What’s new in Sage Intacct R2 2026?

Sage Intacct R2 2026 is available now.  

The much anticipated 2026 second release for Sage Intacct has arrived. This update includes some highly requested features across billing groups, approvals and inventory control. Whether you are looking to tighten your audit trail or speed up your month-end, the 2026 R2 release offers tools designed to eliminate manual friction. The headline of this release is the expansion of Sage Copilot.

Release highlights

The rise of the Finance Intelligent Agent (Early Adopter) 

The new Finance Intelligence Agent acts as your AI-powered partner to help you find answers about your financial data and drive better decision-making.

• Natural language interaction: instead of building complex reports to find a specific variance, you can simply ask questions and explore your information using natural language.
• Identify trends: effortlessly aggregate data across Sage Intacct to identify potential trends that support your decision-making process.
• Transparent reasoning: Understand the “why” behind every answer with clear, transparent logic provided by the agent.
• The AI Gateway: this interaction is supported by the new Sage Intacct AI Gateway, providing secure, scalable connectivity for AI applications.

 Note: access to Early Adopter features require customers to sign up with Sage from within your Sage Intacct portal. As an early adopter, you can influence how Sage develops the product so that the product meets your business needs.  

Streamlined customer refunds via Accounts Payable

One of the most valuable updates in this release is the integration of Accounts Receivable (AR) and Accounts Payable (AP) for processing customer refunds. This new workflow allows you to create a refund in AR that automatically generates a linked AP purchase invoice for payment processing.

• Enforced segregation of duties were AR users can focus on creating and verifying the refund, while AP users manage the actual disbursement of funds.
• Full end-to-end tracking because the transactions are linked, you can easily track the refund status and related payments across both applications.
• Automated mirroring when a refund is processed in AR, Sage Intacct automatically creates a corresponding AP purchase invoice to mirror the transaction.
• Unified visibility allowing your team can view and track these refunds from both the AR and AP modules, ensuring a clear audit trail.

Intelligent 3-way matching with AP Automation

Manual verification of invoices is one of the biggest time challenges for customers. Intelligent 3-way matching, strengthens AP Automation through AI‑driven, line-level document matching across purchase orders, receivers, and PO purchase invoices. The benefits are:

• Faster exception handling - AI automatically flags quantity and price differences so reviewers can quickly identify and address line discrepancies in an exception summary.
• Precise automation - PO purchase invoices are matched directly to the source purchasing transaction at the line level, moving beyond simple header level matching.
• Reduced review effort - Match tolerance thresholds help minimise unnecessary reviews of minor differences, allowing your team to focus only on true exceptions.

Fixed Asset Management and operational efficiency

The Fixed Assets module has received its most significant update in years, focusing on report readability and auditability.

• Summarise depreciation postings: Automatically group depreciation entry postings by GL account and dimensions to speed up the period close and simplify audits.
• Split an asset: You can now split an asset directly from the asset record while maintaining accurate depreciation and history.
• Reverse depreciation: Correct errors quickly by reversing posted entries directly within the module instead of deleting the original record.
• Optimised close workspace: Improve the efficiency of your close process by linking directly to public custom views from within your custom task templates.

Accelerating decision making and industry optimisation

Sage continues to invest in specialised tools that provide the visibility required for modern, global operations.

• Automatic customer payment reminders - within Cash Requirements, you can now send automatic payment reminders to selected customers to accelerate collections and improve cash flow.
• Project and grant enhancements - you can now select the currency in which to view the financial summary for a project and drill down to supporting transactions.
• Centralised item attachments: Store images, specifications, and packaging guides directly on item records to reduce fulfilment errors and improve delivery accuracy.

This is just a glimpse of the many updates included in Sage Intacct’s second release of 2026. You can read the complete list of updates and detailed release notes, Sage Intacct R2 2026 release notes in full here. 

If you have any questions about the release or the new features included, contact us to talk to a Sage Intacct specialist.