Updates for the United States

Finance Intelligence agent—General availability: Ask Sage Copilot questions about your financial data in natural language and the Financial Intelligence agent quickly finds the relevant answers.

Smart Reporting for Excel—Early Adopter: Create and refresh reports in Excel using Sage Intacct data with a guided, AI-powered experience.

Custom approvals—Early Adopter

• Custom approvals for invoices: Define approval rules using invoice data and business-specific criteria, automatically route invoices to designated approvers, and review approval history.

• Custom approvals for Order Entry transactions: Define approval rules using transaction data and business-specific criteria, automatically route transactions to designated approvers, and review approval history.

All regions

Faster, more secure sign-in with passkey authentication: Sign in without a password using trusted devices and biometrics. Passkey authentication reduces phishing and credential risks while giving you a simpler, faster login experience.

All regions

Customer Payments powered by Fortis—General availability: Accept customer payments more efficiently with secure payment links on imported invoices and support for partial payments and customer refunds.

Variable-quantity and tiered billing for billing groups: Bill customers based on actual activity by using quantity entries with billing groups. Quantity entries supply billed quantities during invoice generation, and can be combined with Order Entry price lists and tiered pricing to automate quantity-based billing workflows.

All regions

Sage Intelligent Time enhancements

• Assign delegates to approve timesheets: When employees submit timesheets while you're out of office, delegates can approve or decline them to ensure that payroll processing continues smoothly.

• Manage crew timesheets using Sage Intelligent Time: Create and submit timesheets for multiple employees in a single action using crew timesheets.

Australia, Canada, South Africa, United Kingdom, United States

Reimburse employee expenses through Accounts Payable or payroll: Help align employee reimbursements with your existing payment process while improving control and visibility over expense payments.

All regions

Strengthen your brand consistency with custom statements in Lending Management: Use printed document templates to create customized, professional templates for your loan statements.