The IT Nerd

Sage today announced new and enhanced capabilities in Sage Intacct designed to help finance teams accelerate operations, strengthen control and extend AI capabilities across finance operations.

The latest updates expand automation across receivables, accounts payable, purchasing and SaaS analytics, while introducing new ways for customers and partners to extend AI capabilities through Sage Intacct AI Gateway. Together, the updates help finance teams reduce manual work, improve visibility and move faster with greater confidence by embedding trusted AI and automation directly into day-to-day finance workflows with the transparency, control and accountability finance teams require.

As finance teams face growing pressure to improve cash flow, accelerate decision-making and operate with greater agility, many still rely on disconnected systems and manual processes that slow execution and limit visibility. Gartner research found that 88% of CFOs rank finance staff productivity among their top priorities in 2026, reflecting growing pressure to automate workflows, shorten cycles and control costs. Sage Intacct’s latest updates are designed to support this shift by embedding trusted automation across receivables, payables, purchasing and finance analytics workflows.

Advancing high-performance finance through automation, control and AI extensibility
The latest update expands customizable workflow automation across receivables and purchasing, with AI-powered enhancements in accounts payables and SaaS analytics, helping finance teams reduce manual effort and improve visibility across day-to-day operations.

The release also introduces new ways for customers and partners to extend the value of Sage Intacct by using the Model Context Protocol (MCP), an open standard for bridging AI solutions with business systems, to securely connect financial data to AI tools. This helps organizations adapt workflows more easily while maintaining defined permissions, approvals and operational controls.

What’s new in Sage Intacct May 2026:

Cash Intelligence: Payment Reminders
Helping accounts receivable and finance teams manage customer follow-ups, Payments Reminders proactively surfaces customers with open or overdue invoices in a single view. Teams can send one-click or bulk payment reminder emails using a default template, helping create more consistent outreach and reduce manual follow-up.

Available through an Early Adopter program globally.

AP Automation: 3-Way Matching
Reducing manual reconciliation and helping preserve oversight and control, 3-Way Matching uses AI-driven automation to link invoices, purchase orders and receipts, compare prices, quantities and totals, and flag line-level discrepancies for review before payment.

Generally available globally. 

Custom Approvals in Purchasing
Helping organizations manage purchasing approvals more flexibly, Custom Approvals in Purchasing enables teams to define multi-condition approval rules using transaction fields such as vendor, amount, department, location and category. This helps route transactions to the right approver and align controls with operational workflows.

Available through an Early Adopter program globally.

Sage Intacct AI Gateway
Helping customers and partners extend trusted AI across finance workflows, Sage Intacct AI Gateway enables tailored AI solutions to connect directly with Sage Intacct using REST APIs and using the Model Context Protocol (MCP) standard. This allows Sage Intacct data to be combined with external applications and AI services while operating within defined roles, permissions and workflow controls.

Generally available in the US, UK, Canada, Australia and South Africa.

SaaS Intelligence 2.0
Helping SaaS finance leaders gain deeper visibility into revenue performance, SaaS Intelligence 2.0 delivers enhanced AI-powered insights across forecasting, cohort analysis, customer segmentation and Annual Recurring Revenue and Monthly Recurring Revenue tracking. Interactive dashboards help organizations identify churn, retention and expansion trends more easily.

Available through an Early Adopter program in the US, UK, Canada, Australia and South Africa.

Cybersecurity is considered one of the top strategic priorities for small and medium sized businesses (SMBs) worldwide, but many organizations remain exposed to attacks despite rising investment, according to new research commissioned by Sage, the leader in accounting, financial, HR and payroll technology for SMBs.

The study, conducted by IDC and titled SMBs in the Age of AI: Navigating cyber complexity and building resilience, based on a global survey of 2,210 SMBs, found that over half (52%) rank cybersecurity and data protection among their top business priorities for the next 12 months, second only to growth (59%) and well ahead of scaling AI adoption (33%). Six in ten SMBs (60%) also expect to increase cybersecurity spending over the same period.

Despite this momentum, many SMBs remain vulnerable to cyber-attacks, with one in two experiencing an incident or data breach in the last year. This highlights a resilience gap between SMBs prioritizing cybersecurity and the realities of how effectively it is embedded in day-to-day operations.

