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Automate manual work and routine tasks
Speed up month-end close
Proactive insights at the touch of a button
Drillable dashboards and customisable reporting
Trust, accuracy and control built in
Drive growth with agility and ease
SAGE INTACCT
Product tour
Explore at your own pace
Click 'Next' or ‘Back’ whenever you want. Jump to a different part of the tour at any time using the menu on the left-hand side.
Chapter 1
Never key in an invoice again
The Accounts Payable (AP) agent automatically creates draft entries from incoming bills, matching POs and vendors with over 90% accuracy.
Reach to discuss pricing options. We'll be in touch within 24 hours.
Automate time-consuming reconciliations
Don’t wait till month-end to reconcile the books. Easily connect your bank account, and transactions are sorted and matched in real-time using rules you set.
Get a complete picture of your close
See what’s complete, in progress, and at risk with the real‑time close dashboard. Visual charts and progress trackers make delays and bottlenecks easy to spot, so teams can act early and keep the close moving.
Stay one step ahead
The Close agent has your back at every step of the close, surfacing upcoming due dates, dependencies, and outstanding tasks before they become blockers.
Chapter 2
Close the books up to 90% faster
Set up your checklist and let the Close agent manage the reminders and track your progress. It flags delays early so tasks and deadlines stay on track.
Tell a compelling story with your data
Take your storytelling to the next level with our data visualisation tools. Use pre-built analysis models, filters, and live data to capture the insights your management team and investors like to see.
Drag. Drop. Done.
Using simple drag-and-drop, you can easily change existing models or design your own from scratch.
Chapter 3
Proactive Insights at the touch of a button
Stop digging into data. Start driving decisions.
Ask a question and let the Finance Intelligence agent instantly analyse your records and surface the insights you need.
Need more detail?
Drill into any metric, moving from summary view to transaction-level detail without leaving the platform. Make decisions with confidence knowing you can check the detail in seconds.
Give each team member the right access
Set role-based permissions with the tick of a box, so each team member sees only the data that matters to them.
Build the right report for every workflow
Get access to a bank of over 150 pre-built and fully customisable reports. You can create any report you need using our report builder with intuitive pivot tables and drag-and-drop features.
Chapter 4
Your intelligent general ledger
Sage Intacct uses AI and automation for continuous accounting, driving real-time insights. Features include dynamic allocations, inter-entity eliminations, automated cash management, and outlier detection.
A second set of eyes on every number
The Finance Assurance agent continuously reviews your financial data, flagging errors, mismatches, and unusual activity in real-time, so you’re always working with data you can trust.
AI you can trust
Our AI is built to be transparent, secure, and in your control. With the Ai Trust Label, you can always see how the AI works whenever it’s active, helping you and your team use AI with confidence.
Chapter 5
More control over every dimension of your business
With our multi-dimensional ledger, you can analyse performance by location, department, project, entity, and more on one screen. Every report and insight is structured and reliable, unlike error prone traditional Chart of Accounts.
Thanks for joining the product tour
The Accounts Payable (AP) agent automatically creates draft entries from incoming invoices, matching POs and vendors with over 90% accuracy.
08 Aug
09 Sep
30 days
4200.00 GBP
0.00 GBP
# 0310
ACME Inc.
24 Silver Hill Rd Ashford, TN24 0NY invoices@acme.com
NET30
62100--Insurance 66100--Professional Fees 80000--Other Expenses Total
Marketing Finance Engineering
2,500.00 1,500.00 200.00 4200.00
Cash equivalents
Accounts receivable
Inventory
Fixed assets
Accounts payable
Accrued liabilities
Close with confidence every time
Run all your key month‑end checks in a few clicks, including subledger reconciliations and variance analysis.
Let the Finance Intelligence agent instantly analyse your records and surface the insights you need.
Revenue, Expenses, Gross Profit by Year, Entry Date Quarter of Year
Location, Gross Margin %, Gross Profit
Revenue Insights
Expenses Insights
£5.00M
£4.00M
£3.00M
£2.00M
£1.00M
£0.00
Revenue, Expenses, Gross Profit
Year, Entry Date Quarter of Year
Revenue
Expenses
Gross Profit
Revenue CYtD by Location, Item
Revenue CYtD, Revenue CYtD vs PYtD % by Location
Expenses CYtD, Expenses CYtD vs PYtD % by Location
Expenses CYtD by Department, Expenses CYtD vs PYtD %
Expenses CYtD by Location, Department
Build your own customisable dashboard
Stress‑test your plans before they hit the ledger
With our budgeting and planning tools you can model scenarios, adjust assumptions, and project outcomes in seconds.
The Intelligent General Ledger powers every dashboard, bringing your financial and operational data together in real-time. With reliable numbers at your fingertips, you can make confident decisions that protect your bottom line.
Talk through the numbers in one place
Once your reports are ready, easily share them with your team and ask questions right in Sage Intacct. With reports and discussions in one place, collaboration stays simple and decisions become easy to track.
With our multi-dimensional ledger, you can analyse performance by location, department, project, entity, and more on one screen. Every report and insight is structured and reliable, unlike error prone traditional chart of accounts.
The Assurance agent continuously reviews your financial data, flagging errors, mismatches, and unusual activity in real-time, so you’re always working with data you can trust.
Our AI is built to be transparent, secure, and in your control. With the AI trust label, you can always see how the AI works whenever it’s active, helping you and your team use AI with confidence.
You’re always in control
Sage Intacct AI-powered automation works within the controls you set. Nothing happens without your approval - so you stay in control at every step.
Your numbers are always audit-ready
Pre-built audit trails make it easy to review changes directly in the system. You can see what changed, who made the change, and when it happened.
Scale as your business grows
As your business grows, Sage Intacct scales with you. No separate systems, no heavy IT support, and no manual processes. Adding new currencies or entities is quick and easy for your finance team.
Automate your workflows
Sage Intacct works with the tools you already use. Integrate everything from payroll and payments to expenses and carbon accounting, with over 100 apps to choose from.
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