What’s new in Sage Intacct 2026 Release 4?
Explore the latest Sage Intacct enhancements designed to help finance teams save time, simplify everyday processes, and get more from their financial data.
Finance teams are being asked to do more than keep the books accurate. They need to provide timely insights, strengthen financial controls, improve cash flow, and help the business make confident decisions, all while managing growing complexity.
Sage Intacct 2026 Release 4 helps finance teams meet and exceed these expectations. The latest enhancements bring AI-powered insights, connected reporting, streamlined approvals, and automated workflows into everyday finance processes, helping teams move from time-consuming tasks to faster insights, stronger control, and more confident decision-making.
Let’s look at some of the key enhancements that can make a practical difference in how your team works.
Get answers faster when decisions can’t wait
Finance leaders expect to have answers ready without having to dig through data or reports to find it. Identifying the right metric, pulling the data, and turning it into something useful can slow down decisions that need to happen now.
Faster access to financial insights gives teams more time to focus on what the numbers mean and what to do next. The Finance Intelligence Agent brings AI-powered insights directly into the finance workflow, letting users ask questions in natural language and quickly surface relevant financial metrics and data points, supported by tables, charts, and at-a-glance summaries.
For example, instead of searching through multiple reports to understand a change in financial performance, a finance leader can ask a question directly and use the resulting information to evaluate options or determine next steps faster.
Release 4 also expands access to specialized AI support through the Agent Marketplace. Available through Sage Copilot, the marketplace lets users discover and purchase purpose-built agents from Sage and its partners. These specialized agents can provide additional support for specific finance and business needs without requiring users to leave the Sage Intacct environment.
Spend less time building reports in Excel
For some organizations, Excel can be required for financial reporting, but moving data between systems and rebuilding reports can create unnecessary work. It can also result in broken reports whenever data changes and pose security risks the moment data leaves Sage Intacct.
Connected reporting can reduce the manual effort involved in creating and maintaining Excel reports while keeping financial data governed. With Connected Reporting for Excel, users can initiate Excel report writing from Sage Intacct and simply refresh whenever the data changes. Additionally, with the power of AI you can save significant time in report building right inside Excel with natural language prompts and step-by-step guidance.
For example, a finance team can work with Sage Intacct data directly in Excel while continuing to use familiar report formats they’ve already built with exported data. Existing Sage Intacct permissions and security settings are automatically honored, helping ensure users only access the data they are authorized to use.
The result is a more connected reporting process that combines the familiarity of Excel with governed access to Sage Intacct financial data.
Keep approvals moving without losing control
Approval processes can become a bottleneck when transactions require multiple reviewers or when existing workflows do not reflect how a business actually operates. At the same time, finance teams need visibility into who approved what and when.
More flexible approval workflows can help teams move transactions forward while maintaining stronger financial control. The Custom Approvals application allows teams to create approval rules for purchase orders, accounts receivable, and order entry using header-level transaction fields and multiple conditions or expression logic.
For example, a business can establish different routing rules based on transaction details so requests reach the appropriate reviewers automatically. A centralized queue gives teams one place to manage pending approvals, while approval history provides a clearer record for oversight and audit readiness.
Release 4 also strengthens account security with Passkey Authentication, which uses phishing-resistant technology and lets users authenticate with biometrics or device-based authentication instead of passwords. Users can also register multiple trusted devices, making sign-in faster and more secure.
These enhancements can help finance teams reduce approval delays while strengthening the security and control around everyday financial processes.
Turn customer payments into faster cash flow
Getting an invoice out the door is only part of the collections process. Finance teams can still spend time following up on payments, processing different payment methods, and reconciling incoming cash.
Making it easier for businesses to get paid starts with making it easier for customers to pay. To help finance teams accelerate these collections, the Customer Payments Portal, powered by Fortis, gives customers a self-service way to pay invoices, save payment methods, and schedule future or recurring payments.
Customers can pay invoices by card or ACH, while payments can be automatically applied to the appropriate invoices. For a business with recurring customers, scheduled payments can also reduce the need for repeated manual follow-up.
That gives finance teams less payment administration to manage and a faster path from invoice to cash.
Simplify complex recurring billing
As businesses grow, pricing models can become more complicated. Volume-based or quantity-based pricing can require finance teams to calculate charges manually, creating extra work and increasing the risk of inconsistent billing.
Automating pricing calculations can make recurring billing more consistent, scalable, and less reliant on manual effort. Billing Groups: Tiered Billing supports flexible pricing models such as volume, step, and absolute tiered pricing for recurring customer billing. This creates a more repeatable process for businesses managing recurring customers with different pricing levels.
Reduce tax compliance risk with more embedded tax capabilities
Tax compliance can become more challenging as organizations grow, expand into new jurisdictions, and manage changing requirements. Finance teams need to determine the appropriate tax treatment, ensure it’s accurately applied, and maintain exemption documentation.
Embedding these capabilities into the finance workflow can reduce manual effort and give teams greater visibility into their tax obligations. Sales Tax powered by Sovos brings Sage Intacct customers a new tax partner option to help automatically determine and apply sales tax and manage exemption certificates, all in one solution.
Sovos also introduces the Nexus Agent, which can help finance teams understand when they are approaching or have reached economic nexus thresholds. This can give teams earlier visibility into potential obligations and support more informed tax compliance decisions.
Prepare for 2026 1099 filings with less manual work
Year-end tax reporting can create a significant administrative burden for finance teams, particularly when filing requirements change and information needs to be accurate across multiple forms.
Keeping tax reporting capabilities current can help teams spend less time preparing for filing season and reduce compliance risk. Sage Intacct’s 1099 Readiness for 2026 Filings includes Tax Year 2026 updates for 1099-MISC, 1099-NEC, 1099-R, 1099-G, and 1099-S forms.
The enhancements support form printing, TaxBandits e-filing, and reporting by paying entity and bank account. Together, these capabilities can simplify year-end reporting, reduce manual administrative work, and help finance teams stay prepared for 2026 filing requirements.
Elevate the work your finance team can do
Finance teams are under increasing pressure to move quickly without compromising accuracy, control, or visibility. The right technology can take some of that pressure off by reducing manual work and making critical information easier to access and act on.
Sage Intacct 2026 Release 4 builds on that goal with enhancements that help finance teams find answers faster, streamline reporting, strengthen controls, accelerate cash collection, simplify complex processes, and manage compliance requirements more efficiently.
Improvements to everyday finance workflows can create value beyond the individual task. When teams spend less time searching for information, managing manual processes, and chasing approvals or payments, they have more time to focus on analysis, planning, and the decisions that drive business performance.
Ready to explore what’s new? Explore the Sage Intacct 2026 Release 4 highlights and release notes to see which enhancements can have the greatest impact on your finance team.
And if you want to learn more about a specific Release 4 feature or enhancement, submit a request to speak with an account manager for more details.
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