The IT Nerd

Sage today announced new AI-powered capabilities in Sage Intacct designed to help finance teams move from managing data to driving performance. The latest updates strengthen Sage Intacct across close analytics, workflow automation, cash intelligence, and connected data access. 

Today, finance teams using these tools can identify which entities are slowing down the close, import complex datasets without spreadsheet manipulation, and monitor their cash position in real time. This reduces the need to switch between systems and helps teams stay focused on analysis, control and timely decision making.

According to Gartner, 59% of finance organizations now use AI, and 67% of those users are more confident in its value than they were a year ago. Sage Intacct’s latest updates build on that momentum by embedding AI into everyday workflows, reducing manual effort where it most often slows teams down.

Driving the next era of high-performance finance

From AI-powered close analytics and cash intelligence to direct access to trusted finance data and a growing network of intelligent Agents, Sage Intacct is delivering on its vision for High-Performance Finance. These innovations help finance teams simplify complexity, improve control, and focus more time on strategic work.

By connecting insight and action across close, cash, billing, and analytics, Sage Intacct helps finance leaders understand what’s happening across the business and respond faster when it counts.

What’s new in Sage Intacct R1 2026:

Finance Intelligence Agent
The Finance Intelligence Agent expands Sage Intacct’s growing network of AI Agents, allowing finance teams to ask natural language questions and receive instant, actionable answers that combine data, analysis, and recommendations. Working alongside existing Close, AP, Time, and Assurance Agents, it helps finance leaders move from reporting to insight in seconds.

Available to Early Adopters in the US, UK and Canada.

Close Automation: Close Analytics
This new AI-powered capability introduces insight into close performance through interactive charts, historical trends, and bottleneck detection. Finance teams can track days-to-close across entities and periods, identify recurring handoff issues, and improve close consistency and control.

Available to Early Adopters in the US and UK.

Cash Intelligence

Cash Intelligence provides a single-screen view of short-term cash position, expected requirements, and forecasted changes. AI-driven insights and predictions help finance teams identify potential shortfalls, prioritize payments, and make more informed cash decisions by bringing bank balances, payables, and payroll into one clear view.

 Early Adopter availability with phased regional rollout.

Customer Payment Services powered by Fortis
Customer Payment Services, powered by Fortis, introduces a secure, self-service experience for customers to make electronic payments. Instant settlement and automated reconciliation reduce manual AR work and improve cash visibility for finance teams.

Available to Early Adopters globally.

AP Automation: AI Line-Level Matching
Line-level matching uses AI to improve accuracy by matching invoice lines directly to purchase order lines and flagging discrepancies earlier in the process. This reduces rework, speeds up approvals, and gives finance teams greater confidence before payment.

Available globally.

AI-powered import agent
The AI-powered Import Agent simplifies complex data imports using natural language transformations and flexible mapping. Finance teams can split, join, and reuse fields, preview changes in real time, and roll back instantly, reducing risk and eliminating the need for external tools or manual manipulation.

Available globally.

Sage Intacct Data Cloud
Sage Intacct Data Cloud provides governed, direct access to Intacct data in Snowflake with zero ETL and no data duplication. Finance and analytics teams can query live financial data using SQL or BI tools such as Power BI and Tableau, enabling advanced analytics and AI use cases without adding operational complexity.

Available globally.

Sage today announced new AI-powered enhancements to Sage X3. The new capabilities give product-centric organizations clearer visibility across finance, sales, and supply chain operations, allowing teams to respond faster as conditions change.

Mid-sized businesses are operating in a near-constant state of change. Ongoing supply chain disruption, new compliance demands, and tighter resources mean finance and sales teams are expected to respond faster than ever. At the same time, businesses are generating more data than they know what to do with, and too often that information doesn’t translate into timely action in the systems people use every day.

According to McKinsey’s 2025 State of AI report, 88% of organizations now use AI in at least one part of their business. However, most are still at an early stage when it comes to using AI to actively support decision-making and day-to-day operations. While 62% are experimenting with AI agents, only 23% have managed to scale them in at least one area, highlighting a gap between ambition and real-world impact.

