Artificial Intelligence (AI) can help to save a whole lot of time when you’re looking for a quick answer to a problem.
However, when it comes to your finances, generic AI search tools can only work with the data they have available. They look at publicly available information everywhere, without understanding the ins and outs of your business processes.
By using finance-specific, integrated AI in Sage Intacct, you get prompt, accurate answers tailored to who you are, where you are and what modules you’ve got access to. This saves time trying to apply a solution that might not work (or at least not in the most efficient way).
Read on to hear about a real-life example that demonstrates why relying solely on readily available AI tools for financial support isn’t best practice and discover how we’re helping finance teams get the right answers, faster, with trusted AI.
Client example: Why having a support team that understands your business is essential
A client once asked why advice they had found through ChatGPT, including answers to configuration questions, was not working for them. The answer was that the suggested process relied on modules they didn’t have, so it simply was not suitable for their Sage Intacct setup.
This is one of the limitations of relying on standalone AI tools. The answers they provide are broad and may not account for specifics like the modules your software uses, the way your business operates or requirements only applicable to certain countries. As a result, a solution may sound right in theory but not work in practice.
AI within Sage Intacct is different because it’s been built into the platform itself. It understands your existing configuration and the modules you use, as well as any changes over time.
From streamlined workflows to intelligent AI agents, you can automate up to 90% of manual tasks and get instant answers and real-time insights. As a result, Sage Intacct customers have been able to shift about 50% of their time spent in routine tasks to driving business strategy.
Of course, as transformative as it is, we do get that it can all be a little daunting wrapping your head around it, especially if you’re new to using AI.
That’s why having a support team backing you every step of the way, that understands both the technology and your business, is so important. We’re here to guide you through how to use the various AI-driven tools until you feel confident in how they can function to address your specific needs.
When you come to us with a challenge or even just an idea of what you’d like to work towards, we can quickly identify the approach that best fits your existing systems and future goals. In this client’s case, we were able to put something else in place that gave the same result, but without the cost of an additional module.
Find out more: Sage support
Transform your finance operations with trusted experts and practical AI
Today, finance leaders are being asked to deliver faster insights, tighter control and stronger strategic guidance, often without increasing headcount.
By combining proven processes, extensive industry experience and leading cloud technology powered by AI, we help organisations meet these demands with confidence.
The client’s experience highlights an important point: it’s not just simply about starting to use AI; the value is in using AI that’s designed specifically for your finance system.
Here’s what that looks like in Sage Intacct:
Today, finance leaders are being asked to deliver faster insights, tighter control and stronger strategic guidance, often without increasing headcount.
By combining proven processes, extensive industry experience and leading cloud technology powered by AI, we help organisations meet these demands with confidence.
The client’s experience highlights an important point: it’s not just simply about starting to use AI; the value is in using AI that’s designed specifically for your finance system.
Here’s what that looks like in Sage Intacct:
| Sage Intacct AI feature | Function | Finance Intelligence Agent (Sage Copilot) | Assists finance teams in preparing payment reminders, approvals and write-offs within existing workflows and gives users the ability to ask questions using natural language. |
|---|---|
| Close Automation (Sage Copilot) | Streamlines and automates the month-end close by tracking tasks, flagging issues, and guiding teams through each step, so they can close faster with confidence. |
| Search Help (Sage Copilot) | Provides direct, conversational answers to product or help-related questions and reduces time spent searching. |
| AP Automation | Automatically creates draft AP purchase invoices from AP purchase invoice documents that you email or upload, saving time and improving accuracy. |
| AI outlier detection | Keeps your financial data in check by reviewing and identifying unusual activity in the GL that may point to errors or fraud, continually evaluating current transactions against your historical transaction patterns. |
| Sage Intelligent Time | Helps your team accurately track and bill their time. It gathers and organises activities from your email, calendar, or computer applications, then suggests them for inclusion in timesheets along with the associated client, project, or task information. |
Find out more about these features: How AI and Sage Intacct are helping finance teams work smarter, not harder
Sage Intacct’s AI extends beyond these built-in capabilities. Through the AI Gateway and an MCP server, users can leverage agentic AI or their own specialised AI solutions to feed information into wider business systems, providing them with real-time, read-only insights into your financial data.
In practice, this saves heaps of time manually entering data into existing systems, eliminating the chance of human errors while maintaining clear audit trails.
AI is here to stay, so let us help you use it safely and confidently
In a world where AI is continually developing and changing how finance teams work, we get that sometimes it can feel a bit like you’re in uncharted waters.
Yet, when AI is built safely into your financial management system with defined boundaries, and you’re supported by people who understand your business, you get instant answers relevant to you. This gives companies confidence that they’re making the right decisions and places them in good standing for future growth.
With more than 100 successful Sage Intacct implementations under our belt and a ‘world class’ NPS score, our specialists have plenty of experience tailoring Sage Intacct to maximise efficiency, boost performance, and save valuable time.
Get in touch by email at enquiries@solutionscloud.uk or by calling 0115 840 5075 if you’d like to have a chat about how we can do the same for you.
