search icon
Back to Press Releases

Sage expands Sage Intacct Advisory with new AI-powered capabilities to help partner firms scale advisory services

New capabilities help accounting firms deliver more consistent, scalable advisory support to growing businesses

TORONTO (April 21, 2026) – Sage (FTSE: SGE), a leader in accounting, financial, HR and payroll technology for small and mid-sized businesses, today announced new AI-powered capabilities in Sage Intacct Advisory, an evolution of the Sage Intacct Accountants Program, to help accounting firms expand advisory services and better support growing businesses.

The upgrade enhances Sage Intacct with a more structured, service-led approach, using AI-powered workflows and industry-specific templates and tools to streamline client onboarding and delivery. These capabilities help firms manage multiple client environments more consistently, reduce manual effort and scale advisory services without increasing overhead. Sage will showcase the new capabilities at Sage Future, in San Francisco from April 28-30.

Accounting firms can scale repeatable advisory services across their client base to drive growth and efficiency. At the same time, they can continue to support large, complex clients with bespoke needs – without increasing headcount.

“Accounting firms are being asked to do more than ever before: deliver deeper insights, meet rising compliance demands and do it all with less access to talent,” said Gretchen O’Hara, EVP Strategic Partnerships and Business Development, Sage. “With Sage Intacct Advisory firms can standardize delivery, reduce manual work, and spend more time where they add the greatest value - helping clients make smarter strategic decisions.” 

Helping firms deliver consistent, scalable services

The expanded Sage Intacct Advisory capabilities are designed to help firms structure and scale service delivery across finance and accounting, planning and analytics, and end-to-end financial workflows.

Key benefits include:

  • Faster client onboarding through standardized industry templates and data migration tools
  • Reduced manual effort with AI-powered workflows and automation
  • Greater consistency across multiple client environments
  • The ability to support clients as they grow, from core financial management to more advanced reporting and advisory services

Built on the Sage Intacct platform, these capabilities allow firms to improve efficiency, increase margins and deliver more timely, accurate financial insight. This helps finance leaders make better-informed decisions as their organizations grow.

“Businesses increasingly expect their finance partners to provide deeper insight and more strategic guidance,” said Keven Truhler, Principle, CLA Digital. “Programs like Sage Intacct Advisory help firms structure and scale those services across a diverse client base while maintaining efficiency. That allows us to deliver more impactful advice and better support organisations as they grow.”

By expanding Sage Intacct Advisory and continuing to invest in partner enablement, Sage is helping accounting firms deepen client relationships and support businesses at every stage of their growth. 

 About Sage 

Sage exists to knock down barriers so everyone can thrive, starting with the millions of small and mid-sized businesses served by us, our partners and accountants. Customers trust our finance, HR and payroll software to make work and money flow.  By digitalizing business processes and relationships with customers, suppliers, employees, banks and governments, our AI-powered platform connects SMBs, removing friction and delivering insights. Knocking down barriers also means we use our time, technology and experience to tackle digital inequality, economic inequality and the climate crisis.  

Notes to editors

Sage has announced new capabilities within Sage Intacct Advisory, designed to help accounting firms scale outsourced finance and advisory services. These capabilities introduce automation and AI-enabled workflows that support more consistent, efficient service delivery across a firm’s client base.

Sage Intacct Advisory is the evolution of the Sage Intacct Accountants Program, helping accounting firms structure, deliver and scale outsourced finance and advisory services. It provides a more standardized, service-led approach, enabling firms to support multiple clients and more complex financial environments in a consistent way.

Sage Intacct Advisory is designed for accounting firms and finance partners delivering outsourced finance, Client Accounting Services (CAS), and advisory services. It is particularly relevant for firms looking to grow their advisory offerings and support clients as they scale.

Accounting firms are under pressure from talent shortages, increasing compliance requirements and rising client expectations. Many firms are looking to move beyond transactional work into higher-value advisory services but lack the tools to scale these services efficiently. Sage Intacct Advisory helps address this by standardizing workflows and reducing manual effort.

The expansion introduces capabilities such as automation and AI-enabled workflows, industry-specific templates and tools to support client onboarding and service delivery. These help firms manage multiple clients, reduce manual processes and deliver more consistent advisory services.

Firms can scale their services more efficiently, reduce operational complexity and deliver higher-value advisory services. By standardizing how services are delivered, firms can improve productivity, increase margins and support more clients without increasing headcount.

Businesses gain access to more consistent, real-time financial insight and strategic guidance. This helps them make better decisions, manage complexity and grow with greater confidence.

Sage Intacct Advisory includes AI-enabled workflows that automate routine finance tasks and surface insights more quickly. This allows accounting professionals to spend less time on manual processes and more time delivering analysis and strategic advice to their clients.