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Sage Intacct 2025 R1: The Game-Changer for Finance Teams

by AISage Intacct
  • AI, Sage Intacct

Traditional financial processes, often reliant on manual workflows and disconnected systems, struggle to keep pace with today’s demands. Finance teams across industries face mounting pressure to deliver more accurate insights, tighter controls, and faster closes while managing increasing compliance requirements. For many businesses, financial management remains a significant challenge due to time-consuming manual processes, limited visibility, compliance complexities, and scalability concerns as operations grow across multiple entities.  

Finance departments need solutions that can automate routine tasks, provide real-time insights, and scale with their evolving needs. Without these capabilities, businesses risk falling behind competitors, missing opportunities, and spending excessive time on low-value activities. 

The Digital Finance Advantage 

For finance teams to thrive in today’s environment, they need intelligent, automated solutions that integrate seamlessly with their operations. Implementing a modern financial management system like Sage Intacct enables organisations to transform their finance function from a back-office processor to a strategic business enabler. This shift opens the door to: 

• Reducing financial close cycles from weeks to days with intelligent automation 

• Gaining real-time visibility into financial performance across multiple entities 

• Enhancing decision-making with advanced analytics and reporting tools 

• Ensuring compliance with evolving financial regulations 

• Scaling financial operations efficiently as the business grows 

With the right technology, finance teams can move beyond manual data entry and reconciliation, focusing instead on strategic insights and business growth. 

Sage Intacct 2025 R1 

The latest release of Sage Intacct introduces a powerful suite of enhancements designed to modernise financial operations, increase automation, and improve reporting capabilities. Sage Intacct 2025 Release 1 (R1) addresses key financial challenges by delivering cutting-edge automation, smarter financial insights, and greater scalability. 

Key enhancements in Sage Intacct 2025 R1 include: 

1. Sage Copilot Close Assistant – A centralised dashboard offering real-time visibility into the financial close process across all entities and subledgers. It provides automated alerts for invoices or bills, improved bank reconciliation visibility, and enhanced financial analytics to optimise month-end close activities. 

2. Advanced Accounts Payable (AP) Automation – Automated invoice processing that matches invoices to purchase orders or receipts, significantly reducing manual effort while improving accuracy. Approval delegation ensures purchase requests continue smoothly even when key approvers are unavailable. 

3. Smarter Financials – Advanced revenue management capabilities supporting third-party billing while ensuring compliance with ASC 606 and IFRS 15. Multi-currency fund transfers are now automated, eliminating manual calculations, while enhanced approval workflows enable bill approvals per vendor and seamless inter-entity reconciliation. 

4. Industry-Specific Enhancements – Tailored improvements for project-based businesses and non-profits, including streamlined project and grant records, customisable project dashboards for faster insights, and improved supplier compliance tracking for construction firms. 

5. Scalability & Security – Future-proofing measures, including mandatory email authentication from May 2025 to enhance security and reduce phishing risks. Enhanced list management also enables greater personalisation and efficiency in financial processes. 

The Real-World Impact of Sage Intacct 2025 R1 

Early adopters of Sage Intacct 2025 R1 are already experiencing measurable improvements in their financial operations: 

• Faster Financial Close: Organisations have reduced their month-end close cycle by up to 50%, allowing finance teams to focus on analysis rather than data reconciliation. 

• Better Decision-Making: Real-time dashboards and enhanced reporting provide executives with current financial data, enabling more informed decisions. 

• Reduced Manual Work: Automating routine AP processes has decreased invoice processing time by an average of 65%, reducing errors and strengthening vendor relationships. 

• Optimised Cash Flow Management: Improved visibility into receivables and payables, combined with automated reconciliations, is helping businesses better manage cash positions and working capital. 

• Stronger Compliance: Enhanced revenue recognition capabilities help organisations remain compliant with evolving accounting standards while minimising reporting errors. 

These results highlight how Sage Intacct 2025 R1 is driving efficiency and innovation in financial operations across diverse industries. 

