Sage Intacct AI-powered Innovations will deliver more for SMBs

Sage, a leader in accounting, financial, HR, and payroll technology for small and mid-sized businesses (SMBs), at its flagship event, Sage Future, announced how Sage Intacct will leverage AI, automation, and deep industry insights to propel finance teams into a new era of high performance.

New research from Sage and Edelman reveals that only a quarter (26%)* of finance leaders believe AI is helping them reduce the time it takes to close the books, highlighting the urgent need for better tools to accelerate processes and drive growth.

In response, Sage Intacct is unveiling its product roadmap, giving customers a clearer view of what’s coming next. As AI innovation continues to move at pace, Sage is helping finance teams stay ahead by providing early visibility into the technologies that will drive high performance and business growth. These innovations, built on the Sage Platform, will unlock faster decision-making and give finance leaders more time to focus on impact.

They also lay the groundwork for the next wave of AI, including Agentic AI, which will deliver even greater automation, orchestration, and insight for finance teams in the future.

Accelerating AI to deliver more power

As AI reshapes how finance teams work, Sage Intacct continues to push the boundaries and deliver practical, proven AI capabilities that help customers work faster and smarter. From streamlining accounts payable to enhancing data accuracy, Sage’s AI tools have already helped SMBs save hundreds of hours on manual processes.

Furthermore, with Sage Copilot, the AI assistant that simplifies complex tasks, Sage Intacct provides instant insights, helping finance teams close deals faster and with greater confidence. These innovations bring Sage’s long-standing vision of a continuous, automated close closer to reality.

• Close Workspace: A centralized hub within Sage Copilot that tracks customized close tasks, uses analytics to identify bottlenecks, and surfaces suggestions to help teams close faster and with greater accuracy.
• Enhanced AP Automation: Extending Sage Intacct’s embedded AI capabilities across the entire accounts payable workflow, from purchasing and bill entry to classification, PO matching, and payments, helping to save hundreds of hours across the AP process.
• Continuous Assurance: Upcoming enhancements will transform the close process, orchestrating tasks, automating data entry, and providing real-time insights throughout the reporting cycle.
• Cash Flow Prediction & Optimization: Predictive cash forecasting based on customer payment trends and optimized vendor payments to help finance leaders manage cash flow with confidence.
• Developer Tools for Sage Copilot: Upcoming enhancements will provide developers with new tools to extend Sage Copilot’s functionality, enabling businesses to build customized AI-driven workflows and integrations that meet their unique needs.

“We know finance leaders are focused on performance, productivity, and making a real impact on their business,” said Dan Miller, EVP Financials and ERP Division at Sage. “With these upcoming AI capabilities, we will be helping finance teams simplify their work, gain trusted insights, and stay focused on driving proactive growth rather than reacting to what has happened. And as we continue building our agentic capabilities, we are laying the foundations for even more intelligent automation and orchestration to support the finance teams of the future.”

Driving Efficiency with Embedded Payments and AR Automation

Sage Intacct continues to expand its automation capabilities across both accounts payable and accounts receivable, enabling businesses to manage cash flow more effectively and enhance operational efficiency. Through partnerships with Global Payments' MineralTree business and Versapay, Sage is delivering integrated experiences that simplify how finance teams pay vendors and receive payments from customers faster.

Key enhancements include:

AP Automation with MineralTree: Accelerating the procure-to-pay process with embedded vendor payments, streamlined invoice approvals, and improved visibility into outgoing cash.
Payment Scheduling and Cash Flow Control: Providing greater visibility and flexibility in scheduling payments, helping businesses maintain control over outgoing cash, and optimize working capital.
Transforming AR with Versapay: Helping businesses manage customer invoicing, automate collections, and improve cash flow with real-time, embedded payment processing.

"Finance teams are juggling a lot right now and everyone's looking for a competitive advantage,” said Susan Vincent, Managing Director, Baker Tilly. "Sage Intacct's new AI and automation features create a powerful and innovative finance solution that drives both efficiency and intelligent business management."

These innovations and more will be showcased at Sage Future in Atlanta, June 3-5. To keep up to date with everything announced at Sage Future. To find out more about Sage Intacct, visit: https://www.sage.com/en-gb/sage-business-cloud/intacct/

Disclosures

Content within this feature, including graphic illustrations, has been adapted from source materials provided by Sage (USA) for the Sage Future conference. This includes content supplied by Axicom, the Burson Tech Specialist Agency, on behalf of Sage. Referenced source materials and content appearing within this Insightful Accountant feature were adapted and are provided solely for educational purposes.

Referenced research conducted by Edelman on behalf of Sage with 1707 CFOs and senior finance leaders globally between November 2024 and January 2025.

One or more trademarks or registered trade names of the Sage Group PLC (SGE.L) on the LSE, located in Newcastle upon Tyne in the United Kingdom, may appear within this content. Sage exists to knock down barriers so everyone can thrive, starting with the millions of small and mid-sized businesses they serve, along with our partners and our accountants. Customers trust our finance, HR, and payroll software to facilitate work and money. By digitizing business processes and relationships with customers, suppliers, employees, banks, and governments, their digital network connects SMBs, removing friction and delivering insights. Knocking down barriers also means they use their time, technology, and experience to tackle digital inequality, economic inequality, and climate crises.

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