This week, at its flagship event, Sage Future in Atlanta, Sage, which makes accounting, financial and HR software solutions, made a major announcement. They stated how Sage Intacct will leverage AI, automation and deep industry insights to propel finance teams into a new era of high performance. 

This week, at its flagship event, Sage Future in Atlanta, Sage, which makes accounting, financial and HR software solutions, made a major announcement. They stated how Sage Intacct will leverage AI, automation and deep industry insights to propel finance teams into a new era of high performance.

Intacct started out in life as a cloud ERP vendor that sold mainly direct prior to its acquisition. However, Sage Intacct has undergone a major transformation, in which they announced that it will leverage AI, automation and deep industry insights to propel finance teams into a new era of high performance.  This involves unveiling an AI-powered roadmap to accelerate high performance finance teams, and delivering faster insights, streamlined operations and smarter decision-making for SMBs.

Organizations can expect more AI capabilities, including 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.

“Close Workspace is a centralized hub for close workspaces, which serves to manage and track close tasks, and drive AI performance,” said Dan Miller, EVP Financials and ERP Division at Sage.

The importance of this is emphasized by new research from Sage and Edelman, which reveals that only a quarter (26%) of finance leaders believe that 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 to these problematic numbers, Sage Intacct is unveiling its product roadmap, giving customers a clearer view of what is 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.

As AI reshapes how finance teams work, Sage Intacct also 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.

Sage Intacct is also laying 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.

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.

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.

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

Another new feature is enhanced AP Automation. It extends 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 will be enhanced through transformation of the close process, orchestrating tasks, automating data entry, and providing real-time insights throughout the reporting cycle.

Cash Flow Prediction and Optimization involves predictive cash forecasting based on customer payment trends and optimized vendor payments to help finance leaders manage cash flow with confidence

Finally, upcoming enhancements will provide developers with new tools will 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,” Miller said. “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.”

Sage Intacct continues to expand its automation capabilities across both accounts payable and  accounts receivable, helping businesses manage cash flow and improve operational efficiency. Through partnerships with Global Payments’ MineralTree business, and Versapay, Sage is delivering integrated experiences that simplify how finance teams pay vendors and get paid faster by customers. Through Versapay, Intacct helps businesses manage customer invoicing, automate collections, and improve cash flow with real-time, embedded payment.

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