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Ask your Sage Intacct financials anything. Get answers you can trust.

Explore financial activity, understand your data in plain language, and get answers you can trust without digging through modules, records, or reports.
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A conversational intelligence layer on top of Sage Intacct

Instead of navigating modules, records, and reports, explore financial activity and surface insights by asking Sage Intacct questions.

Every answer shows its reasoning and pulls records for you.

Built-in context. AI that works the way finance works.

Works across core financials including AP, AR, GL, and more.

How the Finance Intelligence agent changes your workflow

How it works:

Get answers from your financials in seconds

See what’s happening across the business and surface what needs your attention with a simple question.

  • Ask plain‑language questions like:

“Show me everything still open in accounts payable”

“Show me journal entries posted this month.”

  • The Finance Intelligence Agent surfaces relevant records, filters information, and lets you explore financial activity in the flow of conversation.

Understand the "why" with relevant context

Investigate variances, anomalies, and unusual activity in conversation, with the business context behind the numbers.

  • Ask questions like:

“Why did expenses spike compared to last period?”

“Show me anything unusual in the general ledger this month.”

  • The Finance Intelligence Agent helps you compare trends, isolate exceptions, and uncover what is driving financial change.
 

Make trusted decisions in the flow of conversation

Every response includes the supporting records, comparisons, and reasoning behind it, so finance teams can validate what they’re seeing before they act.

  • The Finance Intelligence Agent makes answers easier to trust by showing how it got there, not just what it found. 
  • See the logic and reasoning that went into the response by selecting “How Copilot worked this out.”

Outcomes you can expect

Faster visibility

Less time locating information. Better awareness of what's happening, every day.

Earlier signals

Catch anomalies, exceptions, and trends as they surface — not after close.

Clearer priorities

Context-driven questions cut through the noise. Focus on what's financially material.

Smoother execution

Act on what you find without leaving the conversation.

Finance Intelligence agent: Frequently Asked Questions

The Finance Intelligence Agent is a conversational intelligence layer built into Sage Intacct. It allows finance and accounting teams to ask questions in natural language and get clear, explainable answers directly from their financial data.

Unlike a basic chatbot or traditional reporting tool, the Finance Intelligence Agent is built to work directly with your live Sage Intacct financial data. You can ask questions in plain language and get explainable answers without building reports, applying filters, or hunting through records.

The Finance Intelligence Agent is built directly into the Sage Intacct environment. There’s no separate integration to configure and no data to move or export. It reads from your existing Sage Intacct modules and uses your live financial data in place.

You can ask questions to explore activity, investigate issues, and understand what requires attention — such as:

"What’s open, overdue, or pending"
"Why a balance or expense changed"
"What looks unusual or out of pattern"
"Which items may need review today"

Every response includes deep analysis and reasoning, so you can see which records were pulled, what comparisons were made, and why certain items were surfaced. You’re not taking the Agent’s word for it — you can see the work.

Yes. The Finance Intelligence agent is designed with trust and transparency because security, governance, and finance-grade controls are at its core. 

It operates inside Sage Intacct’s trusted system of record and is designed to help finance teams work faster without compromising accuracy, auditability, or control. Every insight is traceable to underlying financial data, so teams can review how results were derived and confidently explain them during close, audit, or board reviews.

The Agent is not a general‑purpose chatbot. It uses finance‑specific, deterministic models for accounting logic, with generative AI used only to support understanding—such as summarizing insights or highlighting what requires attention. This ensures results remain reliable, explainable, and appropriate for financial decision‑making.

Security and responsible use are foundational to how Sage builds AI. The Finance Intelligence Agent is designed to support enterprise governance requirements and evolve responsibly as capabilities expand.

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