Powerful Cloud Accounting for Financial Services and Fintech Firms
Optimising your Finance Systems, so you can drive Fintech Innovation.
Welcome to the future of financial management. Whether you’re a fintech innovator, wealth and asset manager, lender, insurer, or real estate investor — SynergERP has the Cloud Financial Management, AI tools for accounting and HR & Payroll solutions to help you do more, with less.
Why Financial Services Firms Trust Sage Intacct
Designed to Solve the Top 4 Industry Challenges
Integrate your back-end financial systems with bespoke customer-facing systems.
Fintech
- Finance
- Lending
- Payments
- Insurtech
Insurance
- Life / Annuities
- Property & Casualty
Banking Services
- Digital Banking
Real Estate
- Real Estate Development Management
Wealth & Asset Management
- Asset Management
- Single/Multi-family Office
- Wealth Management
Business Services
- Financial Transactions / Payments
Smart Dashboards That Drive Smarter Decisions
Start each day with a personalised dashboard that surfaces only what matters most — cash balances, AUM, revenue by investor, or vendor spend trends.
- Real-time collaboration built-in
Ask questions, share notes, and attach files directly within the platform. No more chasing emails or phone calls. - Role-based dashboards
From CFOs to AP managers, every stakeholder gets the insights they need—instantly. - Drag-and-drop customisation
Create and edit dashboards or financial reports without needing IT.
Real-Time Reporting You Can Actually Use
With 120+ reports out of the box and a powerful report builder, you can:
- Slice and dice P&L by investor, region, or fund
- Track monthly, quarterly, or year-over-year trends
- Identify key revenue contributors and high-cost vendors
- Layer in custom KPIs, filters, and conditional formatting
Consolidate. Automate. Grow.
With Sage Intacct, consolidations are fast, accurate, and transparent.
- One-click multi-entity consolidation
Auto-eliminate inter-company transactions and get clean, drillable financials. - Global consolidations & currency translation
Perfect for international operations and multi-currency environments. - Dynamic allocations
Allocate unrealised gains/losses, shared expenses, or revenue across dimensions using your own formulas or statistical accounts — without Excel.
Automate Reconciliations
Connect with banks to reconcile in real-time. Use matching rules to auto-reconcile 90%+ of transactions, and record journal entries right from your bank feed.
Built for Scale and Simplicity
- Add new entities with a few clicks
- Model complex parent-child org structures
- Lock down permissions with role-based access
- Scale effortlessly without outgrowing your system
SynergERP is a Premium Sage Intacct Partner
SynergERP brings unmatched expertise and dedicated support to businesses looking to streamline their financial management with Sage Intacct. Our certified specialists ensure that you receive a tailored, scalable solution that enhances efficiency, improves visibility, and drives business growth.
Frequently Asked Questions About Sage for Financial Services
SynergERP specialises in implementing robust business management solutions tailored for the financial services sector in South Africa. We understand your industry’s distinct operational, compliance, and reporting challenges. By partnering with leading software providers, we deliver powerful systems designed to enhance efficiency and provide crucial business insights. Here’s how we address common questions:
I. Core Functionality & Financial Services Specific Features
We implement sophisticated financial management systems designed to automate and provide visibility across key processes. This includes handling complex revenue recognition (like advisory or AUM-based fees), managing multiple companies or funds within one system (multi-entity consolidation), tracking costs for specific client engagements (project accounting), and generating insightful reports. We configure these systems, often centred around powerful platforms like Sage Intacct, to meet the specific needs of wealth managers, asset managers, advisory firms, and related financial service providers.
The core cloud financial management platforms we implement offer key strengths for your sector. These include:
- Flexible Reporting Dimensions: Ability to tag transactions and data in multiple ways (e.g., by fund, advisor, service type) simultaneously, allowing for detailed analysis without needing overly complex account structures.
- Efficient Multi-Entity Management: Tools to easily manage financials across different legal entities or branches, automating processes like inter-company billing and providing quick consolidated views.
- Sophisticated Revenue Handling: Capabilities to automate complex billing scenarios and revenue recognition rules critical in financial services.
- Real-time Dashboards & Reporting: Tools to create dynamic, visual dashboards and detailed reports tracking key metrics vital to your firm (like AUM trends, advisor productivity, client profitability).
- Modern Cloud Platform: The solutions we favour, like Sage Intacct, are typically cloud-based, ensuring secure access from anywhere, scalability, and automatic updates.
Yes, workflow automation is a key benefit. The platforms we utilise have built-in tools to automate multi-step processes like approvals for purchases or payments, journal entry reviews, and month-end closing tasks. SynergERP configures these workflows to match your internal controls. We can also design workflows and leverage integrations to help streamline client-centric processes like onboarding or compliance checks.
