Top 10 Sage Intacct 2026 Release 4 Features

1. Finance Intelligence Agent Reaches General Availability

What changed

The Finance Intelligence Agent is now generally available in Australia, Canada, Singapore, South Africa, the United Kingdom, and the United States.

Using Sage Copilot, authorized users can ask natural-language questions about their Sage Intacct data. The agent can retrieve and aggregate information, perform analysis, identify potential trends, and explain how it arrived at an answer. It now works across all Sage Intacct applications, subject to the user’s existing data permissions.

Availability: General availability in Australia, Canada, Singapore, South Africa, the United Kingdom, and the United States. Requires Finance Intelligence Agent and Administration subscriptions. intacct.com

Why it matters

Finance leaders do not always know which report, object, or inquiry screen contains the answer to a business question. Natural-language access can make financial information easier to explore without requiring every user to understand Sage Intacct’s underlying data structure.

Business impact

The Finance Intelligence Agent may help CFOs, controllers, and accounting teams:

• Investigate financial questions more quickly
• Identify trends and exceptions
• Reduce routine report requests placed on administrators
• Explore data across multiple Sage Intacct applications
• Better understand the information behind an answer

AI-generated results should support—not replace—formal financial reporting, reconciliations, professional judgement, or established internal controls.

Recommended action

Identify a controlled set of common financial questions and compare the agent’s responses with existing reports. Review data permissions before assigning access, train users to write clear prompts, and establish expectations for validating material answers.

2. Connected Reporting Brings Refreshable Sage Intacct Data into Excel

What changed

Connected Reporting for Excel allows users to build reports in Microsoft Excel using linked Sage Intacct financial data. Reports can be created through a guided process or natural-language AI prompts and refreshed with updated information.

Sage Intacct permissions and security settings continue to govern access to the connected data.

Availability: Early Adopter program in Canada, the United Kingdom, and the United States. Requires General Ledger. Available to eligible Business and Employee users.

Why it matters

Excel remains an important tool for board packages, management reporting, financial analysis, and operating models. Manually exporting data and rebuilding workbooks every reporting period creates additional work and increases the risk of stale or inconsistent information.

Business impact

Connected Reporting for Excel could help organizations:

• Reduce repetitive data exports
• Refresh recurring Excel reports more efficiently
• Preserve familiar reporting workflows
• Improve consistency between Excel analysis and Sage Intacct
• Apply existing Sage Intacct security to connected financial data

Recommended action

Identify recurring Excel workbooks that currently require manual exports or extensive manipulation. If accepted into the Early Adopter program, begin with a controlled internal report and validate refreshed results against existing Sage Intacct financial reports before expanding its use.

3. Custom Approvals Strengthen Invoice and Order Entry Controls

What changed

Sage Intacct has introduced custom approval workflows for Accounts Receivable invoices and Order Entry transactions. Organizations can create rules using supported transaction data and business-specific criteria, automatically route transactions to users or user groups, and review approval history.

Rules run sequentially according to their order in the approval policy. Approval criteria currently use supported header-level fields, and custom approval rules cannot be edited after creation.

Availability: Early Adopter program in all regions. Requires Administration Custom Approvals and the applicable Accounts Receivable or Order Entry subscriptions. intacct.com

Why it matters

Many organizations have strong controls over vendor payments but less formal oversight over customer invoices, credits, pricing exceptions, and other sales transactions. Configurable AR and Order Entry approvals can close that control gap.

Business impact

Organizations may be able to:

• Apply consistent invoice-review policies
• Route higher-risk transactions to the appropriate approvers
• Improve visibility into pending approvals
• Maintain a clearer approval history
• Reduce reliance on email-based authorization

Recommended action

Document current invoice and sales-transaction approval requirements before configuring the new workflows. Define approval thresholds, exceptions, user groups, escalation procedures, and segregation-of-duties requirements. Because created rules cannot currently be edited, test the proposed design carefully before broader rollout.

4. AP Automation Can Split Multi-Transaction Documents

What changed

AP Automation can now analyze an uploaded, multi-page document containing multiple transactions and split it into separate draft transactions.

When smart splitting is enabled, Sage Intacct processes the source file, creates individual child transactions, and retains access to the original uploaded document. Each resulting transaction is processed separately.

