The long-awaited second Sage Intacct release of 2025 has arrived.
Packed with powerful new features and enhancements, this update is designed to help finance teams streamline workflows and make smarter, faster decisions. Here’s a highlight from the latest release:
Smarter Reconciliation with Sage Copilot
Subledger Reconciliation Assistant (Early Adopter)
Speed up your reconciliation process for Accounts Payable and Accounts Receivable with the new Subledger Reconciliation Assistant. This intelligent tool helps you detect variances in real time, automate reconciliation reports, and drill down into transaction-level details. Quickly spot discrepancies across entities and reduce the manual effort involved in aligning your subledgers with the General Ledger.
1. AI‑Powered AP Automation with Purchasing
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Automates supplier invoice processing—even without a prior purchase order—using machine learning to match key details. Cuts admin time and improves accuracy.
2. Accounts Receivable Enhancements
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Customer refund processing: now you can record refunds directly, avoid manual adjustments, and maintain a full audit trail.
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External credits on AR statements: ensures entity‑level customer reports reflect all credits—advances, overpayments or external—keeping balances accurate.
3. Cash Management & Banking
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HSBC SEPA payments: generate euro-denominated SEPA files for HSBC, saving time and aligning with UK/EU banking standards.
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Improved credit card transaction import: more flexible formats and import oversight via permission controls.
4. Fixed Asset Upgrades
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Asset transfers between entities: fully account for inter‑entity asset movements with correct ledger treatment.
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New UK‑friendly depreciation methods: choose custom declining‑balance (with or without true‑up) to meet HMRC and accounting needs.
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Depreciation roll‑forward reports: detailed tracking of asset depreciation activity for robust audit trails.
5. Inter‑Entity & Consolidation Improvements
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Affiliate entity dimension: tag and report inter‑entity transactions automatically—streamlining reconciliation and consolidation workflows.
6. Time & Expense Module Overhaul
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Dedicated apps: split Time and Expenses into separate modules with specific permissions—making navigation simpler and clearer.
7. Purchasing & AP Workflow Refinements
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Hide prices on purchase documents: conceal pricing details when not relevant or sensitive.
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Joint check payments: split payments between vendor and joint payees—useful for UK construction and collaborative spend.
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Voiding/reversal alerts: receive warnings when attempting to void reconciled AP or AR transactions, reducing error risk.
8. Email and Import Security
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Domain authentication required: validate custom domains by May 2025 to ensure reliable email delivery for invoices/statements.
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Modern import workspace: improved UI for real-time visibility into data imports across AP, AR, GL, assets and dimensions.
9. Copilot Close Assistant (Early Adopter)
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Month‑end close guidance: AI-driven task tracking and proactive alerts help UK finance teams streamline close processes.
10. Contract Summary Tab
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Centralised view of Order Entry, AR, AP, and project transactions—helping UK businesses stay on top of contract performance.
In this Sage Intacct R2 2025 release, it is all about empowering finance professionals with more control, more automation and increased functionality. These highlights are only a few of the many new features and enhancements that have come to Sage Intacct in the second release for 2025.
If you are a current Sage Intacct customer and want to learn more, you can read the full release notes for R2 2025 here.
The next Sage Intacct release date is due in August 2025. If you’d like to learn more or discuss how these updates could work for you, don’t hesitate to get in touch with our team by clicking the link below.