Sage Announces Finance Intelligence Agent to Power High-Performance Finance Teams

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Sage Announces Finance Intelligence Agent to Power High-Performance Finance Teams

ATLANTA (Nov. 4, 2025) - Sage (FTSE: SGE), the leader in accounting, financial, HR, and payroll technology for small and mid-sized businesses, today introduced the Sage Intacct Finance Intelligence Agent. The Finance Intelligence Agent is part of Sage's growing network of AI agents transforming the role of the CFO, from supporting the business to leading it.

This launch sets a new benchmark for high-performance finance and marks a pivotal step toward autonomous operations and insights. By supporting CFOs with AI-powered Agents, Sage helps organizations get continuous accounting, trust, and insights, delivering speed, accuracy, and clarity, while reducing manual efforts and reporting.

Historically, finance teams often needed to hunt for reports, review dashboards, and sometimes export and manipulate data in spreadsheets to get answers and make recommendations - a process that could take minutes to hours depending on the complexity of the task. The Finance Intelligence Agent represents the next evolution of AI in finance, acting as an intelligence layer that routes natural language questions to the right AI Agents and financial data sources, coordinates their responses, and composes a final, actionable answer - in seconds. By eliminating the need to run reports or analyze data externally, it simplifies decision-making and accelerates outcomes.

"It's incredibly important that we give finance teams technology that doesn't just respond to requests but works alongside them proactively, and that's what we are achieving with our Agents," said Steve Hare, CEO, Sage. "With our AI Agents, we are helping teams save time, surface insights faster, and perform at their best. It's about giving finance leaders more confidence in their numbers and the freedom to guide the business. This is authentic, finance-first AI that empowers high-performing teams and equips them with transparent, accurate, and audit-ready insights."

A growing network of Sage AI Agents

The addition of the Finance Intelligence Agent builds on the existing suite of Sage Intacct AI Agents designed to support finance teams across workflows:

• Close Agent: Keeps close tasks on track, flags issues early and provides full visibility in one workspace.
• AP Agent: Automates bill processes, PO matching, and duplicate checks, allowing teams to review and approve with confidence.
• Assurance Agent: Catches errors at entry, stopping mistakes before they post and eliminating downstream rework.
• Time Agent: Automates project time capture, freeing staff from manual entry and maximizing billing and estimating accuracy.

These Agents are built on Sage's unified platform - where applications, workflows, and data come together - and powered by Sage AI, which delivers purpose-built, domain-specific AI services. Acting as behind-the-scenes specialists, they operate within permission boundaries, whether surfaced through Sage Copilot or embedded into product workflows.

Sage AI Agents strengthen Sage Intacct as one of the industry's leading and most trusted platforms for CFOs. Built by finance teams, Sage Intacct's AI Agents deliver automation that is practical, transparent, and tailored to how they work, helping organizations meet today's pressures head-on.

Empowering finance teams

Sage Intacct AI Agents relieve pressure on teams that spend too much time on manual processes and chasing data. By automating tasks like drafting bills, matching transactions, guiding close activities, and flagging errors before they escalate, these Agents help finance teams operate with greater speed, accuracy, and confidence.

They connect insights and actions across finance operations, enabling CFOs and their teams to focus on strategy and growth. Together, the Agents streamline core workflows and advance continuous accounting, delivering trusted insights while reducing manual effort and reporting overhead.

"The Finance Intelligence Agent is a massive leap beyond today's finance tools," said Thomas Cochran, CFO, New West Building Company. "With the ability for agents to work together to complete workflows and deliver insights, we can achieve our vision to shift from doers to reviewers. That allows us focus on the high-impact activities that serve our customers and grow our business."

Meeting the pressure on finance

According to McKinsey, technologies can fully automate 42% of finance activities and mostly automate a further 19%. Sage data shows how this potential is being realized in practice, with AI processing 45 million bills, flagging 190 million anomalies, and processing 3.2 billion transactions annually. Customers are saving an estimated 50 million hours annually.

"Our Agents are designed for the workflows that matter most," said Dan Miller, EVP, Financials and ERP, Sage. "Whether it's optimizing vendor payments, guiding teams through the close, or providing financial insight, these Agents save valuable time while helping finance professionals deliver consistent, high performance."

Availability and next steps

Unlike general-purpose AI tools that require extensive customization, Sage Intacct's finance-first AI Agents work out of the box, delivering fast results with minimal setup.

Whether accessed through Sage Copilot or embedded into workflows, with the autonomy of agents, finance teams get faster results.

The Finance Intelligence Agent is available in December to Early Adopters on Sage Intacct across the US and UK.

About Sage

Sage exists to knock down barriers so everyone can thrive, starting with the millions of Small and Mid Sized Businesses served by us, our partners and accountants. Customers trust our finance, HR and payroll software to make work and money flow. By digitizing business processes and relationships with customers, suppliers, employees, banks and governments, our digital network connects SMBs, removing friction and delivering insights. Knocking down barriers also means we use our time, technology and experience to tackle digital inequality, economic inequality and the climate crisis.

Notes to editors

What are Sage AI Agents?

When Sage talks about "Agents," it means intelligent digital helpers built into its software that take on specific, sometimes repetitive jobs for finance teams. Unlike traditional software features, which rely on the user to click through menus and complete each step, Agents are designed to work more like a trusted assistant, completing operational tasks independently, retrieving and analyzing data, delivering insights and suggesting actions, and taking action.

How are Sage AI Agents different from other AI tools?

Unlike generic AI tools, Sage AI Agents are embedded directly into products and designed for the workflows and insights that matter most to finance teams. Agents are accounting-trained, tuned for high accuracy, and act within user permissions for security. Users are firmly in charge with Agent actions always approved by the user. They combine automation, intelligence and autonomy to deliver accurate, trusted outcomes - freeing people to focus on insight and decision-making rather than admin.

What powers Sage AI Agents?

Sage AI Agents are built on the Sage Platform, a foundation that delivers innovation faster, more securely and with trust at its core. By connecting products, services and data across Sage, the platform ensures new AI capabilities can be embedded seamlessly into existing workflows without disruption.

The Sage Platform enables Agents to work together as a connected system, sharing data, insights and actions across the finance function. For finance teams, this means closing faster, paying smarter, and operating with greater accuracy and confidence.

What does this mean for partners?

For Sage partners, the Sage Platform creates new opportunities to deliver results quickly and differentiate their services. Prebuilt and ready to deploy, the AI Agents accelerate client outcomes without the need for costly integrations or custom builds.

What Sage Agents are available to Sage Intacct users?

• Finance Intelligence Agent: Go from questions to answers in seconds. The Finance Intelligence Agent allows users to ask in natural language and get instant data, analysis, predictions and recommendations they can act on.
• Close Agent: Orchestrate your close with ease. The Close Agent keeps close tasks on track, flags issues early and provides full visibility in one workspace.
• AP Agent: Save time and cut errors. The AP Agent automates bill processes, PO matching and duplicate checks, so teams can review and approve with confidence.
• Assurance Agent: Trust your numbers every day. The Assurance Agent catches errors at entry, stopping mistakes before they post and eliminating downstream rework.
• Time Agent: Spend more time with clients and less on timesheets. The Time Agent automates project time capture, freeing staff from manual entry and maximising billing and estimating accuracy.