Financial Services

Financial services ERP software can streamline processes, simplify accounting and help your business thrive.

  • Enhance business performance
  • Streamline business processes
  • Comply with regulations
Partner sage Acumatica Logo
  • Enhance business performance
  • Streamline business processes
  • Comply with regulations
Partner sage Acumatica Logo

Cloud finance software for financial services

Consolidate funds, ensure compliance, efficient data entry, and reporting.

Real-time visibility

Drive the business based on up-to-date information when you can at speed consolidate and drill down by operating company, location and currency.

Financial insights

Sort, view, filter, and report on the specific information, when transactions in the system are tagged with dimensions.

Minimise risk

Manage costs and assign internal controls

Fast consolidations

Reduce reliance on excel tasks

Next Event

Navigating Sage Intacct for New Users

21st July 2026 (other dates available)

10:30am

Webinar

Next Event

Creating Powerful Financial Reports in Sage Intacct

31st July 2026

10:30am

Webinar

Next Event

Moving from Sage 200 to Sage Intacct

4th August 2026 (other dates available)

10:30am

Webinar

Next Event

Consolidation in Sage 200

5th August 2026

10:30am

Webinar

Next Event

Sage Intacct: AI-Powered Finance for Not-for-Profits

5th August 2026

12:30pm

Webinar

Next Event

Year End in Sage 200

11th August 2026 (other dates available)

10:30am

Webinar

Next Event

Moving from Sage 200 to Sage Intacct

18th August 2026 (other dates available)

10:30am

Webinar

Next Event

Mastering the Procure-to-Pay Process in Sage Intacct

21st August 2026

10:30am

Webinar

Next Event

Navigating Sage Intacct for New Users

25th August 2026 (other dates available)

10:30am

Webinar

Next Event

Sage CRM Hints and Tips

27th August 2026

10:30am

Webinar

Next Event

Year End in Sage 200

1st September 2026 (other dates available)

10:30am

Webinar

Next Event

Archiving in Sage 200

2nd September 2026

10:30am

Webinar

Next Event

Pinnacle Customer Event - Crumlin Road Gaol, Belfast

9th September 2026

10:00am

In-person - Crumlin Road Gaol, Belfast

Next Event

Mastering the Order-to-Cash Process in Sage Intacct

11th September 2026

10:30am

Webinar

Next Event

Hints and Tips for Spindle Document Management with Draycir

16th September 2026

10:00am

Webinar

Next Event

Navigating Sage Intacct for New Users

22nd September 2026 (other dates available)

10:30am

Webinar

Next Event

Draycir Data Bridge

24th September 2026

10:30am

Webinar

Next Event

Sage CRM Advanced Reports

24th September 2026

2:30pm

Webinar

Next Event

Customising Printed Document Templates in Sage Intacct

2nd October 2026

10:30am

Webinar

Next Event

Year End in Sage 200

6th October 2026 (other dates available)

10:30am

Webinar

Next Event

Bank Reconciliation & Bank Feeds in Sage 200

7th October 2026

10:30am

Webinar

Next Event

Navigating Sage Intacct for New Users

13th October 2026 (other dates available)

10:30am

Webinar

Next Event

VAT Reconciliation in Sage 200

14th October 2026

10:30am

Webinar

Next Event

Sage CRM Introduction to Reports

22nd October 2026

10:30am

Webinar

Next Event

Managing Tax in Sage Intacct

23rd October 2026

10:30am

Webinar

Next Event

Stock Reconcilation in Sage 200

28th October 2026

10:30am

Webinar

Next Event

Month End Procedure in Sage 200

4th November 2026

10:30am

Webinar

Next Event

User Accounts & Security with Sage CRM

5th November 2026

10:30am

Webinar

Next Event

Importing and Exporting Data in Sage 200

11th November 2026

10:30am

Webinar

Next Event

Year End in Sage 200

11th November 2026 (other dates available)

10:30am

Webinar

Next Event

Mastering Month End Reconciliations in Sage Intacct

13th November 2026

10:30am

Webinar

Next Event

Navigating Sage Intacct for New Users

17th November 2026 (other dates available)

10:30am

Webinar

Next Event

Creating Fields & adjusting screens for Sage CRM

26th November 2026

10:30am

Webinar

Next Event

Year End in Sage 200

1st December 2026 (other dates available)

10:30am

Webinar

Next Event

Managing Prepaids in Sage Intacct

4th December 2026

10:30am

Webinar

Next Event

Getting Started with Sage 200 Report Designer

9th December 2026

10:30am

Webinar

Next Event

Navigating Sage Intacct for New Users

15th December 2026 (other dates available)

10:30am

Webinar

Next Event

Building Effective Dashboards in Sage Intacct

15th December 2026

10:30am

Webinar

Next Event

Navigating Sage Intacct for New Users

5th January 2027 (other dates available)

10:30am

Webinar

Next Event

Bank reconciliations in Sage Intacct

15th January 2027

10:30am

Webinar

Talk to a Pinnacle expert today

Speak to our financial services solutions team today

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