Key Considerations for Implementation  

While Sage Intacct 2025 R1 offers transformative capabilities, successful implementation requires careful planning. Organisations should consider: 

• Change Management: Effective training and onboarding are essential to ensure teams can fully leverage the new system. 

• Data Migration: Historical financial data must be accurately mapped and validated to maintain reporting integrity. 

• Integration Needs: Seamless integration with other business applications is crucial for maximising efficiency. 

• Resource Allocation: Balancing system implementation with ongoing financial operations requires strategic resource planning. 

Addressing these factors requires not just advanced software but also expert implementation and support.

Partner with Envisage for Sage Intacct Success  

For organisations looking to modernise their financial management, Sage Intacct 2025 R1 presents a compelling opportunity. However, achieving the full benefits of this solution requires the right expertise and guidance. 

As a trusted Sage Intacct partner, Envisage helps businesses unlock the full potential of their financial management system through: 

• Expert Guidance: Our team delivers tailored Sage Intacct solutions to meet your business needs. 

• Ongoing Support: We provide dedicated assistance to ensure your system operates at peak performance. 

• Industry Knowledge: With deep expertise in financial operations, we offer solutions that drive efficiency and growth. 

Don’t let outdated financial systems hold your business back. Contact us to explore how Sage Intacct can transform your financial operations.  

We’ll be showcasing Sage Intacct’s AI capabilities at this year’s ERP HEADtoHEAD™ event in Milton Keynes, where you can see these advancements in action. 

Join us and experience the future of finance, register now and use code ENVISAGE20 for a 20% early booking discount! See link to register: erpheadtohead.com/uk

About the Author

Picture of David Burke

David Burke

David Burke, the Technical Director for Envisage, is responsible for developing bespoke and off-the-shelf solutions, including easyDD for Sage. In 2023, he achieved accreditation as a Sage Intacct Implementation Certified Consultant.

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Harnessing AI for Finance: How Sage Copilot Transforms Financial Operations

by AIFinanceSage Intacct
  • AI, Finance, Sage Intacct

Many finance teams are still reliant on manual data entry and cumbersome spreadsheets, leading to inefficiencies, errors, and lost opportunities. 

While automation has long played a role in financial processes, AI is now redefining what’s possible. AI-powered tools like Sage Copilot offer predictive insights, intelligent recommendations, and enhanced data analysis, helping finance teams stay ahead of challenges. In this blog, we explore how Sage Copilot, embedded within Sage Intacct is transforming financial management. 

Sage Copilot: The AI Assistant Redefining Finance 

Launched in December 2024, Sage Copilot is an advanced AI assistant within Sage Intacct, designed to enhance financial operations by minimising inefficiencies and providing real-time intelligence. Unlike traditional automation, Sage Copilot actively assists finance teams by identifying trends, flagging inconsistencies, and optimising core financial processes. This enables organisations to shift from reactive financial management to a proactive, data-driven approach. 

By leveraging AI capabilities such as automated variance analysis, intuitive search assistance, and simplified close management, finance teams can operate with greater accuracy, efficiency, and confidence. 

Key AI Capabilities  

Sage Copilot functions as more than just a tool, it’s a digital finance partner that enhances decision-making and mitigates risk. Here’s how its core features tackle some of the most pressing financial challenges: 

  1. AI-Powered Search: Instant Answers, Less Effort

Finance teams no longer need to manually sift through vast amounts of data. Sage Copilot’s conversational search delivers context-aware responses to complex queries in seconds, reducing time spent searching and increasing operational efficiency. 

  1. Real-Time Variance Analysis: Proactive Risk Management

Identifying financial discrepancies too late can lead to costly consequences. Sage Copilot continuously monitors financial data, detecting anomalies in real-time so finance teams can take immediate corrective action, improving budget control and overall financial health. 

  1. Intelligent Close Management: A Faster, More Accurate Month-End

Month-end close is often a stressful, error-prone process. AI-driven tracking within Sage Copilot ensures teams stay on top of approvals, reconciliations, and reporting, enabling a smoother, faster close with fewer manual interventions. 

