- AI, Sage Intacct
Traditional financial processes, often dependent on manual workflows and fragmented systems, struggle to meet the demands of today’s fast-paced environment. Finance teams in various sectors are under growing pressure to provide more accurate insights, strengthen controls, and close faster, all while handling increasing compliance obligations. For many organisations, financial management remains a challenge due to labor-intensive manual tasks, limited visibility, complex compliance requirements, and scalability issues as operations expand across multiple entities.
Finance departments require solutions that can automate repetitive tasks, deliver real-time insights, and grow with their changing needs. Without these capabilities, businesses risk falling behind the competition, missing key opportunities, and wasting valuable time on low-impact activities.
The Digital Finance Advantage
For finance teams to succeed in today’s landscape, they require intelligent, automated solutions that integrate effortlessly with their operations. Adopting a modern financial management system like Sage Intacct allows organisations to elevate their finance function from a back-office processor to a strategic business enabler. This transformation unlocks opportunities such as:
• Shortening financial close cycles from weeks to days through intelligent automation
• Achieving real-time visibility into financial performance across multiple entities
• Strengthening decision-making with advanced analytics and reporting tools
• Maintaining compliance with evolving financial regulations
• Scaling financial operations effectively as the business expands
With the right technology in place, finance teams can move beyond manual data entry and reconciliation, shifting their focus to strategic insights and business growth.
Sage Intacct 2025 R1
The latest release of Sage Intacct brings a powerful set of enhancements aimed at modernising financial operations, increasing automation, and improving reporting capabilities. Sage Intacct 2025 Release 1 (R1) tackles key financial challenges by introducing advanced automation, smarter financial insights, and enhanced scalability.
Key updates in Sage Intacct 2025 R1:
1. Sage Copilot Close Assistant – A centralised dashboard providing real-time oversight of the financial close process across all entities and subledgers. It includes automated alerts for invoices and bills, improved visibility into bank reconciliations, and enhanced financial analytics to streamline month-end close activities.
2. Enhanced Accounts Payable (AP) Automation – Intelligent invoice processing that automatically matches invoices to purchase orders or receipts, reducing manual work and improving accuracy. Approval delegation ensures purchase requests continue smoothly, even in the absence of key approvers.
3. Smarter Financials – Advanced revenue management capabilities now support third-party billing while maintaining compliance with ASC 606 and IFRS 15. Multi-currency fund transfers are automated, removing the need for manual calculations, and improved approval workflows allow bill approvals by vendor with seamless inter-entity reconciliation.
4. Industry-Specific Enhancements – Customised improvements for project-based businesses and non-profits, including streamlined project and grant records, personalised project dashboards for quicker insights, and improved supplier compliance tracking for construction firms.
5. Scalability & Security – Future-proofing updates, including mandatory email authentication from May 2025 to enhance security and mitigate phishing risks. Enhanced list management further personalises and optimises financial processes for greater efficiency.
The Real-World Impact of Sage Intacct 2025 R1
Early adopters of Sage Intacct 2025 R1 are already seeing significant improvements in their financial operations:
• Accelerated Financial Close – Organisations have cut their month-end close cycle by up to 50%, allowing finance teams to spend more time on analysis rather than data reconciliation.
• Improved Decision-Making – Real-time dashboards and enhanced reporting give executives up-to-date financial insights, enabling more informed and strategic decisions.
• Reduced Manual Effort – Automating key AP processes has lowered invoice processing time by an average of 65%, minimising errors and strengthening relationships with suppliers.
• Enhanced Cash Flow Management – Greater visibility into receivables and payables, along with automated reconciliations, is helping businesses manage cash flow and working capital more effectively.
• Stronger Compliance – Advanced revenue recognition capabilities ensure organisations stay aligned with evolving accounting standards while reducing reporting inaccuracies.
These outcomes demonstrate how Sage Intacct 2025 R1 is driving efficiency and innovation in financial management across a wide range of industries.
Key Considerations for Implementation
While Sage Intacct 2025 R1 delivers powerful new capabilities, a successful implementation requires careful planning. Organisations should take into account:
• Change Management – Comprehensive training and onboarding are essential to ensure teams can fully utilise the new system.
• Data Migration – Accurate mapping and validation of historical financial data are crucial to maintaining reporting accuracy.
• Integration Requirements – Seamless connectivity with other business applications is key to maximising operational efficiency.
• Resource Planning – Managing system implementation alongside ongoing financial operations requires a strategic approach to resource allocation.
Achieving a smooth transition involves not only advanced technology but also expert guidance and support.
Partner with Envisage for Sage Intacct Success
For organisations seeking to modernise their financial management, Sage Intacct 2025 R1 offers a powerful opportunity. However, maximising its benefits requires the right expertise and support.
As a trusted Sage Intacct partner, Envisage helps businesses get the most out of their financial management system through:
• Expert Guidance – Tailored Sage Intacct solutions designed to fit your specific business needs.
• Ongoing Support – Dedicated assistance to keep your system running at peak efficiency.
• Industry Expertise – In-depth knowledge of financial operations, delivering solutions that enhance efficiency and drive growth.
Don’t let outdated financial systems slow your business down. Get in touch to discover 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
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.