INSIGHT

The future of Sage Intacct: Transforming finance for high-performance companies 

Angela Thomas, Bryan Rhody • September 16, 2025

Services: Sage Intacct

---

The future of finance isn’t arriving someday. It’s already here. At the recent Sage Future 2025 event in Atlanta, Sage unveiled a compelling vision for how Sage Intacct will transform the way companies approach financial management. What stood out wasn’t just the technology—it was the people-first mindset that recognizes performance is only meaningful when it serves purpose. 

A partnership perspective on innovation, leadership, and what really matters 

With innovation grounded in trust, new tools built for decision-makers, and a clear call to elevate the role of finance professionals as strategic leaders, Sage Intacct is charting a path that feels not just exciting, but transformational for companies across industries. 

As a trusted Sage partner, BPM is excited to share insights on the tools, themes, and transformations shaping this next chapter for Sage Intacct users. 

High-performance finance: More than software 

Sage has redefined its brand mission around high-performance finance software, with Sage Intacct at the center of this transformation. This represents a fundamental shift in philosophy that pairs AI-enabled platforms with leadership development and an intentional focus on growing finance capabilities within organizations. 

Key initiatives supporting this vision include: 

• The launch of the Sage high-performance academy, a CPE-accredited leadership program developed with GrowCFO 
• A new partnership with the LPGA that reflects shared values of resilience, clarity, and precision 
• A focused message to finance leaders that technology should enable strategic leadership, not just administrative tasks 

For companies using Sage Intacct, this means access to tools that don’t just process transactions but empower finance teams to drive business strategy and growth. 

Agentic AI: Intelligent technology that amplifies human capability 

Artificial intelligence took center stage in Sage’s roadmap, but the approach is markedly different from typical automation. With the introduction of Agentic AI, Sage positions intelligent technology not as a replacement for human thinking, but as a trusted companion that amplifies decision-making capabilities. 

Enhanced Sage Copilot functionality 

The expanded functionality of Sage Copilot across Intacct brings contextual, real-time insights directly into day-to-day workflows. This means: 

• Faster access to critical financial information 
• Automated generation of reports and analyses 
• Intelligent suggestions for process improvements 
• Reduced time spent on routine queries and data gathering 

Trust and transparency 

Sage introduced the industry’s first AI trust label, establishing transparency around ethics, privacy, and bias mitigation. Through deeper collaboration with CPA.com and the AICPA, audit-grade intelligence is embedded in Sage Copilot’s tools, ensuring companies can rely on AI-generated insights with confidence. 

This approach to AI respects the integrity of financial professionals while helping elevate their impact on business outcomes. 

Tools that transform daily operations 

Sage introduced significant product enhancements to Sage Intacct that go beyond incremental upgrades. These reflect a commitment to improving the real day-to-day lives of finance teams and enabling companies to focus on strategic priorities. 

Streamlined period-end process 

Close workspace provides a central hub to manage period-end activities and dramatically shorten the close cycle. Companies can expect: 

• Centralized visibility into all closing tasks and dependencies 
• Automated status tracking and exception management 
• Reduced time-to-close and improved accuracy 
• Better coordination across finance team members 

Intelligent cash flow management 

AI-powered cash flow forecasting delivers real-time clarity on liquidity, enabling companies to: 

• Make more informed investment decisions 
• Optimize working capital management 
• Anticipate and prepare for cash flow challenges 
• Improve financial planning accuracy 

Enhanced project accounting 

For project-based businesses, enhanced project accounting capabilities include: 

• Mass update functionality via import for efficient project management 
• Streamlined attachment downloads and document management 
• Automated WIP relief to reduce manual processes 
• New project invoices tab for improved billing oversight 

These improvements give finance teams time and headspace back, allowing them to focus on analysis and strategy rather than data management. 

Advanced consolidation capabilities 

For multi-entity organizations, Sage Intacct’s advanced ownership consolidation introduces powerful new features: 

• Multi-level rollups for complex organizational structures 
• Proportional and non-controlling interest tracking 
• Future support for equity method consolidation 
• Introduction of affiliate entity dimension for enhanced auditability and detailed drilldowns 

These capabilities enable companies with complex ownership structures to maintain accurate, auditable financial reporting while reducing the time and effort required for consolidation processes. 

SaaS intelligence dashboard: Data-driven decision making 

The new SaaS intelligence dashboard offers fully customizable reporting with granular control over key variables including margin basis, revenue type, and reporting currency. Features include: 

• Embedded drilldowns to reduce time spent navigating between systems 
• Real-time performance metrics and KPI tracking 
• Customizable views for different stakeholder needs 
• Automated alerts and exception reporting 

This empowers companies to move from reactive reporting to proactive business intelligence. 

Supporting purpose-driven organizations 

Nonprofit organizations benefit from major strides in fundraising capabilities through: 

• Sage Intacct fundraising powered by DonorPerfect, a unified platform for donation tracking, pledge management, and donor communication 
• Generational giving trend insights, offering actionable strategies for connecting with today’s and tomorrow’s donors 

These aren’t just tools—they are mission-enablers that help nonprofits maximize their impact. 

Martus integration: Collaborative planning 

Martus continues to evolve as more than a budgeting platform, serving as a collaboration engine with: 

• Deeper integration with Sage Intacct construction and payroll systems 
• AI-enabled report building capabilities 
• Enhanced scenario planning and real-time collaboration features 

This integration empowers organizations to make proactive, informed decisions across all aspects of financial planning and management. 

The human element: Technology serving people 

Beyond product features, Sage’s messaging emphasized that the future of finance is being shaped not just by tools but by the people who use them. Finance professionals are increasingly called upon to lead strategy and shape organizational culture. 

Technology should enable finance teams to “show up with vision, clarity, and courage” rather than being buried in routine tasks. Sage Intacct’s roadmap reflects this philosophy by automating routine processes and providing intelligent insights that enable strategic thinking. 

Looking forward: Built on trust, designed for impact 

The Sage Future event confirmed that technology is only part of the equation. The future of finance will be shaped by trust, connection, and purpose, with Sage Intacct positioned to enable all three. 

Companies using Sage Intacct can expect continued innovation focused on: 

• Reducing administrative burden through intelligent automation 
• Providing real-time insights that enable proactive decision-making 
• Supporting collaboration and communication across organizations 
• Maintaining the highest standards of security, compliance, and auditability 

As a trusted Sage partner, BPM remains committed to helping organizations maximize the value of their Sage Intacct investment through thoughtful implementation, ongoing optimization, and strategic guidance. 

The future of finance is bright, and with Sage Intacct leading the way, companies are well-positioned to achieve high performance while maintaining focus on what matters most to their stakeholders. 

Save the date: Sage Future 2026 | San Francisco | April 28-30, 2026 

As a San Francisco-based Sage partner, BPM will be hosting local experiences to deepen connections and showcase the heart of our city. We hope you’ll join us.