Sage Transforms Finance Operations with New AI-Powered Tools for Intacct Users

Sage has unveiled a comprehensive suite of artificial intelligence features for Sage Intacct, directly addressing the most time-consuming challenges facing mid-sized finance teams. The update introduces sophisticated AI tools for financial close analysis, cash visibility, data imports, and enhanced reporting capabilities, marking a significant shift toward embedded AI that works within existing workflows rather than as separate analytics tools.

With 59% of finance organizations already using AI and 67% expressing increased confidence in its value compared to a year ago, according to Gartner research, Sage's latest release positions Intacct users to capitalize on this growing trend while maintaining the trust and accuracy finance teams demand.

Revolutionary Finance Intelligence Agent

The centerpiece of the update is the new Finance Intelligence Agent, which allows finance teams to query their data using natural language. This AI agent joins Sage's existing Close, AP, Time, and Assurance Agents, creating a comprehensive AI ecosystem within Intacct. Users can ask complex financial questions and receive answers that combine data analysis with actionable insights, eliminating the need for manual report generation.

Key AI-Powered Features Transforming Finance Operations

Close Analytics for Faster Financial Closes

• Provides visual charts and trend analysis of close performance across multiple entities
• Automatically flags bottlenecks and recurring handoff issues
• Tracks days-to-close metrics across different periods and entities
• Currently available to early adopters in the US and UK

Cash Intelligence for Strategic Planning

• Delivers consolidated views of short-term cash position and forecast changes
• Integrates bank balances, payables, and payroll data in a single dashboard
• Enables proactive cash management decision-making
• Rolling out to early adopters with phased regional availability

AI-Powered Accounts Payable Automation

• Features intelligent line-level matching between invoices and purchase orders
• Identifies discrepancies earlier in the process, reducing manual verification
• Available globally to all Sage Intacct users

Streamlined Data Management and Reporting

The update also introduces an AI-powered Import Agent that handles complex data uploads without requiring extensive spreadsheet manipulation or external tools. This feature includes field mapping capabilities, data transformations, preview options, and rollback functionality—addressing one of the most frustrating aspects of financial data management.

For advanced analytics, Sage Intacct Data Cloud now provides direct access to Intacct data in Snowflake, enabling finance and analytics teams to query live financial data using SQL and connect popular BI tools like Power BI and Tableau without ETL processes or data duplication.

The Business Impact: Speed, Accuracy, and Confidence

Dan Miller, EVP of Financials and ERP at Sage, emphasized the dual focus on efficiency and trust: "Finance teams want not only faster processes, but also clarity they can trust. With new capabilities in Sage Intacct, we are helping teams remove manual steps, save time, and make confident decisions based on real-time insight."

This approach reflects a broader industry shift toward AI that enhances rather than replaces human judgment, giving finance professionals more time for strategic analysis while maintaining the accuracy and compliance requirements critical to financial operations.

The rollout includes early adopter programs for most features, with broader availability varying by region and product module, ensuring organizations can gradually integrate these powerful AI tools into their existing workflows.

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