Sage 200 for Financial Services

Sage 200 for Financial Services is designed to help you manage your organisation from anywhere and gain real-time insights into your current financial position. This solution can serve you fantastically whether you have a turnover of anything from £1 to £50 million and 10 to 200 employees. If your current accounting processes have proved to be inefficient as your business has grown and you need to improve your manual data, reporting and analytics activities, Sage 200 for Financial Services may well be the solution for you.

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Spend less time on administration and more time on growing your business

Sage 200 for Financial Services is designed to enhance your financial processes so you can spend less time on manual administration and more time on growing your business and making better decisions that stimulate further growth. This solution is ideal for the needs of various financial services including pension funds, investment funds, venture capital organisations, wealth and asset management companies, insurers and private equity firms.

Faster payments and simple reconciliation

With Sage 200 for Financial Services, you can get paid for your products and services faster by adding a “Pay Now” button to your e-invoices and enable your customers to pay you through various platforms including PayPal and Opayo. The Bank Feeds facility will allow you to link to your bank, approve postings and create rules. The three-way matching feature makes reconciliation a breeze. There’s also an in-built VAT module that will allow you to submit your VAT return digitally and comply fully with the Making Tax Digital scheme. This solution allows you to upload documents, look at previously submitted returns, make and record adjustments plus check box values.


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    Additional reporting options and greater transparency

    The three-tiered nominal ledger allows you to benefit from additional reporting options, whilst the company management screen and consolidation rules enable you to gain a holistic view with ease. The enquiry screen makes it easy for you to immediately see the current balance of your accounts, with the software also supporting various currencies – perfect for when you’re managing clients and accounts based overseas.


    Is your current Sage 50 software holding you back?

    If you’re struggling with stock control, advanced reporting, multi-currency or integration with third-party apps (CRM, EDI, EPOS or e-commerce) it may be time to migrate to Sage 200.

    How can Sage 200 help?

    • Work with Sage 200 in the Cloud
    • Same look and feel as Sage 50
    • Handles processes beyond scope of Sage 50
    • Third-party integration (CRM, EDI, EPOS or e-commerce)
    • Industry specific solutions
    • Advanced currency management, multi company and multiple stock locations
    • Greater insight with real-time reporting and improved month-end close
    Time to download the Sage 200 migration guide

    Remove the strain from financial management

    By connecting your cashbook to your bank, you can save a great deal of time whilst optimising accuracy. The advanced bank reconciliation facility takes the stress and strain out of logging discrepancies, adding charges and adjustments and reconciling your statements. Sage 200 for Financial Services will also give you a deeper understanding of how your cash flow is affected by expenses, delays and changes whilst providing you with detailed insights into both your short-term and long-term financial position. We can tailor Sage 200 towards your specific needs and preferences.


    To find out more about how Sage 200 for Financial Services can benefit you and your business, get in touch today. You can reach us by giving us a call on 01245 494847 or by completing the form on our website. Rest assured that we will get back to you as quickly as we possibly can.