As CFOs and Controllers navigate an increasingly complex regulatory and operational landscape, the Sage Intacct 2025 R1 (Release 1) quarterly update* brings a host of new features designed to enhance automation, streamline financial processes, and ensure compliance. Here’s what finance and accounting leaders need to know to drive operational excellence while mitigating risks and improving financial visibility:
*Some of the features described in this article will only be initially available to members of the Early Adopter program until general release. To learn more about this program or specific Sage Intacct accounting solutions, speak to your account manager or contact SWK Technologies at info@swktech.com.
AI-Powered Automation with Sage Copilot
The first update of 2025 introduced new additional AI-driven features with Sage Copilot, including:
- Close Assistant: Minimizes uncertainty during the close process, reducing delays and enhancing reporting accuracy.
- AI-Powered Search Help: Improves search accuracy by understanding the context and intent behind queries, delivering more relevant results.
- Variance Analysis: Provides real-time insights into budget fluctuations, enabling proactive expenditure management.
Accounts Payable and Receivable Enhancements
The Sage Intacct 2025 R1 update introduces enhancements to the Accounts Payable (AP) and Accounts Receivable (AR) modules, aiming to improve efficiency and control with:
- Automated Revenue Management: Facilitates seamless processing, deferral, and recognition of revenue from third-party billing applications, ensuring compliance with IFRS and GAAP standards.
- Expanded AR Capabilities: Includes improved statement processing and support for custom field data, enabling more efficient handling of larger statement runs.
- AP Automation with Purchasing: Reduces manual data entry by generating draft transactions for vendor invoices and automatically matching them to purchase orders or receiving documents.
- Bill Approval Rules: Allows assignment of specific approvers to each vendor account, strengthening internal controls and ensuring policy compliance.
Cash Management and Multi-Currency Support
This update streamlines cash management and international financial operations through features such as:
- Funds Transfer: Enables three-way currency transfers for multi-regional operations.
- NACHA Payment File Generation: Simplifies ACH payment processing for U.S.-based businesses.
- Bank Transaction Assistant: Allows drafting of payments before finalization, reducing errors in cash flow management.
Fixed Assets and General Ledger Updates
These reporting enhancements aim to improve accuracy and efficiency in financial management:
- Asset Transfer Within Entities: Ensures accurate accounting across departments, projects, or dimensions.
- Journal Posting Controls: Prevents direct postings to specific journals, minimizing errors and ensuring accurate financial reporting.
Inventory and Supply Chain Management
Sage Intacct 2025 R1 introduces the following extensions to enhance inventory control automation and efficiency:
- Automated Inventory Valuation Updates: Ensures real-time accuracy of inventory costs.
- Supplies Inventory Workflow: Streamlines the supply chain process from requests to approvals and purchases.
Lending, Payroll, and Revenue Management Improvements
The quarterly update introduces significant enhancements aimed at improving efficiency and compliance:
- Lending Management: Manages loans from origination to payoff with full subledger tracking and reporting.
- Simplified Payroll Process: Enhances efficiency in managing employee compensation.
Tax Compliance and Customization
These improvements in tax compliance and customization offer significant benefits to organizations:
- Custom Tax Submission Workflows: Simplify tax filing for companies using custom tax solutions.
- Early Adopter Program for Tax Discounts: Assists in capturing taxes on term discounts in AR and order entry transactions.
- New Custom Tax Reports: Enable definition of tax report boxes and execution of customized tax calculations.
Construction and Real Estate Enhancements
These updates aim to streamline operations, enhance project oversight, and improve compliance management within the construction and real estate industries, including:
- Work in Progress (WIP) Management: Improves tracking with additional data fields and control over offset accounts.
- Time and Materials Billing: Enhances visibility into project expenses with new reporting capabilities.
- Map-Based Field Operations Tracking: Provides real-time GPS tracking for work orders and job assignments, improving field team coordination.
Healthcare-Specific Solutions
This update introduces solutions designed to collectively enhance operational efficiency, data accuracy, and compliance within healthcare organizations, such as:
- Sage Intacct Clinical eProcurement: Integrates seamlessly with vendor punchout catalogs for streamlined purchasing.
- EMRConnect Updates: Enhances electronic medical records integration for improved patient data management.
Platform Scalability Enhancements
The 2025 R1 update introduces new integration capabilities, security enhancements, user experience improvements, and payment processing efficiencies, including:
- Enhanced API & Web Services. The updated REST API and Bulk Request Service enable seamless integration between Sage Intacct and other financial applications, automating workflows and improving data accuracy. This scalability feature supports growing businesses and complex financial operations.
- User Interface and List Enhancements. The latest release of Sage Intacct introduces an improved user interface with advanced filters, customizable dashboards, and intuitive navigation, allowing CFOs and Controllers to manage financial data more efficiently.
- NACHA ACH Payment File Generation. Sage Intacct 2025 R1 introduces the ability to generate NACHA-compliant ACH payment files, improving payment process efficiency and security for businesses that handle electronic transactions. This enhancement ensures seamless and accurate ACH payments while meeting regulatory standards.
- Custom Domain Authentication. Companies are encouraged to authenticate custom email domains before the May 2025 deadline to enhance email security, prevent phishing attacks, and ensure compliance with IT governance policies, as well as protecting organizational data integrity locally.
Embracing the Innovations in Sage 2025 R1
Sage Intacct’s 2025 R1 update brings strategic improvements in automation, financial reporting, and compliance, offering finance professionals powerful tools to optimize operations. From AI-powered financial close assistance to enhanced reporting tools, these updates help CFOs and Controllers streamline workflows and maintain compliance with evolving financial regulations.
By leveraging these new capabilities, finance leaders can improve efficiency, reduce risk, and gain deeper financial insights. Now is the time to embrace the innovations in Sage Intacct 2025 R1 and transform financial management for a more agile and resilient future.
Stay Up-to-Date on Sage Intacct with SWK Technologies
The expert consultants at SWK Technologies will enable your team to get the most out of this new release and uncover more opportunities to maximize your technology investment. Contact SWK here to learn more about Sage Intacct 2025 R1 and see firsthand all the new capabilities it delivers.