Sage Intacct 2026 Release 4 introduces new functionality across AI and automation, reporting, Accounts Payable and Receivable, billing, General Ledger and construction.
For UK organisations, key updates include the general availability of the Finance Intelligence Agent, Connected Reporting for Excel, new approval workflows, improved employee expense reimbursements and more flexible billing. The release also introduces changes to VAT and GST allocations, financial reconciliations and everyday administration.
AI & Automation
Access Financial Information More Easily with AI
Finance Intelligence Agent – General Availability
The Finance Intelligence Agent is now generally available in the UK, allowing users to ask Sage Copilot questions about financial data using natural language. The agent can retrieve and analyse information across Sage Intacct, identify trends and provide explanations to help users understand financial results. Access remains subject to the appropriate permissions and administrator configuration.
A finance manager reviewing overdue supplier payments could ask Sage Copilot to identify vendors with outstanding bills, rather than manually searching through individual records.
Greater Control Over AI Agent Permissions
R4 introduces additional flexibility for managing Marketplace agent permissions, allowing administrators to customise agent roles according to their organisation’s security requirements. This gives businesses greater control over which users can access and interact with AI agents within Sage Intacct.
Smarter Document Processing – Early Adopter
AP Automation introduces an Early Adopter feature that can split multi-page documents containing multiple transactions into individual transactions. For Accounts Payable teams receiving several supplier invoices within one PDF, this can reduce the manual preparation required before processing.
Reporting & Insights
Build More Connected Financial Reports
Connected Reporting for Excel – Early Adopter
Connected Reporting for Excel allows eligible UK Early Adopter customers to create and refresh financial reports directly in Microsoft Excel using Sage Intacct data. Users can build reports through a guided process or natural language AI prompts. The underlying financial information remains linked to Sage Intacct, allowing reports to be refreshed while maintaining existing security permissions.
A finance team preparing monthly management reports could use connected financial data to update its Excel reports without repeatedly exporting new information.
Further Reporting Improvements
R4 introduces additional reporting areas within Interactive Custom Report Writer (ICRW) and Interactive Visual Explorer (IVE), expanding the information available for custom reports and analysis. A new consolidation data table is also available through an Early Adopter programme, designed to support faster consolidation processing.
Accounts Payable & Receivable
Strengthen Controls and Reduce Manual Processing
Custom Approvals for Invoices and Order Entry – Early Adopter
R4 introduces custom approval workflows for Accounts Receivable invoices and Order Entry transactions through an Early Adopter programme.
Businesses can define approval rules using transaction data and specific business criteria, automatically route transactions to designated approvers and review approval history. An organisation requiring additional authorisation for higher-value invoices could configure approval rules to help ensure the appropriate person reviews the transaction before it progresses.
Employee Expense Reimbursements Through AP or Payroll
Sage Intacct now provides additional options for reimbursing employee expenses through Accounts Payable or an external payroll provider. This allows organisations to align expense reimbursements with their existing payment processes, while improving visibility and control over employee expense payments.
VAT and GST Transaction Allocations – Early Adopter
An Early Adopter enhancement allows organisations using VAT or GST tax solutions to apply percentage-based transaction allocations directly to Accounts Payable bill lines. Bill amounts can be distributed across dimensions such as departments or locations, with Sage Intacct calculating the relevant tax and retaining the allocation details for reporting and audit purposes.
A business sharing a supplier cost between several departments could allocate the expense according to predefined percentages, reducing the need for separate manual calculations. The functionality supports percentage-based allocations within an entity and does not extend to cross-entity or fixed-amount allocations.
Billing, Contracts & Order Entry
Make Customer Billing More Flexible
Variable-Quantity and Tiered Billing
Billing groups now support variable-quantity and tiered billing, allowing organisations to invoice customers according to recorded activity. Quantity entries can be used to determine billable amounts during invoice generation, with support for Order Entry price lists and tiered pricing.
A service provider charging customers according to monthly transaction volumes could record the quantities and apply the relevant pricing structure when generating invoices.
More Flexible Order Entry Processing
R4 introduces the ability to post multiple draft Order Entry transactions at once and combine multiple documents into a single transaction. These enhancements can help businesses processing larger volumes of customer transactions reduce repetitive administrative work.
