatically create due to and due from transactions between entities
  • Unified Login: access any entity (for which you have privileges) without logging out and logging in again
  • Chart of Accounts Options: share common charts of accounts (COAs) or use a distinct COA structure for each entity

Global Consolidation Features

  • Journaled Consolidations: get granular visibility throughout the financial consolidation process with eliminations and currency impacts recorded as journal entries, and easily make post-consolidation adjustments
  • Inter-Company Eliminations: automate intercompany eliminations at the point of consolidation
  • Complex Ownership: consolidate complex ownership structures such as minority and partial ownerships
  • Unlimited Hierarchies: generate consolidated management reporting views of combined entities beyond your legal structure

Contact us to learn more about family office accounting software


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