Sage adds AI automation to Intacct finance workflows
Wed, 3rd Jun 2026 (Today)
Sage has expanded Sage Intacct with new automation and artificial intelligence features for finance workflows, covering receivables, accounts payable, purchasing and SaaS analytics.
The update adds payment reminder tools for accounts receivable teams, invoice matching in accounts payable, custom approval rules in purchasing, and a new AI Gateway that connects Sage Intacct with external AI tools through REST APIs and the Model Context Protocol.
The additions are aimed at finance teams under pressure to improve cash flow, make decisions faster and maintain tighter oversight across routine operations. Sage also cited Gartner research showing that 88% of Chief Financial Officers rank finance staff productivity among their top priorities for 2026.
The latest release expands workflow automation across several core finance areas. In receivables, a new Cash Intelligence feature, Payment Reminders, brings together customers with open or overdue invoices in a single view and lets teams send one-click or bulk reminder emails using a default template.
For accounts payable teams, a new 3-Way Matching function uses AI to connect invoices, purchase orders and receipts. The tool compares prices, quantities and totals, and flags line-level discrepancies before payment.
Purchasing controls have also been extended. Custom Approvals in Purchasing lets organisations set multi-condition approval rules using transaction fields such as vendor, amount, department, location and category, so requests can be routed to the right approver.
AI access
A central part of the update is Sage Intacct AI Gateway, designed to let customers and partners build their own AI-driven processes on top of the finance system. The gateway connects Sage Intacct data with external applications and AI services while keeping existing roles, permissions and workflow controls in place.
It also uses the Model Context Protocol, an open standard designed to link AI systems with business software. This gives organisations a way to connect financial data to AI tools without changing the approval structures and access rights already defined in finance operations.
For software companies and subscription businesses, Sage has also released SaaS Intelligence 2.0. The update adds AI-based analysis for forecasting, cohort analysis, customer segmentation, and annual recurring revenue and monthly recurring revenue tracking, with dashboards designed to highlight churn, retention and expansion trends.
Availability varies by feature and geography. The 3-Way Matching tool is generally available globally, while the AI Gateway is generally available in the US, UK, Canada, Australia and South Africa. Payment Reminders, Custom Approvals in Purchasing and SaaS Intelligence 2.0 are being offered through early adopter programmes in selected markets.
The broader backdrop is a finance function being asked to do more than produce reports and close accounts. Businesses want finance teams to help manage working capital, monitor costs and support operational decisions, but many still work across disconnected systems and manual processes.
Jon Fasoli, Senior Vice-President: Sage Intacct, said this reflects a broader shift in the role of finance teams.
"High-performing finance teams are no longer just closing the books and reporting on what happened," said Jon Fasoli, Senior Vice-President: 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," Fasoli said.
Baker Tilly also pointed to demand for more immediate access to information within day-to-day finance processes.
"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," Price said.