  1. AI-Enhanced Accounts Payable: Reducing Manual Work and Errors

By automating invoice matching and approval processes, Sage Copilot reduces human effort while increasing accuracy and cash flow efficiency, leading to stronger vendor relationships and improved financial stability. 

  1. Smarter Revenue Recognition: Compliance Without Complexity

With support for over 600 billing scenarios, Sage Copilot simplifies complex revenue recognition workflows while ensuring compliance with global accounting standards. This is particularly beneficial for subscription-based and service-oriented businesses where revenue recognition is intricate. 

  1. Advanced Financial Forecasting: Better Insights, Better Decisions

Finance leaders need accurate forecasts to plan effectively. By analysing historical data and market trends, Sage Copilot enhances forecasting accuracy, helping businesses make smarter financial decisions and adapt to changing market conditions. 

AI – A Strategic Advantage for Finance Leaders

AI isn’t here to replace finance professionals, it’s here to empower them. By automating time-consuming, repetitive tasks, AI frees up finance teams to focus on high-value activities such as strategic planning, risk assessment, and business growth. 

With Sage Copilot, finance teams can: 

• Spend less time on manual processes and more on strategic analysis 

• Make faster, data-driven decisions with real-time insights 

• Reduce financial risk through proactive anomaly detection 

• Gain deeper visibility into business performance trends 

• Improve collaboration across departments with enhanced financial transparency 

The Growing Importance of AI in Finance 

According to Sage’s AI: The Opportunity for CFOs report, 86% of finance leaders have already adopted AI in some form, yet less than half are using AI tools specifically built for finance. This gap presents a major opportunity for businesses to use AI-driven financial solutions like Sage Copilot to gain a competitive advantage. 

The financial landscape is evolving rapidly, with economic volatility, regulatory changes, and shifting business models demanding smarter, more agile decision-making. AI-driven solutions like Sage Copilot help finance teams stay ahead by enabling real-time data analysis, improved forecasting, and greater operational agility. 

By integrating AI into financial operations, businesses can enhance efficiency, reduce costs, and future-proof their finance functions against an increasingly complex market. 

Unlock the Power of AI-Driven Finance with Envisage  

At Envisage, we specialise in helping businesses maximise the potential of AI-powered financial management. As a leading Sage Intacct partner, we provide seamless implementation, expert training, and ongoing support to ensure organisations make smarter financial decisions. 

Reach out to us for a free consultation and let us help you meet your needs through AI.   

We’ll be showcasing Sage Intacct’s AI capabilities at this year’s ERP HEADtoHEAD™ event in Milton Keynes, where you can see these advancements in action. 

Join us and experience the future of finance, register now and use code ENVISAGE20 for a 20% early booking discount! See link to register: erpheadtohead.com/uk

About the Author

Picture of Chris Hawley

Chris Hawley

Chris is the Managing Director at The Noledge Group and brings over 34 years of experience delivering ERP solutions across industries like retail, distribution, manufacturing, and construction. During his 24 years at Sage, he worked with nearly every product and notably transformed Sage 200 as its Product Manager, turning it into a leading solution for SMEs in the UK and Ireland. Chris takes pride in the continued success of Sage 200, supported by Sage Business Partners like Envisage.

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Redefining Financial Leadership with Sage Intacct and AI-Driven Insights

by AISage Intacct
  • AI, Sage Intacct

In today’s fast-paced business world, Chief Financial Officers (CFOs) are stepping beyond traditional roles to become strategic leaders, shaping the future of their organisations. With the rise of artificial intelligence (AI) and automation, CFOs have access to tools that make it easier to manage complexities, forecast with precision, and drive sustainable growth. Recent data from Sage’s Secrets of Successful CFOs report reveal that 87% of CFOs integrating AI into their operations have seen significant improvements in financial processes, with 88% adopting cloud technologies and 86% leveraging automation for enhanced efficiency. 

One standout solution leading this transformation is Sage Intacct. This AI-powered platform redefines financial management, providing CFOs and finance teams with the tools to modernise processes, improve decision-making, and align financial strategy with broader business goals. 