The findings point to three gaps holding SMBs back:

• Security is prioritized but not embedded day-to-day: Only 13% of micro businesses and 21% of small businesses describe their cybersecurity approach as proactive, compared with 48% of medium sized organizations, leaving smaller firms more vulnerable to disruption.
• Tools are in place but not consistently applied: Most SMBs report using baseline protections such as email security (79%), endpoint protection (67%) and regular patching and data backup (71%). Yet far fewer carry out staff training and phishing simulations (50%), train employees consistently or test incident response plans (36%), limiting the real world effectiveness of these investments when incidents occur.
• Third party and SaaS risk is expanding faster than oversight: As SaaS platforms become central to operations, security monitoring often remains infrequent. Among micro businesses, 43% do not conduct regular or continuous monitoring of third-party vendors, creating blind spots across increasingly complex digital ecosystems.

AI accelerates pressure on already stretched security 
AI adoption is intensifying cybersecurity pressure for SMBs, with readiness lagging behind risk. Eight in ten (81%) of SMBs are not prepared or remain in the early stages of preparedness for AI-related threats, while nearly a quarter (22%) have yet to implement dedicated protections for AI applications.
 
The gap is even more pronounced among smaller firms. Among micro businesses, 84% say they are either unprepared or only at an early stage of readiness, with many lacking specific safeguards as AI use grows.

The gaps are pronounced by business size too. The research found that 63% of medium-sized businesses see AI as a business opportunity, but only 23% of small businesses and 9% of micro businesses agree. 

For SMB customers, Sage is focused on making cybersecurity more accessible by embedding security into the design of everyday software from the outset, backed by continuous testing, secure coding practices aligned to OWASP standards, and ongoing security training for engineers. Sage also works with industry bodies, partners and government initiatives, including the UK Government’s Software Security Ambassadors Scheme, to support practical, accessible cybersecurity approaches that strengthen resilience across the wider SMB ecosystem.

Methodology

IDC conducted a custom survey of 2,210 SMBs across eight geographies: Canada (300), France (330), Germany (330), Portugal (100), South Africa (150), Spain (200), United Kingdom (300), and United States (500).

Software Security Ambassadors Scheme

Sage is a participant in the UK Government’s Software Security Ambassadors Scheme, led by the Department for Science, Innovation and Technology. The initiative brings together industry leaders to champion the adoption of the Software Security Code of Practice, helping to strengthen software supply chain security and improve cyber resilience across the UK economy.

As part of the scheme, Sage works alongside government and industry partners to promote secure-by-design principles, share best practice, and support the development of practical, accessible approaches to cyber security for businesses of all sizes.

Learn more about the Software Security Ambassadors Scheme here. 

Learn more about Trust and Security with Sage here. 

Sage today announced a new initiative in partnership with PwC, which will redefine how AI is built and adopted in finance, combining transparent, explainable AI with the governance and real-world expertise required to use it with confidence.

The initiative, “Beyond the Black Box”, was announced at Sage Future, and is backed by new research from Sage, conducted by IDC, showing that more than seventy percent of finance leaders (71%) would reject an AI system if it cannot explain its outputs, even if they are highly accurate, showing that trust, not technology, is holding back AI adoption. 

Unlike previous AI initiatives that have focused on large enterprises or purely technical audiences, “Beyond the Black Box” was created with SMB realities at its core. It forms part of Sage’s commitment to helping more SMBs benefit from the transformative impact of AI, building upon the company’s Responsible AI framework and AI Trust Label, reinforcing the belief that trust must be built into AI from the outset.

Trust, not technology capability, is the biggest barrier to AI adoption in finance
As AI becomes more capable, the ability to explain and stand behind its outputs is emerging as the defining factor in whether it is trusted and adopted in finance.

The consequences are already measurable. Finance professionals are spending an average of 12.9 hours every week reconstructing, validating and defending AI outputs. Much of this work stems from the need to validate and explain outputs that do not clearly show how they were produced. Rather than removing overhead, opaque AI is creating a new category of it.

Sage describes this as the trust cost of AI – the gap between what AI systems promise in theory and what finance teams can actually rely on in practice. At its core, this is a transparency challenge. Every number, recommendation and AI-supported decision must be explainable to auditors, to boards, and to regulators. When it cannot be, adoption stalls.

From black box AI to glass box
Sage has designed its AI from the ground up for the realities of finance, where every output is transparent, explainable and accountable, so organizations can trust and act on it with confidence.

