Sage software for financial services

Grow your firm, stay in control of your numbers

Track real-time performance across your entire business to protect margins and maintain compliance as you grow.

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4x UKI Overall Partner of the Year

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Unlocking the potential of financial services firms for over 45 years

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Alan Boswell Group (2)
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Take the complexity out of your operations as you scale

Growth in financial services rarely follows a straight line. New markets, acquisitions and increasing regulatory demands bring new opportunities, but they also add complexity. Datel combines industry expertise with Sage technology to help you manage that complexity, giving you the visibility and control to grow without losing sight of performance, profitability or compliance.

Free your time, deliver greater impact

As your firm scales, growing complexity can leave finance teams spending more time on manual processes and workarounds. Datel and Sage help you reduce that burden, freeing your team to spend less time compiling numbers and more time using them to drive better decisions.

Solutions and support tailored to your sector

Tap into decades of hands-on experience delivering Sage solutions for financial services companies.

Lenders and credit providers

Track interest margin, arrangement fees, and servicing income with clear audit trails.  

Wealth and asset management

Report performance across funds and portfolios from one consolidated dashboard. 

Insurance

Manage premiums, claims, and reserves in one system, with a clear audit trail behind every figure.

Fintech and payment providers

Handle high volumes of transactions and reconcile them with ease, reducing manual work.  

PE-backed and investment firms

Give your backers the clear, timely reporting they expect, and prepare for future funding rounds with confidence. 

Selecting the right technology is one thing, being prepared for it is another.

Take our online assessment to understand how prepared your organisation is to get maximum value from its next technology investment - and receive practical recommendations on where you can strengthen your digital readiness.

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More than a technology partner

The right software can set you up for success, but it takes the right partner to keep it delivering as regulations, markets, and your ambitions change. 

Our experienced team get your solution up and running quickly so you can realise value sooner, then work with you to ensure your Sage investment continues to support your ambitions whatever direction they may take. 

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Support partner

The UK’s leading Sage partner

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1000+

UK businesses supported

Manufacturing Page

60%

Customers who have been with us over 5 years

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50+

UK-based customer support professionals

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45+

years helping organisations succeed with Sage

Software that keeps pace with your firm 

From cloud-native financial management software to fully connected ERP platforms, Datel offers a range of Sage solutions. Our team of experts work with you to select the one that will meet your needs – today and in the future. 

Sage Intacct

Sage Intacct is a cloud-native financial management solution that takes the manual effort out of your day-to-day finance tasks. Scalable by design, it evolves alongside your business – giving you room to grow into new markets and add new products on one system. 

  • See financial performance across your entire business

  • Integrated AI capabilities with Sage Copilot

  • Fast implementation that gets you live in as little as 8 weeks

Read the Sage Intacct handbook
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Sage X3

 A complete ERP solution for firms that need to unify finance and operations in a single system. 

Read the Sage X3 handbook
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Sage 200

The intuitive business management solution for growing firms that want greater financial control.  

Read the Sage 200 handbook
Evolve Energy - Case Study Body 1

“Our growth plans meant we needed systems ready for the future, not just coping with today. Sage 50 couldn't give us that foundation.”

Steve Ramsdale, Finance Director, Evolve Energy

Read the case study

Power your potential with Datel

Find out how Sage software and long-term support from an experienced partner can help you scale your firm while keeping margin and compliance under control.  

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Frequently Asked Questions

Which types of financial services firms use Sage?

Financial services businesses of every kind, including insurers, lenders, credit providers, and PE- backed investment funds. Determining which is the right Sage solution for you depends on several factors, such as the size of your business and where you’re at on your growth journey. We work closely with you to understand your requirements and find a solution that meets them. 

How does Sage support FCA compliance and audit readiness for financial services firms?

Sage solutions keep complete, accurate records of every transaction and approval as they happen. This gives you clean, up-to-date numbers to prepare your FCA reports from. And with role-based permissions, sensitive information stays with the people who need to see it.  

Can Sage handle multi-entity consolidation across funds, portfolios, and subsidiaries?

Absolutely. Sage solutions lets you pull your entities, funds, and currencies into one place and handles most of the consolidation for you. Instead of stitching figures together across systems at quarter-end, you get a group view that's always ready, no matter how many entities you add. 

How long does it take to implement Sage for a financial services firm?

That depends on which solution you choose and how involved your setup is. Sage 200 and Sage Intacct can be ready in a matter of weeks, whereas Sage X3 can take as little as four months. Whatever you choose, our experienced team of accredited Sage experts get you up and running quickly thanks to our tried and tested implementation roadmap.

What should a CFO look for when choosing a Sage partner?

Look past the feature list to the people you'll be working with. The right partner has seen how finance firms handle growth, regulation, and funding rounds before, and tells you plainly which solution suits you. They don't disappear once you're live: the best work with you long-term to ensure you get maximum value from your solution as your business evolves.