Sage Intacct expands trusted automation across financial workflows

Sage, a leader in accounting, financial, HR, and payroll technology for small and mid-sized businesses, today announced new and enhanced capabilities in Sage Intacct designed to help finance teams accelerate operations, strengthen control and extend AI capabilities across finance operations.

The latest updates expand automation across receivables, accounts payable, purchasing and SaaS analytics, while introducing new ways for customers and partners to extend AI capabilities through Sage Intacct AI Gateway. Together, the updates help finance teams reduce manual work, improve visibility and move faster with greater confidence by embedding trusted AI and automation directly into day-to-day finance workflows with the transparency, control and accountability finance teams require.

As finance teams face growing pressure to improve cash flow, accelerate decision-making and operate with greater agility, many still rely on disconnected systems and manual processes that slow execution and limit visibility. Gartner research found that 88% of CFOs rank finance staff productivity among their top priorities in 2026, reflecting growing pressure to automate workflows, shorten cycles and control costs. Sage Intacct’s latest updates are designed to support this shift by embedding trusted automation across receivables, payables, purchasing and finance analytics workflows.

“High-performing finance teams are no longer just closing the books and reporting on what happened,” said Jon Fasoli, SVP: Sage Intacct, Sage. “They are expected to improve cash flow, guide decisions and keep the business moving, all while maintaining strong control. These latest Sage Intacct updates help reduce manual effort across day-to-day finance operations by embedding automation and AI directly into the workflows teams rely on most, improving visibility and helping organizations respond faster while maintaining strong operational oversight and control.”

Advancing high-performance finance through automation, control and AI extensibility

The latest update expands customizable workflow automation across receivables and purchasing, with AI-powered enhancements in accounts payables and SaaS analytics, helping finance teams reduce manual effort and improve visibility across day-to-day operations.

The release also introduces new ways for customers and partners to extend the value of Sage Intacct by using the Model Context Protocol (MCP), an open standard for bridging AI solutions with business systems, to securely connect financial data to AI tools. This helps organizations adapt workflows more easily while maintaining defined permissions, approvals and operational controls.

"As organizations look to modernize finance operations, finance teams need better visibility across day-to-day workflows while also gaining faster access to meaningful insights,” said Chris Price, Director of SaaS Vertical, Baker Tilly. “These latest Sage Intacct updates combine workflow automation with enhanced SaaS Intelligence analytics to help organizations operate with greater confidence, gain more actionable insights and improve strategic decision-making at scale."

What’s new in Sage Intacct May 2026:

Cash Intelligence: Payment Reminders

Helping accounts receivable and finance teams manage customer follow-ups, Payments Reminders proactively surfaces customers with open or overdue invoices in a single view. Teams can send one-click or bulk payment reminder emails using a default template, helping create more consistent outreach and reduce manual follow-up. Available through an Early Adopter program globally.

AP Automation: 3-Way Matching

Reducing manual reconciliation and helping preserve oversight and control, 3-Way Matching uses AI-driven automation to link invoices, purchase orders and receipts, compare prices, quantities and totals, and flag line-level discrepancies for review before payment. Generally available globally.

Custom Approvals in Purchasing

Helping organizations manage purchasing approvals more flexibly, Custom Approvals in Purchasing enables teams to define multi-condition approval rules using transaction fields such as vendor, amount, department, location and category. This helps route transactions to the right approver and align controls with operational workflows. Available through an Early Adopter program globally.

Sage Intacct AI Gateway

Helping customers and partners extend trusted AI across finance workflows, Sage Intacct AI Gateway enables tailored AI solutions to connect directly with Sage Intacct using REST APIs and using the Model Context Protocol (MCP) standard. This allows Sage Intacct data to be combined with external applications and AI services while operating within defined roles, permissions and workflow controls. Generally available in the US, UK, Canada, Australia and South Africa.

SaaS Intelligence 2.0

Helping SaaS finance leaders gain deeper visibility into revenue performance, SaaS Intelligence 2.0 delivers enhanced AI-powered insights across forecasting, cohort analysis, customer segmentation and Annual Recurring Revenue and Monthly Recurring Revenue tracking. Interactive dashboards help organizations identify churn, retention and expansion trends more easily. Available through an Early Adopter program in the US, UK, Canada, Australia and South Africa.

Disclosures:

Content provided by Sage and published with minor modifications meeting the preferences of our readers. This is editorial content; Sage has not renumerated either the publisher or editors of Insightful Accountant for publication of this feature. The content is provided for informational and educational purposes. 

Sage exists to knock down barriers so everyone can thrive, starting with the millions of Small and Mid-sized Businesses served by Sage, their partners and accountants. Customers trust Sage finance, HR and payroll software to make work and money flow. By digitalizing business processes and relationships with customers, suppliers, employees, banks and governments, Sage's AI-powered platform connects SMBs, removing friction and delivering insights. Knocking down barriers also means Sage's use our time, technology and experience to tackle digital inequality, economic inequality and the climate crisis. 

The feature headline graphic was generated for Insightful Accountant by HubSpot AI. It is intended to be representative of the contents of this feature without directly focusing on the specific therein.