Sage; a leader in accounting, financial, HR, and payroll technology for small and mid-sized businesses (SMBs) has announced an integration partnership with Collation.AI; a comprehensive data aggregation and reporting platform offering AI-driven backoffice, portfolio analytics, and client reporting solutions for Wealth Managers

Collation.AI is now an approved Sage Intacct Marketplace Partner (Marketplace Listing) and integrated with the Sage Intacct cloud financial management system.

"We’re very excited to work with the Sage Intacct team,” said Tanmai Sharma, CEO and Founder of Collation.AI. ‘’Most of our customers need to prepare financial statements for the investment activities and for this they typically use some of the popular cloud-based accounting system such as Sage Intacct. Sage is great for accounting activities, esp. in a multi-entity environment, but investment reporting is not its key strength. So Collation.AI fills in this gap by importing data from Sage Intacct into a data warehouse and running a set of analytics on it"

— Tanmai Sharma, Founder / CEO, Collation.AI

‘’Our clients continue to use Sage Intacct as their single source of truth and Collation.AI simply bolts on top of Sage Intacct as an overlay whereby they provide customizable, flexible, and powerful investment reporting e.g. TWR, MWR, IRR, Volatility, Sharpe Ratios, VaR, PME, DPI, TVPI, etc.’’.

— Cameron Curles, Partner Account Manager at Sage Intacct, Inc

Collation.AI’s main objective is to get a copy of the mutual clients’ data into the data warehouse and keep it in sync, but in some cases Collation.AI may need to push journal entries into Sage Intacct as well.

Some mutual customer Use-Cases are the following;

Use Case Customer Example #1

• Mutual customer wanted a report with some enriched data in addition to what was available in Sage Intacct,

• Collation.AI pulled the Sage Intacct information via APIs, enriched the data and arranged the output in a report format as per client specifications.

Use Case Customer Example #2

• Mutual Customer is in the process of moving from SEI Archway to Sage Intacct,

• Collation.AI is helping the migration team with some data extracts / reconciles using APIs.

Use Case Customer Example #3

• Mutual customer was manually doing a reconciliation between closing balances in Sage Intacct with the Bank statement from Goldman Sachs,

• Collation.AI automated that process using APIs.

Those interested in information about Collation.AI’s Sage Intacct partnership program may contact Sinan Biren via the website Sage Intacct Marketplace; https://marketplace.intacct.com/MPListing?lid=a2DRn00000V72eLMAR