One of Sage Intacct’s most beneficial aspects for its users is that it’s constantly evolving. The software receives useful updates throughout the year. There are four key releases with 2025 updates expected on 7th February, 9th May, 8th August, and 7th November.
Sage Intacct’s R1 2025 update is now available and introduces a wide range of enhancements, as well as a few brand-new features. There are numerous alterations, both big and small, so it’s essential you keep yourself up to date. Read on to discover four important changes in Sage Intacct’s latest update and learn how they might affect you.
1. Sage Copilot Close Assistant is now available to early adopters
Sage Copilot is a major part of Sage’s steps to further integrate AI into their software. The Copilot Close Assistant is available to members of the early adopter’s programme in the UK and the USA –and will likely see a full rollout in the near future.
Copilot is an AI assistant that will allow you to speed up key processes, reduce errors, and help you drive high performance within your business. Hix & Sons’ Managing Accountant, and a Sage Accounting customer, said of Copilot: “It’s like having another member of staff. I would recommend it to anyone”.
Sage Copilot monitors your data and workflows, flagging anomalies, errors, and opportunities. In the latest update, Sage has introduced Search help, an AI-powered semantic search engine.
Semantic searches have numerous benefits, such as:
Natural language understanding, which allows Copilot to understand the nuances of Sage Intacct terminology, as well as interpret complex queries.
Increased efficiency through significantly reduced search time and the reduction in the need for multiple searches by delivering more relevant results.
Intelligent recommendations, in which Copilot provides suggestions for related topics and articles to help you expand your knowledge.
Copilot is a rapidly changing and evolving system that has the potential to revolutionise the way you interact with Sage Intacct. If you are interested in learning more, please get in touch with one of our specialists.
2. AI-powered automation will help you make key functions more efficient
Aside from the AI guidance and interaction that Copilot offers, there have been numerous AI-powered automation advancements within Sage Intacct. These changes are likely to continue to help you make key functions and daily productivity more efficient.
AI-driven efficiency is expected to be one of the most fundamental changes to the modern workplace over the coming years. AIPRM reports that across three key studies, on average, AI improved worker productivity by 66%. It is a point reiterated by the Business Dive, who cite data that suggests:
- Developers that adopted AI completed 126% more projects than their non-AI-supported counterparts
- 80% of employees believe that integrating AI into their work has significantly boosted their efficiency
- More than 60% of business owners are confident AI will improve their company’s overall productivity.
AI-powered automation focused on improving efficiency and productivity is a key part of Sage Intacct’s 2025 R1 update. This includes:
Accounts Payable (AP) automation with Purchasing now being available to all companies across all regions. This add-on is an important feature that allows you to automate draft transactions for incoming Purchase Order (PO) invoices, while matching them to POs or receiving documents.
Automated matching for inbound PO invoices to existing purchase documents. This is available to members of the early adopter programme across all regions.
Automated receipt submission for multi-currency companies, which will allow you to streamline your expense reporting process. The addition, currently only available to US users, will allow you to set your system to email your receipts directly to Sage Intacct from any device.
Additional AI-powered automation could follow later this year, which should help you increase the efficiency of your Sage Intacct software further.
3. Accounts Payable (AP) and Accounts Receivable (AR) have received multiple updates
Both AP and AR have received numerous changes in the 2025 R1 update. Aside from those mentioned under AI-powered automation, some of the most significant alterations include:
- A new AP purchase invoice approval rule, which allows you to assign a specific approver to each supplier with additional supplier-based approval
- Changes to both the supplier and customer visibility user interface, such as alterations to the workflow page and how restrictions are selected
- Enhancements to AR statements, such as custom field data in statements and the ability to process larger statement runs with more ease.
These changes should help speed up key processes and also ensure increased accountability throughout your business.
4. Construction has access to important new features and helpful updates
Construction is an area with significant growth within Sage Intacct. The 2025 R1 update introduces plenty of changes that are designed to make your life easier and ensure you get the most out of your software.
Some key updates include the ability to:
Add custom fields to compliance types
Enter secondary vendors on your primary documents
Enhance your work-in-progress (WIP) management processes
Track assignments on a map
It is evident that with this latest release, managing the financials of your construction business through Sage Intacct has never been easier.
Sage Intacct’s 2025 R1 update is comprehensive, so don’t forget to get in touch for expert advice
We’ve only scratched the surface of the deep pool of updates, both big and small, that make up Sage Intacct’s first release of 2025.
There are numerous changes and additions, across areas such as:
- Taxes
- Time and Expenses
- Purchasing
- Cash Management
- User Interface
- Training & Videos
It is absolutely vital that you fully understand how these changes might affect you and your business.
Please get in touch with one of our experts by calling 0115 840 5075 or emailing us at enquiries@solutionscloud.uk to ensure you have all the key information you might require.
