Financial firms can have multiple holding and operating entities that can create complex intercompany workflows. Workflows that are often heavily manual and time-consuming to manage. Additionally, financial organisations need real-time and robust reporting for each entity. To help you evaluate accounting software vendors and ensure you get the modern features you need so you can be more data-driven, Sage Intacct has created the Financial Services Accounting Software Buyer’s Checklist.

This checklist includes the must-have features of a modern accounting system formatted in a way that makes it easy for you to do a head-to-head comparison of multiple software vendors.