Sage Intacct Mateo

Sage Intacct Mateo is a cloud-based application that provides Diocesan organizations the solution they need to support their savings and loans program for parishes and schools. The real-time, transaction-level integration with Sage Intacct streamlines the Diocese’s accounting and reporting needs.

Here's a quick glance at available features:

Savings module

• Pay third-party vendors directly from savings accounts.

• Combine deposits to streamline bank reconciliations.

• Distribute cash to customers by check or ACH payment.

• Update savings interest rates for all savings accounts in one easy step.

• Streamline transaction postings with imports.

Loans module

• Pay third-party vendors directly from loan accounts.

• Combine payments and payoffs with other deposits to streamline bank reconciliations.

• Make loan payments directly from savings accounts.

• Distribute loan funds to customers by check or ACH.

• Manage construction loans and lines of credit.

Admin module

• Generate monthly interest postings and bank statements in one easy step.

• Track bank accounts using Class, Project, and Location dimensions.

• Create unique journals to categorize transactions for easier research and analysis.

• Post at either the top level or entity level within Sage Intacct.

• Use either class or user-defined dimensions (UDD) for the restriction dimension.

How to subscribe

Sage Intacct Mateo is an additional subscription, and your company must be subscribed to Web Services to use it. To learn more, contact your Sage Intacct account representative, or visit the Sage Intacct Mateo web page.