2025 Release 4 delivers feature updates across Sage Intacct’s financial management platform, including enhancements to Close Workspace, Copilot, tax, fixed assets, projects, inventory, reporting, and API integrations.
For UK organisations, these updates support greater accuracy, efficiency, and control while ensuring access to the same modern tools being rolled out across the wider Sage Intacct ecosystem.
Productivity Enhancements
Close Workspace – Now Generally Available
Close Workspace provides a centralised environment for managing and tracking the close process. Sage emphasises improved visibility, role-based task assignments, and streamlined collaboration — supporting a faster, more controlled period-end close. For example, a UK software business that previously tracked month-end tasks across spreadsheets can now manage the entire close process within Close Workspace, reducing their close time from a week to just a few days and eliminating the need to chase team members for updates.
Copilot Enhancements
New AI-supported functionality includes the ability to draft emails automatically and refine searches within the help centre. This allows users to produce period-end close and variance-related communications more quickly and improves the relevance of search results. In practice, a finance manager preparing variance explanations can now have Copilot draft multiple budget-holder emails instantly, transforming a previously manual and time-consuming task into a quicker, more efficient process.
Fixed Assets & Bulk Transaction Improvements
Create Multiple Assets from a Bill or Invoice Line
You can now automatically generate multiple asset records from a single bill or purchasing invoice line, which is particularly useful when acquiring several identical items. A real example might be a UK care home operator purchasing 30 laptops for staff — instead of manually creating each asset record, the system can now create all 30 automatically, significantly reducing administrative load.
Partial Asset Disposal
This enhancement allows users to partially dispose of an asset while continuing to depreciate the remaining portion. This reflects real working environments where only part of an asset may be sold or written off. For instance, a manufacturing business may replace one faulty component within a larger machine; now they can write down just that component while maintaining accurate depreciation on the remaining value.
Tax & Project Enhancements
Support for Term Discounts for Taxes
Sage Intacct now supports accurate tax calculations on term discounts in Accounts Receivable and Order Entry. This ensures early-payment discounts are treated correctly for tax purposes. For example, a wholesaler offering a 2% discount for early settlement no longer needs to manually adjust tax amounts — the system calculates them automatically based on the final discounted value.
Improved Tax Handling in Projects and Construction
Users can now assign default tax schedules to project, task, and cost-type records, ensuring purchasing transactions automatically reflect the correct tax treatment. A construction firm managing multiple sites may have varying VAT requirements for labour, subcontracting, or materials; default schedules mean each transaction auto-populates with the right tax details, reducing manual corrections and improving compliance.
Consolidation & Financial Management
Automated Equity Consolidation Method
This enhancement simplifies the equity-method consolidation process and improves transparency around ownership interests, equity income, and roll-ups to parent entities. For a group with UK and European subsidiaries — each with different ownership percentages — automated consolidation removes the need for recurring manual adjustments and helps ensure calculations are accurate and audit-ready.
Reporting & General Ledger Enhancements
Include Unposted Transactions in GL Reports
Organisations can now include unposted transactions in General Ledger reporting, offering a more complete snapshot of their financial position. For example, a finance director preparing a mid-month view of liabilities can include supplier invoices entered but awaiting approval, enabling more accurate cashflow forecasting without delaying reporting.
Reporting & General Ledger Enhancements
Include Unposted Transactions in GL Reports
Organisations can now include unposted transactions in General Ledger reporting, offering a more complete snapshot of their financial position. For example, a finance director preparing a mid-month view of liabilities can include supplier invoices entered but awaiting approval, enabling more accurate cashflow forecasting without delaying reporting.
Inventory, Warehouse, and Mobile Enhancements
Real-Time Warehouse Visibility
New functionality across Inventory & Supplies, mobile order picking, and warehouse transfers improves visibility and operational control. A distribution company using handheld warehouse devices can now scan items during picking or internal stock movements, reducing errors and ensuring movements are captured in real time — a significant advantage for teams handling high-volume fulfilment.
Platform and API Improvements
REST API Enhancements
Sage continues expanding and refining its REST API framework. Improved endpoints and performance support more robust integrations and smoother data exchanges. For instance, organisations integrating Sage Intacct with third-party expense management tools can expect faster synchronisation and fewer timeouts, making the integration more reliable and reducing the technical overhead for internal IT teams.
Why This Release Matters for the UK Organisations
- Greater Accuracy and Control
- Enhancements across tax, fixed assets, projects, and consolidation help reduce manual steps and lower the risk of errors, which is especially valuable for organisations with complex structures or demanding reporting requirements.
- Streamlined Workflows
- Close Workspace and Copilot introduce more automation and centralisation, helping finance teams shorten their close cycles and improve overall communication.
- Operational Efficiency
- Improvements across warehouse and inventory functions support teams working across multiple locations or dealing with high transaction volumes, reducing errors and strengthening fulfilment workflows.
- Future-Proofing
- The ongoing investment in the REST API ensures that Sage Intacct continues to support long-term scalability and modern integration requirements.
