What’s new in Sage Intacct 2025 R4?

As Sage releases Sage Intacct 2025 R4, we take a look at some of the enhancements and new features available in the latest UK release of Sage Intacct.

Sage AI Close Automation - Close Workspace

Accelerate financial close with greater confidence

Powered by The Close Agent, the new Close Workspace enables continuous assurance by tracking tasks, flagging issues and guiding teams through every stage of the close process.

Finance teams gain instant insights, guided workflows and proactive issue resolution, ensuring faster and more accurate closes.

Draft emails with Copilot in Close Workspace

Copilot can now write the emails used to send insights through Close Workspace.

Copilot can adjust the length of the email and tone of voice. And users can edit the drafts to tailor to their own style.

Checklists and Notifications

Standardise and streamline close procedures

Template-based workflows now make it easier than ever to establish consistent close processes.

Checklists provide visibility into every task, owner and status to ensure accountability and completeness.

Proactive notifications highlight due dates, dependencies and outstanding actions before they become blockers - reducing risk and improving team efficiency.

Visibility and Collaboration

Enhanced insights for a smoother close

The new Close Progress Monitor delivers real-time visibility into the financial close process, with intuitive charts to identify delays and bottlenecks quickly.

Enhanced collaboration features, powered by Sage AI, allow users to draft tailored task alerts or variance review emails, create actionable notifications and communicate directly within tasks, keeping teams aligned and internal controls strong.

Fixed Asset Management Enhancements

Save time and improve accuracy in asset handling

Multiple Asset Creation from a Single Invoice Line
Users can now generate multiple fixed assets (up to 20 per line) from a single AP or AR transaction line. Amounts are automatically distributed, reducing manual setup, ensuring accurate depreciation, and eliminating workarounds.

Partial Asset Disposal

Manage depreciation more accurately by retiring only part of an asset. Whether selling part of a property or removing a component during an upgrade, Sage Intacct automatically adjusts cost and depreciation schedules and calculates gain or loss, simplifying compliance and improving accuracy.

AR Term Discounts for VAT/GST

Accurate tax capture for compliance and efficiency

Tax reporting is now simpler and more accurate with automatic VAT/GST calculations applied to term discounts on customer payments.

Automated processing ensures compliance and reduces manual corrections, supporting global requirements with ease.

AR Statement - Include Credits

Simplified reconciliation for greater clarity

The Open Item Statement now displays only active transactions - open invoices and credits - excluding closed items. This makes reconciliation with the ageing balance more straightforward and accurate, reducing errors during the process.

Introducing Historical Contracts

Accelerate onboarding and streamline implementation

Users can now import both live and historical contract data, providing a complete and accurate financial picture from day one.

Open balances for billed and recognised amounts can be entered as of a specific date, with Sage Intacct automatically posting them to the General Ledger.

This enhancement simplifies setup, reduces manual work, and supports faster go-lives - ideal for growing organisations managing mergers, acquisitions or renewals.

Platform REST API Trigger

Supercharge workflows with modern REST-based automation

Sage Intacct 2025 R4 introduces a new REST API trigger option, empowering users to build automations entirely within Sage Intacct.

Moving from legacy XML triggers to REST-based workflows improves flexibility, scalability and precision, which enables teams to define API versions, resources and HTTP methods tailored to their specific needs.

Continuous Innovation

The latest updates reflect Sage’s ongoing commitment to empowering finance teams through intelligent automation, visibility and collaboration.

With Sage AI Close Automation and the new Close Workspace, organisations can close books faster, more accurately and with greater confidence than ever before.

As a trusted Sage Intacct partner, CPiO helps organisations leverage the latest features and updates to maximise the value of their Sage solutions. Our team of Sage Intacct experts can guide you through new capabilities and ensure your systems are optimised for performance, control and insight.

If you’d like to learn more about the Sage Intacct 2025 R4 release, or to discuss how these updates can support your finance transformation, please contact us today.

Full release details are available from Sage, accessible here.