Sage is changing this by bringing contextual AI directly into Sage X3 workflows. By connecting insight and action across finance, sales and supply chain operations, Sage X3 helps teams spot risks earlier, reduce manual intervention, and make more confident decisions as conditions change.

Delivering more responsive, connected operations

Sage X3 is designed for mid-sized, product-centric businesses managing complex operations across multiple sites, regions, and regulatory environments. By combining conversational AI, intelligent automation, and connected operational insight within the ERP experience, Sage helps organizations improve visibility, reduce friction, and respond more effectively as conditions change.

Sage Copilot for X3 introduces a more natural way for teams to interact with their business data, while new agent-driven sales intelligence capabilities continuously monitor activity across orders, inventory, and customer demand. These agents proactively surface risks and opportunities as they emerge, helping teams act earlier rather than reacting after issues escalate.

What’s new in Sage X3

• Sage Copilot for X3 with Sales Intelligence Agent – Sage Copilot brings conversational interaction directly into Sage X3, allowing users to ask natural language questions and receive immediate, contextual insights. The new Sales Intelligence Agent proactively alerts teams to risks such as overdue orders, delayed shipments or declining customer demand, enabling faster intervention and better customer outcomes.

           Available globally

• AI-powered Accounts Payable Automation – Expanded AP automation reduces manual invoice processing through AI-driven document capture, classification, and vendor matching. By minimizing errors and accelerating approvals, finance teams can improve accuracy, strengthen compliance and shorten month-end cycles.

           Available globally

• Sage Supply Chain Intelligence – New connected supply chain capabilities provide real-time visibility from purchase order creation through to delivery, enabling closer collaboration with suppliers and earlier identification of fulfilment risks. This helps organizations reduce stock-outs, improve reliability, and protect customer commitments.

            Available to early adopters in the US.

• Sage Business Reporting – Bringing real-time Sage X3 data directly into Excel, Sage Business Reporting enables faster, self-service analysis without reliance on IT. AI-assisted insights help teams build accurate, flexible reports that support quicker, more informed decisions.

           Available globally

• Sage X3 Builder and platform enhancements – Sage X3 Builder now includes new AI-assisted capabilities that help partners and customers tailor Sage X3 more quickly. These updates simplify configuration, reduce time to value, improve total cost of ownership and lower the learning curve for teams extending the platform.

          Available globally

To find out more, visit Sage X3.

 Sage today announced a global partnership with Augusta Labs, the applied AI lab that helps enterprises build and scale AI transformation. The partnership accelerates the development and delivery of Sage’s AI Center of Excellence by embedding Augusta Labs’ applied AI engineering teams directly into Sage’s product organization. This expands Sage’s AI and data engineering capacity and strengthens its shift toward becoming an AI first company. 

Businesses now expect more from the software they rely on, including faster insights, smarter automation, and experiences that feel effortless. Delivering that level of performance depends on how quickly AI can be designed, engineered, and deployed into real workflows. McKinsey’s latest The State of AI report notes that companies capturing the most value from AI are those able to move from experimentation to production at speed and scale intelligence across their products.
 
To meet this rising expectation and push its own high-performance goals, Sage is growing its applied AI engineering capacity through its new partnership with Augusta Labs. With Augusta Labs’ multidisciplinary teams working directly inside Sage’s product organization, Sage can build and deploy production ready intelligence faster, deepen automation across its solutions, and bring the benefits of AI to customers at a pace that matches how businesses operate today. 

Scaling Applied AI Across Sage’s Global Product Ecosystem

Through this partnership, Augusta Labs’ multidisciplinary teams are working directly on key global workstreams including Sage Payroll, Sage Active, and Sage 300. Operating as an extension of Sage’s internal engineering organization, these teams help deliver:

• Agentic workflows that automate end-to-end tasks
• High-performance data pipelines for real-time insight
• Production-ready AI features delivered at pace

By working in Portugal’s thriving startup ecosystem, these teams bring a level of agility and high-velocity engineering that strengthens Sage’s global AI delivery model. This helps Sage develop and deploy agentic and applied-AI capabilities at a pace rarely matched in the industry, while maintaining the reliability and governance expected by millions of customers. The result is faster iteration, quicker movement from prototype to production, and real value delivered to businesses far sooner than traditional development models allow.

