Sage Intacct 2025 R2 Updates: AI, Automation, and Smarter Workflows Take Center Stage

By - July 2, 2025

The Sage Intacct 2025 R2 updates introduce a powerful lineup of enhancements that improve automation, streamline reconciliation, and provide deeper insight and flexibility across financial operations. Whether you’re looking to speed up your month-end close, simplify data imports, or enhance user personalization—this update has something for every team. 

Here’s what you need to know: 

Sage Copilot: AI That Works for You 

Copilot Subledger Reconciliation Assistant – Early Adopter (US & UK)

Sage Copilot now offers real-time variance detection, automated reconciliation reports, and drill-down insights to simplify subledger reconciliation in Accounts Payable and Accounts Receivable. This is a major step forward in reducing the time and effort spent on month-end close. 

Platform Enhancements to Support Growth 

New Language Preferences

Sage Intacct now supports Spanish and Canadian French at both the company and user level, allowing organizations to better support global teams. 

300+ Enhanced Lists

Improve personalization and productivity with over 300 new lists, giving users more flexibility when managing and viewing data across the platform. 

AI-Powered Import Service – General Availability

The new import service makes it easier to bring in data with AI-assisted mapping and validation—no more struggling with formatting and configuration. 

Email Domain Validation

Validate and authenticate your company’s custom email domain to ensure secure and consistent email delivery by May 2025. 

Smarter Automation & Integration 

AP Automation Enhancements

Sage continues to streamline purchasing workflows—even when there’s no source match (e.g., invoices without POs). This Early Adopter feature uses AI to generate transactions, reduce manual entry, and support HIPAA compliance with Advanced Audit Trail. 

Mobile Expense Automation (US Only)

Capture, submit, and approve expense reports on the go with the Sage Intelligent Time mobile app, now enhanced for AI-powered receipt capture and faster reimbursements. 

Supplies Inventory Upgrades (US & Canada)

Link supplies requests directly to open POs and customize pick lists and reports using merge fields—streamlining warehouse and procurement operations. 

Sync Payments from Salesforce

Close the loop on quote-to-cash by syncing payments directly from Salesforce into Sage Intacct. 

AP & AR Refinements 

  • Joint Checks: Issue joint payments directly from Accounts Payable. 
  • Customer Refunds (Coming Soon): Record refunds against existing credits. 
  • Bill Back Mapping Enhancements: Support more accurate inter-entity billing across locations and sublocations. 
  • Retirement Notice: Authorize.net and PayPal integrations will be retired in November 2025—Sage recommends transitioning to Versapay. 

Financial Management & Reporting Upgrades 

Affiliate Entity Dimension – General Availability

Use this new standard dimension to track and report inter-entity activity, enabling more granular eliminations in consolidated reporting. 

Fixed Asset Management Enhancements 

  • Cross-Entity Asset Transfers 
  • Custom Declining Balance Depreciation Methods 

Financial Reporting Guidance

Get intelligent suggestions in Financial Report Writer to optimize and tailor your reports for stakeholders. 

Industry-Specific Enhancements 

Construction Usability Enhancements (US, UK, Canada, Australia) 

  • Faster Contract Setup: Duplicate project contracts and copy over mapped tasks for time and materials contract lines. 
  • Improved Compliance Management: Set up smart events and smart rules for vendor compliance records. 
  • Flexible Lien Waivers: Generate lien waivers for secondary vendors. 
  • New Primary Document Details Tab: Access all purchasing change order and invoice details for primary documents in one central location. 

See our blog on What’s New in Sage Intacct Construction: 2025 R2 Update for more details.

Healthcare Dashboards (US Only)

Gain actionable insights to improve healthcare efficiency with new dashboards in Sage Intacct that offer healthcare-focused financial and operational highlights for EMRConnect users. 

Fundraising Integration (US & Canada)

Increase the effectiveness of fundraising campaigns and regular giving programs while improving decision-making with superior business insights through Sage Intacct Fundraising powered by DonorPerfect. 

Why It Matters 

This release puts automation, scale, and control in the hands of your finance and operations teams: 

  • Reconcile faster with Copilot-powered subledger insights 
  • Improve accuracy with AI imports and AP automation 
  • Expand usability across global teams with new language options 
  • Track inter-entity activity with enhanced consolidation tools 
  • Leverage industry-specific enhancements for construction, healthcare, and fundraising sectors 

If your team is still managing financial workflows manually or across disconnected systems, the Sage Intacct 2025 R2 updates bring the modern, intelligent functionality you need to move faster and make smarter decisions. 

Interested in seeing these features in action?

Contact us for a personalized walkthrough of Sage Intacct 2025 R2 highlights and how they can help streamline your operations. 

Contact our team to learn more!

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