With the release of 2025 R2, Sage Intacct continues to innovate around three key goals: closing the books faster, gaining better control, and making financial insights more actionable. This update leans into AI, automation, and visibility—empowering finance teams to work smarter across every corner of the business.
Here’s what’s new in 2025 R2 and why it matters.
Copilot Close Assistant – Now in Early Release
Use AI to power through month-end close with a real-time summary view of close task status. The new Copilot Close Assistant offers real-time visibility into close tasks across core applications, centralising navigation for subledgers and the general ledger. It helps track progress, identify bottlenecks, and improve alignment.
Available on an initial trial, Close Assistant enhances both efficiency and predictability in month-end management.
Copilot Reconciliation Assistant – Early Adopter Opportunity
Streamline AP/AR reconciliation with real-time variance detection. The Copilot Subledger Reconciliation Assistant automates reconciliation report preparation and highlights variances for quicker resolution. This reduces manual reporting and improves close accuracy.
Finance teams can save time, reduce errors, and focus on strategic initiatives.
AR Refunds—Now Built-In
Seamlessly record refunds issued to customers. AR now supports refunds for adjustments, advances, overpayments, and negative invoices—including those made via credit card or bank.
With full multi-currency support and integration into reporting and platform tools, this streamlines refund workflows while ensuring global accuracy and visibility.
Affiliate Inter-Entity Embedded in Consolidations
Streamline inter-entity tracking and automate eliminations. New features automatically categorise transactions, reduce GL account clutter, and improve financial reporting.
Manual tagging of GL entries enriches activity data, enabling reporting and reconciliation via a single receivable/payable account. Eliminations are now supported across Domestic, Global, and Advanced Ownership Consolidation structures.
Sync Payments from Salesforce
Complete the quote-to-cash workflow from Salesforce to Sage Intacct. Payments and invoices sync automatically, eliminating manual data entry and improving operational efficiency.
CRM and finance teams benefit from a shared view of transaction data, ensuring accurate cash management and reporting.
Financial Reporting Guidance
Optimise reporting with smart recommendations. When saving a report in Financial Report Writer, Sage Intacct now analyses your structure and suggests performance-enhancing improvements.
These tailored recommendations help stakeholders better interpret financial insights—enhancing clarity and engagement.
Fixed Asset Management Enhancements
Two major updates improve Fixed Asset Management:
– Asset Transfer Ease simplifies inter-entity transfers with automated GL entries and clear ownership.
– Custom Declining Balance Depreciation Methods allow tailored depreciation calculations, with or without true-up—supporting region-specific compliance.
These changes boost transparency, accuracy, and control in asset tracking.
Automated Work-In-Progress (WIP) Relief
Easily relieve project-related accruals. Automated WIP Relief moves balances to cost of sales, expense, or asset accounts—automatically.
This aligns project costs with delivery and speeds up revenue recognition, improving the accuracy of financial results.
Timesheet Allocations in Sage Intelligent Time
Streamline time entry across dimensions. Sage Intelligent Time now supports allocation codes, enabling users to distribute hours across projects or grants at the point of entry.
This increases reporting precision and reduces the need for manual corrections—especially valuable in multi-project organisations.
Contract Summary Tab
Unlock simplified contract insights. The new Contract Summary Tab centralises billing, purchasing, order entry, and project data for each contract.
Teams gain a clearer view of activity and can make faster, data-driven decisions—reducing risk and improving execution.
AP Automation – Early Adopter
Boost purchasing efficiency with AI-powered automation. Sage Intacct can now create purchase transactions directly from emailed or uploaded documents, using machine learning to identify key details like supplier, location, and department.
This removes the need for source document matching and improves accuracy. With every correction, the model becomes smarter—helping finance teams save time and reduce manual effort.
Looking Ahead
2025 R2 is a release built for modern finance teams—those who value speed, insight, and scalability. Whether it’s accelerating the close, automating reconciliation, or syncing sales data seamlessly, these innovations speak directly to the challenges of growing businesses.
At Mysoft, we see these tools not just as features—but as building blocks for a more agile, intelligent finance function.