What’s new in Sage Intacct 2025 R3?

In the latest release of Sage Intacct, Sage continues building momentum with significant enhancements designed to streamline finance workflows, reduce manual effort and improve visibility across critical processes. The 2025 R3 updates focus on automation, reconciliation, environmental insights and usability improvements.

Here's a look at some of the key features and updates available in this release:

Month-End Close Automation

Sage Intacct introduces Close Workshop, a centralised environment providing structure and consistency to month-end processes, to manage activities with greater precision.

Finance teams can now define custom templates, assign tasks and track progress in real time.

Proactive notifications alert teams about deadlines and identify blockers early - ensuring consistent execution every month.

Subledger Reconciliation Assistant

The new Copilot Subledger Reconciliation Assistant uses automation to generate reconciliation reports and proactively flags discrepancies across subledgers.

Using automation, finance professionals can drill down into anomalies with intuitive insights, freeing up time for strategic analysis.

Vendor Invoice Reviews

New line-level invoice matching automates invoice and purchase order comparisons, flagging any mismatches in price or quantity immediately.

Match Tolerance Insights provide visibility into draft-level documents that fall outside pre-set tolerances, allowing early intervention before errors reach approval.

Additionally, enhanced document management supports merging invoice lines from multiple purchase orders into a single vendor invoice - ideal for consolidated billing scenarios.

AP Approvals and Delegation Enhancements

Sage Intacct now supports delegation of approval workflows, ensuring continuity and avoiding delays when approvers are unavailable.

Delegation paths are visible in the audit trail for transparency and can be tailored to team structures.

Activity-based routing ensures the right person always receives the request.

Sage Earth for Carbon Footprint Estimation

Through Sage Earth, businesses can estimate their carbon footprint using baseline data based on industry and revenue.

This free tool provides an entry point into sustainability reporting, offering links to resources and additional guidance for environmental impact assessments.

Customer Refunds and Custom Tax Reports

Refund processing is now integrated into Accounts Receivable, supporting direct refunds without external adjustments. The process accommodates multi-currency and international transactions.

Custom tax reports simplify VAT reporting and reconciliation and pre-built templates minimise manual effort and speed up reporting for finance teams.

Sage Intelligent Time Enhancements

New automation within Sage Intelligent Time applies predefined rules automatically for both payroll and project billing.

The updated time entry interface simplifies time capture, improving accuracy across teams. These improvements are available to all users of Intelligent Time.

Project Revenue Recognition & Construction Tools

The project module now includes advanced forecasting and task management capabilities:

• Percentage of completion calculations using actual-to-budget ratios.
• Granular forecast entry by cost code or cost type.
• Bulk imports of change requests and tasks directly from the list view.
• A new task linking tool helps connect unlinked project tasks with the standard task list.

These latest updates, available in Sage Intacct 2025 R3, reflect Sage’s continued investment in automation, visibility and user experience - empowering finance teams to work more efficiently while gaining deeper insight into operations.

Want to gain maximum ROI from your Sage Intacct solution? Talk to a Sage Intacct expert at CPiO to discuss how we can help your business get the most out of it’s investment.