This integrated execution model ensures AI is built consistently across Sage’s portfolio, aligned with the Sage Platform, and embedded where customers work every day. It brings startup-level velocity to Sage’s product delivery, while maintaining the scale, reliability and governance expected by customers and partners.

To find out more about visit Sage Ai.

Sage has been named a Leader in the IDC MarketScape: Worldwide AI-Enabled PSA (Professional Services Automation) and ERP (Enterprise Resource Planning) Applications 2025–2026 Vendor Assessment . 

With AI adoption accelerating across finance and operations, organizations are looking for ways to reduce manual work and improve accuracy. Sage research shows that tasks like bank reconciliation and accessing financial insights remain time-intensive for many SMBs, with up to a quarter (24%) of workflow activities still completed manually. This is driving growing interest in AI tools that can remove admin and support faster, more confident decision-making.

These findings reinforce the growing demand for connected systems that bring Professional Services Automation (PSA) and Enterprise Resource Planning (ERP) together with AI built in – supporting faster, more efficient ways of working across both project delivery and financial management.

IDC MarketScape’s perspective on Sage
According to the IDC MarketScape, “Sage Intacct’s AI strategy spans PSA and ERP together, bringing more capabilities and functionalities. With AI enabled all along the life-cycle journey, it also incorporates intelligent time and GL anomaly detection and has an optional project intelligence for proactive portfolio health and margin analytics.”

A future driven with Agents

Sage continues to enhance its AI capabilities with a growing network of agents designed to automate routine work across finance and operations. These include agents that support close management, accounts payable, time capture and assurance, alongside the recently introduced Finance Intelligence Agent, which helps teams surface insights more quickly and act with greater confidence. 

Together, these agentic capabilities strengthen Sage Intacct’s focus on reducing admin, improving accuracy and supporting high-performance finance teams.

To find out more about Sage Intacct, click here. 

 Sage today unveiled new functionality in Sage Intacct designed to help finance teams move from managing data to driving performance. These new features simplify operations, accelerate reporting, and empower finance teams to lead with accuracy, agility, and confidence.

With finance leaders under pressure to move faster and deliver more value, Edelman DXI research for Sage  shows that 84% want to close the books faster, and 87% are seeking greater automation across AP and reconciliation workflows. The latest Sage Intacct updates address these needs with AI-powered intelligence that helps teams work smarter and make confident, data-led decisions.

Alongside these innovations, Sage is taking steps to make AI more transparent and accountable. The Sage AI Trust Label, now live in Sage Intacct in the US and UK, gives customers clear insight into how AI is developed and applied, including how data is used, the safeguards in place to prevent bias, and the measures taken to ensure accuracy and compliance.

Driving the Next Era of High-Performance Finance

From AI-driven variance analysis and real-time reconciliation to automated consolidations, connected insurance data, and a growing network of intelligent Agents, Sage Intacct continues to deliver on its vision for High-Performance Finance, helping customers simplify complexity, improve control, and accelerate growth.

These Agents – including Close, AP, Time, Assurance, and the newly announced Finance Intelligence Agent – work together to automate repetitive tasks, surface insights in context, and provide finance leaders with continuous visibility across their operations. Together, they represent a significant step toward autonomous finance, where insights and actions flow seamlessly across the business.

As Sage advances this vision, partners and customers are already seeing how these innovations bring new levels of visibility and confidence to financial operations.

What’s New in Sage Intacct R4 2025

•  Close Automation with Sage Ai 
  
  Close Automation with Sage Ai is now generally available for all customers in the US and UK, bringing together the full suite of intelligent close capabilities – Close Workspace, Close Assistant, Subledger Reconciliation Assistant, and Variance Analysis – all in one connected, Sage Copilot-guided experience. The solution provides visibility across teams, tasks, and entities, helping finance leaders identify issues early, shorten close cycles, and improve accuracy and auditability.
  
  Available to customers in the US and UK
  
• Finance Intelligence Agent
  
  The Finance Intelligence Agent is the newest addition to Sage Intacct’s growing network of AI Agents, delivering autonomous insights alongside existing Close, Accounts Payable, Time, and Assurance Agents. It allows finance teams to ask questions in natural language through Sage Copilot and receive instant, actionable answers – transforming how they access, analyse, and act on data.
  