In this blog, we’ll explore how Sage Intacct’s AI capabilities empower CFOs to overcome modern financial challenges, and lead with confidence. 

The Expanding Role of the CFO

CFOs are at the crossroads of strategy and technology, tasked with driving not only financial accuracy but also innovation and growth.  

Insights from the Sage report indicate that 78% of highly successful finance leaders emphasise the importance of technological advancements for success. Sage Intacct is purpose-built to support this evolution, offering advanced automation, real-time analytics, and tools that enable finance leaders to: 

• Analyse data for actionable insights 

• Forecast trends and anticipate challenges 

• Adapt quickly to dynamic market conditions 

Key Features for Financial Leadership 

Sage Intacct equips financial leaders with the insights and flexibility required to drive growth, enhance collaboration, and align financial strategies with overarching business goals. Below, we delve into its standout features that empower financial leadership.  

1. Advanced Reporting: Sage Intacct provides multidimensional reports and real-time access to financial data. This empowers CFOs to: 

• Identify inefficiencies and opportunities 

• Make informed, data-driven decisions 

• Align financial goals with long-term business strategies 

2. Cloud-Based Scalability: Operate seamlessly in a fast-changing world. Sage Intacct’s cloud platform ensures businesses can: 

• Access financial data anytime, anywhere 

• Scale operations efficiently without sacrificing performance 

3. ERP Integration: Sage Intacct seamlessly connects financial management with other business functions. This fosters collaboration, improves communication, and enables organisations to align efforts toward unified goals. 

According to the Sage report, there was a “30% increase in cross-departmental collaboration over the last five years” among the surveyed leaders, highlighting the value of ERP solutions like Sage Intacct in breaking down organisational silos. 

AI: The Catalyst for Financial Transformation

AI is transforming finance, and Sage Intacct places its benefits at your fingertips. By automating repetitive tasks and providing advanced analytics, CFOs can shift their focus from operational processes to strategic priorities. 

Key AI-Powered Tools in Sage Intacct 

1. AI and Automation:

• Automates data entry, reconciliations, and financial approvals 

• Reduces human error, improves efficiency, and frees up time for strategic work 

2. Predictive Analytics and Forecasting:

• Analyses historical data to project future financial performance 

• Enhances resource allocation and proactive decision-making 

3. Anomaly Detection and Risk Mitigation:

• Identifies data irregularities, ensuring financial accuracy and compliance 

• Assesses risks such as fraud or late payments, helping businesses stay resilient 

4. Personalised Dashboards:

• Tailors reports and insights to individual users, helping leaders focus on key metrics 

The Future of Financial Leadership

Sage Intacct’s AI-powered capabilities are not just about improving financial processes – they’re about empowering CFOs to lead with confidence in a complex, data-driven world. With tools to enhance efficiency, uncover opportunities, and manage risks, finance leaders can navigate today’s challenges while preparing for tomorrow. 

Partner with Envisage 

At Envisage, we recognise that achieving financial excellence is about more than software – it’s about having a trusted partner who understands your needs and can guide you toward success.  

If you’re ready to transform your financial operations and lead your business into the future, we’re here to help. Get in touch with us today. 

Take the Next Step Toward Financial Excellence 

As the role of financial leaders continues to expand, having the right tools and insights becomes essential for driving growth and efficiency. Sage Intacct’s advanced reporting, cloud capabilities, and integrated ERP functions are just a few of the ways it empowers CFOs to achieve success. Discover even more insights and strategies to elevate your financial leadership by downloading Sage’s comprehensive guide, The CFO’s Guide to Driving Growth. 

Download the Guide Here and take your first step toward transforming your organisation with Sage Intacct.

About the Author

Picture of Steve Boyes

Steve Boyes

Steve Boyes, the COO at Envisage, brings over 20 years of experience in accounting and IT to the table. With a robust background in specifying, designing, implementing, and supporting strategic solutions for SMEs, public sector, and not-for-profit organisations, Steve excels in addressing clients' real business problems and requirements rather than just focusing on technology. His approach has led to the successful execution of projects with some of Ireland's best-known companies.

