Financial Services

Get the latest information, trends, and best practices focused on financial services.

  • Close the Books Survey Results - Does Your Close Make The Grade?

    Close the Books Survey Results - Does Your Close Make The Grade?

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  • The Undisputed Leader in Customer Satisfaction: Sage Intacct is #1...Again

    The Undisputed Leader in Customer Satisfaction: Sage Intacct is #1...Again

    See what sets Sage Intacct apart from the competition and why we were voted #1 in customer satisfaction in the Fall 2017 G2 Crowd Accounting Software Grid® report.

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  • Pride Investment Partners - Sage Intacct Customer Story 1:50

    Pride Investment Partners - Sage Intacct Customer Story

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  • Sage Intacct for Private Equity Firms5:50

    Sage Intacct for Private Equity Firms

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  • Audit-Ready Financials—Best Practices to Avoid Common Pitfalls1:00:34

    Audit-Ready Financials—Best Practices to Avoid Common Pitfalls

    Join us to hear real stories of good and bad audits directly from a financial auditor. Learn how cloud ERP can reduce your audit risk and be better prepared every time auditors open your books.

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  • CFO 3.0 - Seeing Around Corners and Flying Through Walls31:29

    CFO 3.0 - Seeing Around Corners and Flying Through Walls

    When regulations change, when market trends surge, or when opportunity arrives, you may not have much time to act or risk losing a great deal. We'll help you be prepared and be ready to take action.

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  • Five Signs You Have Outgrown Your Accounting System

    Five Signs You Have Outgrown Your Accounting System

    Learn the key benefits of moving to the cloud, the 5 signs that your accounting system is holding you back, and what to look for in a best-in-class, cloud-based financial management solution.

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  • DFO - Sage Intacct Customer Story2:00

    DFO - Sage Intacct Customer Story

    DFO, a family office for a high net worth individual, planning moved its financials to the cloud with Sage Intacct.

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  • Close The Books Barometer Survey – 2018 Edition26:06

    Close The Books Barometer Survey – 2018 Edition

    Last month, Sage Intacct invited thought leaders in accounting to share a year in review with our annual Close The Books Barometer Survey – 2018 Edition.

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  • Sage Intacct for Organizations Growing Beyond QuickBooks54:16

    Sage Intacct for Organizations Growing Beyond QuickBooks

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  • 2018 Buyer's Guide To Accounting And Financial Software

    2018 Buyer's Guide To Accounting And Financial Software

    This white paper is packed with helpful information, best practices, and guidance for selecting a cloud-based accounting and financial management solution that can grow with your organization.

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  • Sage Intacct is the Undisputed Leader in Customer Satisfaction

    Sage Intacct is the Undisputed Leader in Customer Satisfaction

    G2Crowd recently published an Accounting Grid Report that named Sage Intacct as the undisputed leader in customer satisfaction with a score of 98 out of 100 in the report. Sage Intacct has always...

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  • Improving Financial Performance Through Dashboards and Reports1:01:00

    Improving Financial Performance Through Dashboards and Reports

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  • Top 3 Reasons Why Great Plains Customer Switch30:19

    Top 3 Reasons Why Great Plains Customer Switch

    Is your MS Great Plains holding you back? Let Sage Intacct show you a better way.

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  • Sage Intacct for Multi-Family Offices in Wealth and Asset Management5:45

    Sage Intacct for Multi-Family Offices in Wealth and Asset Management

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  • 5 Questions Every CFO Should Be Asking Their Controller1:00:15

    5 Questions Every CFO Should Be Asking Their Controller

    Join Sage Intacct and guest speakers, Israel Askew, CFO of Emission Monitoring Service, Inc. and Andrew Pease, CFO of Brighter, as we discuss the 5 essential questions CFOs must ask their controllers.

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  • How to Access Data Across Multiple Business Entities Quickly30:44

    How to Access Data Across Multiple Business Entities Quickly

    Sage Intacct is able to consolidate across hundreds of entities in seconds allowing finance teams to shift from historians to modern, data-driven organizations.

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  • Optimizing the Finances of a Wealth Management Company: An Interview with Halstatt, LLC56:26

    Optimizing the Finances of a Wealth Management Company: An Interview with Halstatt, LLC

    Wealth Management companies often need to make decisions within minutes, not hours, and need an up–to–date and consolidated view into the financials that drive their business. <p>Listen to Sag

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  • Webinar: New Survey Review - Artificial Intelligence in Accounting42:52

    Webinar: New Survey Review - Artificial Intelligence in Accounting

    <p>Artificial Intelligence (AI) and automation are already improving the capabilities and productivity of the CFO and the Finance team. But what impacts will these advanced approaches have on your org

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  • Is Your Old Accounting System Holding You Back?31:30

    Is Your Old Accounting System Holding You Back?

    Watch this webinar to learn why cloud financial management software is the best fit for services-based organizations.

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