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AI-powered close automation software

The Close agent accelerates month-end close by tracking tasks, flagging issues, and guiding your team to close confidently.

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Financial close automation software with built-in AI assistance

Bring your close into a single AI-powered workspace. Get real-time visibility and intelligent automation that keeps work moving forward.

Close books 90% faster

with automated reconciliations and real-time task tracking.

Spot issues early

with continuous, AI-powered anomaly detection.

Keep teams in sync

with shared checklists, dashboards, and in-task collaboration.

Watch the Close agent at work

See how Sage Copilot brings clarity, control, and speed to your financial close.

Standardise your close with interactive checklists

Turn static checklists into dynamic workflows for a faster, smoother month-end. 

  • Built-in templates mirror your team’s workflows.
  • Assign task owners, dependencies, and deadlines to keep accountability clear.
  • Collaborate in real time with comments and live progress tracking.
  • Keep everyone aligned and audit-ready at every stage of the close.

Track close progress in real time

Interactive visuals help finance leaders spot risks and keep the close on schedule.

  • Track task status across teams and entities from a single, centralised view.
  • Visual charts and filters highlight risks and blockers before they cause delays.
  • Reassign tasks quickly to keep the close moving forward.

Catch issues before they impact your reports

Automated variance analysis flags issues before they become a problem, so teams can act early, avoid surprises, and protect reporting accuracy.

  • Identify budget vs actual discrepancies as they happen, not at the end of the close.
  • Document and resolve issues directly within the close workflow.
  • Give finance leaders early visibility into explanations, so reports reflect known changes.

Reconcile your ledgers in minutes

Gain confidence in your numbers with automated reconciliation built for flexible workflows in Sage Intacct. Surface discrepancies early and avoid end-of-period chaos.

  • Run reconciliation reports to surface subledger mismatches.
  • Drill down into discrepancies.
  • Follow guided steps to investigate and resolve.
  • Audit-ready documentation ensures trust in every number.

"We've been researching close solutions for two years. When the Close Workspace came up, I was excited - it finally gives us visibility across all our entities, right inside Intacct."

Corporate Controller, Alaska Native Corporation

Close Automation FAQs

Close Automation is an AI-powered solution within Sage Intacct that streamlines and accelerates the month-end close process. It automates time-consuming tasks like reconciliations and variance analysis, provides real-time visibility into progress, and keeps teams aligned with shared checklists and proactive notifications.

By reducing manual effort and surfacing issues early, Close Automation helps finance teams close faster, with greater accuracy and confidence.

The Close agent is an AI-powered assistant within Sage Intacct that helps finance teams manage the month-end close more efficiently. It tracks tasks, flags potential issues early, and guides you through each step of the process so nothing gets missed.

Importantly, you remain in control at all times. The Close agent doesn’t post entries or make changes without your approval. Every action happens within the boundaries you set, with full visibility and audit trails.

Powered by Sage Ai, trained on over 7 years of real financial data and designed by accounting experts, the Close agent combines automation with transparency, security, and compliance. This means you get the speed and accuracy of AI, backed by the trust and control you need to confidently close your books.

Close Automation reduces errors by automating reconciliations and continuously monitoring for anomalies. It flags variances early, provides explanations, and creates audit-ready reports with full traceability. This proactive approach means fewer last-minute corrections, stronger compliance, and financial data you can trust.

Accounting and finance teams see the biggest impact, especially those managing multi-entity or complex close processes. Controllers, CFOs, and budget managers gain real-time visibility, while operational teams benefit from structured workflows and collaboration tools. The result? Less time spent on manual tasks and more time driving business strategy.

Close Automation is embedded within Sage Intacct, our cloud-native financial management platform. It’s not a bolt-on or third-party tool; it’s a fully integrated solution designed to work seamlessly with your core financials, delivering automation, visibility, and control right where you need it.

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See it in action

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