The Challenge

Your Challenges
Growth Bottleneck
When your back office can't keep pace
AI Mandate
Board has asked for a credible AI strategy
Scale Ambition
Infrastructure for 2X, 3X+ growth
Compliance Event
Acquisition, audit, or regulatory change
Who we serve
CFO & Finance Director
AI strategy, close cycle, scalable infrastructure
COO & Operations Director
Integrated operational ERP and supply chain
CTO & IT Director
Architecture, integration, security, and TCO
CEO & Board
Investment case, governance, strategic finance
Start Here
Is your finance function ready for AI?
Free assessment. Maturity stage score and a recommended next step. No commitment.
Assess your AI readiness
The Journey

AI Transformation Stages
The Journey - Overview
How we take you from stage 1 to stage 4
Stage 1 — Operational Foundation
Building the platform your business deserves
Stage 2 — Intelligent Automation
Remove the manual transactional layer
Stage 3 — AI Augmented Finance
Intelligence at the speed of the business
Stage 4 — Agentic Finance Governance
Finance at scale without headcount growth
Frameworks & Tools
Agentic Finance Governence
Board-defensible AI governance
Finance Operations Review
Structured discovery process
ISV Partner Ecosystem
Netstock, Nectari, Avalara and more
Customer Outcomes
See what finance transformation looks like in practice.
Real outcomes from real organisations. Measurable results, not testimonial quotes.
Real customer stories
Solutions

Platforms
Compare Platforms
Sage Intacct vs Sage X3, find your fit
Sage Intacct
AI-enabled, cloud-native finance solution
Sage X3
AI-driven, scalable, comprehensive ERP
X3CloudDocs
AI document and workflow automation
Full Ecosystem
Netstock, Nectari, Avalara and more
Release Hub
Information on each release of our platforms
Services
Sage X3 Implementation
Structured delivery for successful implementation
Support Services
Expert support that keeps you moving
Localisation & Legislation
Local compliance for global operations
Upgrade to Sage X3 or Intacct
Looking to upgrade your ERP or FMS to Sage?
Customer Transformation Stories
Measurable outcomes
Sectors
Manufacturing & Distribution
Solutions for complex operations
Food & Beverage
FEFO, traceability, compliance, and scalability
Chemical & Pharmaceutical
Formula management, regulatory and quality control
Professional Services
Project accounting, revenue recognition
SaaS & Subscription Business
Subscription billing, revenue recognition
Financial Services
Multi-entity, regulated environments
Charities & Not-for-Profit
Fund accounting, SORP compliance
What's new
See the latest releases and updates in Sage Intacct, X3 and X3CloudDocs.
Release notes and information on each release of Sage Intacct, Sage X3, and X3CloudDocs.
View release Hub
Insights

CXO Hub
Resources for every leader shaping business change.
Explore calculators, reports, guides, and downloads for CEOs, CFOs, COOs, CIOs, and every decision-maker planning finance, ERP, and operational transformation.
Explore CXO Hub
Content
Content Hub
Selection of blogs and content
Video Hub
Selection of Mysoft & Sage videos
Events & Webinars
Events, roundtables & webinars
Customer Transformation Stories
Measurable outcomes
Whitepapers & Guides
In-depth PDF DLCs
Demo Hub
On-demand demos
Bootcamps & Insights
AI Bootcamp
AI in plain English for finance
ERP Bootcamp
ERP selection and implementation
FMS Bootcamp
Financial management systems
Cloud Migration Bootcamp
Moving your ERP to the cloud
Strategic Insights
Agentic AI. Reality versus hype
In Focus & Resources
SaaS & Technology Finance
In-focus, ARR, revenue recognition
Master Data Management
In focus, the AI data foundation
AI ready finance guide
Free download asset
ERP Selection Framework
Six stage evaluation process
CFO Strategy
Finance as a growth enabler
Operational Transformation
AI in AP, AR and beyond
Calculators & Assessments
AI Readiness Assessment
Sage X3 Cost Calculator
ERP System Healthcheck
Sage Intacct ROI Calculator
Sage Solution Selector
AI Readiness Assessment
Finance Maturity Scorecard
System Friction Assessment
About

Who we are
Our Story
Over 20 years, first Sage X3 partner
Meet the Team
50+ in-house Sage experts
Careers
Join Mysoft
Refer an Organisation to Mysoft
Know any company that might benefit from our services?
Contact us
Start a conversation with our team
Credentials
Sage Tech Partner & Platinum Club
Only UK Tech & Business partner with the highest partner tier badge
Customer Transformation Stories
Measurable outcomes
Community & Giving Back
Supporting local initiatives
Get in Touch
Talk to us about your finance and operations challenge.
We respond within a business day. No obligation, no sales process.
Contact us

Sector

Finance Solution built for regulated, multi-entity financial services.

Financial services businesses, asset managers, insurance MGAs, wealth managers, and fintech companiesrun on complex entity structures, fee income and investor obligations, with FCA scrutiny over all of it. Sage Intacct, delivered by Mysoft, gives you the controls, consolidation and real-time reporting to run a modern finance operation and satisfy the regulator, natively rather than through workarounds.

Sage Platinum Club Winner

20+ Years Experience

UK&I + North America

First UK Sage X3 Partner

Sector Challenges

What financial services finance teams actually need.

Complex entity and fund structures.

