Sage Intacct 2025 R4 Highlights

The 2025 R4 release is focused on automation, AI-driven insights, data accuracy, financial close efficiency, and enhanced industry-specific workflows, making it easier for finance teams to work smarter and with greater confidence across key accounting and operational processes. 1. Enhanced Financial Close & AI-Driven Insights Close Workspace and related AI tools are now generally available, giving teams a single, centralized hub to manage financial close activities with clarity and control. This includes task tracking, checklists, and roles, helping finance groups shorten close cycles and increase visibility. The Finance Intelligence Agent and expanded Sage Copilot capabilities deliver natural language insights and automated variance analysis directly within the platform — enabling faster, data-driven decision-making. 2. Smarter Data & Import Enhancements The import service now supports previewing data and correcting errors before the import completes, reducing manual cleanup and minimizing data quality issues. This includes importing General Ledger journal entries and contacts. 3. Accounts Payable & Receivable Improvements AP Automation: Smarter email handling with auto-forwarding rules, support for more file formats, and notifications for failed processing. AP Ledger Report: More flexible vendor filters and grouping capabilities. Unique Payment IDs: Auto-generated IDs for AP advances improve tracking and reconciliation. Customer Statements: New transaction display options help customize customer communication. Retirement of Authorize.net / PayPal: These customer payment services were removed; organizations should transition to recommended providers like VersaPay. 4. Cash & Bank Management Reconciliation is more flexible with new matching rule options that allow combining bank fees with debit/credit transactions for easier and more accurate matching. 5. Construction & Project Enhancements Several industry-specific improvements include: Better retainage visibility across AR and AP. Overbilling on progress-based contract lines now supported. Expanded Work-In-Progress (WIP) controls, including handling jobs with no costs or billings. 6. Automation & Governance Automated Equity Consolidation Method is now generally available, improving ownership consolidation reporting across complex entity structures. PolicyConnect integrates insurance policy admin systems with the general ledger for unified financial visibility (US only). Real-time alignment with Sage Collaborate improves communication on records inside the system. 7. Fixed Assets & Tax Enhancements Partial asset disposals allow retiring just a segment of an asset while keeping the rest on the books. Multiple asset creation from a single bill or invoice line improves fixed asset management efficiency. Support for term discounts in tax calculations and entity contact assignment for 1099 printing improves compliance and reporting flexibility. 8. Mobile & Usability Features The Sage Intelligent Time & Expense mobile app now supports employee expense automation, enabling receipt capture and expense submission on the go. Sandbox naming conventions were standardized, and administrative permissions were adjusted for Consoles, Contracts, and Time. 9. Responsible AI with Transparency Sage introduced an AI Trust Label that offers transparency into how AI features are developed, how data is used, and what safeguards are in place — helping customers trust and understand the AI-powered aspects of the platform.