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AI powered Accounting

See true profitability, act faster

Surface real-time, audit-ready financials by distribution channel, geography and line of business. Automate multi-entity close, dimensional reporting, and compliance backed by proven insurance expertise.
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AI to accelerate finance workflows

Automated AI Finance Solutions

Sage Ai and Sage Copilot help you reconcile, allocate, and report with confidence. Spot anomalies, surface details, and spend less time on manual rework. Free your team for higher-value analysis.
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Automate your close and reporting

Product features

Unify multi-entity operations and automate consolidations. Close your books up to 50% faster, even as you add new lines of business, expand distribution, and acquire new books of business. Drill from top-line results to policy or segment detail in seconds.
Shift from spreadsheet reconciliations to dimensional, drill-down reporting. Track combined ratios, reserve movements, and profitability by broker, product, or line without rebuilding chart of accounts for each view.
Manage GAAP, statutory, tax, and management reporting in one system. Sage Intacct lets you configure separate books for each standard, but aligns your data model, so regulatory filings and board reports always agree.
Deliver live, role-based dashboards to executives, FP&A, and risk. Surface actionable insights on profitability, loss development, expense ratios, and reinsurance performance updated daily, not quarterly.
Strengthen control and compliance with audit-ready automation. Recurring entries, approvals, and workflow ensure everything is traceable and complete. Support NAIC and state audits with confidence.
Sage Copilot helps finance and accounting teams work faster and smarter. From accelerating month-end close to flagging budget variances, Sage Copilot brings speed, clarity, and confidence to every task.
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See and steer performance everywhere

Benefits

Close books up to 90% faster

Free your team for analysis, not manual reconciliations.

Cut audit prep and reporting time

Respond to auditors, regulators, and management with confidence.

Gain real-time profitability insight

Act on combined ratios and capital by program, line, or entity.

Learn how to level up with Sage Intacct

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Take self-led product tour

Explore Sage Intacct and discover how it can increase your finance team's productivity by 65%.
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Talk to an expert

We're ready to answer your questions about pricing, provide product demos, and build a custom plan that meets your needs.
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Extended capabilities

Automated regulatory filings

Generate statutory, NAIC, and RBC schedules directly from in-system books. Eliminate spreadsheet mapping, keep filings accurate, and update reports as rules or entities change with no workarounds required.

Driver-based financial planning

Replace disconnected spreadsheets with collaborative, audit-ready planning and rolling forecasts linked to real actuals. Model line, region, and reinsurance scenarios fast enough to match market volatility.

Open API ecosystem integration

Connect policy, claims, billing, and third-party data sources using open APIs. Build deep integrations for daily actuals, automate reconciliation, and feed data lakes or analytics with a trusted, dimensional model.
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FAQs

Property and casualty insurance protects people and businesses against non-life risks such as property loss, auto accidents, and liability claims. P&C carriers write policies, collect premiums, pay claims, and manage investments and reinsurance to keep coverage sustainable and prices fair. Financial accuracy is vital for trust and compliance.

Property insurance covers physical assets like homes, vehicles, and buildings. Casualty insurance covers liability for harm to others. Both lines face different financial management needs. P&C accounting must capture premiums, reserves, claims, and reinsurance for each line to ensure solvency and compliance.

Sage Intacct maintains separate statutory, GAAP, tax, and management books side-by-side in one platform. Multi-book reporting lets you meet NAIC and regulatory requirements while producing internal and external reports from the same set of trusted financials eliminating manual mapping and reconciliations.

Yes. Sage Intacct supports dimensional reporting and GL allocation for ceded and assumed reinsurance. Automate treaty allocations, intercompany eliminations, and track balances at the program, treaty, and reinsurer level removing manual spreadsheets and reconciliation risk.

Sage Intacct automates recurring entries, allocations, and consolidations across every entity and line. With one trusted data model and embedded controls, you can close monthly in half the time versus fragmented systems freeing your team from manual reconciliations and late nights.

Yes. Multi-dimensional reporting lets you drill into combined ratios, reserve movements, loss and expense trends, or profitability by product, broker, segment, and geography. Role-based dashboards show live results—no waiting for quarterly batches or manual extracts.

Sage Intacct enforces audit trails, approval workflows, and controls on entries and adjustments. All changes are tracked and date-stamped, with recurring entries and report structures managed in-system; supporting strong governance for regulatory, statutory, and management audits.

Sage Intacct is chosen by regional and national P&C insurers, specialty lines carriers, MGAs, and program administrators with 3to 50 legal entities and $250M to $5B in premiums. It supports organizations focused on complex, multi-entity operations and strong regulatory compliance.

Sage Intacct Planning connects live GL actuals to collaborative, driver-based models, rolling forecasts, and scenario plans. Unlike spreadsheets, plans are version-controlled, auditable, and can model by product, region, or treaty, enabling rapid scenario shifts after CAT events.

Keep pace with changing NAIC, state, and data rules: Sage Intacct's flexible, multi-book architecture and reporting tools let you respond quickly to new requirements, portfolio shifts, and market volatility. No code or workarounds—just fast reconfiguration and up-to-date filings.

Sage Intacct supports insurance-specific terminology in account groups, reporting dimensions, and dashboards covering premiums, reserves, loss/expense ratios, reinsurance cession, and statutory codes. You can customise labels for your internal language and reporting needs.

Yes. Sage Intacct's open APIs are built for integration with leading policy, claims, and billing systems. Most organizations connect existing cores, data warehouses, and analytics tools for a unified finance view. Backward-compatible upgrades reduce custom maintenance.