This represents a deliberate shift away from black box AI, where outputs are generated without visibility into how decisions are made, towards what Sage describes as glass box AI: customers can meaningfully interact with AI results – not blind faith. Every answer is explainable, every recommendation is verifiable, and every output can be interrogated.

Through the initiative, Sage and PwC will combine their expertise into practical tools and frameworks to help finance teams understand, assess, and adopt AI responsibly. This includes embedding trust into how AI is implemented in finance environments while building on Sage’s existing commitment to SMBs, including the Sage AI Academy, which supports organizations with the knowledge and guidance needed to adopt AI with confidence.
 
From pilot to practice
To help move organizations from AI experimentation to trusted, scalable adoption, Sage selected PwC as its lead partner, drawn by PwC’s proven expertise in deploying AI across its own business. PwC has embedded AI into day-to-day workflows at scale, with 86% of its employees actively using AI tools, more than 240,000 Microsoft Copilot licences deployed, and over 4,000 custom GPTs developed and reused across the firm.

Businesses are increasingly concerned about the probabilistic nature of AI systems, particularly the lack of transparency, explainability, and clear accountability behind AI-generated outputs. Together, Sage and PwC will build transparent AI that gives finance teams control and full visibility into its outputs, backed by the implementation expertise, governance frameworks, and risk management capabilities required to put that AI to work safely, effectively, and at scale.

There’s some news coming out from Sage this week via its annual Sage Future event in San Francisco, including:  

Sage acquires Doyen AI to help SMBs migrate and go live faster with AI: Sage acquired Doyen AI, a company focused on using AI to make customer onboarding and implementation faster, simpler, and more accurate for finance teams.  

• This acquisition removes a major barrier to adoption: Implementation and migration complexity are among the biggest causes of delays in finance system rollouts, often slowing or stalling transformation efforts. 
• Improves outcomes for customers and partners: Faster, more accurate migrations reduce effort for customers and Sage’s partners alike, helping them go live faster and realize value sooner.  
• Shows applied AI in action: The acquisition demonstrates how AI can be used in practical, mission‑critical implementation workflows, including data migration, mapping, and configuration, to reduce effort while maintaining accuracy, auditability, and control. 

Integration of core finance and industry workflows in Sage Intacct: Sage Intacct enhancements integrate planning, spend management, cash flow, and industry-specific workflows into a single platform, aiming to reduce fragmentation, improve visibility, and enable faster, more confident decision-making. 

• Key updates include Enhanced Sage Intacct Planning (eSIP) and stronger Sage Expense Management with AI. 
• Integration with Sage HCM provides labor spend insights, alongside new receivables capabilities for predictable cash flow. 
• Deepened industry-specific solutions are offered for sectors such as insurance, lending, and construction. 

AI agent expansion across finance, HR and operations: Sage is embedding intelligent AI agents directly into its core finance, HR, and operations systems (Sage Intacct, HCM, X3) to automate workflows, moving businesses from analysis to direct, confident action with transparent and auditable AI. 

• AI agents facilitate faster responses and enhanced operational confidence by automating tasks within existing systems. 
• The Sage Intacct Finance Intelligence Agent uses natural language for task preparation, offering clear explanations and audit trails while ensuring user control. 
• Sage is opening its AI platform, allowing partners to develop specialized, governed AI solutions for high-trust financial environments. 

New AI tools and commercial models for developer platform: Sage has unveiled new tools and flexible commercial models to simplify the development and scaling of AI-powered solutions for partners across its Sage Intacct, X3, and Active platforms. 

• A unified developer experience streamlines building and integration. 
• New AI tools, including Sage Agent Builder and AI Gateway, enable partners to create integrated AI experiences. 
• Flexible commercial models, such as usage-based pricing, are introduced to foster partner growth and innovation. 

Sage brings core finance and industry workflows together in Sage Intacct. Sage’s latest updates are designed to bring together the core elements of modern finance in a more connected Sage Intacct experience, including:  

• Enhanced Sage Intacct Planning (eSIP), available later this year, provides a more responsive and connected approach to planning. 
• Sage Expense Management, now available in the US, strengthens spend control with AI-powered recognition, simplified capture and modern policy handling. 

