Sage Intacct Delivers New AI-Powered Capabilities to Transform How Finance Teams Close, Analyse, and Act on Financial Data

Sage (FTSE: SGE), the leader in accounting, financial, HR, and payroll technology for small and mid-sized businesses, today announced new AI-powered capabilities in Sage Intacct designed to help finance teams move from managing data to driving performance. The latest updates strengthen Sage Intacct across close analytics, workflow automation, cash intelligence, and connected data access.   

Today, finance teams using these tools can identify which entities are slowing down the close, import complex datasets without spreadsheet manipulation, and monitor their cash position in real time. This reduces the need to switch between systems and helps teams stay focused on analysis, control and timely decision making.

According to Gartner¹, 59% of finance organisations now use AI, and 67% of those users are more confident in its value than they were a year ago. Sage Intacct’s latest updates build on that momentum by embedding AI into everyday workflows, reducing manual effort where it most often slows teams down. 

“Finance teams want not only faster processes, but also clarity they can trust” said Dan Miller, EVP, Financials and ERP, Sage. “With new capabilities in Sage Intacct, we are helping teams remove manual steps, save time, and make confident decisions based on real-time insight.”

Driving the next era of high-performance finance

From AI-powered close analytics and cash intelligence to direct access to trusted finance data and a growing network of intelligent Agents, Sage Intacct is delivering on its vision for High-Performance Finance. These innovations help finance teams simplify complexity, improve control, and focus more time on strategic work.

By connecting insight and action across close, cash, billing, and analytics, Sage Intacct helps finance leaders understand what’s happening across the business and respond faster when it counts.

“Finance leaders today need real-time insight they can act on,” said Brad Bialas, Chief Commercial Officer at Fortis. “Sage Intacct brings together connected data and intelligent analytics to help organizations move faster, scale with confidence, and make smarter decisions to support sustainable growth.”

What’s new in Sage Intacct R1 2026:

·       Finance Intelligence Agent 

The Finance Intelligence Agent expands Sage Intacct’s growing network of AI Agents, allowing finance teams to ask natural language questions and receive instant, actionable answers that combine data, analysis, and recommendations. Working alongside existing Close, AP, Time, and Assurance Agents, it helps finance leaders move from reporting to insight in seconds.

Available to Early Adopters in the US, UK and Canada.

·       Close Automation: Close Analytics 

This new AI-powered capability introduces insight into close performance through interactive charts, historical trends, and bottleneck detection. Finance teams can track days-to-close across entities and periods, identify recurring handoff issues, and improve close consistency and control.

Available to Early Adopters in the US and UK.

·       Cash Intelligence 

Cash Intelligence provides a single-screen view of short-term cash position, expected requirements, and forecasted changes. AI-driven insights and predictions help finance teams identify potential shortfalls, prioritise payments, and make more informed cash decisions by bringing bank balances, payables, and payroll into one clear view.

Early Adopter availability with phased regional rollout.

·       Customer Payment Services powered by Fortis 

Customer Payment Services, powered by Fortis, introduces a secure, self-service experience for customers to make electronic payments. Instant settlement and automated reconciliation reduce manual AR work and improve cash visibility for finance teams.

Available to Early Adopters globally.  

·       AP Automation: AI Line-Level Matching 

Line-level matching uses AI to improve accuracy by matching invoice lines directly to purchase order lines and flagging discrepancies earlier in the process. This reduces rework, speeds up approvals, and gives finance teams greater confidence before payment. 

Available globally. 

·       AI-powered import agent 

The AI-powered Import Agent simplifies complex data imports using natural language transformations and flexible mapping. Finance teams can split, join, and reuse fields, preview changes in real time, and roll back instantly, reducing risk and eliminating the need for external tools or manual manipulation.

Available globally.

·       Sage Intacct Data Cloud 

Sage Intacct Data Cloud provides governed, direct access to Intacct data in Snowflake with zero ETL and no data duplication. Finance and analytics teams can query live financial data using SQL or BI tools such as Power BI and Tableau, enabling advanced analytics and AI use cases without adding operational complexity.  

Available globally.