INSIGHT

From features to impact: Accounting for what really matters in Sage Intacct R3 2025 

Angela Thomas, Bryan Rhody • August 20, 2025

Services: Sage Intacct

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The Sage Intacct R3 2025 release isn’t just an update, it’s a signal. A signal that modern finance teams deserve more than marginal improvements. They deserve smart tools that anticipate needs, streamline workflows, and empower decisions that move the business forward. 

In this release, Sage delivers meaningful enhancements across core accounting, automation, reporting, and usability, all with a singular goal: to reduce the friction that distracts from the work that really matters. Here’s what stands out and who benefits most. 

AI-Powered assistance with Sage Copilot: Smarter help search (phased rollout) 

Sage Copilot is rethinking how users find answers. Built on semantic search, it delivers context-aware guidance from within the application with no technical jargon or guesswork required. 

Why it matters 

• Get instant, plain-English answers without navigating help menus. 
• Accelerate user onboarding and reduce dependency on support. 
• Elevate product knowledge across the team. 

Who benefits 

• New finance hires 
• Resource-strapped teams needing just-in-time support 
• Multi-entity users managing complex workflows 

Vendor payments, simplified: Now embedded via MineralTree 

Sage’s partnership with MineralTree brings integrated vendor payments directly into Intacct. Pay vendor bills without exporting, toggling, or waiting. 

Why it matters 

• Save time by initiating payments natively within AP workflows. 
• Improve accuracy by eliminating file-based transfers. 
• Strengthen controls and visibility across the payment lifecycle. 

Who benefits 

• AP managers seeking fewer touchpoints 
• Controllers focused on reducing fraud and errors 
• Businesses managing large vendor networks 

Smarter purchasing, fewer steps: Line-level matching + document consolidation 

New automation capabilities let teams match at the line level and merge multiple purchasing documents into a single transaction. 

Why it matters 

• Strengthens match accuracy and reduces manual reviews. 
• Consolidates purchasing paperwork for simpler processing.
• Supports advanced AP automation at scale. 

Who benefits 

• Procurement teams managing high volumes 
• AP teams implementing touchless invoice processing 
• Finance teams reducing reconciliation time 

eProcurement gets real: Punchout catalogs now available 

Sage Intacct now supports punchout catalogs from vendors, streamlining purchasing into one fluid experience. 

Why it matters 

• Save time with automated, vendor-compliant orders. 
• Reduce errors and manual entry. 
• Improve spend management with centralized visibility. 

Who benefits 

• Operations teams placing regular supply orders 
• Procurement leads enforcing purchasing policies 
• CFOs gaining tighter control on discretionary spend 

Frictionless approvals, even when you’re out: Approval delegation for out-of-office scenarios 

Delegation ensures invoice approvals continue whether someone’s on vacation or out unexpectedly. 

Why it matters 

• Keeps workflows moving during absences. 
• Maintains audit integrity with tracked approvals.
• Enables user-controlled delegation rules. 

Who benefits 

• Finance leaders who travel 
• Distributed teams 
• Organizations with tight payment schedules 

Cleaner chart of accounts: Deactivate unused AP & AR accounts 

Old or unused AP/AR accounts can now be safely deactivated without compromising reporting or prior transactions. 

Why it matters 

• Prevents posting errors 
• Reduces dropdown clutter for faster entry 
• Improves data hygiene in the GL 

Who benefits 

• Controllers maintaining account integrity 
• Data governance teams 
• Anyone entering AP/AR transactions 

One-click AR payments + Stripe integration (EA): AR gets a major usability boost 

You can now apply payments directly from the customer list and accept payments through a new Stripe integration (early adopter). 

Why it matters 

• Streamlines collections and cash application 
• Supports modern, digital-first customer experiences 
• Reduces toggling between AR views 

Who benefits 

• AR clerks managing daily payments 
• Customer service reps resolving billing questions 
• Businesses with high invoice volume 

Smarter bank recs, custom views: Improved matching + new fields 

More fields (like payee IDs and reference numbers) give you greater control over auto-matching rules for reconciliations. 

Why it matters 

• Reduces manual adjustments 
• Improves reconciliation speed and precision 
• Enables entity-specific rules and filtering 

Who benefits 

• Accounting teams managing high transaction volumes 
• Multi-entity organizations with complex banking 
• Month-end warriors 

Timesheet intelligence & overtime automation: Sage intelligent time enhancements 

Time tracking gets a usability upgrade with customize entry grids, apply overtime rules (US-only), and manage leave directly from timesheets. 

Why it matters 

• Automates compliance-driven payroll and billing 
• Gives managers real-time insight into leave balances 
• Eases employee self-service 

Who benefits 

• Services firms billing time 
• HR/payroll administrators 
• Project managers tracking utilization 

Advanced ownership consolidation gets smarter: Equity method support (early adopter) 

The equity method is now supported in Advanced Consolidation enabling more accurate, transparent intercompany accounting. 

Why it matters 

• Automates equity income tracking 
• Increases ownership structure transparency 
• Reduces manual consolidation work 

Who benefits 

• CFOs of holding companies 
• Multi-entity finance teams 
• Audit-preparation stakeholders 

Smarter reporting. Global compliance. Better insights. Reporting enhancements across the board 

• New custom reports for AP approval history, AR refunds 
• Country-specific tax reports (France, Germany, UK, Singapore, etc.) 
• AR Ledger report with new filters for multi-customer selection 
• Updated dashboard visualizations 

Why it matters 

• Enables fast, filterable insights across functions 
• Supports international tax reporting 
• Gives decision-makers more flexibility 

Who benefits 

• Global finance teams 
• Tax compliance managers 
• Analysts building internal dashboards 

Final thought: Focused on what matters most 

Sage Intacct R3 2025 isn’t about flashy features. It’s about removing roadblocks, building resilience, and enabling finance teams to act with clarity and confidence. 

In a world where finance teams are expected to do more with less, R3 2025 is designed to support the work that matters most: 

• Approvals that don’t stall out 
• Payments that just flow 
• Reports that reveal insights, not just numbers 
• Data that drives decisions, not delays 

The R3 2025 release is a testament to Sage Intacct’s ongoing commitment to delivering meaningful enhancements, not just more features. Every update in this release is designed to reduce complexity, increase clarity, and empower your finance team to focus on what matters most. Sage is consistently adding value, expanding capabilities, and deepening the return on your investment by incorporating new enhancements that make a real impact. 

If you’d like guidance on how to make the most of these new features, or want support in evolving your financial workflows, reach out to your BPM Customer Success Manager. We’re here to ensure you’re supported every step of the way on your Sage Intacct journey.