Has Your Financial Services Organization Outgrown Your Accounting Software?

If you want to consolidate hundreds of entities with the click of a mouse, automate inter-company transactions, and monitor it all in real-time on custom dashboards without extra software or IT support, then it may be time to leave QuickBooks, Dynamics GP and the spreadsheets behind.

But, considering the dozens of systems out there, what accounting software should you choose? What works best for financial services organizations?

Below are three guides that will help you identify the right accounting software for you and justify the migration to your executive team and board.

Halstatt is a family-owned investment firm that started from scratch but, with are now currently managing hundreds of millions of dollars worth of real estate, equity investments, and various businesses.

A few years ago, Halstatt had a unique opportunity to plan and execute upon an entirely new accounting infrastructure. The company needed to build a back office that included accounts payable, general ledger, and an entire finance department. The search was on for new accounting software.

Halstatt wanted to implement cloud-based accounting software because it offers speed and efficiency which are critical, no servers or IT team required and upgrades are seamless.

Halstatt had a clear vision of what the system needed to do and Sage Intacct met these requirements.

In Gartner's "Critical Capabilities report for Cloud Financial Management Suites for Midsize, Large and Global Enterprises," for the 3rd year in a row, Sage Intacct received the highest product or service score for the Lower Midsize Enterprises use case with a 4.63 out of 5.

Click here to read the report.

We believe Sage Intacct is the innovation and customer satisfaction leader in cloud financial management software. Read this report to understand how Gartner scores the leading vendors on the critical capabilities for core financials for lower midsize enterprises.