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.
