Sage, a leader in accounting, financial, HR, and payroll technology for small and mid-sized businesses, today introduced the Sage Intacct Finance Intelligence Agent.
The Finance Intelligence Agent is part of Sage’s growing network of AI agents transforming the role of the CFO, from supporting the business to leading it. This launch sets a new benchmark for high-performance finance and marks a pivotal step toward autonomous operations and insights. By supporting CFOs with AI-powered Agents, Sage helps organizations get continuous accounting, trust, and insights, delivering speed, accuracy, and clarity, while reducing manual efforts and reporting.
Historically, finance teams often needed to hunt for reports, review dashboards, and sometimes export and manipulate data in spreadsheets to get answers and make recommendations - a process that could take minutes to hours depending on the complexity of the task. The Finance Intelligence Agent represents the next evolution of AI in finance, acting as an intelligence layer that routes
natural language questions to the right AI Agents and financial data sources, coordinates their responses, and composes a final, actionable answer - in seconds. By eliminating the need to run reports or analyze data externally, it simplifies decision-making and accelerates outcomes.
“It’s incredibly important that we give finance teams technology that doesn’t just respond to requests but works alongside them proactively, and that’s what we are achieving with our Agents,” said Steve Hare, CEO, Sage. “With our AI Agents, we are helping teams save time, surface insights faster, and perform at their best. It’s about giving finance leaders more confidence in their numbers
and the freedom to guide the business. This is authentic, finance-first AI that empowers high- performing teams and equips them with transparent, accurate, and audit-ready insights.”
These Agents are built on Sage’s unified platform - where applications, workflows, and data come together - and powered by Sage AI, which delivers purpose-built, domain-specific AI services. Acting as behind-the-scenes specialists, they operate within permission boundaries, whether surfaced through Sage Copilot or embedded into product workflows.
Sage AI Agents strengthen Sage Intacct as one of the industry’s leading and most trusted platforms for CFOs. Built by finance teams, Sage Intacct’s AI Agents deliver automation that is practical, transparent, and tailored to how they work, helping organizations meet today’s pressures head-on.
Empowering finance teams
Sage Intacct AI Agents relieve pressure on teams that spend too much time on manual processes and chasing data. By automating tasks like drafting bills, matching transactions, guiding close activities, and flagging errors before they escalate, these Agents help finance teams operate with greater speed, accuracy, and confidence.
They connect insights and actions across finance operations, enabling CFOs and their teams to focus on strategy and growth. Together, the Agents streamline core workflows and advance continuous accounting, delivering trusted insights while reducing manual effort and reporting overhead.
Meeting the pressure on finance
According to McKinsey, technologies can fully automate 42% of finance activities and mostly automate a further 19%. Sage data shows how this potential is being realized in practice, with AI processing 45 million bills, flagging 190 million anomalies, and processing 3.2 billion transactions annually. Customers are saving an estimated 50 million hours annually.
“Our Agents are designed for the workflows that matter most,” said Dan Miller, EVP, Financials and ERP, Sage. “Whether it’s optimizing vendor payments, guiding teams through the close, or providing financial insight, these Agents save valuable time while helping finance professionals deliver consistent, high performance.”
Availability and next steps
Unlike general-purpose AI tools that require extensive customization, Sage Intacct’s finance-first AI Agents work out of the box, delivering fast results with minimal setup. Whether accessed through Sage Copilot or embedded into workflows, with the autonomy of agents, finance teams get faster results.
The Finance Intelligence Agent is available in December to Early Adopters on Sage Intacct across the US and UK.
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