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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 + 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

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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.

  • 8-minute online assessment
  • Benchmarked against your sector
  • Personalised recommendations report
  • Response within one business day
Take the Readiness Assessment
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.

  • Faster financial close
  • Real-time reporting visibility
  • Automated reconciliations
  • Multi-entity consolidations
  • AI-powered dashboards
  • Reduced legacy system risk

Free Sage Whitepaper

Future-Proof Your Finances

Transforming financial operations with Sage lntacct
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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.

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