United States

Wherever you do business, you can use Sage Intacct to meet your business needs. The following features and processes are specifically for the United States.

Accounts Payable

• AP Automation: Let Sage Intacct create draft bills for you from vendor documents that you upload or email.
• 1099s: Track vendors, employees, and their related transactions that require 1099 treatment. Then, print or e-file forms at tax time.

Cash Management

• Canadian checks: Set up to print on preprinted or blank Canadian check stock.

Taxes

• Sales tax calculation with Avalara Tax: When you use the AvaTax integration from Avalara, Avalara is responsible for managing and maintaining all the tax rate tables for the different jurisdictions. Taxes are automatically determined in the applicable transactions by Avalara, who calculates the taxes on their system.
• Exemption Certificate Management integration with Avalara—Early Adopter: Sage Intacct's integration with Avalara's Exemption Certificate Management (ECM) brings ECM visibility into Sage Intacct. You can confirm customer exemption status, request missing certificates, and stay audit-ready without switching between systems.

Early Adopter programs

Early Adopter programs give participants access to features before they're available to everyone. Early adopters are expected to respond to feedback and survey requests. As an early adopter, you can influence how we develop the product so that it best meets your business needs.

• Copilot Close Assistant: Copilot Close Assistant simplifies navigation for close tasks in subledgers and the general ledger and delivers insight into the close status across all entities and subledgers into one clear summary view.

• Cash requirements with expanded currency support: Gain visibility into expected cash flow requirements.

• Finance Intelligence agent: Ask Sage Copilot questions in natural language and the Financial Intelligence agent instantly finds answers using your financial data.

• Line-level approvals for Purchasing: Approve, reject, or route individual lines within a purchase requisition or order.

• Embedded Customer Payment Services: Introducing new ways to accept customer payments directly within Sage Intacct through our integration with Fortis and other payment providers.

• Enhancements to Embedded Customer Payment Services: Default email templates are now available. You can use the templates to build email templates to match your company's brand and messaging.

• Exemption Certificate Management integration with Avalara: Sage Intacct's integration with Avalara's Exemption Certificate Management (ECM) brings ECM visibility into Sage Intacct. You can confirm customer exemption status, request missing certificates, and stay audit-ready without switching between systems.
  

• Pay bills enhancements: Experience a higher capacity bill processing, easier ways to drill down to credits, and the ability to sort and filter columns.

• Enhanced currency support for funds transfers: Global companies can now process funds transfers with up to 3 unique currencies without having to create a manual journal entry.

• SaaS Intelligence Advanced Analytics: Explore your data with more flexible dashboards, deeper SaaS metrics, and predictive insights to support confident decision‑making.

• Work in progress (WIP) management: Set a project's costs or billings to complete as of a specific period, and see warnings for details in the project breakdown.