Sage Intacct’s final release of 2026 is here, bringing another round of updates designed to help finance teams work more efficiently, access information faster and get more value from the platform.
Following on from the improvements introduced in R3, Sage Intacct 2026 R4 continues the focus on AI, automation, reporting and day-to-day usability. The latest release includes updates to Finance Intelligence, Smart Reporting for Excel, approval workflows, billing, security and more.
In this article, we’ll take a closer look at some of the key updates in Sage Intacct 2026 R4 and what they could mean for your business.
Sage’s Finance Intelligence agent is now generally available
One of the biggest updates in Sage Intacct 2026 R4 is the wider availability of the Finance Intelligence agent in the UK. Using Sage Copilot, finance teams can ask questions about their financial data in natural language and receive AI-generated responses based on Sage Intacct data.
For example, users could ask about changes in revenue, spending or performance and use the response as a starting point for further analysis.
The main benefit is speed, instead of spending time finding the right report, applying filters and working through the numbers manually, users can get to the information they need much faster leading to quicker analysis, easier access to insight and more time to focus on the decisions behind the numbers rather than the process of finding them.
- Smarter reporting with Excel
Smart reporting for Excel, now with Early Adopters in the UK, is the latest addition in the Sage Intacct 2026 R4. Reports are built and refereshed in excel but pull live data from Sage Intacct, so the monthly cycle of exporting and rebuilding goes away. For teams who live in spreadsheets, it keeps the tool they know and removes the manual part.
More flexible approvals and billing
Sage Intacct 2026 R4 introduces further improvements to approvals and billing, helping businesses manage more complex processes without relying on as much manual intervention.
Custom approvals are being expanded for AR sales invoices and Order Entry transactions, giving businesses more control over how transactions are reviewed before they are processed. Approval rules can be based on transaction details and other business-specific criteria, helping organisations make sure the right people are involved at the right stage.
R4 also introduces variable-quantity and tiered billing for billing groups, giving businesses more flexibility when billing customers based on usage, volume or changing quantities. These updates could help reduce manual work, strengthen internal controls and make more complex billing arrangements easier to manage.
Flexible approvals
Set rules around who needs to review and approve different transactions.
Smarter billing
Handle variable quantities and tiered billing with less manual intervention.
Faster, more secure access with passkeys
Security is another area Sage has focused on in the R4 release, with passkey authentication now available across all regions.
Passkeys give users another way to sign in to Sage Intacct using a trusted device, rather than relying only on a traditional password. Depending on the device being used, this can include biometric options such as a fingerprint or facial recognition.
For businesses, this can make the login process both quicker and more secure, while reducing some of the risks that come with password-based access, a relatively small change that could make day-to-day access simpler without compromising any security.
- More secure, less friction
Passkeys can make signing in quicker while reducing reliance on passwords.
More flexibility for time and expense management
Sage Intacct 2026 R4 also includes updates designed to make time and expense processes easier to manage.
Within Sage Intelligent Time, delegated timesheet approvals allow another user to approve timesheets when the usual approver is unavailable. This can help prevent unnecessary delays and keep approval processes moving.
Crew timesheets have also been introduced, allowing time to be entered and managed for multiple employees together rather than handling each person individually.
There are improvements to employee expense reimbursements too, with businesses able to process reimbursements through either Accounts Payable or payroll depending on how they prefer to manage payments.
Other Sage Intacct 2026 R4 updates
R4 also includes a range of smaller improvements across areas such as AP Automation, Order Entry, VAT and GST, developer tools and system administration.
While these updates may be less noticeable day to day, they continue Sage’s focus on reducing manual work, improving flexibility and making the platform easier to manage.
AP Automation
Order Entry
VAT / GST
Developer Tools
What does Sage Intacct 2026 R4 mean for finance teams?
Overall, R4 is another step towards a more automated, flexible and intelligent finance system.
From AI-powered insight and smarter reporting to improved approvals, security and expense management, the latest release is designed to help finance teams save time and work more efficiently. If you’re already using Sage Intacct and want to understand how these latest updates could benefit your business, speak to the Solutions team.
- Key Takeaway
Sage Intacct 2026 R4 continues the shift towards more automation, smarter reporting and easier day-to-day finance processes.
