Sage Intacct 2025 Release 3 delivers a focused set of enhancements designed to streamline processes, improve financial control, and create a more intuitive user experience. While many updates apply globally, this release also delivers improvements especially valuable for UK finance teams.
Below is a clear summary of the key changes, how they work, and real-world examples to highlight the benefits in practice.
Close Management & Productivity Enhancements
Close Workspace (Early Adopter)
Close Workspace continues to evolve, enabling finance teams to manage their period-end with standardised, trackable workflows. Organisations that previously coordinated month-end across spreadsheets and email threads can now centralise their checklists, task assignments and deadlines in one place. This has already helped teams such as non-profits and education bodies reduce their close cycle by several days simply by giving clearer visibility of outstanding work and responsibilities.
Enhanced Lists Become the Default
Enhanced Lists are now the standard experience across Sage Intacct. These flexible list views make it easier to filter, sort and customise data, which is especially helpful for organisations with large volumes of transactions. Manufacturers and wholesale distributors dealing with hundreds of invoices per week have found that saved views and personalised columns dramatically reduce the time spent locating key records.
Purchasing, Approvals & AP Automation
Combine Multiple Documents into a Single Transaction (General Availability)
Purchasing workflows are now more efficient with the ability to convert multiple documents—or individual document lines—into a single transaction. This is particularly useful for industries such as construction, where suppliers often issue one invoice covering several purchase orders. Instead of processing each PO separately, teams can consolidate the details into one transaction, improving traceability and reducing manual entry.
Line-Level Matching (Early Adopter)
Line-level matching strengthens purchasing controls by comparing invoice lines directly with PO lines before posting. IT suppliers and project-based organisations that frequently receive partial shipments have already benefited from this enhancement, as discrepancies are highlighted instantly, reducing the likelihood of incorrect amounts being coded to the ledger.
AP, AR & Communication Controls
Delegated Purchase Invoice Approvals
Approvals can now continue smoothly even when key approvers are unavailable. Finance teams that have encountered delays due to annual leave or illness are now able to delegate approval authority during these periods, preventing bottlenecks and helping maintain on-time supplier payments.
Email Domain Authentication
Sage now requires email domain authentication to ensure reliable delivery of system-generated emails such as invoices or statements. Businesses that previously had invoices landing in spam folders have seen immediate improvements once their domain was authenticated, reducing customer queries and improving cash collection.
Tax & Reporting Enhancements
Group VAT Reporting Improvements
UK organisations using group VAT structures can now take advantage of updated custom reports designed to simplify VAT preparation across multiple entities. Retail groups and multi-company organisations that previously exported data into spreadsheets can now consolidate VAT figures directly in Intacct, saving time and reducing the potential for data errors.
Consolidation & Ownership Structures
Equity Method Consolidation (Early Adopter)
This release extends Intacct’s Advanced Ownership Consolidation capabilities with support for equity-method accounting. Holding companies that own partial stakes in subsidiaries can now have equity income and related entries generated automatically. This reduces manual calculation effort and provides clearer ownership visibility, particularly when subsidiaries roll up to multiple parent entities.
Platform & API Improvements
REST API Expansion
Sage continues to strengthen its REST API framework, with all new objects and features now delivered through REST endpoints. Organisations integrating Intacct with CRM, expense or reporting tools have already seen faster and more reliable data synchronisation after switching to REST. This shift supports future growth and ensures integrations remain stable at higher transaction volumes.
Why This Matters for UK Finance Teams
Greater accuracy and control
Enhanced lists, line-level matching and improved VAT reporting help reduce manual intervention and improve precision across finance operations.
Streamlined workflows
Close Workspace, document consolidation and delegated approvals support a smoother, more predictable finance cycle.
Operational efficiency
Teams handling high transaction volumes or complex purchasing workflows benefit from faster processing and fewer errors.
Future-proofing
Stronger REST API capabilities and advanced consolidation tools ensure that Sage Intacct continues to scale with growing organisational needs.
