Sage Intacct Copilot helping finance teams streamline workflows.

Sage, a global leader in accounting, financial, HR, and payroll technology for small and mid-sized businesses (SMBs), has announced a new wave of AI-powered automation and industry innovations for Sage Intacct.

With updates that improve accuracy, reduce reconciliation effort, and simplify contract, fundraising, and project workflows, Sage Intacct is helping finance teams make more intelligent decisions with less manual effort.

As finance teams face growing pressure to do more with less, Sage Intacct continues to evolve to meet the needs of modern, high-performing finance functions. This release brings together innovations that accelerate the close, streamline processes, reduce manual work, and integrate key operational systems, helping leaders drive better outcomes for their organizations.

Empowering High-Performance Finance Teams Under Pressure

According to Sage’s The Secrets of Successful CFOs report, 69% of CFOs say they are juggling too many responsibilities, 87% regularly feel stressed, while more than half (51%) already leverage AI-powered tools built for financial workflows. The path forward is clear: automation is key to reducing pressure, unlocking greater efficiency, and giving finance leaders the visibility and confidence to lead proactively and plan for the future. These latest enhancements deliver AI-powered automation that supports high-performing finance teams by reducing friction, streamlining the close process, and equipping leaders with the clarity and confidence to act decisively. 

“Every finance leader I speak to feels the pressure to perform at pace,” said Dan Miller, EVP Financials and ERP Division at Sage. “With these latest enhancements, we are saving them time, and giving them greater visibility for data driven decisions, driving future growth and creating high performing teams.”

Delivering AI-powered automation and industry-specific innovations

This release brings a range of updates that show how Sage is continuing to invest in a smarter, more connected experience for modern finance teams. From strengthening fundraising capabilities for nonprofits to simplifying healthcare reporting and automating reconciliation for growing businesses, Sage Intacct’s latest updates are designed to empower finance teams with the time, clarity, and confidence needed to drive smarter financial decisions.

These updates include:

• Copilot Close Assistant: This feature simplifies the month-end close with proactive tracking and a centralized summary view of all critical tasks. It gives finance teams real-time visibility into close progress across sub-ledgers and general ledgers, enabling faster issue resolution, smoother collaboration, and a more efficient, predictable close. This feature is available in the U.S. and the U.K.
• Copilot Subledger Reconciliation Assistant: This feature automates reconciliation reporting, highlights variances, and provides drill-down insights for faster issue resolution. With improved transparency and reduced manual checks, teams can quickly catch discrepancies and close books. This feature is available to early adopters in the U.S. and the U.K.
• Sage Intacct Fundraising powered by DonorPerfect: Connects donor data and financials to optimize fundraising strategies and build donor relationships. Nonprofits using the solution have reported an average 25% increase in funds raised in their first year and double-digit growth for years thereafter, driven by unified reporting and real-time visibility into campaign performance. This feature is available in the U.S. and Canada.
• Automated WIP Relief: Automatically moves WIP balances upon project completion, improving alignment of costs and revenue. For service businesses, this reduces the risk of misstatements and speeds up the financial close with accurate, automated journal entries. This feature is available in the U.S., U.K., Canada, South Africa, and Australia.
• Sage Intacct EMRConnect Dashboards: Offers operational and financial insights for healthcare providers. With real-time access to key metrics like clinician efficiency and occupancy rates, finance leaders can proactively manage costs and drive operational efficiencies with data-driven decisions. This feature is currently only available in the U.S.
• Contract Summary Tab: This tab consolidates key contract data into a single view, giving teams clear insight into billing, purchasing, and project details. This reduces inefficiencies, mitigates risk, and empowers faster, more informed decision-making. This feature is available in the U.S., U.K., Canada, South Africa, and Australia.
• Tessitura Ticketing Connector: This solution integrates ticketing and financial data for arts and culture organizations. Billing and payment data flow effortlessly between systems, eliminating manual entry, improving accuracy, and providing a 360-degree view of an organization's financial health. This feature is currently only available in the U.S.
• Goods and Services Tax support for New Zealand and Singapore: This feature delivers local tax setup and reporting capabilities. Automated GST configuration allows businesses to easily maintain compliance and scale confidently into new markets. This feature is only available to early adopters in New Zealand and Singapore.
  
  

Content within this feature, including graphic illustrations, has been adapted from source materials furnished or accessed from Sage (USA), including content furnished by Axicom, the Burson Tech Specialist Agency.  Referenced source materials and content appearing within this Insightful Accountant feature were adapted and are furnished solely for educational purposes.

Sage, Sage Intacct, and Sage Copilot represent one or more trademarks or registered trade names of Sage Group PLC (SGE.L) on the LSE, located in Newcastle upon Tyne within the United Kingdom. Sage exists to knock down barriers so everyone can thrive, starting with the millions of small and mid-sized businesses they serve, 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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