Sage launches next wave of AI tools to boost finance team performance

Sage Intacct expands capabilities with a new AI-powered Agent, built-in transparency through the AI Trust Label, and Sage Expense Management to simplify spend control and deliver greater confidence across connected finance workflows

Dan Miller, EVP, Financials & ERP Division, Sage. 

Sage, the leader in accounting, financial, HR, and payroll technology for small and mid-sized businesses, 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.

“This release is about giving finance teams more automation and insight powered by AI” said Dan Miller, EVP, Financials & ERP Division, Sage. “We’ve embedded AI into the close and announced the Finance Intelligence Agent. We’re helping customers anticipate issues and act faster. By orchestrating data and responses from multiple AI Agents within Intacct, finance teams can go from question to answer in seconds — no reports, no manual analysis. These innovations reflect Sage’s commitment to building practical, connected AI that delivers measurable outcomes for every finance leader.”

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.

“Sage continues to raise the bar for what finance teams can achieve with intelligent automation,” said Matt Rowley, Partner – Service Line Leader, Wipfli. “With innovations like AI-powered Close Automation and Sage’s expanding network of AI Agents, customers are gaining faster insights, greater accuracy, and the freedom to focus on high-value work.”

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