RSMUS.comSage Future 2025 brought together finance leaders, technologists, and industry innovators to explore what’s next in intelligent financial management. The event reaffirmed Sage’s commitment to delivering high-performance financial software, while showcasing its leadership in responsible AI, strategic partnerships, and the continued evolution of the finance function.
Artificial Intelligence: Driving the Future of Finance
Sage is harnessing artificial intelligence to redefine how finance operates — making it faster, smarter, and more strategic. The innovations unveiled at Sage Future 2025 showcase how AI is evolving from a helpful tool into an essential catalyst for high‑performance finance teams.
Accelerating High-Performance Finance Teams with AI
One of the central themes of Sage Future 2025 was the AI-powered roadmap unveiled by Sage to help accelerate the performance of modern finance teams. Sage announced how Sage Intacct will leverage AI, automation, and deep industry insights to propel finance into a new era of agility and impact. These capabilities, built on the Sage Platform, will empower finance leaders to make faster, smarter decisions—and spend more time driving strategic outcomes.
“Sage Intacct has always been built with high performance in mind,” said Dan Miller, EVP of Sage Intacct. “Now, with AI deeply embedded into the product, we’re helping finance teams shift from process management to strategic leadership—freeing up time, reducing errors, and driving impact.”
The next evolution? Agentic AI – a new class of intelligent orchestration that goes beyond assistance to autonomous task execution and contextual recommendations to financial workflows in the near future.
AI Innovation Powered by Sage and AWS
Sage is doubling down on AI innovation through a deepening collaboration with Amazon Web Services (AWS). Together, Sage and AWS are developing AI solutions purpose-built for the unique needs of small and mid-sized businesses, particularly around accounting and compliance.
“By combining Sage’s deep accounting expertise with the powerful AI infrastructure of AWS, we are creating technology that is not just intelligent, but also trusted and practical for finance,” said Amaya Sourarez, EVP of Cloud Services & Operations at Sage. “These advancements make financial decision-making smarter, more intuitive, and more efficient, helping SMBs reduce time spent on financial admin, gain greater visibility into their finances, and focus on growing their business.”
AI is now pervasive throughout Sage Intacct, touching everything from automated reconciliations to smart approvals and intelligent insights—with chat-based AI capabilities coming soon.
You can watch an interview with Aaron Harris, CTO of Sage, on “AI & Trust: When 98% Accuracy Won’t Cut It—And How Sage Can Fix It“, where he shares insights on responsible AI development and transparency.
A New Standard: AI Trust and Transparency
AI isn’t just changing what’s possible – it’s raising expectations. And Sage is meeting that challenge head-on with the launch of its AI Trust Label. This is a first-of-its-kind initiative designed to help users clearly understand how AI features work, what data they rely on, and what boundaries are in place.
“We don’t just believe in building powerful AI—we believe in building responsible AI,” said Aaron Harris, CTO of Sage. “The AI Trust Label gives customers the visibility they need to adopt AI confidently and responsibly. It’s not just a label—it’s our commitment to ethical AI innovation.”
Sage also announced its continued collaboration with CPA.com and the AICPA to develop professional standards for AI in finance and accounting. This partnership ensures that AI capabilities within Sage products align with the accounting profession’s standards for security, auditability, and ethics.
Strategic Partnerships Elevating Financial Excellence
Through alliances that extend Sage’s expertise and impact, Sage Future 2025 highlighted how collaboration and integrations are shaping the future of finance. From a shared pursuit of excellence with global sports leaders to deep partnerships with industry experts and seamless automation across platforms, Sage demonstrated its commitment to powering a more connected, efficient, and trustworthy financial ecosystem.
LPGA: A Commitment to Excellence
From the boardroom to the back nine, Sage is building momentum with standout partnerships. One standout announcement at Sage Future 2025 was the deepened partnership with the LPGA, symbolizing a shared pursuit of excellence and progress—whether on the course or in the boardroom.
Vendor Payments Powered by MineralTree
On the payments front, Sage introduced new integrations that elevate automation, payments, procurements, and analytics across the Sage Intacct platform. One fan favorite? Vendor Payments powered by MineralTree. It is designed to streamline AP with fast, secure vendor payments—all within Sage Intacct. With support for electronic check, ACH, and virtual card payments based on vendor preferences, this feature offers unmatched flexibility.
Other highlights include:
- White-glove vendor onboarding with seamless virtual card enrollment
- Reduced risk and fraud, with lower processing costs
- Full cash flow visibility and control from within your core financial system
These enhancements enable finance teams to scale payments efficiently while maintaining compliance, visibility, and trust.
