Sage adds AI tools for Intacct roll-outs & advisory

Sage has introduced two artificial intelligence updates for Sage Intacct, covering software implementation with PwC and advisory workflows for accounting firms.

The first is a new delivery model developed with PwC to speed Sage Intacct implementations for finance teams. It embeds agentic AI into design, configuration and testing to cut manual work and shorten the path to go-live.

The second expands Sage Intacct Advisory, aimed at accounting firms that provide outsourced finance and advisory services. The latest version adds AI-enabled workflows, industry-specific templates and tools to make client onboarding and service delivery more consistent.

Implementation model

Sage and PwC are targeting one of the more difficult parts of finance software adoption: implementation. Traditional deployment methods often rely on manual processes that can slow projects and put pressure on both internal finance teams and external partners.

Under the new model, AI is used across key implementation stages to create a more repeatable process. This is intended to improve consistency and help customers move more quickly from project launch to operational use.

PwC plans to apply the approach across Sage Intacct implementations globally. The companies said early deployments have shown potential to streamline implementation and improve quality, although they did not provide figures on time savings or cost reductions.

Johan Jegerajan of PwC said the model changes how software projects are delivered. "This is about reimagining how software is delivered in the real world," he said.

He added: "By reducing manual effort and standardizing key parts of the process, we can deliver Sage Intacct more efficiently, while keeping our teams focused on helping customers get the most from their investment."

For Sage, the move extends its use of AI beyond product features into deployment services, where delays can affect customer adoption and partner resources. The initiative is framed as a response to demand from businesses that want finance systems in place without lengthy, complex roll-outs.

"Businesses don't just need new technology, they need a straightforward way to get started and see the benefits," said Gretchen O'Hara, EVP Strategic Partnerships and Business Development at Sage. "By working closely with PwC, we are reimagining how Sage Intacct is delivered in practice, using AI to reduce friction and help customers get up and running more quickly and with confidence."

Advisory expansion

The advisory update is aimed at accounting firms under pressure to provide broader services while managing staffing constraints and higher compliance demands. Many are trying to move beyond transactional work into recurring advisory services, but struggle to do so at scale.

Sage Intacct Advisory is positioned as an evolution of the Sage Intacct Accountants Program. The new features are designed to support service delivery across finance and accounting, planning and analytics, and broader financial workflows.

According to Sage, the package includes standardized templates for specific industries, data migration tools, automation and AI-led workflows. These features are intended to help firms manage multiple client environments more consistently and support larger or more complex customers without adding headcount.

Firms can also use the system to onboard clients more quickly and create more repeatable advisory services across their customer base. That matters in a market where accounting firms are under pressure to improve margins while clients increasingly expect strategic guidance alongside routine finance support.

O'Hara said the update reflects shifting client expectations. "Accounting firms are being asked to do more than ever before: deliver deeper insights, meet rising compliance demands and do it all with less access to talent," she said. "With Sage Intacct Advisory, firms can standardize delivery, reduce manual work, and spend more time where they add the greatest value - helping clients make smarter strategic decisions."

Keven Truhler, Principle, CLA Digital, said firms need a structure that allows them to provide advisory services to a broader range of clients. "Businesses increasingly expect their finance partners to provide deeper insight and more strategic guidance," he said. "Programs like Sage Intacct Advisory help firms structure and scale those services across a diverse client base while maintaining efficiency. That allows us to deliver more impactful advice and better support organizations as they grow."

Together, the two announcements show Sage applying AI in two parts of the finance software market: the deployment of its core system and the day-to-day workflows of accounting firms that use it to support clients.