Sage Expands Sage Intacct Advisory with AI-powered Capabilities

Ahead of next week's Sage Future in San Francisco, Sage, a leader in accounting, financial, HR and payroll technology for small and mid-sized businesses, has just announced new AI-powered capabilities in Sage Intacct Advisory, an evolution of the Sage Intacct Advisory Program, to help accounting firms expand advisory services and better support growing businesses.

The upgrade enhances Sage Intacct with a more structured, service-led approach, using AI-powered workflows and industry-specific templates and tools to streamline client onboarding and delivery. These capabilities help firms manage multiple client environments more consistently, reduce manual effort and scale advisory services without increasing overhead. Sage will showcase the new capabilities at Sage Future, in San Francisco from April 28-30.

Accounting firms can scale repeatable advisory services across their client base to drive growth and efficiency. At the same time, they can continue to support large, complex clients with bespoke needs – without increasing headcount.

“Accounting firms are being asked to do more than ever before: deliver deeper insights, meet rising compliance demands and do it all with less access to talent,” said Gretchen O’Hara, EVP Strategic Partnerships and Business Development, Sage. “With Sage Intacct Advisory firms can standardize delivery, reduce manual work, and spend more time where they add the greatest value - helping clients make smarter strategic decisions.”

Helping firms deliver consistent, scalable services

The expanded Sage Intacct Advisory capabilities are designed to help firms structure and scale service delivery across finance and accounting, planning and analytics, and end-to-end financial workflows.

Key benefits include:

• Faster client onboarding through standardized industry templates and data migration tools,

• Reduced manual effort with AI-powered workflows and automation,

• Greater consistency across multiple client environments,

• The ability to support clients as they grow, from core financial management to more advanced reporting and advisory services.

Built on the Sage Intacct platform, these capabilities allow firms to improve efficiency, increase margins and deliver more timely, accurate financial insight. This helps finance leaders make better-informed decisions as their organizations grow.

“Businesses increasingly expect their finance partners to provide deeper insight and more strategic guidance,” said Keven Truhler, Principle, CLA Digital. “Programs like Sage Intacct Advisory help firms structure and scale those services across a diverse client base while maintaining efficiency. That allows us to deliver more impactful advice and better support organizations as they grow.”

By expanding Sage Intacct Advisory and continuing to invest in partner enablement, Sage is helping accounting firms deepen client relationships and support businesses at every stage of their growth.

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