Sage rolls out agentic AI enhancements

Accounting practice management solutions provider Sage has leaned even further into AI, announcing a new set of tools and capacities that are part of what the company calls its third wave of AI.

This includes the new Sage Intacct Finance Intelligence Agent, the AI Developer Solutions ecosystem, and AI enhancements to Sage X3. 

Finance Intelligence Agent

The Sage Intacct Finance Intelligence Agent acts 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, avoiding the need to run reports or analyze data externally.

“It’s incredibly important that we give finance teams technology that doesn’t just respond to requests but works alongside them proactively, and that’s what we are achieving with our Agents,” said Sage CEO Steve Hare. “With our AI Agents, we are helping teams save time, surface insights faster, and perform at their best. It’s about giving finance leaders more confidence in their numbers and the freedom to guide the business. This is authentic, finance-first AI that empowers high-performing teams and equips them with transparent, accurate, and audit-ready insights.”

The Finance Intelligence Agent is available in December to early adopters on Sage Intacct across the U.S. and U.K.

X3 enhancements

Sage also announced new AI enhancements to its X3 solution for small and midsized businesses. The software now exists as a fully managed cloud service, allowing for continuous updates and removing the need for customers or business partners to manage hosting and maintenance. 

The latest release allows access to new Sage Copilot capabilities such as Sales Insights, which helps uncover revenue opportunities, and the Sage Copilot Chat experience, allowing users to ask questions directly within their workflow. Being cloud-based also allows X3 to access AI agents that will work proactively across finance, compliance and operations. These agents will draw on trusted data to complete tasks, anticipate needs and keep key processes running in the background. 

“Delivering Sage X3 as a cloud solution gives customers agility and confidence,” said Dan Miller, executive vice president of Sage. “It strips away the burden of system maintenance while preserving the powerful configurability that makes Sage X3 stand out. By combining cloud, our partners’ deep industry knowledge, Copilot, and future AI Agents, we’re helping businesses save time, move faster, adapt, and focus on what really drives growth.” 

The new Sage X3 is available to early adopter customers in the U.K., U.S. and Germany. Sage says it will bring the same capabilities to France, Canada and South Africa in the next expansion. 

AI developer solutions

Finally, Sage also announced the rollout of its AI developer solutions initiative that will see the company integrate certified third-party AI agents directly within the Sage Copilot experience, enabling partners to build and deploy specialized AI workflows that elevate human work. 

The initiative creates a curated ecosystem where Sage partners can create certified advanced AI capabilities and AI agents. The ecosystem will center around the Sage AI Gateway’s model context protocol server. Set to launch this month, the gateway will enable intelligent orchestration by allowing multiple agents to coordinate tasks, handle planning, retrieve information and generate insights. 

This initiative is supported by a collaboration with Amazon Web Services, which will allow  partners to build agents across additional environments while leveraging the Sage platform. This collaboration includes the use of Amazon Bedrock, which gives access to advanced large language models that can be securely connected to Sage MCPs and APIs, as well as Amazon Bedrock AgentCore, an agentic platform to build, deploy and operate agents at scale. The collaboration enables every AI extension developed through the program to benefit from AWS infrastructure. 

“This is the next step in Sage’s Platform journey,” said Aaron Harris, chief technology officer of Sage. “We are giving our partners the ability to build with Sage intelligence at their core. Together we can accelerate innovation for millions of small and midsized businesses, bringing AI Agents out of the lab and into the real workflows where they’ll make the biggest impact.”