Sage adds new AI tools to boost Intacct finance teams

Sage has rolled out new artificial intelligence features for Sage Intacct, adding tools for financial close analysis, cash visibility, data imports, and access to reporting data held in Snowflake.

The update targets what Sage calls common friction points for finance teams. It introduces a new Finance Intelligence Agent for natural-language questions, along with AI-driven analytics designed to speed up multi-entity closes.

Sage Intacct is used by mid-sized organisations for finance and accounting. The release also expands accounts payable automation and introduces a payments service delivered with Fortis.

Industry adoption is a growing part of the product narrative. Gartner research cited by Sage finds that 59% of finance organisations use AI, and 67% of those users feel more confident in its value than a year ago.

Dan Miller, EVP of Financials and ERP at Sage, framed the release around trust in decision-making and faster execution.

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

Close focus

A key element is Close Analytics, which provides charts and trend views of close performance. It flags bottlenecks and recurring handoff issues, and tracks days-to-close across entities and periods. The feature is available to early adopters in the US and UK.

Sage has also introduced the Finance Intelligence Agent as part of its expanding set of AI agents in Intacct. Positioned as a query layer over finance data, it returns answers that combine data and analysis. It works alongside the existing Close, AP, Time, and Assurance Agents, and is available to early adopters in the US, UK, and Canada.

Cash view

Cash Intelligence adds a consolidated view of short-term cash position, expected requirements, and forecast changes. It brings together bank balances, payables, and payroll in one screen, and is being offered to early adopters with a phased regional rollout.

Sage also announced Customer Payment Services, powered by Fortis. The service lets customers make electronic payments through a self-service option, with settlement and reconciliation designed to reduce manual work in accounts receivable. The early adopter programme is available globally.

Brad Bialas, Chief Commercial Officer at Fortis, said connected data and analytics have become central to how finance leaders manage change across organisations.

"Finance leaders today need real-time insight they can act on," said Brad Bialas, Chief Commercial Officer at Fortis. "Sage Intacct brings together connected data and intelligent analytics to help organizations move faster, scale with confidence, and make smarter decisions to support sustainable growth."

AP and imports

For accounts payable, Sage has added AI line-level matching. The feature matches invoice lines to purchase order lines and flags discrepancies earlier in the process. It is available globally.

The release also includes an AI-powered Import Agent for complex data uploads. Sage says it reduces the need for spreadsheet manipulation and external tools. It supports field mapping and transformations such as splitting and joining fields, and includes preview and rollback options. It is available globally.

Data access

For reporting and analytics, Sage Intacct Data Cloud provides direct access to Intacct data in Snowflake. Sage says it uses governed access with no ETL and no data duplication. Finance and analytics teams can query live financial data using SQL and connect BI tools including Power BI and Tableau.

The update reflects a broader shift among finance software suppliers towards embedded AI features that sit inside day-to-day workflows rather than separate analytics tools. For Intacct, Sage has focused on close management, cash operations, payables, and data preparation-areas that often involve manual steps and cross-system work in multi-entity organisations.

Several of the newly announced features will launch through early adopter programmes, with broader availability varying by region and product module.