Sage Intacct R1 2025 update
Sage continues to bring you updates and enhancements so that you can get the most from your Sage software. Sage Intacct R1 2025, the first release in the series of releases for the year 2025, was announced recently. In this article we will review the major updates.
Sage Intacct CoPilot: Unlocking AI-Powered Efficiency
Sage Intacct CoPilot delivers cutting-edge AI capabilities that empower businesses to automate repetitive tasks, make faster, data-driven decisions, and gain real-time strategic insights. As a result, teams boost efficiency while staying aligned with business goals.
Smarter Search Support with CoPilot
With our AI-powered, Sage Intacct-compatible search, you can now quickly find the exact information you need. Consequently, this significantly reduces your dependency on support teams by providing immediate, relevant answers—improving productivity across departments.
Early Adopters: Actionable Insights with Variance Analyses
Now, budget managers and business leaders can proactively identify and address spending issues before they escalate. CoPilot delivers real-time insights, which in turn ensures accuracy and fosters stronger stakeholder engagement.
Close Assistant for Streamlined Visibility
For early adopters, the Close Assistant now simplifies your period-end process. It actively standardises and improves visibility into unposted transactions and bank reconciliations, allowing your team to close the books faster and more accurately.
AI-Powered Automation for Accounts Payable
With the release of AP Automation with Purchasing, your team can now automate draft transactions from incoming purchase invoices and match them with purchase orders. As a result, this enhancement streamlines workflows, increases accuracy, and accelerates processing—allowing you to focus more on value-added tasks.
Enhanced Purchase Order Delegation Based on Feedback
Thanks to customer input, Sage Intacct now offers flexible PO approval delegation. You can assign restricted users as delegates and define user groups as approvers. Therefore, your team can maintain business continuity—even while on leave—ensuring purchase approvals move forward without delays.
Company and Administration Upgrades
You can now verify and authenticate your custom email domain, thereby ensuring secure and reliable email delivery. This upgrade reduces spam risks, prevents fraud, and aligns with email security best practices. Furthermore, the improved setup wizard simplifies company creation, enhancing onboarding efficiency.
Accounts Payable: Improved Approval Logic
In addition to automated AP workflows, the new AP Purchase Invoice Approval Rule enables you to assign specific approvers to individual vendors. Consequently, this allows for more controlled and vendor-specific authorisation.
Cash Management: Smarter Currency Support
Managing fund transfers has never been easier. Sage Intacct now automatically calculates exchange rates during currency transfers. Therefore, you no longer need to enter conversions manually, saving time and reducing the risk of human error.
Industry Insights: Streamlined Project & Grant Management
Gain faster, more focused insights with enhanced project and grant records. Moreover, you can easily download and share billing or pricing documents with stakeholders such as grant funders or customers—further improving collaboration and reporting accuracy.
Construction Compliance & Billing Enhancements
Sage Intacct now simplifies compliance tracking with expanded supplier and custom field options. Simultaneously, new billing enhancements let you generate expense-based dimension reports, customise the billing grid, and download invoice-related attachments—helping your team stay organised and efficient.
Sage Fixed Assets Management (SFAM): Transparent Transfers
Now you can track asset movements across locations, departments, and projects with precision. The new Transfer History Tab provides full visibility into ownership changes, ensuring accuracy and consistency throughout the asset lifecycle.
As a trusted Sage support partner, X3 Consulting delivers expert guidance, tailored solutions, and ongoing support to help your business unlock the full potential of Sage. Get in touch with our team today to see how we can support your growth and digital transformation.
