Sage Intacct

Family offices running on spreadsheets or legacy on-premise systems often spend weeks each month consolidating financials across a tangle of entities, currencies, and funds. Sage Intacct addresses this directly through a cloud-native multi-entity accounting platform that continuously consolidates across those structures in real time. Family offices using the platform collectively manage more than $1.3 trillion in AUM, and documented outcomes include reducing a two-week close to five hours and saving 40 or more hours per month on manual report preparation.

The platform is built around a dimensional general ledger, which means finance teams can cut across data by entity, fund, geography, or other custom dimensions without rebuilding reports from scratch. AI agents are embedded throughout the workflow:

• Close Agent tracks month-end tasks and flags bottlenecks to accelerate close
• Financial Assurance Agent scans journal entries in real time against historical patterns to catch anomalies before they post
• AP Automation Agent matches incoming bills to purchase orders and detects duplicates automatically
• Finance Intelligence Agent answers plain-language queries across all financial data

For family offices needing to connect Sage Intacct to existing tools such as portfolio management systems, expense platforms, or payroll, the platform supports 350-plus integrations and offers open API access along with a native Data Flow module for configuring syncs without third-party developers. GAAP-compliant financial statements and front-to-back audit trails are included. Pricing is custom-quoted and not publicly disclosed, which requires direct engagement with the sales team before evaluating cost fit. The platform targets growing and mid-sized organizations and is better suited to offices that need deep multi-entity accounting capability than those seeking a purpose-built investment accounting or portfolio performance system.

• Multi-entity financial consolidation across funds, currencies, and geographies
• Month-end close management and acceleration
• Accounts payable automation and bill processing
• Real-time financial reporting and dashboard creation
• Budgeting and financial planning
• Integration of financial data across portfolio management, payroll, and expense systems

• Dimensional general ledger with multi-entity support
• AI-powered Close Agent for month-end close tracking
• Financial Assurance Agent for journal entry anomaly detection
• AP Automation Agent with PO matching and duplicate detection
• Finance Intelligence Agent for plain-language financial queries
• Custom real-time financial dashboards and KPI reporting
• Dynamic cost allocations with customizable rules
• Open API architecture and Data Flow integration module
• GAAP-compliant financial statements
• Automated payroll tax compliance across all 50 US states

Built for Single Family Office (SFO), Multi Family Office (MFO), Finance / Accounting Teams, Fund Managers.

Expert human support via product specialists; extended support hours available on advanced plans; Sage University training and certification; Community Hub; Member Masterclass

Typically 3 to 6 months depending on project scope; Sage expert team creates a customized implementation plan