Sage Intacct helps finance teams drive higher performance with greater intelligence, speed, and simplified industry workflows

ATLANTA (May 13, 2025) – Sage, the leader in accounting, financial, HR, and payroll technology for small and mid-sized businesses (SMBs), today announced a new wave of AI-powered automation and industry innovations for Sage Intacct. With updates that improve accuracy, reduce reconciliation effort, and simplify contract, fundraising and project workflows, Sage Intacct is helping finance teams make smarter decisions with less manual effort.

As finance teams face growing pressure to do more with less, Sage Intacct continues to evolve to meet the needs of modern, high-performing finance functions. This release brings together innovations that accelerate the close, streamline processes, reduce manual work, and integrate key operational systems, while helping leaders drive better outcomes for their organizations.

Empowering High-Performance Finance Teams Under Pressure

According to Sage’s The Secrets of Successful CFOs report, 69% of CFOs say they are juggling too many responsibilities, 87% regularly feel stressed, while more than half (51%) are already leveraging AI-powered tools built for financial workflows. The path forward is clear, automation is key to reducing pressure, unlocking greater efficiency, and giving finance leaders the visibility and confidence to lead proactively and plan for the future. These latest enhancements deliver AI-powered automation that supports high-performing finance teams by reducing friction, streamlining the close process, and equipping leaders with the clarity and confidence to act decisively. 

“Every finance leader I speak to feels the pressure to perform at pace,” said Dan Miller, EVP Financials and ERP Division at Sage. “With these latest enhancements, we are saving them time, and giving them greater visibility for data driven decisions, driving future growth and creating high performing teams.”

Delivering AI-powered automation and industry-specific innovations

This release brings a range of updates that show how Sage is continuing to invest in a smarter, more connected experience for modern finance teams. From strengthening fundraising capabilities for nonprofits to simplifying healthcare reporting and automating reconciliation for growing businesses, Sage Intacct’s latest updates are designed to empower finance teams with the time, clarity, and confidence needed to drive smarter financial decisions. These updates Include:

• Copilot Close Assistant: Simplifies the month-end close with proactive tracking and a centralized summary view of all critical tasks. This gives finance teams real-time visibility into close progress across subledgers and general ledgers, enabling faster issue resolution, smoother collaboration, and a more efficient, predictable close.
  
  Availability: GA in the  US and UK
  
  

• Copilot Subledger Reconciliation Assistant: Automates reconciliation reporting, highlights variances and provides drill-down insights for faster issue resolution. With improved transparency and reduced manual checks, teams can catch discrepancies earlier and close books with confidence.
  
  Availability: Early Adopter in UK and US
  
  

• Sage Intacct Fundraising powered by DonorPerfect: Connects donor data and financials to optimize fundraising strategies and build donor relationships. Nonprofits using the solution have reported an average 25% increase in funds raised in their first year and double-digit growth for years thereafter, driven by unified reporting and real-time visibility into campaign performance.
  
  Availability: GA in US and Canada
  
  

• Automated WIP Relief: Automatically moves WIP balances upon project completion, improving alignment of costs and revenue. For service businesses, this reduces the risk of misstatements and speeds up the financial close with accurate, automated journal entries.
  
  Availability: US, UK, Canada, South Africa, Australia
  
  

• Sage Intacct EMRConnect Dashboards: Offers operational and financial insights for healthcare providers. With real-time access to key metrics like clinician efficiency and occupancy rates, finance leaders can proactively manage costs and drive operational efficiencies with data-driven decisions.
  
  Availability: US only
  
  

• Contract Summary Tab: Consolidates key contract data into a single view, giving teams clear insight into billing, purchasing, and project details. This reduces inefficiencies, mitigates risk, and empowers faster, more informed decision-making.
  
  Availability: US, UK, Canada, South Africa, Australia
  
  

• Tessitura Ticketing Connector: Integrates ticketing and financial data for arts and culture organizations. With this connected solution, billing and payment data flow effortlessly between systems, eliminating manual entry, improving accuracy, and providing a 360-degree view of an organization's financial health.
  
  Availability: US only
  
  

• Goods and Services Tax support for New Zealand and Singapore: Delivers local tax setup and reporting capabilities. With automated GST configuration, businesses can maintain compliance with ease and scale confidently into new markets.
  
  Availability: Early Adopter in New Zealand and Singapore
  
  

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 digitizing business processes and relationships with customers, suppliers, employees, banks and governments, our digital network 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.