Contract Management Improvements
Users can now copy contract lines and expenses when duplicating contracts. For organisations managing similar customer agreements, this provides a more convenient starting point when preparing new contracts.
General Ledger, Fixed Assets & Multi-Entity
Improve Financial Accuracy and Reconciliation
General Ledger Account Reconciliation Improvements
R4 introduces several improvements to General Ledger account reconciliations, making it easier to identify and match transactions. New customer and vendor information is available within the reconciliation transaction list, while the match date can now be included in custom reports and accessed through the reporting object API.
Sage Intacct also automatically prevents reconciliation from being enabled for certain Order Entry and Purchasing offset accounts, reducing the need for manual configuration.
For finance teams reviewing account balances, these changes provide additional information when matching transactions and analysing reconciliation activity.
More Flexible Fixed Asset Corrections
Fixed Assets Management now supports reverting asset splits, reversing asset transfers and reversing Construction in Progress (CIP) asset capitalisations. These enhancements provide additional flexibility when correcting eligible asset transactions.
Where an asset has been split incorrectly, the new functionality can help finance teams revert the transaction, subject to the relevant conditions.
Improved Inter-Entity Reporting
Automated inter-entity bill back can now use the affiliate entity dimension to identify the relevant customer and vendor entities. This information can be carried through to General Ledger entries, supporting reporting, reconciliation and consolidation processes for organisations operating across multiple entities.
Sage Intacct Construction
Improve Project Cost Visibility and Time Management
Subcontractor Payment Applications – General Availability
The subcontractor payment application workflow is now generally available for Sage Intacct Construction customers in the UK. Building on functionality previously introduced through Early Adopter, this provides a structured process for managing subcontractor payment applications within Sage Intacct.
Enhanced Work in Progress Management
R4 introduces further improvements to Work in Progress (WIP) management, including the ability to work with project costs at a preferred level of detail and view commitment amounts. These enhancements give construction finance and project teams additional information when reviewing project costs and financial progress.
Crew Timesheets in Sage Intelligent Time
Sage Intelligent Time now supports crew timesheets, allowing users to create and submit timesheets for multiple employees in a single action. For teams working on the same project or shift, this can simplify time recording rather than requiring each employee’s timesheet to be prepared separately.
Delegate Timesheet Approvals
Managers can now assign delegates to approve or decline timesheets during periods of absence. This helps maintain approval processes when the usual approver is unavailable, reducing potential delays to payroll and other processes dependent on approved timesheets.
Platform & Everyday Usability
Make Sage Intacct Easier and More Secure to Use
Faster Sign-In with Passkeys
R4 introduces passkey authentication, allowing eligible users to sign in using trusted devices and biometric authentication instead of entering a password. This provides an alternative sign-in method designed to reduce phishing and credential-related risks while simplifying everyday access.
Greater Visibility of Licence Usage
Administrators can now review licence usage by user type, providing greater visibility into how Sage Intacct licences are allocated across their organisation.
Further Administration Improvements
R4 also introduces additional imports through the Sage Intacct import service, updated permissions and email sender allow-list enforcement. Cash Management receives improvements to bank payment file storage and bank account number entry, while developers can access a redesigned Sage Intacct Developer Portal.
Release Overview
Why Sage Intacct R4 Matters
Sage Intacct 2026 Release 4 brings together new AI capabilities, improved reporting and practical enhancements to financial management processes. The general availability of the Finance Intelligence Agent gives UK organisations another way to access and analyse financial information, while Connected Reporting for Excel and custom approval workflows introduce additional options for reporting and transaction management.
Improvements to billing, employee expenses, General Ledger reconciliations and Construction also address everyday tasks that finance and operational teams manage. Together, these updates provide organisations with opportunities to reduce manual processing, strengthen financial controls and improve visibility across their Sage Intacct environment.
Support & Guidance
How Mysoft Can Help
Mysoft can help you understand which Sage Intacct 2026 Release 4 enhancements are available and relevant to your existing Sage Intacct environment.
Whether you are exploring the Finance Intelligence Agent, Connected Reporting for Excel, AP Automation, billing improvements or new Construction functionality, our team can help you review the changes and understand how they fit into your current financial processes.