Sage Intacct 2026 Release 1 introduces a range of enhancements across AI-driven insights, close management, accounts payable automation, fixed assets, purchasing workflows, and platform integrations.
For UK organisations, this release strengthens financial visibility and automation while continuing Sage’s investment in intelligent, scalable cloud financial management. The focus is clear: reduce manual effort, improve accuracy, and help finance teams move faster with confidence.
AI & Productivity Enhancements
Finance Intelligence (Early Adopter)
Sage continues expanding Copilot capabilities with Finance Intelligence, allowing users to ask natural-language questions about their financial data and receive instant responses. Instead of manually building reports, finance teams can simply ask questions such as, “What were our top five expense categories last quarter compared to budget?” and receive immediate, summarised insights. For a UK multi-entity organisation preparing board reports, this significantly reduces the time spent navigating dashboards and exporting data, enabling faster, more insight-led decision-making.
Close Analytics (Early Adopter)
Close Analytics provides visibility into the period-end close process, highlighting bottlenecks and tracking performance.
For example, a professional services firm that regularly experiences delays in accrual approvals can now identify exactly where the close is slowing down. This visibility allows finance leaders to refine workflows and consistently shorten the close cycle.
AI-Powered Imports
Data imports now benefit from AI-assisted mapping, transformation suggestions, and validation previews before posting.
A UK charity migrating historical donor data can use these tools to reduce mapping errors and ensure cleaner data before upload — minimising rework and improving reporting accuracy from day one.
Accounts Payable & Purchasing Improvements
Line-Level AP Matching (Generally Available)
AP Automation now supports predictive line-level matching between supplier invoices and purchase orders.
For a distribution company processing hundreds of invoices each week, the system can automatically identify quantity or pricing discrepancies — reducing manual checks and accelerating approvals.
Enhanced Pay Bills Experience (Early Adopter)
The updated Pay Bills functionality introduces improved filtering, sorting, and performance for high-volume environments.
A manufacturing organisation making weekly supplier payments can now batch and process transactions more efficiently, reducing errors and saving valuable time during payment runs.
Line-Level Purchasing Approvals
Purchasing workflows now allow approval at the individual line level rather than for an entire requisition.
A construction firm ordering materials for multiple projects can approve urgent items immediately while routing other lines for further review — preventing delays without compromising financial control.
Recurring Transaction Notifications
Sage Intacct now provides email notifications when recurring AP or AR transactions fail to generate as expected. For example, if a monthly accrual or recurring customer invoice does not post due to an error or missing configuration, finance teams are alerted immediately — helping prevent missed entries and ensuring reporting accuracy without manual checks.
Fixed Assets & Financial Control
Construction in Progress (CIP) Asset Management
Enhanced CIP functionality improves how organisations track project costs before capitalisation.
A property developer managing a new commercial build can accumulate costs throughout the project lifecycle and seamlessly capitalise the asset once complete, ensuring accurate financial treatment and audit readiness.
Asset Cost Adjustments from AP
Adjustments made in Accounts Payable can now automatically update related asset values and recalculate unposted depreciation.
If a supplier issues a cost correction for heavy equipment, the asset record updates automatically, maintaining an accurate net book value without the need for manual recalculation.
Fixed Assets Roll Forward Reporting
A new roll-forward report provides clear visibility of opening balances, additions, disposals, depreciation, and closing balances.
For UK organisations preparing statutory accounts or audit documentation, this improves transparency and reduces the time required to evidence asset movements.
Cash Management & Customer Enhancements
Expanded Multi-Currency Cash Requirements
In addition, Sage Intacct now provides enhanced visibility into cash requirements across multiple currencies, helping UK organisations with overseas subsidiaries plan liquidity more effectively. Finance teams can review projected obligations in GBP alongside EUR or USD exposures within a single view, supporting more accurate short-term forecasting and treasury planning.
Customer Billing Groups
Customer billing groups allow organisations to apply consistent billing structures across related customers. For example, a facilities management provider billing multiple locations for a single corporate client can streamline invoicing while maintaining consistency and reducing duplication.
Customer Health Insights
New customer health indicators help organisations monitor account status and risk. A SaaS business can flag customers showing reduced purchasing activity or payment delays, enabling earlier intervention and supporting retention efforts.
Bank Interest & Charges Document Tracking
Bank interest and charges now include document numbers, improving traceability during reconciliation. A finance team reviewing month-end bank activity can quickly link interest postings back to source documentation, reducing investigation time and strengthening audit clarity.
Platform & Integration Enhancements
Sage Intacct Data Cloud
Data Cloud expands secure access to Sage Intacct data for advanced analytics and reporting.
Organisations integrating with external BI tools can build richer dashboards without complex manual data extraction, supporting more strategic reporting.
REST API Enhancements
Ongoing REST API development continues to strengthen integration performance and scalability.
For businesses integrating Sage Intacct with CRM, payroll, or expense management platforms, improved endpoints and reliability reduce technical overhead, supporting long-term growth.
Platform & Integration Enhancements
In addition, Release 1 includes various user interface refinements and label updates across modules, improving consistency and usability. While subtle, these improvements help reduce confusion and make navigation more intuitive for everyday users.
Why This Release Matters for the UK Organisations
Smarter, Faster Decision-Making
AI-driven insights reduce reliance on manual reporting and enable quicker financial analysis.
Greater Accuracy & Control
Enhancements across AP, fixed assets, and purchasing reduce errors and improve audit readiness.
Improved Operational Efficiency
Workflow automation supports high-volume environments and multi-entity organisations.
Future-Ready Financial Management
Continued investment in data infrastructure and APIs ensures Sage Intacct remains scalable, secure, and integration-ready.