Availability: Early Adopter program in all regions. Requires Accounts Payable, AP Automation, and Purchasing. The functionality applies only to uploaded documents. intacct.com

Why it matters

Vendors may send several invoices in one PDF, forcing AP teams to separate the pages manually before uploading them. That preparation adds time and can result in invoices being overlooked or attached to the wrong transaction.

Business impact

Smart document splitting can:

• Reduce manual document preparation
• Accelerate invoice intake
• Create separate transactions automatically
• Preserve access to the original document
• Help AP teams process higher document volumes

Recommended action

Test the feature with representative vendor documents before relying on it in production. Establish a review procedure for confirming page separation, vendor identification, amounts, dates, and duplicate invoices before posting or approval.

5. Employee Expenses Can Be Reimbursed Through AP or Payroll

What changed

Organizations can now reimburse employee expenses using standard Accounts Payable bills or remit approved expenses through an external payroll provider.

Under the AP method, an approved expense report automatically creates an AP bill for the employee’s associated vendor record. Under the payroll method, approved expense reports become available for export and processing through the organization’s external payroll system.

Availability: All regions. Requires Time and Expenses and Accounts Payable. intacct.com

Why it matters

Organizations often maintain a separate reimbursement process even when AP or payroll already handles most outgoing payments. Bringing reimbursements into established payment workflows can improve control, visibility, and consistency.

Business impact

Finance teams can:

• Align employee reimbursements with existing payment controls
• Track expenses through familiar AP or payroll processes
• Improve visibility into outstanding reimbursement balances
• Apply consistent payment timing and approval procedures
• Reduce separate reimbursement administration

Recommended action

Decide whether AP or payroll best fits the organization’s reimbursement process. Review employee vendor records, payment terms, liability accounts, journals, approval policies, payroll exports, and reconciliation procedures before enabling the new method.

Once a bill has been created, the reimbursement method for that expense cannot be changed.

6. Variable-Quantity and Tiered Billing Automate Usage-Based Charges

What changed

Billing groups can now invoice customers using actual activity, such as units, hours, or transactions. Quantity entries provide the billable quantities used during invoice generation.

Organizations can combine variable quantities with Order Entry price lists and volume, step, or absolute tiered-pricing methods. Quantity entries can be created manually, imported through CSV, or supplied through APIs.

Availability: All regions. Requires Order Entry and the relevant billing-group configuration. intacct.com

Why it matters

Usage-based billing often depends on spreadsheets, external calculations, or manual changes to recurring charges. This creates additional work and increases the risk of billing customers for the wrong quantity or price.

Business impact

The enhancement can help organizations:

• Automate usage-based and consumption-based billing
• Calculate tiered prices more consistently
• Process larger volumes of activity
• Reduce external calculations
• Improve the accuracy and transparency of customer invoices

This may be particularly valuable for software, professional services, membership, education, and other organizations that bill based on measurable activity.

Recommended action

Map the complete billing process, including the source of quantity data, billing periods, price tiers, corrections, approvals, and invoice review. Test boundary conditions between pricing tiers and use invoice previews to confirm quantities and charges before posting.

7. Consolidation Processing and Reporting Become Faster

What changed

Sage Intacct has introduced a new consolidation data table for new Global Consolidation books and Advanced Ownership Consolidation structures. Instead of writing consolidation entries to General Ledger journals, qualifying books write entries to the new table.

The same general consolidation process remains in place, but the new structure is designed to improve consolidation and reporting performance. It also provides a Consolidation Entries data source for Custom Report Wizard reporting, including dimensional and exchange-rate details.

Existing legacy books can continue using legacy journals. Organizations can recreate or duplicate a legacy book to use the new structure.

Availability: Early Adopter program in all regions. Requires Domestic Consolidation or Global Consolidation. Restrictions apply to new Global Consolidation books and qualifying ownership structures. intacct.com

Why it matters

Consolidation performance becomes increasingly important as organizations add entities, currencies, ownership structures, dimensions, and reporting requirements.

Business impact

The new data structure may provide:

• Faster consolidation processing
• Faster financial and standard reporting
• More detailed custom reporting
• Better access to dimensional and exchange-rate information
• Less reliance on consolidation journals

Recommended action

Do not replace existing consolidation books without testing. Compare processing time, elimination entries, currency translation, ownership calculations, and reporting results between the legacy and new structures. Organizations should confirm Early Adopter eligibility and migration considerations with their Sage Intacct partner.