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Transforming Accounting and Finance with AI for Sage Intacct

by AccountingAIFinanceSage Intacct
  • Accounting, AI, Finance, Sage Intacct

In today’s fast-paced business environment, organisations are constantly seeking ways to improve operational efficiency and drive growth. One area where technology is making a significant impact is in accounting and finance. Sage has been at the forefront of this transformation, leveraging the power of artificial intelligence (AI) to revolutionise how businesses manage their finances.

At Sage Transform 2024, Sage unveiled Sage Copilot, an AI-powered productivity assistant designed to automate workflows, manage cash flow, and generate and send invoices with simple, natural language commands. Sage Copilot acts as a trusted partner, handling administrative tasks, identifying errors, and providing actionable insights in real-time. This innovative tool enables businesses to improve efficiency, reduce manual errors, and drive growth.

In this blog, we explore the transformative impact of AI on accounting and finance, focusing on Sage Intacct’s innovative AI-powered solutions.

Enhancements to Sage Intacct

The latest enhancements to Sage Intacct promise to streamline operations and boost productivity for businesses. AI-powered project and resource management provide greater visibility into resourcing and help keep projects on time. Additionally, forms and operational flows have been improved to help businesses work better and get more done. These enhancements are designed to optimise and automate project management tasks, allowing businesses to focus on their core competencies.

Sage Intacct with AWS for Modern Finance

Sage partnered with Amazon Web Services (AWS) to enhance how small and medium-sized businesses (SMBs) optimise their operations with generative AI. This collaboration will inform Sage Copilot and serve as a foundation for SMBs to navigate local accounting and compliance applications. The agreement not only enables SMBs to leverage Sage Intacct in the AWS Marketplace but also helps them navigate the complexities of modern finance and address environmental responsibilities with cutting-edge solutions.

The Advantages of AI for Finance Teams

For Sage Intacct users, AI offers a range of specific benefits tailored to finance departments. These include the following:

• Simplified Automation: Sage Intacct leverages AI for automated financial tasks like invoice processing and expense management, reducing errors and improving efficiency;

• Insightful Analytics: AI-powered analytics in Sage Intacct offer actionable insights into financial performance and trends, aiding in informed decision-making;

• Proactive Forecasting: Sage Intacct’s AI capabilities enable predictive analytics for forecasting financial outcomes and identifying risks and opportunities;

• Tailored Reporting: AI-driven reporting tools in Sage Intacct allow for quick and accurate generation of customisable financial reports, aiding in timely analysis;

• Fraud Prevention: Sage Intacct’s AI algorithms detect anomalies in financial data, aiding in the detection and mitigation of fraud risks;

• Personalised Recommendations: AI algorithms analyse customer and transaction data in Sage Intacct to offer personalised financial recommendations;

• Compliance Support: Sage Intacct automates compliance checks and reporting processes, ensuring adherence to accounting standards and regulations;

• Cost Efficiency: Sage Intacct helps identify cost-saving opportunities and optimise resource allocation for improved profitability;

• Streamlined Workflows: AI-driven workflows in Sage Intacct automate approval processes, reducing manual effort and accelerating financial transactions;

• Scalability and Flexibility: Sage Intacct’s cloud-based platform with AI capabilities enables seamless scaling and adaptation to changing business requirements.

Transform Your Finance Team with Envisage

Sage Intacct’s AI-powered solutions are transforming the accounting and finance landscape, enabling businesses to improve efficiency, reduce errors, and drive growth. With Sage Copilot and the latest enhancements, businesses can streamline operations, boost productivity, and make smarter decisions.

Envisage has a skilled Sage technical team in Ireland, specialising in implementation, support, and development. Contact us if you’re thinking about upgrading your accounting software to streamline operations for your finance teams. Our experts can simplify the process of upgrading your current software and integrating Sage Intacct.

Get in Touch

About the Author

Picture of David Burke

David Burke

David Burke, the Technical Director for Envisage, is responsible for developing bespoke and off-the-shelf solutions, including easyDD for Sage. In 2023, he achieved accreditation as a Sage Intacct Implementation Certified Consultant.