Sage Intacct Cloud Financial Management includes the following for reporting:
Built-In Reports: Sage Intacct includes over 150 ready-made reports that can be customized to meet specific business needs.
Custom Report Writer: For more complex reporting requirements, Sage Intacct offers a custom report writer that allows you to create tailored reports from scratch.
Dashboards: Interactive, role-based dashboards provide visual insights into key performance metrics, enabling quick and informed decision-making.
Multi-Dimensional Reporting: The software supports multi-dimensional reporting, allowing you to slice and dice data by various dimensions such as department, item, and employee.
II. Compliance & Security
The financial management solutions we provide offer a strong technological foundation to support your compliance efforts:
- Data Privacy (POPIA): They utilise secure cloud infrastructure with robust access controls and data management features essential for protecting personal information, fully relevant under current South African regulations.
- Financial Advisory & Intermediary Services (FAIS) / Financial Intelligence Centre Act (FICA): Features like granular user permissions (restricting who can see/do what), detailed and unchangeable audit trails (tracking all actions), and flexible reporting help you demonstrate the necessary controls and record-keeping.
Absolutely. A core feature of the platforms we implement, like Sage Intacct, is the presence of comprehensive, system-generated audit trails. These automatically record details of data entry and changes (who, what, when, before/after values), are tamper-proof, and are easily accessible for internal reviews or external audits.
We prioritise solutions with enterprise-grade security. This typically includes encryption of your sensitive data (both when stored and transmitted), continuous security monitoring, established disaster recovery plans with backup data centres, and frequent data backups. These systems are hosted in highly secure, reputable data centres. SynergERP can provide details on hosting options relevant to South African data sovereignty requirements (POPIA).
Further information can be found here: Protecting Your Data in Sage Intacct – SynergERP
Very specific. The systems allow for highly granular control. You can define user roles and restrict access based on job function, preventing users from accessing or modifying information outside their responsibilities. This can include limiting access to specific companies, departments, clients, or even certain fields, enforcing crucial segregation of duties.
Yes, the leading platforms we recommend, such as Sage Intacct, typically undergo rigorous independent audits and maintain key security certifications (like SOC 1 Type II and SOC 2 Type II). These certifications attest to their high standards regarding financial reporting controls, data security, system availability, and confidentiality.
III. Integration & Compatibility
Integration is a core strength. The financial platforms we work with are designed with connectivity in mind:
- Pre-built Connectors: Some integrations, particularly with popular CRMs like Salesforce, may have ready-made connectors.
- Custom Integration: Using available tools, SynergERP’s technical team can build reliable custom integrations to connect the financial system with your custodian feeds, trading platforms, market data sources, document management systems, client portals, and other essential software.
- Partner Ecosystems: Often, there’s a marketplace of third-party applications that have already built integrations. * SynergERP has deep expertise in designing and implementing these critical integrations for financial services firms
At SynergERP, we understand that data migration is a critical aspect of any implementation project. While we believe it’s essential for clients to retain full ownership of their data, including responsibility for cleansing and validation, we’re here to provide comprehensive support every step of the way.
Our approach includes detailed training sessions, easy-to-use templates, and ongoing assistance to ensure you feel confident throughout the migration process. Together with your team, we’ll conduct an initial round of data imports, allowing you to gain hands-on experience while addressing any questions you may have.
To facilitate a smoother transition, we also use your own data when configuring the system and providing demos. This not only aids in change management but also ensures a sense of familiarity as you adapt to the new platform.
IV. Vendor & Support (SynergERP)
SynergERP has a proven track record working with a variety of financial services firms across South Africa. We understand the nuances of your industry – the regulatory pressures, the reporting complexities, and the operational demands prevalent in 2025. We leverage this experience to configure the right software solutions effectively. We are happy to discuss our relevant experience and provide client references.
The software providers we partner with invest heavily in research and development, releasing regular updates with new features and enhancements (often several times per year for cloud platforms like Sage Intacct).
- Implementation: A dedicated SynergERP project team guides you through the entire setup.
- Ongoing Support: We offer tailored support plans (SLAs) with defined response times, accessible via our helpdesk. View more: Business Services & Support | SynergERP
V. Scalability
Scalability is a major advantage of the modern cloud platforms we recommend. Software like Sage Intacct are built to grow with your firm. They can handle significant increases in transaction volumes, user numbers, data complexity, and additional business entities or funds without requiring major system overhauls. Functionality can often be added modularly as your business needs evolve. SynergERP designs the initial implementation with scalability in mind.
Interested in exploring how SynergERP can implement the right business management solution for your financial services firm? Contact us today for a personalised consultation to discuss your specific requirements.