Sage has expanded automation and AI features in Sage Intacct, adding tools for receivables, accounts payable, purchasing and finance analytics.
New features include payment reminders for receivables, AI-based three-way matching in accounts payable, custom purchasing approvals, an AI Gateway for third-party integrations and updated SaaS analytics.
The additions are intended for finance teams under pressure to improve cash flow, make faster decisions and reduce manual work. Sage cited Gartner research showing that 88% of Chief Financial Officers rank finance staff productivity as one of their top priorities in 2026.
Among the new functions, Payment Reminders gives accounts receivable teams a single view of customers with open or overdue invoices. Users can send individual or bulk reminder emails from a default template.
In accounts payable, the new 3-Way Matching feature uses AI to connect invoices, purchase orders and receipts. The system compares prices, quantities and totals, and highlights line-level discrepancies before payment.
Purchasing teams are also getting new approval controls. Custom Approvals in Purchasing lets businesses set multi-condition approval rules using fields such as vendor, amount, department, location, and category.
AI access
Sage has also introduced Sage Intacct AI Gateway, allowing customers and partners to connect external AI tools and applications to Sage Intacct through REST APIs and the Model Context Protocol, an open standard for linking AI systems with business software. The setup is designed to work within existing roles, permissions and workflow controls.
The AI Gateway is generally available in the UK, US, Canada, Australia and South Africa. AP Automation: 3-Way Matching is generally available globally, while Payment Reminders and Custom Approvals in Purchasing are available through early-adopter programmes.
Another part of the update is SaaS Intelligence 2.0, aimed at finance leaders at software companies. It adds AI-driven analysis for forecasting, cohort analysis, customer segmentation, and annual and monthly recurring revenue tracking, alongside dashboards designed to show churn, retention and expansion trends.
SaaS Intelligence 2.0 is available through an early-adopter programme in the UK, the US, Canada, Australia, and South Africa.
Jon Fasoli, Senior Vice President at Sage Intacct, said finance teams are being asked to do more than complete close processes and report past performance.
"High-performing finance teams are no longer just closing the books and reporting on what happened. 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 organisations respond faster while maintaining strong operational oversight and control," said Fasoli.
The release also drew comment from partners using the software in finance modernisation projects.
"As organisations look to modernise finance operations, finance teams need better visibility across day-to-day workflows while also gaining faster access to meaningful insights. These latest Sage Intacct updates combine workflow automation with enhanced SaaS Intelligence analytics to help organisations operate with greater confidence, gain more actionable insights, and improve strategic decision-making at scale," said Chris Price, Director of SaaS Vertical, Baker Tilly.