Sage is also continuing to deepen industry-specific capability across Sage Intacct, including: 

• Insurance: PolicyConnect connects policy and financial data to help insurance finance teams improve forecasting, risk management and reporting alignment. 
• Lending: Lending Management connects lending and finance workflows to reduce errors, simplify audits and improve visibility into performance and risk. 
• Product-centric industries: Operations for Sage Intacct helps distributors and manufacturers gain better visibility across inventory, sales and operations. 
• Construction and real estate: Sage continues to expand connected workflows that help teams reduce manual work and manage project performance more effectively.  

These integrated advancements in AI, platform unification, and partner empowerment solidify Sage’s vision to drive efficiency, insight, and confidence within the financial suite. 

Sage today announced Sage HCM, a new human capital management solution for mid-market organizations in North America.

Integrated with Sage Intacct, Sage HCM connects HR, payroll and workforce data with financial management to give organizations clearer visibility and control over workforce costs, often their largest and most dynamic expense, while improving payroll accuracy and supporting better workforce planning.

Launching with Sage HCM are industry capabilities, such as Sage HCM for Construction, designed to help firms connect labour, payroll and job costing in a single system, alongside a new HCM Agent that uses AI-powered automation to streamline HR and payroll workflows.

Sage will showcase Sage HCM at Sage Future, taking place in San Francisco from April 28-30.

Bringing workforce costs into clearer financial view

For many organizations, workforce data still sits in separate HR, payroll and finance systems, making it harder for HR leaders, payroll teams and CFOs to understand workforce costs and performance. According to Deloitte’s Human Capital Trends research, nearly three quarters (74%) of organizations say improving how workforce data supports decision-making is now a critical priority.

Sage HCM is designed to address this challenge by bringing core HR, payroll, time and talent workflows together in one connected system. Built for mid-market organizations with more complex requirements, including multi-entity operations and multi-jurisdiction payroll, it helps customers gain a clearer view of workforce costs and their impact on business performance.

Designed for industry needs, including construction

As part of this launch, Sage HCM for Construction extends these capabilities for firms managing complex labour and project-based operations. It includes support for union rules, certified payroll and prevailing wage requirements, while linking labour data directly to project financials.

AI-powered support for HR and payroll workflows

Sage HCM launches with the HCM Agent, Sage’s first AI agent dedicated to HR and payroll workflows. It helps organizations streamline tasks such as payroll preparation, validation and reconciliation, while highlighting potential compliance risks and reducing manual effort.

The HCM Agent is designed to improve efficiency and accuracy without reducing oversight, helping teams automate routine work while maintaining control over critical processes such as payroll and compliance.

New opportunities for partners

The launch of Sage HCM also creates new opportunities for Sage partners to support customers with workforce management, payroll and compliance alongside finance transformation. Partners can deliver Sage HCM together with Sage Intacct and industry-specific solutions, helping customers bring workforce and financial data together in a more connected system.

To get hands-on experience with Sage HCM, sign up to attend Sage Future here: Sage Future

Sage and PwC today announced a new, agentic AI-powered delivery model for Sage Intacct implementation, designed to help finance teams get live faster and with greater confidence.

By embedding AI directly into the implementation process, Sage and PwC are reducing manual effort across design, configuration and testing. The approach helps shorten deployment timelines, improve consistency and make it easier for customers to move from project kick-off to day-one value.

Announced ahead of Sage Future, taking place in San Francisco from April 28-30, 2026, the initiative reflects Sage’s broader focus on delivering practical, trusted AI that helps businesses simplify complexity and move faster with confidence.

This approach combines Sage’s financial management platform with PwC’s delivery expertise and a more automated, repeatable model to reduce manual effort across design, configuration and testing, improving consistency from day one.

Implementation remains a barrier to progress

As businesses look to modernize finance and access real-time insight, implementation continues to be one of the most complex parts of adopting new systems. Traditional approaches often rely on time-intensive, manual processes, slowing down adoption and placing pressure on internal teams and partners alike.

Sage and PwC are addressing this by introducing a more automated and repeatable approach to delivery. By embedding AI and intelligent workflows into the implementation process, the collaboration reduces manual effort across key stages, helping to streamline deployment and improve readiness from day one.

Early deployments are showing strong potential to streamline implementation and improve overall quality, helping customers adopt Sage Intacct more effectively.

PwC is applying this approach across Sage Intacct implementations globally — bringing agentic AI out of the abstract and into the practical reality of how businesses deploy and begin using their systems.

To find out more about this new approach join Sage and PwC at Sage Future by signing up here.

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.