Private Equity Finance, Simplified
Streamline your accounting and finance operations with Sage Intacct—so you can move faster on deals, gain real-time visibility, and drive stronger investment outcomes. Automate. Scale. Win.
Powering the future of finance
Easily manage capital structures, support complex deals, and meet ever-changing regulatory requirements. Use Sage Intacct as your fully integrated, single source of truth to:
- Conduct continuous multi-entity consolidations of complex global financials
- Access a shared dimensional chart of accounts to boost efficiency
- Gain peace of mind with GAAP compliance and front-to-back-office audit trails
- Automate fund-level and portfolio-level reporting for real-time performance insights
- Seamlessly integrate with CRM, payroll, and investor portals for a connected tech ecosystem
Simplified consolidations for private equity
Say goodbye to time-consuming, error-prone consolidations across complex entity structures and disparate data sources. Sage Intacct continuously consolidates multiple entities to put the information you need for data-driven decisions into your hands when you need it.
Gain real-time visibility into performance at the fund, portfolio, and entity level—without waiting on manual processes or end-of-month closes. With automated eliminations, currency conversions, and roll-ups, your team can focus more on strategy and less on spreadsheets.
Custom dashboards for smarter insights
Sage Intacct empowers private equity firms with customizable dashboards that deliver the right data, to the right people, at the right time. Instantly visualize key metrics across entities, funds, or portfolios to simplify complex reporting and uncover trends faster.
With real-time visibility into performance and drill-down capabilities, you can make faster, data-backed decisions, stay audit-ready, and easily present financials to stakeholders—all from one intuitive interface.
- Build role-based dashboards tailored for partners, CFOs, and portfolio managers
- Visualize KPIs across multiple entities, funds, and currencies in real time
- Easily track budget vs. actuals, fund performance, and investor returns
- Reduce reliance on manual spreadsheets and one-off reports
- Stay audit-ready with built-in drill-downs and supporting documentation
One platform, endless connections
Easily connect Sage Intacct with both your current and future systems—such as expense management, payroll, and CRM platforms—to create a truly integrated finance ecosystem. Share investment and operational data across your firm to eliminate silos, improve accuracy, and enhance collaboration. With everything in sync, your finance and operations teams can work smarter and make more informed decisions.
Secure, scalable, and always on
Sage Intacct’s modern cloud architecture delivers enterprise-grade financial management without the complexity. Deploy quickly—no heavy IT lift required—and enjoy 24/7 secure access to your financial data from anywhere. With guaranteed performance, regular quarterly updates, and flexible pay-as-you-go pricing, it’s built for scalability and ease. Plus, Sage Intacct’s open API makes it simple to connect with your existing systems, boosting efficiency across the board.