  Early Access available to customers in the US and UK from December
•  Equity Method for Advanced Ownership Consolidation
  
  The new Equity Method for Advanced Ownership Consolidation automates equity accounting for complex, multi-level ownership structures, including partial ownership and multi-parent rollups. By automatically generating and recording equity entries during consolidation, finance leaders gain transparency, precision, and flexibility with affiliate-level reporting across multiple entities
  
  Available to customers in the US, UK, Australia, Canada, and South Africa
• Sage Intacct PolicyConnect
  
  Sage Intacct PolicyConnect seamlessly integrates policy administration systems with the general ledger, giving insurance organizations a unified view of operational and financial data. This connection enables deeper analysis of profitability, exposure and performance, delivering real-time policy level data to accelerate reporting and provides actionable insights to stakeholders.
  
  Available to customers in the US
• AI Trust Label Now Live in Sage Intacct
  
  The Sage AI Trust Label is now live in Sage Intacct in the US and UK, giving customers greater transparency and confidence in how AI is developed and used. It provides clear, accessible information on Sage’s responsible AI practices, including compliance, data use, safeguards against bias, and accuracy monitoring — helping businesses build trust and confidence in AI-powered finance.
  
  Now available to Sage Intacct customers in the US and UK
•   Sage Expense Management
  
  Sage Expense Management, formerly Fyle, simplifies and automates expense workflows with real-time spend notifications and AI-powered receipt capture and matching. The card-agnostic solution lets organizations retain existing credit-card programmes while gaining instant visibility into spend, helping finance teams control costs, improve accuracy, and close faster.
  
  Available to Sage Intacct customers in the US

 Sage announced its AI Trust Label is now live in Sage Intacct for both US and UK customers. This first phase of a global rollout gives tens of thousands of users clearer insight into how AI is developed and used in business software, helping SMBs adopt AI with greater confidence.

Making AI easier to understand

The AI Trust Label provides transparent, accessible information about how AI functions across Sage’s products. It highlights key trust indicators, such as:

• Global regulation compliance
• Customer data usage
• Systems monitoring accuracy and ethical performance

By simplifying complex technical details, Sage enables SMBs to understand the impact of AI in their business without needing technical expertise.

Built on a foundation of responsible innovation

The rollout of the AI Trust Label builds on Sage’s long-standing commitment to responsible technology development. In 2023, Sage published its AI and data ethics principles and adopted the US NIST AI Risk Management Framework globally. The company also signed the Pledge for Trustworthy AI in the World of Work to promote fairness and inclusion and implemented emerging standards such as the UK Government’s AI Cyber Security Code of Practice.

Why trust matters

Sage research shows a direct link between trust and AI adoption. While 94% of SMBs already using AI report seeing benefits, the majority (~70%) have yet to fully adopt the technology. The difference is trust.

Among those who trust AI, 85% say they actively use it in their business. Among those who don’t, that statistic drops to 48%. Less than half (43%) of SMBs say they have low trust in the companies building AI tools for business.

Now, Sage Intacct customers will see the AI Trust label within the product experience and can access additional details via Sage’s Trust & Security Hub.

Expanding across Europe and beyond

Following the successful rollout in the UK and US, Sage will extend the AI Trust Label across Europe as the next step in its roadmap. Future phases will expand the AI Trust Label to more products and markets globally.

Calling for collaboration in responsible AI

Sage continues to advocate for closer collaboration between industry and governments to establish a consistent and certified framework for AI labelling. The company is also exploring ways to share its own framework more broadly to help to accelerate AI adoption across the technology sector.

Sage today introduced the Sage Intacct Finance Intelligence Agent. The Finance Intelligence Agent is part of Sage’s growing network of AI agents transforming the role of the CFO, from supporting the business to leading it.

This launch sets a new benchmark for high-performance finance and marks a pivotal step toward autonomous operations and insights. By supporting CFOs with AI-powered agents, Sage helps organisations get continuous accounting, trust, and insights, delivering speed, accuracy, and clarity, while reducing manual efforts and reporting.