8. Affiliate Entity Tagging Improves Inter-Entity Reporting and Eliminations

What changed

Automated inter-entity bill back can now populate the affiliate entity dimension on the related customer and vendor transactions. The dimension carries through to the associated General Ledger entries.

This information can then be used in financial reports, GL reports, dimension-balance reporting, reconciliations, and consolidation eliminations.

Availability: All regions. Requires Multi-Entity, Accounts Receivable, Accounts Payable, Consolidation, the affiliate entity dimension, and inter-entity bill-back configuration. intacct.com

Why it matters

Intercompany reporting becomes difficult when transactions do not clearly identify the related entity. Manual tagging can also create inconsistent or incomplete elimination data.

Business impact

Automated affiliate-entity tagging can:

• Reduce manual coding
• Improve inter-entity reconciliation
• Provide more granular reporting
• Support cleaner consolidation eliminations
• Improve visibility into balances and activity between entities

Recommended action

Review entity-linked customer and vendor records, bill-back templates, affiliate-entity configuration, and existing elimination reports. Test both sides of the transaction to confirm the dimension is populated correctly and produces the intended consolidation result.

9. Passkeys Provide Faster, Phishing-Resistant Authentication

What changed

Eligible users can now sign in with a passkey stored on a trusted device. A device biometric or secure unlock replaces the normal password and separate verification steps.

Users can register multiple compatible devices, while password and multifactor authentication remain available as fallback methods. Passkey registration, removal, authentication, and recovery activity are recorded for audit purposes.

Availability: All regions. Passkeys are optional and are not available to users signing in through single sign-on. A compatible device, browser, and operating system are required. intacct.com

Why it matters

Finance systems contain sensitive operational, banking, vendor, employee, and financial information. Password theft and phishing remain significant risks, particularly for privileged users.

Business impact

Passkeys can:

• Reduce exposure to credential phishing
• Simplify login for users
• Reduce dependence on passwords
• Provide administrators with authentication audit information
• Support stronger security without creating additional login friction

Recommended action

Coordinate adoption with the organization’s IT and security teams. Define eligible users, supported devices, lost-device procedures, fallback authentication, and offboarding requirements. Organizations already using SSO should continue managing authentication through their identity provider.

10. Construction Workflows Gain Better Billing, WIP and Subcontractor Controls

What changed

Sage Intacct 2026 R4 includes a collection of construction enhancements:

• The subcontractor payment-application workflow is now generally available.
• WIP management can show project costs and PM forecasts at the project, subproject, task, or task-and-cost-type level.
• WIP management can display commitment amounts.
• Enhanced project contract billing remains an Early Adopter feature.
• Retainage can post to multiple GL retainage offset accounts.
• Advanced retainage calculation logs can be customized and exported.
• Purchasing can prevent source lines from being converted more than once.
• Project-cost reporting includes more standardized cost-category information.
• Sage Intelligent Time supports crew timesheets and delegated timesheet approval.

Availability: Most Sage Intacct Construction enhancements are available in Australia, Canada, the United Kingdom, and the United States. Subscription and configuration requirements vary. Enhanced project contract billing remains Early Adopter functionality. intacct.com

Why it matters

Construction accounting depends on accurate progress billing, retainage, commitments, subcontractor documents, WIP schedules, labour reporting, and project forecasts. Gaps in these workflows commonly lead to spreadsheets and period-end adjustments.

Business impact

The R4 construction enhancements can help contractors:

• Create a more traceable subcontractor billing process
• Improve WIP analysis and forecasting detail
• Reduce period-end adjustments
• Strengthen retainage reporting
• Prevent duplicate purchasing conversions
• Process crew time more efficiently
• Better understand the drivers of project performance

Recommended action

Review each enhancement separately against current project-accounting procedures. Construction customers should map transaction definitions, document conversions, retainage accounts, WIP detail, commitment reporting, subcontractor approvals, and timesheet processes before changing production configurations.