RSM Thought Leadership on Display
Sage Future 2025 also spotlighted RSM’s expertise, with Rashida Calvin representing RSM on the main stage. She presented two sold-out sessions:
- “Ensuring Compliance: Best Practices for Releasing Restricted Funds”
- “Tips and Tricks to Boost Efficiency in Sage Intacct”
These sessions resonated deeply with nonprofit professionals alike, offering practical insights that empower users to elevate compliance and productivity. Rashida’s presentations were a testament to RSM’s leadership and deep product knowledge—and she’ll be expanding on both topics in two upcoming blog posts, so stay tuned for more expert guidance.
Innovation Across Specialized Industries
Sage Future 2025 also spotlighted several industry-specific advancements designed to meet the complex needs of finance teams in health care, nonprofit, and family office organizations. Each of these sectors faces unique operational, compliance, and reporting challenges—challenges that Sage Intacct continues to address with purpose-built capabilities.
Health Care: Streamlining Complexity Across Entities and Systems
For health care finance leaders, Sage unveiled deeper automation and AI-driven insights to manage multi-entity consolidation, intercompany transactions, and payer reimbursements with greater ease. With enhancements in real-time financial visibility and support for high-volume, complex billing environments, Sage Intacct is enabling health care organizations to stay compliant while focusing on patient care and performance outcomes. Additionally, integrations with clinical and operational systems continue to evolve to support value-based care reporting and decision-making.
Nonprofit: Enhancing Compliance, Stewardship, and Fund Visibility
Sage introduced new features to further streamline fund management, strengthen donor transparency, and automate compliance workflows for nonprofit organizations. These tools help organizations track and release restricted funds with confidence—reinforcing good governance and mission delivery. As highlighted in Rashida Calvin’s sold-out session, nonprofits can now leverage smarter automation to ensure that funds are used appropriately and in alignment with donor intent—while reducing manual processes and audit risk.
Family Office: Gaining Clarity Across Portfolios and Generations
Family offices continue to benefit from multi-entity, multi-asset capabilities in Sage Intacct, and the 2025 roadmap expands that with AI-assisted reporting, enhanced entity rollups, and smarter visibility into cash, investments, and trust activity. These updates support greater control across generational wealth, streamlined bill pay, and more elegant handling of inter-entity allocations. With integrated vendor payments (via MineralTree), Sage Intacct simplifies back-office administration while improving transparency for stakeholders.
Innovation for the Construction Industry
Sage Future 2025 also delivered major updates tailored to the Construction and Real Estate industry—designed to help firms gain tighter control over projects, improve visibility, and drive profitability.
Smarter WIP Management with Enhanced Visibility
The new WIP History functionality in Sage Intacct Construction provides a consolidated view of data across all WIP schedules. This enables finance teams to track historical trends, identify anomalies, and analyze performance over time. An improved export process also streamlines sharing and auditing—speeding up the month-end close and delivering greater confidence in complex project management.
Deeper Integration Between Sage Intacct and Procore
Sage announced enhanced integration with Procore, further aligning field operations with accounting. Real-time data sharing reduces manual entry and improves coordination between project managers and finance, enabling faster billing, more accurate job costing, and more efficient cross-functional collaboration.
Purpose-Built Solutions for Every Sub-Vertical
Sage also introduced tailored solution bundles for specific construction and real estate sub-sectors—from general contractors and real estate developers to specialty contractors and home builders. These out-of-the-box offerings are designed to align with distinct workflows, eliminating the need for heavy customization.
As the construction industry faces increased pressure from rising costs, labor shortages, and compliance complexity, Sage’s industry-specific innovations help firms remain agile, accurate, and ahead of the curve.
These industry-specific enhancements underscore Sage’s commitment to delivering vertical-ready solutions that reduce administrative burden, empower data-driven decisions, and improve compliance across highly regulated sectors.
Looking Ahead
Sage Future 2025 made one thing clear: the future of finance isn’t just about automation—it’s about intelligent, ethical, and empowering tools that elevate the finance profession. As Aaron Harris put it:
“We’re entering a new era where AI doesn’t just answer questions—it drives outcomes. And we’re building that future with the trust, transparency, and accountability that our customers and the profession expect.”
As a Sage Intacct Premier Partner, RSM is proud to support our clients in adopting these innovations to transform their finance function. Whether you’re exploring Sage Copilot, reimagining workflows with Agentic AI, implementing purpose-built industry solutions, or learning from thought leaders like Rashida Calvin, our team is here to help you lead with clarity and confidence.
Let RSM help shape the future of finance of your company—together. Learn more or contact RSM here.
Mark your calendars: Sage Future 2026 will take place in San Francisco, California, from April 28–30, 2026.
