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Sage Intacct Advisory enhanced with AI
Sage Intacct Advisory has been expanded with new AI-enabled features to help accounting firms scale advisory offerings to better service their clients. The use of automated workflows and industry-specific templates and tools aims to standardize service delivery to reduce the need for manual customization across multiple clients.
“Accounting firms are being asked to do more than ever before: deliver deeper insights, meet rising compliance demands and do it all with less access to talent,” said Gretchen O’Hara, executive vice president of strategic partnerships and business development with Sage. “With Sage Intacct Advisory, firms can standardize delivery, reduce manual work, and spend more time where they add the greatest value — helping clients make smarter strategic decisions.”
At launch, standardized industry templates will support health care, nonprofit, family office and private equity clients. The solution also offers a general business template as a catchall, which, in outsourced finance, is meant to be able to serve most industries. Over time, Sage plans to expand into additional industries, including more specialized sub-segments where requirements differ from the core industry.
These templates are paired with AI-driven automation capacities that, in practice, show up inside the core finance workflows. For example, accounts payable capacities use AI to manage the processing of invoices via email through the creation of a draft invoice. This includes matching the invoice to a vendor, assigning the appropriate account and department, checking for duplicates, and attaching the original invoice. While a human still reviews and approves invoices, over time, as users build trust, they’ll be able to set rules and thresholds for what they need to review, allowing the AI to surface only the exceptions.
Similar processes guide close automation: during the close, AI monitors for out‑of‑balance subledgers and unexpected variances and proactively alerts accounting teams or budget holders. It also monitors close activities that need to occur. Some of these tasks are still handled manually today, but over time more of them will be managed by agents, with human oversight.
Other processes are handled by the new Finance Intelligence Agent, which is triggered through a request by the Sage Copilot interface. Sage intends for the agent to eventually expand into monitoring activity behind the scenes, performing defined tasks with human oversight and proactively surfacing insights.
Sage HCM, Sage Expense Management
Sage also announced the launch of Sage HCM, which puts core HR, payroll, time and talent workflows together in one connected system.
Among other things, it offers a centralized payroll platform, mobile self-service, a time and labor tracker, onboarding support, analytics and reporting capacities and a unified cloud database. It is intended to be a full human capital management solution. The main offering is bolstered with industry-specific capabilities; for example, Sage HCM for Construction helps firms connect labor, payroll and job costing in a single system. There’s also a new AI HCM agent that automates and streamlines HR and payroll workflows.
The company also announced that Sage Expense Management is now available in the U.S. It operates like
Sage Intacct enhancements
While Sage HCM and Sage Expense Management are both available as separate products, they have also been bidirectionally integrated with the main Sage Intacct solution, which now connects planning, spend management, cash flow and industry-specific workflows in one platform. Some capabilities are built directly into Sage Intacct, while others remain standalone solutions that integrate with Intacct. The data flows into financial workflows, meaning it’s not so much about clicking between products as it is using features and capacities from them within the main Sage platform.
“Finance leaders tell us the same thing: They need to move quickly without sacrificing control,” said Dan Miller, executive vice president of financials and ERP at Sage. “By connecting workflows across the business, we’re helping teams work from a clear picture of what’s happening and respond with confidence. These enhancements continue our focus on keeping people firmly in charge, with technology that improves clarity and supports the judgement that drives performance.”
Beyond these integrations, the company has also enhanced its
Sage Intacct has also added a variety of industry-specific workflows. For instance, insurance industry customers have PolicyConnect, which connects policy and financial data to help insurance finance teams improve forecasting, risk management and reporting alignment. Those in the credit space can access Lending Management, which connects lending and finance workflows to improve visibility into performance and risk. For product-centric industries, Operations for Sage Intacct will help distributors and manufacturers gain better visibility across inventory, sales and operations. Meanwhile, Sage continues to expand its construction and real estate industry workflows.
Agentic enhancements
Laced throughout the platform, and the Sage ecosystem as a whole, is the Sage Financial Intelligence Agent, part of the company’s broader approach to embedding AI directly into day-to-day finance workflows versus as a separate product. The agent allows finance teams to ask natural language questions and receive insights from their financial data. Every recommendation includes an explanation of the underlying data, logic and assumptions, allowing users to understand and interrogate how outputs are generated.
The agent can also prepare tasks such as payment reminders and approvals within existing workflows. All AI-driven actions are logged, providing visibility of what was recommended, what was approved and by whom, creating a complete audit trail.
While right now the agent is available within Sage Intacct’s core financials—including AR, AP, GL, and cash management—its coverage will expand to additional modules and products over time. This includes possibly having the agent proactively monitor patterns, risks or anomalies and surface insights when they’re most relevant, always with human oversight and control.
Sage also announced it is expanding its AI platform to enable partners and developers to build new solutions that integrate directly with Sage data and customer workflows. This ability comes in the form of the new Sage Agent Builder and the AI Gateway, a pair of AI development tools that support building, testing and deploying AI-powered experiences within Sage workflows.
The Sage AI Gateway is a secure, standardized bridge between a user’s financial data and the AI applications they choose. It provides open access to their Sage Intacct data through REST APIs and the Sage Intacct MCP Server, so they can build their own custom AI workflows.
Meanwhile, the Sage Agent Builder lets partners design, test and certify AI agents that can be deployed within Sage environments such as Sage Copilot and Sage Marketplace. The focus is on enabling and governing agent deployment rather than prescribing a specific build approach. Thus, the focus is on partner-developed agents rather than a packaged set of pre-built agents. Pricing is designed to scale with usage and adoption, using usage-based and revenue-sharing models rather than per-agent fees.
PwC partnership
Finally, Sage announced a partnership with Big Four firm PwC on a new agentic AI-powered delivery model for Sage Intacct implementation. The new model embeds AI directly into the implementation process to reduce manual effort across design, configuration and testing.
The model introduces agentic AI into specific phases of the Sage Intacct implementation process that are traditionally manual and time-intensive, particularly around design and configuration. The intent is to help implementations move from project kick-off to day-one value more quickly, with future support for testing and data migration planned for the future.
The partnership makes use of a proprietary PwC tool rather than being a new AI model created from scratch. While the tool sits with PwC, Sage said in a statement that it’s very much a product of the close alliance between the two companies, bringing joint customers Sage’s cloud financial management platform combined with PwC’s implementation experience.
It’s not really thought of as an end-user feature right now, but is more of a change to how Sage is implemented. Customers won’t interact with the AI directly, but a spokesperson said they should experience faster, smoother implementations, greater consistency and a quicker path from project start to go-live. Longer term, the approach will be even more interactive, with customers able to engage directly with specific agents during the early discovery phase, in order to accelerate insight gathering.
“Businesses don’t just need new technology, they need a straightforward way to get started and see the benefits,” said O’Hara. “By working closely with PwC, we are reimagining how Sage Intacct is delivered in practice, using AI to reduce friction and help customers get up and running more quickly and with confidence.”
Sage made these announcements during its Sage Future event in April.
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