Month-end shouldn’t rely on chasing updates, managing spreadsheets or manually tracking outstanding tasks.
AI-powered technology is changing how finance teams work with guided workflows, automated reminders and real-time visibility, helping everyone stay on track. This means fewer delays and a clear understanding of what needs to be done and when.
With our team supporting you every step of the way, and powerful software like Sage Intacct bringing intelligent automation into your finance processes, you can close the books with greater confidence, on time, and with reliable data at your fingertips.
Read more to discover how the right support and practical AI could help you close faster, without unnecessary stress, and give your team more time to focus on what really matters.
Sage Intacct’s Close Automation is helping finance teams save hours of valuable time
Time is money, especially at month-end. For many finance teams, the month-end follows a familiar routine: checklists, spreadsheets, emails and manual follow-ups. It’s quite often a process that’s become accepted as “just how it’s done”.
Yet, as businesses grow, so does the complexity. Multiple entities, currencies and increasingly complex reporting requirements can make the close process time-consuming, harder to manage and prone to errors.
That’s where automation can make the real difference.
Sage Intacct’s Close Automation, available through Sage Copilot, helps finance teams manage the close in real time, rather than waiting until period end to find out what’s outstanding. It provides visibility across the process, guides teams through key tasks and helps identify potential issues before they become costly delays.
In practice, this means a more accurate and efficient way to close the books. Since it sits directly within Sage Intacct itself, it understands the ins and outs of your processes while working within set rules and boundaries.
| Close Automation feature | Function | Close Workspace | Manage the period-close process with ease by streamlining workflows, enhancing visibility, and reducing delays. Employees can use checklists to track their close-related assignments and keep managers updated in real time with visual charts, helping to spot any bottlenecks at a quick glance. |
|---|---|
| Variance Analysis | Gain real-time insights into budget versus actuals, enabling you to resolve any variances promptly with generative AI explanations. |
| Close Assistant | Save heaps of time with automated task tracking and guided workflows that provide daily summaries and useful reminders. From highlighting unposted transactions in Accounts Payable (AP) to pending approvals, nothing slips through the cracks. |
| Subledger Reconciliation Assistant | Maintain accurate, audit-ready reports and reduce close delays by addressing any discrepancies flagged between the subledger and General Ledger (GL) balances. |
In short: Close Automation helps finance teams save hours every close, reduce repetitive admin and minimise human errors. With several days back in the calendar each month, teams can move beyond manual work and spend more time proactively focusing on what’s next.
Interested in knowing more about how Sage is using AI to “empower the role of the human”? Click play on the short video; Gareth Bezant, Sage Intacct guru in the UK, breaks it down clearly.
Customer example: How we helped L W Cole reduce their month-end close to one day
It was a common story: their business was growing at a rate their financial system couldn’t keep up with. As a result, L W Cole were wasting heaps of time manually manipulating data and running reports; time that could be better spent on higher-level, strategic work.
After discovering Sage Intacct through us, L W Cole spoke with our experts about their current challenges and future goals. It quickly became clear that Sage Intacct was the right fit for where the business was heading.
And the results speak for themselves. Following the move to Sage Intacct, they:
When you’re trying to do everything at the end of the month, you rush to get it in before the last day, so there’s scope for things to go wrong. Now that we’re updating things as we go, it’s more efficient and there’s a lot less room for error.
What would have typically taken four days, we’ve now reduced to one day for month end.
Mike Newton, Finance Director at L W ColeRead the full case study to find out more about how L W Cole transformed its finance operations with our support and Sage Intacct, and how that could look for your business.
Our Sage Intacct experts are here to help make your month-end a whole lot less stressful
Month-end shouldn’t be something your finance team dreads.
With the right technology, processes and support in place, you can spend less time chasing data, managing manual admin and dealing with delays, and more time focusing on what’s most important.
We’ve been trusted by over 100 organisations to implement Sage Intacct with confidence. As L W Cole’s experience shows, the difference can be significant:
“The new ERP system is really fantastic, propelling our IT capability 10 years ahead of where it was and making the IT infrastructure fit for the future.”
Ready to take the stress out of month-end with an experienced partner and trusted AI? Please get in touch with our friendly experts by emailing enquiries@solutionscloud.uk or calling us at 0115 840 5075.
It’s time to close the books faster.