Historically, finance teams often needed to hunt for reports, review dashboards, and sometimes export and manipulate data in spreadsheets to get answers and make recommendations – a process that could take minutes to hours depending on the complexity of the task. The Finance Intelligence Agent represents the next evolution of AI in finance, acting as an intelligence layer that routes natural language questions to the right AI Agents and financial data sources, coordinates their responses, and composes a final, actionable answer – in seconds. By eliminating the need to run reports or analyse data externally, it simplifies decision-making and accelerates outcomes.

A growing network of Sage AI Agents

The addition of the Finance Intelligence Agent builds on the existing suite of Sage Intacct AI Agents designed to support finance teams across workflows:

• Close Agent: Keeps close tasks on track, flags issues early and provides full visibility in one workspace.
• AP Agent: Automates bill processes, PO matching, and duplicate checks, allowing teams to review and approve with confidence.
• Assurance Agent: Catches errors at entry, stopping mistakes before they post and eliminating downstream rework.
• Time Agent: Automates project time capture, freeing staff from manual entry and maximising billing and estimating accuracy.

These agents are built on Sage’s unified platform – where applications, workflows, and data come together – and powered by Sage AI, which delivers purpose-built, domain-specific AI services. Acting as behind-the-scenes specialists, they operate within permission boundaries, whether surfaced through Sage Copilot or embedded into product workflows.

Sage AI Agents strengthen Sage Intacct as one of the industry’s leading and most trusted platforms for CFOs. Built by finance teams, Sage Intacct’s AI Agents deliver automation that is practical, transparent, and tailored to how they work, helping organisations meet today’s pressures head-on.

Empowering finance teams

Sage Intacct AI Agents relieve pressure on teams that spend too much time on manual processes and chasing data. By automating tasks like drafting bills, matching transactions, guiding close activities, and flagging errors before they escalate, these Agents help finance teams operate with greater speed, accuracy, and confidence.

They connect insights and actions across finance operations, enabling CFOs and their teams to focus on strategy and growth. Together, the Agents streamline core workflows and advance continuous accounting, delivering trusted insights while reducing manual effort and reporting overhead.

Meeting the pressure on finance

According to McKinsey, technologies can fully automate 42% of finance activities and mostly automate a further 19%. Sage data shows how this potential is being realised in practice, with AI processing 45 million bills, flagging 190 million anomalies, and processing 3.2 billion transactions annually. Customers are saving an estimated 50 million hours annually.

Availability and next steps

Unlike general-purpose AI tools that require extensive customization, Sage Intacct’s finance-first AI Agents work out of the box, delivering fast results with minimal setup.

Whether accessed through Sage Copilot or embedded into workflows, with the autonomy of agents, finance teams get faster results.

The Finance Intelligence Agent is available in December to Early Adopters on Sage Intacct across the US and the UK.

Sage today released new research revealing that small businesses could hold the key to closing Canada’s long-standing productivity gap—if supported by SME-first AI and digital policies.

The report, Canada’s Digital & AI Imperative: Closing the Productivity Gap and Driving SME Growth, shows that while digital adoption is now essential to business survival and growth, uneven access to technology and skills risks creating a two-speed economy that leaves smaller firms behind.

Research Overview

Conducted in collaboration with Strand Partners, the research surveyed over 2,000 SME leaders across Canada. It found that:

• Skills shortages are a growing concern: 41% of medium-sized firms cite a lack of internal expertise as a barrier to scaling digital adoption.
• Cost remains the top hurdle for small firms: 58% say affordability is the biggest barrier to digital transformation.
• Digitalization is mission-critical: 80% of SMEs say it’s essential for growth, and 82% say it’s vital for survival.
• AI adoption is accelerating: 51% of SMEs already use AI, with another 18% planning to adopt it within three years.
• Medium-sized firms are leading the charge: They’re investing nearly twice as much in AI as small firms and reporting significantly higher productivity gains.
• Digital investment pays off: SMEs adopting digital tools see an average 29% productivity boost in the first year, with every dollar invested returning up to $2.40 among digital leaders.

However, regional and sectoral divides persist:

•  AI adoption rates range from 56% in Québec to just 28% in Northern Canada.
• Sectors like finance and tech lead the way, while agriculture and construction lag.
• Cost, skills shortages, and unclear ROI remain major barriers.

