Sage for Financial Services

Sage solutions drive financial service organisations efficiency and growth with automation and real-time insights

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Financial services

Industry compliant accounting software for financial services businesses

Drive efficiencies and business growth with automation and AI

Comply with standards and regulations to minimise business risk

Gain real-time insights and make data-driven decisions

Identify inconsistencies and potential fraudulent activities with AI

Simplify and accelerate consolidations with multi-entity management

Improved Efficiency

Financial services organisations using Sage improve operational efficiency and become more focused on business growth, without additional headcount.

Powerful Integrations

Through integration with other business critical or industry specific applications, operational efficiency is felt throughout the entire business.

Effortless Closing

Automating processes ensures a smooth month end close, more quickly and easily, freeing up time to focus on wider business activities and business goals.

Financial Services

Wealth and asset management firms
Insurance providers
Banking
Lending firms
Private equity & venture capital firms

Technology & Innovation

Fintech providers

Real Estate & Business

Real estate
Family businesses
Business services

Financial Services

Wealth and asset management firms
Insurance providers
Banking
Lending firms
Private equity & venture capital firms

Real Estate & Business

Real estate
Family businesses
Business services
Fintech providers

400+ employees

Sage X3

Ideal for large, global or more complex financial services organisations with unique or bespoke requirements.

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20 - 250 employees

Sage 200

A straightforward, robust accounting solution for established, UK financial services businesses.

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50 - 1000 employees

Sage Intacct

For growing finance organisations looking for a fully cloud-based solution with seamless integrations.

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sage intacct monitor (1)

400+ employees

Sage X3

Ideal for global or complex financial services organisations with bespoke requirements

Find out more

20 - 250 employees

Sage 200

UK-based, established financial services businesses requiring a straightforward but more robust accounting solution

Find out more

50 - 1000 employees

Sage Intacct

For growing finance organisations looking for a fully cloud-based solution

Find out more

Sage intacct monitor dashboard (2)

Book a demo with one of our experts

We advise you individually about the solution that will best fit to your business.

We act as partners addressing all your questions with care and dedication.

We guide you through the implementation process for smooth integration.

We offer ongoing support to ensure you get the most out of our solution.

Why do financial services organisations choose Sage?

Sage applications such as Sage Intacct, Sage 200 and Sage X3 enable financial services businesses to streamline their accounting processes, automate financial reporting and manage risk and compliance.

Sage’s integration capabilities are first-rate and allow your organisation to seamlessly connect other financial service centric applications that really matter to your business, to your accounting software.
How secure are Sage applications?
Is all Sage software Cloud-based?
No. Not all Sage software is cloud-based.

Sage Intacct and Sage 200 Standard are entirely cloud-based products.

Sage 200 Professional and Sage X3 can be deployed on-premise or hosted in the cloud.

If cloud deployment is important to you, all on-premise Sage software within CPiO’s portfolio can be hosted in the CPiO cloud.

Benefits of hosted solutions include:
- The ability to work from anywhere with an Internet connection, at any time.
- Access to real time financial data, 24/7
- World class security and backup as standard
- Automatic updates eradicating downtime
- Flexibility and scalability

We did a full system selection project internally, and Sage Intacct was the only one that offered everything we needed, including resource planning, time sheets, dashboards and bank integration.

James Proctor

Director of Professional & Managed Services, Phase 3

The full process from placing orders all the way through to invoicing is more streamlined and efficient with Sage 200.

Dave Wright

Senior Accounts Administrator, Stuart Group

Bringing all parts of the business together as well as offering additional functionality as standard, meant going with Sage X3 was the easiest and most cost-effective decision.

Ruth McRitchie

Financial Director. Thatcham Research

Why choose CPiO as your Sage Financial Services Partner?

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