Introducing Sage Intacct 2025 Release 2

Modernize your financial operations, automate more processes, and make faster decisions with Sage Intacct 2025 Release 2. This release is all about advanced AI, automated workflows, and enhanced user experiences for businesses across industries. Let’s get into the updates and enhancements to help you get the most out of the latest Sage Intacct upgrade.

Advanced AI-Powered Tools for Efficiency

Automated AP and Purchasing Integration

AP just got smarter. The new AI-powered AP automation is now integrated with purchasing workflows and intelligently matches vendor invoices even when there is no associated purchase order. The automation reduces manual data entry, speeds up transaction processing, and minimizes errors so your team can focus on more strategic work instead of administrative tasks.

Mobile Expense Automation

Managing expenses on the go has never been easier. The updated mobile app now lets employees and managers submit, approve, and even capture expense reports directly from their devices. Whether you’re on-site or working remotely, this feature saves time, increases flexibility, and ensures expense workflows run smoothly.

AI for Supply Chain Management

Supply chain management gets a boost with AI. The upgraded module links supply requests directly to purchase orders so you avoid delays and maintain optimal inventory levels. As a result, you’re team will have the resources they need when they need them and overall productivity and operational efficiency will improve.

Simplify Financial Closes with the Copilot Close Assistant

The Copilot Close Assistant is a game-changer for month-end financial closes. This tool tracks close tasks in real-time across entities and subledgers. With clear status summaries teams can quickly identify and resolve bottlenecks and the entire close process is faster, more accurate and less stressful.

Interested in trying out the Copilot Close Assistant? Contact us to join the early adopter program to see how this tool can simplify your monthly financial close.

Enhanced Email Security for Outgoing Communications

Email security is critical when sending sensitive documents like invoices or statements. The new domain authentication feature enhances the security of outgoing emails by verifying custom email domains. This level of security prevents disruptions to your communication and ensures your emails get to the right people.

Action Steps to Secure Your Domain:

• Go to Company Settings in Sage Intacct
• Add and authenticate your email domain
• Work with your IT team to complete the DNS setup

Businesses using custom domains for email should authenticate as soon as possible to avoid disruptions.

New Features for Contract and Data Management

Contract Summary Tab

Get better visibility into contract data with the new Contract Summary Tab. This feature consolidates key metrics from billing, accounts payable, and project management into one easy-to-navigate view. Whether you have one contract or hundreds this tab gives you fast and actionable insights to stay on top of your contractual obligations.

Enhanced Data Import Tools

Data imports are now easier with these updates:

• User-Focused Import Services: Instantly correct errors during the import process through an improved interface,for better data accuracy and less wasted time.
• Expanded Templates: Simplify workflows with pre-built templates for Accounts Payable and Revenue imports, saving time and maintaining consistency.

AP and Purchasing Enhancements for Productivity

Several updates to Accounts Payable have been made to make workflows smoother and reduce errors:

• Joint Payee Checks: Split payments between multiple payees—perfect for industries like construction that require shared payments.
• Reconciled Voiding Alerts: Receive alerts before voiding reconciled transactions, avoiding unintentional errors.
• Special Character Safeguards: Prevent system glitches by restricting specific characters in AP fields.

Purchasing workflows also get improvements like the ability to save drafts without a document ID and the option to hide pricing details in specific transactions. These changes provide more flexibility and adaptability to your business.

Data Navigation and Reporting Tools

• Advanced Lists and Smarter Filtering: Navigate data more easily with enhanced filters, split-view for side-by-side comparisons and seamless navigation across records. These updates make it easier to manage large datasets and streamline your workflow.
• Optimized Financial Reporting Builder: The financial reporting builder now provides real-time recommendations as you save your reports to help you optimize and fine-tune them. This means better performance, even with large data volumes, and less time spent troubleshooting or reconfiguring reports.

Industry-Specific Dashboards

Sage Intacct delivers industry-specific solutions with updated dashboards:

• Construction and Real Estate: Track compliance, payroll, project statuses, and work-in-progress in one view.
• Healthcare Trends: The new Ambulatory and Residential Care Insights dashboards provide KPIs for patient encounters, clinician efficiency, and overall operational performance.

Other Module Updates

In addition to the major updates, several smaller but significant changes have been made across other modules:

• Accounts Receivable: Refund and credit applications are now streamlined, and the system will alert you to reconcilation errors.
• Fixed Assets: New roll-forward depreciation reporting and expanded export options provide better asset tracking.
• Credit Card Transactions: Simplify classifications and reconciliations with updated import features for credit card data.

What’s Next?

The Sage Intacct 2025 Release 2 shows Sage’s continued commitment to innovation, usability, and efficiency. With more automation, refined user interfaces, and functionality across multiple modules this release helps you make better, faster decisions and drive operational success.

For more information see the release notes or contact us to learn more.