Sage Expands AI Inside Sage Intacct to Power a New Era of High-Performance Finance

Sage has announced a major expansion of AI-powered capabilities within Sage Intacct, signaling a clear shift from finance systems that simply report on performance to platforms that actively help finance teams close faster, see clearer, and act sooner.

Unveiled as part of Sage Intacct R1 2026, the latest updates embed contextual AI directly into core finance workflows—spanning close management, cash visibility, accounts payable (AP), accounts receivable (AR), data access, and onboarding. The goal: reduce manual effort where it hurts most and give finance leaders real-time insight they can trust.

Rather than introducing standalone AI dashboards or copilots, Sage is weaving intelligence into the day-to-day tasks finance teams already perform. The result is a more connected, execution-focused finance experience designed to support what Sage calls High-Performance Finance.

Moving Beyond Reporting to Real-Time Financial Action

Finance teams today are under pressure to deliver faster closes, stronger controls, and more forward-looking insight—often without additional headcount. According to Gartner, nearly 60% of finance organizations now use AI, and confidence in its value continues to rise. Yet many teams still struggle with fragmented data, manual reconciliation, and slow handoffs.

Sage Intacct’s latest release directly targets those friction points.

“With new capabilities in Sage Intacct, we are helping teams remove manual steps, save time, and make confident decisions based on real-time insight,” said Dan Miller, EVP, Financials and ERP at Sage. “Finance teams want not only faster processes, but also clarity they can trust.”

By connecting close analytics, cash intelligence, automation, and governed data access inside a single system, Sage is positioning Intacct as a finance platform that doesn’t just analyze the past—but actively supports better decisions in the moment.

AI That Works Inside the Close, Not Around It

One of the most notable additions in R1 2026 is Close Analytics, an AI-powered capability that gives finance teams visibility into how their close is actually performing.

Instead of relying on static reports, teams can now see:

• Which entities are slowing down the close
• Where handoffs consistently break down
• How days-to-close trend over time

This turns the close from a reactive process into one that can be continuously optimized.

Complementing this is the new Finance Intelligence Agent, which allows users to ask natural-language questions and receive instant answers that combine data, analysis, and recommendations. Working alongside existing Sage Intacct agents, it helps finance leaders move from reporting to insight in seconds.

Cash Intelligence and Payments Brought Into Focus

Cash visibility remains one of the most critical—and challenging—areas for finance leaders. Sage Intacct R1 2026 introduces Cash Intelligence, delivering a single-screen view of short-term cash position, forecasted changes, and upcoming requirements.

By bringing together bank balances, payables, payroll, and AI-driven predictions, finance teams can identify potential shortfalls earlier and make more informed decisions about payments and priorities.

On the AR side, Customer Payment Services powered by Fortis introduces secure, self-service electronic payments with instant settlement and automated reconciliation. This reduces manual accounts receivable work while improving cash visibility—an area where speed directly impacts business performance.

Automating AP, Simplifying Onboarding, and Unlocking Data

Additional enhancements focus on removing time-consuming manual work across finance operations:

• AI Line-Level Matching for AP improves invoice accuracy by matching invoice lines directly to purchase order lines, flagging discrepancies earlier and reducing rework.
• The AI-powered Import Agent simplifies complex data imports using natural language transformations and flexible mapping—significantly reducing implementation complexity and onboarding time.
• Sage Intacct Data Cloud provides governed, direct access to Intacct data in Snowflake with zero ETL, enabling advanced analytics and AI use cases through tools like Power BI and Tableau without data duplication.

Together, these capabilities position Sage Intacct not just as an ERP system, but as a connected finance intelligence layer that partners and customers can build on.

What This Means for Finance Teams and the Channel

For finance leaders, Sage Intacct R1 2026 represents a move toward systems that actively support execution—not just oversight. For partners, the release opens new opportunities in consulting, implementation, optimization, and analytics as customers look to modernize finance operations with AI embedded at the workflow level.

By grounding AI in governed data and existing roles and permissions, Sage is also addressing one of the biggest barriers to AI adoption in finance: trust.

As AI becomes a standard expectation rather than an experiment, Sage’s approach reflects a broader shift in the ERP market—away from hype and toward practical, operational intelligence that delivers measurable impact.

With Sage Intacct R1 2026, finance teams are no longer just closing the books faster. They’re gaining the tools to understand what’s happening across the business—and respond while it still matters.