About

• Sage Ai accurately identifies vendors, amounts, dates, and line items when you upload bills.
• AI learns quickly the more you use it, allowing you to focus on bill review and exception management.
• Purchasing functionality is also included in the subscription—automatically matches uploaded vendor invoices to purchase orders for faster, more accurate processing.

How to get it

Contact your Sage Intacct Account Manager or Sage Intacct Representative.

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About AP Automation

About AP Automation with Purchasing

About

Use Copilot with a collection of AI-powered tools that streamline the record to report process:

• Close Assistant: Provides real-time status tracking across subledgers and the General Ledger and highlights unposted transactions, incomplete entries, and pending approvals, so nothing slips through the cracks.
• Subledger Reconciliation Assistant: Streamlines reconciliations by letting you drill into details, generate audit-ready reports, and ensure every balance ties out.
• Variance Analysis: Automatically flags budget-versus-actuals anomalies and provides clear, generative AI explanations so your teams can understand and resolve issues faster.
• Close Workspace: Provides a centralized environment to manage your close-period process and includes real-time visibility of task progress.

How to get it

Contact your Sage Intacct Account Manager or Sage Intacct Representative.

Learn more

Close Automation

About

• Automatically captures time across multiple clients and projects by gathering activity from connected sources like email, calendar, and collaboration tools.
• Monitors desktop activity through the Time Assistant app, identifying active applications, window titles, and timestamps—without collecting keystrokes or location data.
• Generates intelligent activity cards that suggest time entries based on actual work behavior.

How to get it

• Sage Intelligent Time (SIT) is included in your subscription to Time & Expenses, which is included in subscriptions to Projects or NFP Grant Tracking. If you're already using one of these subscriptions, you can enable SIT now.
• Requires Employee user licenses to track timesheet data.
• If you're not subscribed to Time & Expenses, contact your Account Manager or Sage Intacct Representative.

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About Sage Intelligent Time

About

• Easily capture and categorize receipts by snapping a photo and sending an email.
• Sage Ai automatically extracts key details, like date, amount, and merchant, from the emailed receipts.
• Auto-generates and categorizes expenses into reports with minimal manual input.

How to get it

• Expense Automation is included in your subscription to Time & Expenses, which is included in subscriptions to Projects or NFP Grant Tracking.
• Requires Employee user licenses to email receipts.
• Contact your Account Manager or Sage Intacct Representative if you want to enable Expense Automation.

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Automate employee expenses

About

• Monitors the General Ledger and flags transactions in the approval cycle that deviate from historical patterns.
• Includes an Outlier Assistant that returns flagged entries to the submitter instead of routing them to the approver.
• Maintains financial integrity by preventing errors and fraudulent activity.

How to get it

GL Outlier Detection is included in your Sage Intacct subscription. You can enable it at any time.

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About GL Outlier Detection

About

• Understands the nuances of Sage Intacct terminology and can interpret complex queries for help.

• Reduces repeated searches by providing more accurate, relevant results the first time.

• Suggests related help articles so you can explore connected topics and deepen your Intacct expertise.

How to get it

Search Help with Copilot is included with your Sage Intacct subscription.

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Search help with Copilot