Sage Intacct 2025 Release 3 (R3) officially went live on August 8, 2025. As with recent updates, this release continues to deliver innovations powered by AI and machine learning, designed to streamline workflows and save time for finance teams. Let’s explore the standout features in this release.

Close Workspace: Smarter Period-End Management

With R3, Sage Intacct introduces a new Close Workspace, available to customers in the Sage Copilot Close Automation Early Adopter program. This centralised environment helps finance teams manage the period-close process with greater efficiency and confidence.

Sage have been slowly rolling-out a dedicated AI-powered productivity assistant known as “Sage Copilot”. It’s designed to help your team gather business insights, automate regular processes, reduce inefficiencies, and provide them with a platform to succeed.

In the 2025 R3 update, Sage Copilot’s Search Help function has moved from early adopter status to phased general availability in English-speaking regions.

Search Help is an AI-powered semantic search engine that understands the context and intent behind your queries, providing more accurate and relevant results.

Key Benefits of Close Workspace:

• Template-based workflows – Standardise your close process with customisable task templates.

• Checklists with accountability – Assign tasks, track ownership, and monitor progress for a consistent close.

• Proactive notifications – Get reminders for due dates, dependencies, and unresolved tasks before they cause delays.

The Close Workspace also automatically calculates target start and completion dates for each task. You can leverage pre-built Copilot-assisted tasks or create your own custom checklist items to fit your process.

Enhanced Lists: Faster and More Flexible Data Navigation

Enhanced Lists, previously available as an early adopter feature, now serve as the default view in Sage Intacct 2025 R3. These upgraded lists make data management more intuitive.

Highlights of Enhanced Lists:

• Advanced filtering – Search across multiple criteria with smart column features.

• Custom column configurations – Choose, rearrange, and save your preferred column setups.

These enhancements ensure you spend less time hunting for information and more time acting on insights.

Purchasing and Document Management: Greater Efficiency

Sage Intacct now allows you to combine multiple documents into a single transaction, streamlining your purchasing process. For example, you can merge multiple purchase orders—or even specific line items—into one vendor invoice.

Additionally, the AI-driven line-level matching feature (early adopter program) takes purchasing a step further. It:

• Matches vendor document lines with transaction lines.

• Flags potential discrepancies like price or quantity mismatches.

• Feeds corrections back into the AI model for smarter future matching.

Accounts Payable: More Flexibility in Approvals and Payments

Sage Intacct 2025 R3 enhances Accounts Payable (A/P) with features that keep approvals and payments moving smoothly.

• Delegate bill approvals – Reassign approvals if the primary approver is unavailable.

• Vendor payments via MineralTree – Use ACH, virtual card, or check with seamless integration while maintaining vendor preferences and automated remittances.

• Pay bills directly from Vendor Lists – A new “Pay” button allows quick access to a vendor’s open bills without navigating away.

Accounts Receivable: Faster Payment Application

R3 introduces several improvements to Accounts Receivable (A/R):

• Apply payments directly from the Customers List – A new “Apply payment” option makes it easier to manage customer invoices in one place.

• Import large bill back transactions – Upload multiple invoices simultaneously using the updated A/R invoice CSV template.

• Streamlined credit application – Apply credits with fewer clicks, based on customer feedback for simpler workflows.

Construction Industry Enhancements

For the construction sector, Sage Intacct R3 delivers powerful new tools to improve project tracking and change management.

Key updates include:

• Customisable WIP schedules – Choose your preferred level of detail for project costs and forecasts.

• Batch change request uploads – Upload multiple change requests via list view or import templates.

• Organised change request entries – Gain greater control over how line items display and flow in change requests.

• Dedicated WIP import workspace – Import data with real-time visibility, accuracy, and control.

Final Thoughts

Sage Intacct 2025 R3 focuses on automation, flexibility, and usability. From AI-driven purchasing workflows to faster A/P and A/R processes, and industry-specific enhancements for construction, this release empowers teams to close faster, work smarter, and manage finances with confidence.

To read the full release notes and information from Sage please click here.