Industries

Financial Services & Regulatory Finance

Multi-entity consolidation, regulatory reporting, fund accounting, and real-time risk analytics — purpose-built for the demands of financial services.

Industry Challenges

Pain Points We Solve

Regulatory Complexity

FCA, MiFID II, SOX, and Basel III requirements create a compliance burden that manual processes can't reliably handle.

Multi-Entity Consolidation

Dozens of legal entities across jurisdictions, each with different reporting requirements and intercompany transactions.

Real-Time Risk Reporting

Boards and regulators demand real-time visibility into exposure, liquidity, and operational risk — not monthly snapshots.

Audit Trail Gaps

Manual journal entries, spreadsheet-based reconciliation, and email approvals create audit trail blind spots.

Our Approach

Recommended Solutions

Sage Intacct for Financial Services

Multi-entity consolidation with SOC 1 Type II compliance, dimensional reporting, and complete audit trails.

AI-Powered Compliance

Automated regulatory reporting, anomaly detection, and continuous compliance monitoring.

Integration Hub

Connect trading platforms, custodians, and market data feeds to your financial management system.

Results

Case Study

Placeholder Financial Group

Challenge: Manual consolidation of 15 entities across 3 jurisdictions with separate spreadsheets for regulatory reporting.

Outcome: Deployed Sage Intacct with automated consolidation, real-time regulatory dashboards, and AI-powered anomaly detection.

75%
Faster regulatory reporting
Zero
Audit findings
15
Entities consolidated
Real-time
Risk visibility

Transform Your Financial Operations?

Take our Constraint Diagnosis to identify regulatory and operational bottlenecks in your financial services organisation.