Sage Copilot

Finance Intelligence agent—Phased Early Adopter

The Finance Intelligence agent is your Sage Ai-powered partner that helps you find answers about your financial data and drive better decision-making. Using Sage Copilot, you can ask questions, get insights, and explore your information all by using natural language.

We're extending our Early Adopter program to give all customers the opportunity to use the Finance Intelligence agent through a phased rollout. When your company is enabled, your Sage Intacct administrator can review the feature and choose whether to opt in.

Customers and partners have already been selected for the first phase of the Early Adopter rollout occurring during R2. We look forward to welcoming more customers as we expand the rollout further in 2026.

Key benefits

The Finance Intelligence agent enables you to:

• Retrieve and aggregate data across Sage Intacct.
• Identify potential trends to support your decision-making process.
• Understand the “why” behind every answer with clear, transparent reasoning.

Watch a demo (2:01)

When can my company use the Finance Intelligence agent?

During the phased rollout this year, Sage Intacct will enable your company to use the Finance Intelligence agent. When this happens, you'll receive a welcome message when you log in to Sage Intacct informing you that your Sage Intacct administrator can now turn on the agent.

Your Sage Intacct administrator can then configure the Finance Intelligence agent, making it available to all of your Intacct users.

What's the Early Adopter program?

The Early Adopter program is available to customers who test new features and provide feedback. Your input will help us refine and improve these features before the general release.

We’re opening the Early Adopter program for the Finance Intelligence agent to all customers. Try it out and share your input to influence how the Finance Intelligence agent evolves.

Permissions and other requirements

Subscription	Finance Intelligence agent
Regional availability	Canada United Kingdom United States
Language	US English only
User type	Business users with Administrator privileges can configure the Finance Intelligence agent. All user types can use the Finance Intelligence agent in Sage Copilot.
Permissions	Configure the Finance Intelligence agent Administration Application subscriptions: List, View, Subscribe, Configure Use the Finance Intelligence agent You must also have the appropriate permissions to the data objects you're asking about. For example, if you ask "Show me all bills that haven't been paid", you need List and View access to AP Bills.