Other Notable Updates

Additional Sage Intacct 2026 R4 updates include:

• Fixed asset corrections: Revert incorrect asset splits, reverse asset transfers, and reverse construction-in-progress capitalizations. Availability is across all regions for Fixed Assets Management customers. Reverting an asset split is subject to correction-treatment settings and restrictions on subsequent asset activity. intacct.com
• Marketplace agent permissions: Administrators in Canada, the United Kingdom, and the United States gain more flexibility in aligning AI-agent access with company security requirements.
• Sage NFP Benchmarking Agent: US nonprofit organizations can obtain financial and operational benchmarking insights based on similar peer organizations.
• Sage Intacct Investment Intelligence: An Early Adopter capability in Canada and the United States providing investment, portfolio-performance, and liquidity information inside Sage Intacct.
• Customer Payments powered by Fortis: Generally available in the United States, with payment links for imported invoices, partial-payment support, and customer refunds.
• Order Entry document conversion: A new workflow can combine multiple source documents into one transaction.
• Bulk posting in Order Entry: Users can post multiple draft transactions together.
• Contract duplication: Eligible regions can copy contract lines and expenses when duplicating contracts.
• GL account reconciliations: Additional reconciliation enhancements are available in all regions.
• Expanded import service: More record types are supported by the newer Sage Intacct import experience.
• License-usage reporting: Administrators can review license consumption by user type.
• Email sender controls: Enforcement and configuration warnings help organizations manage approved sender addresses and domains.
• Cloud delivery for bank-payment files: Payment files can be uploaded to supported cloud storage.
• Alphanumeric bank account numbers: Cash Management supports account numbers containing both letters and numbers.
• VAT and GST transaction allocations: Early Adopter functionality supports allocations on AP transactions across all regions.
• Sovos Sales Tax for Order Entry: Available in the United States.
• Avalara enhancements: Exemption-certificate management and Purchasing use-tax functionality are generally available in the United States.
• Property lease dimension: Sage Intacct Real Estate customers in Canada and the United States can classify and report transactions by property lease.
• New ICRW and IVE reporting relationships: Construction work orders are available as related records across several reporting areas. Separate ICRW and IVE subscriptions are required. preview.intacct.com
• Redesigned Developer Portal: Sage has refreshed its REST API documentation and plans to move legacy developer documentation to the new portal with 2027 R1.
• Application management updates: Beta functionality is available for eligible Platform Services and customization use cases.
• Regional and industry updates: R4 includes additional changes for France e-reporting, Lending Management, Sage Planning, Sage HCM, Sage Field Operations, eProcurement, Sage Expense Management, and US 1099 filing.

The complete list, including subscription and regional requirements, is available in the official Sage Intacct 2026 R4 release notes.

What This Release Means for Finance Teams

Sage Intacct 2026 R4 reflects six broader priorities for finance organizations.

1. AI is becoming part of everyday financial analysis

The general availability of the Finance Intelligence Agent moves natural-language financial analysis beyond the Early Adopter stage in supported regions. Connected Reporting for Excel and specialized agents further demonstrate Sage’s direction toward AI-assisted reporting and decision support.

The value of these tools will depend on data quality, permissions, user training, and validation—not simply turning them on.

2. Financial controls are expanding beyond AP

Custom approvals for invoices and Order Entry transactions give organizations more control over sales-side activity. Passkeys, agent permissions, sender controls, and approval histories also reflect a broader emphasis on governance and security.

3. Automation is moving deeper into operational workflows

Smart AP document splitting, AP-based employee reimbursements, variable-quantity billing, affiliate-entity tagging, crew timesheets, and construction payment applications reduce activities that often depend on spreadsheets or manual administration.

4. Reporting is becoming more accessible and detailed

Connected Reporting for Excel supports finance teams that prefer an Excel-based experience. Consolidation tables, construction reporting relationships, affiliate-entity dimensions, and more detailed WIP schedules provide richer operational and financial analysis.

5. Multi-entity organizations receive meaningful improvements

Faster consolidation processing and automated affiliate-entity tagging address two common multi-entity challenges: close performance and reliable intercompany eliminations.

6. Industry-specific capabilities continue to deepen

Construction receives the broadest group of specialized enhancements, but R4 also includes updates for nonprofits, real estate, lending, investment management, tax, and eProcurement.

The right adoption strategy is not to enable every new feature. Finance leaders should select improvements that address known bottlenecks, confirm regional and subscription requirements, validate controls, and update operating procedures before rollout.

Need Help Reviewing the Sage Intacct 2026 R4 Release?

Sage Intacct releases new functionality every quarter, but realizing the value of each update requires more than reading the release notes.

Rogers West can help your organization determine which 2026 R3 features apply to your environment, assess Early Adopter opportunities, configure new functionality, improve reports and dashboards, optimize AP and AR workflows, and develop a practical adoption plan. Contact Rogers West to schedule a Sage Intacct release review or system optimization session.

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