The latest release of Sage Intacct is here, and it’s all about leveraging AI and automation to streamline financial management. The theme of this release—“elevating the work of humans using AI and automation”—isn’t just about new technology; it’s about freeing finance professionals from repetitive tasks, reducing errors, and allowing them to focus on strategic decision-making and business growth.
As AI continues to reshape the accounting industry, businesses that embrace automation gain a competitive edge by improving efficiency, accuracy, and financial insight. Here’s a closer look at how Sage Intacct 2025 R1 is helping businesses do just that.
AI-Powered Productivity: Sage Copilot
AI is no longer a futuristic concept—it’s an essential tool for modern finance teams. Sage Copilot, an AI-driven productivity assistant, takes automation to the next level by learning from user interactions and anticipating needs to improve workflow efficiency.
Smarter, More Human-Like Assistance
Sage Copilot’s new Search Help feature makes finding answers and executing tasks faster than ever. Using advanced natural language processing, it understands Sage Intacct terminology and responds conversationally. Instead of navigating menus or manually inputting data, users can now simply ask Copilot to generate reports, analyze trends, or draft communications, significantly reducing time spent on administrative tasks.
Accelerating Month-End Close with AI-Driven Insights
Closing the books can be a bottleneck, but Sage Copilot now enhances variance analysis by automatically comparing budgets with actuals and identifying anomalies in financial data. This allows teams to detect issues earlier, improve accuracy, and speed up the closing process.
Additionally, Sage Intacct is introducing a Close Assistant (currently in the Early Adopter program) that offers real-time visibility into key month-end tasks, such as unposted transactions, bank reconciliations, and subledger statuses—helping teams close faster and more efficiently.
Fixed Asset Management: Keeping Your Financials Accurate and Transparent
Managing fixed assets efficiently is crucial for financial accuracy, and Sage Intacct 2025 R1 simplifies this process with improved asset transfer tracking.
With the latest enhancements, asset movements between departments or projects are automatically recorded, ensuring compliance and accurate financial reporting. Every transfer generates corresponding journal entries, eliminating manual updates and reducing the risk of errors. A new Transfer History tab provides full transparency, allowing businesses to track changes effortlessly.
Introducing Supplies Inventory: Smarter Internal Resource Management
Managing office supplies and internal inventory efficiently can cut costs and prevent shortages. The new Supplies Inventory feature allows employees to request necessary items (like office supplies, IT equipment, and more) through an organized workflow.
Supply managers can review requests, monitor inventory levels, and replenish stock based on real-time demand. This structured approach not only ensures smooth operations but also provides valuable purchasing insights, helping businesses optimize spending.
Industry-Specific Innovations: More Tailored Solutions
Healthcare
Smarter Procurement with Vendor Punchout Catalogs
For healthcare organizations, Sage Intacct now integrates vendor punchout catalogs, allowing users to create shopping carts directly from supplier websites. This eliminates duplicate data entry, ensures accurate product pricing, and enforces procurement policies automatically within the system.
Lending Management
Full Loan Lifecycle Tracking (Coming April 2025)
Lenders will soon have a comprehensive tool for managing loans from origination to payoff. The new Lending Management features provide subledger tracking, real-time portfolio insights, and automated client billing, all integrated seamlessly with Sage Intacct’s General Ledger, Accounts Payable, and Cash Management.
Construction
Improved Compliance and Payroll Processing
For construction firms, compliance tracking has been enhanced with new vendor management features. Secondary vendors are now tracked on a dedicated tab and automatically listed as joint payees when applicable.
Additionally, Sage Intacct Construction Payroll has been upgraded to allow:
Easier payroll setup for employees and projects.
Advanced reporting with integration into Custom Report Writer.
Direct submission of approved timesheets to payroll, reducing processing time.
The new Mass Update feature for Contract Schedules improves efficiency by allowing users to manage billing, revenue, and expense schedules in bulk from the Manage Schedules page across multiple contracts. Save time and improve accuracy by using the updated Manage Schedules page in Contracts to perform actions on all schedules for one contract, across a group of contracts, or for a customer. Newly available actions include holding and resuming contract schedules en masse. Actions also apply to billing schedules, providing increased flexibility and control.
Other Key Enhancements: Making Financial Operations Smoother
Improved Purchase Order Approvals: Delegation options and a simplified workflow make approvals faster and more efficient.
Enhanced Security & Integration: Email domain validation improves reliability, and outbound webhooks make it easier for developers to integrate Sage Intacct with other systems.
Expanded Multi-Currency Support: Funds transfers now support three unique currencies, with automatic exchange rate calculations for greater financial accuracy.
Streamlined Project & Grant Records: Faster access to billing and pricing information improves project and grant management.
The Future of AI in Accounting: Why It Matters
Sage Intacct’s latest updates are a reflection of a broader trend—the increasing role of AI in financial management. AI-powered automation isn’t just about efficiency; it’s about unlocking the full potential of finance teams by shifting their focus from manual data entry to high-value strategic work.
Forward-thinking businesses are already leveraging AI to reduce risk, improve forecasting, and gain deeper insights into financial performance. By integrating AI-driven solutions like Sage Copilot, companies can stay ahead in an evolving financial landscape.
Ready to Elevate Your Financial Processes?
These are just a few highlights from the Sage Intacct 2025 R1 release. If you’re ready to explore how these innovations can benefit your business, contact us for a full breakdown of the new features or to request detailed release notes.
The future of accounting is AI-driven. Make sure your business is ready.