SME-First AI Policy Recommendations

Sage is urging policymakers to place SME adoption at the heart of Canada’s AI strategy, backed by targeted skills investment and sustained support frameworks. To secure long-term prosperity and global competitiveness, Canada must close its productivity gap through inclusive AI adoption. This means empowering SMEs across all sectors and regions to lead confidently in the digital economy, while ensuring alignment with evolving global standards.

To address the most pressing barriers, Sage recommends the following policy actions:

• Embed SME adoption at the core of national AI strategy
• Equip SMEs with practical AI skills and confidence
• Unlock AI investment through targeted tax breaks and grants
• Deliver trusted, context-specific guidance for SMEs
• Foster a whole-of-ecosystem approach, uniting federal and provincial governments, industry, academia, and community partners
• Accelerate e-invoicing and structured data adoption

Closing Canada’s productivity gap demands inclusive action. Sage urges policymakers to adopt SME-first AI policies grounded in the lived experience of small business leaders. By investing in access, skills, and infrastructure—and aligning globally—Canada can unlock the full potential of its entrepreneurial economy. These priorities reflect the realities of Canadian entrepreneurs and chart a path to inclusive, innovation-led growth. As we mark Small Business Month, Sage calls on all stakeholders to champion a digital economy where small businesses lead.

You can download the report here.

A new study from IDC, commissioned by Sage, that examines how high-performing channel partners are leveraging AI to deliver powerful customer outcomes and shape the future of the channel.  

The study found that a new wave of high-performing partners is redefining the channel by scaling faster, adopting AI sooner, and delivering measurable customer outcomes. 

IDC surveyed 2,000 software resellers globally, including Canadian partners for the study. Key Canadian findings include:  

• 70% of Canadian channel partners say they have an AI practice. 
• Canadian partners face unique challenges
  • Almost half (49%) citing budget constraints are a top barrier to technology investment. 
  • 44% say lack of skilled resources is the top internal barrier to achieving high performance. 
• 76% of Canadian partners are embracing a more strategic role in the channel, positioning themselves as trusted advisors rather than transactional sellers. 

You can read the study here: https://www.sage.com/en-ca/news/press-releases/2025/09/idc-study-reveals-how-high-performing-partners-win-with-ai-and-specialisation/

 Sage today announced the launch of Workforce Intelligence, a new analytics engine for Sage People, designed to give HR leaders deeper visibility, anticipate challenges and drive strategic impact through data.

Despite growing pressure on HR teams to take a more strategic role, research from Gartner® found that although the labour market has undergone significant shifts, most organisations still rely on headcount-based planning, which limits their ability to anticipate future talent needs. In fact, only 15% of companies engage in strategic workforce planning, leaving a significant gap in HR’s ability to align talent with long-term business goals. Now available to Sage People customers, Workforce Intelligence addresses this gap by providing AI-powered insights, allowing HR to analyse, aggregate and visualise data to deeper insights into their business needs.

Designed for mid-sized, global businesses, Workforce Intelligence helps HR leaders see what’s really happening in their organisation so they can respond to change with confidence. By highlighting trends and uncovering blind spots, the latest enhancement to Sage People gives managers a clearer view of their teams and supports them to make faster, more informed decisions. Built on the Salesforce platform, it combines flexibility, security and ease of use in one intuitive experience.

Supporting modern HR teams with personalised learning and wellbeing support

With research from IDC finding that reskilling is now one of the top three pain points for HR leaders, and only 13% of employees saying they feel well supported in their professional development, there’s a clear need for more accessible, effective learning experiences. To help address this, Sage has partnered with Uptime, an award-winning platform that uses AI to deliver curated micro-learning and wellbeing content to HR teams.

Available in over 24 languages, Uptime brings together personal development, corporate training, compliance and wellbeing in bite-sized formats. Its unique five-minute knowledge hacks, distil key insights from books, courses, videos and podcasts, making it easier for employees to learn on the go, while integrated wellbeing content supports work-life balance and long-term resilience.

To find out more about the latest updates to Sage people visit: https://www.sage.com/en-gb/sage-business-cloud/people/