Funds, SPVs, subsidiaries and operating entities need native multi-entity consolidation, with intercompany transactions, management-fee allocation and fund-level reporting handled automatically, not through manual adjustment.

A finance operation that scales.

Accounts payable, purchasing, reconciliations and month-end close all have to run cleanly as transaction volumes grow. Sage Intacct automates the routine finance work so the team scales without adding headcount.

Investor and board reporting.

Investor and LP reporting has to be accurate to the day, formatted to institutional standards and backed by a complete audit trail, produced from the system, not assembled in spreadsheets under version-control risk.

Regulatory confidence.

FCA-regulated businesses need demonstrable controls, segregation of duties and field-level audit trails. Sage Intacct’s SOC 1 / SOC 2 certifications and audit-trail architecture are built for exactly this, and fee-income revenue recognition (management, performance and advisory fees) is handled natively.

Sage Intacct PLATFORM

Built for regulated, multi-entity financial services.

Sage Intacct is a cloud-native financial management platform for organisations that need stronger control, deeper reporting and faster access to accurate financial data. For financial services businesses that means complex entity structures, audit requirements, fee income and investor reporting handled in one system, with the governance an FCA-regulated environment demands built in, not bolted on.

Core financials.

General Ledger with multi-dimensional chart of accounts
Accounts Payable and Accounts Receivable
Cash management and bank reconciliation
Purchasing, approvals and spend management
Prepayments, accruals and fixed asset management
Transaction-level audit trails across finance activity

Multi-entity & consolidation.

Multi-entity and multi-currency financial management
Support for funds, SPVs, subsidiaries and operating entities
Automated intercompany transactions and eliminations
Currency translation and group consolidation
Entity-level and group-level reporting
Real-time visibility across complex organisational structures

Reporting, controls and auditability.

Real-time dashboards for finance and leadership teams
Dimensional reporting by entity, fund, department, investor, product or region
Board packs, management accounts and investor reporting
Drill-down from financial reports to source transactions
Role-based permissions and segregation of duties
Audit-ready records for internal, external and regulatory review

Automation and connected finance.

Automated approval workflows
Automated reconciliations and close processes
Journal processing and recurring finance task automation
Integration with CRM, banking, expense, payroll and operational systems
Open API for connected finance infrastructure
Reduced manual processing while maintaining control and visibility

Governance & regulatory.

Segregation of duties is enforced at the system level
End-to-end approval documentation and an immutable audit trail
AI decision audit log — every automated action recorded

SOC 1 Type 2 and SOC 2 Type 2 (Sage Intacct)
Evidence packs for FCA review
CASS / client-money and GDPR controls

FINANCIAL EXCELLENCE

The fundamentals of a finance operation that runs itself.

Regulation is the floor, not the point. The everyday strength of a financial services finance team is in how cleanly the core operation runs, and this is where Sage Intacct does the heavy lifting.

Accounts payable

Automated invoice capture, approval routing and payment control, built for high transaction volumes.

Purchasing

Requisition-to-PO workflows with spend controls and budget checks at the point of commitment.

Asset management

Fixed-asset registers, depreciation and disposals handled in the ledger, not a side spreadsheet.

Prepayments & accruals

Scheduled automatically, so month-end reflects reality without manual journals.

Dimensional reporting

Slice by entity, fund, department, investor, product or region without a data warehouse.

Automation

Reconciliations, recurring journals and close tasks run on rules, freeing the team for analysis.

Financial controls

Segregation of duties and approval limits enforced by the system, evidenced by default.

Cloud finance

A single, real-time source of truth accessible anywhere, always current.

on demand demonstration

See our solutions in action.

Book a no-obligation consultant-led demo of our solutions.

AI in Financial Services Finance

Governed AI for a regulated environment.

Sage Copilot. Within governance.

AI-assisted analysis and commentary within the Sage Intacct environment, operating within defined Tier approval structures and generating an audit trail for every AI-assisted output. Regulatory risk managed by design.

Anomaly and exception detection.

AI monitoring of transactions against defined parameters — flagging exceptions that require human review before they accumulate into regulatory exposure. Early warning rather than period-end discovery.

Automated reconciliation.

Bank reconciliation, intercompany reconciliation, and management account reconciliation accelerated by AI — with complete audit trail for each automated matching decision. Reduces close cycle without reducing control.

AI Readiness Assessment

Is your finance infrastructure ready for the next stage of growth?

Find out where your back office is holding the business back, and what a realistic path to resolution looks like. Our assessment benchmarks your current position against mid-market peers and identifies the highest-priority gaps.

AI Readiness Assessment

Maturity Score

5 domains · 13 questions

Score

0 / 39

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ERP & Data Foundation

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Process Maturity

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AI & Tech Readiness

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Governance & Controls

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Organisational Readiness

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FINANCE MODERNISATION

Why is future-ready finance now a competitive edge?

For growing organisations, legacy finance systems can quickly become a barrier to agility. Slow reporting, manual reconciliations, lengthy close cycles, and limited visibility all make it harder for CFOs and finance decision makers to make confident decisions. The businesses that modernise fastest are the ones that can automate finance processes, access real-time insight and scale without being held back by outdated systems.

Free Sage Whitepaper

Future-Proof Your Finances

Transforming financial operations with Sage lntacct

Financial Services

Finance infrastructure that meets regulatory standards and supports growth.

Mysoft has a track record of working with FCA-regulated businesses, understanding governance requirements and demonstrating how Sage Intacct addresses them.