🥇 Introducing the Sage Intacct AI Gateway

The Sage Intacct AI Gateway enables developers to build AI solutions integrating with Sage Intacct through REST APIs or the Intacct MCP Server. Sage Intacct AI Gateway securely connects Sage Intacct to modern AI agents like Microsoft Copilot and Claude via standard APIs, providing governed, real‑time access to core financial data. It offers read‑only querying through a natural language interface, translating business questions into structured queries, with OAuth 2.0 authentication and robust token management. Coverage spans key finance functions such as AP, AR, GL, Cash Management, Purchasing, and Order Entry, with advanced capabilities including filtering, sorting, pagination, and aggregation, all without exporting or duplicating data outside the finance system.

🥈 Enhancements to embedded Customer Payment Services

The embedded Customer Payment Services feature helps accelerate cash flow by allowing customers to pay invoices electronically through a secure link embedded in emailed invoices. This self‑service experience streamlines accounts receivable by enabling faster, more accurate payments across multiple invoices, with automated tracking, real‑time visibility, and clear audit trails. It improves customer convenience, reduces manual effort, supports flexible email templates.

🥉 Process customer refund payments through Accounts Payable

This release improves customer refund processing by linking Accounts Receivable and Accounts Payable workflows, allowing refunds created in AR to automatically generate linked AP bills for payment. This approach enforces clear segregation of duties, with AR teams initiating refunds and AP teams handling payments, while providing full traceability across refunds, bills, and payments for stronger controls and easier tracking.

For the full list of Sage Intacct 2026 R2 updates, including all features and enhancements, click here.

To watch Sage Intacct’s release highlights video and get an overview of the key changes, click here.

Sage Intacct has released their 2026 R1 Release Notes and we are pleased to share an overview with you. This update introduces a range of improvements designed to enhance your Sage Intacct experience. In this article we have included our top three release updates, along with the single update we see as the standout for Forpoint Solutions Australia customers. If you would like to explore any of these changes in more detail, your Forpoint Solutions Account Manager is available to support you.

3. AI Powered Import Agents 

The Sage Intacct import service provides a structured, user-friendly workflow for importing data into Intacct.

The import service now has AI tools to transform your data in the import service workspace, and enhanced mapping to make your imports easier.

 Key benefits

• Saves time: No more manual data tweaks. Describe the changes that you want to see and let the AI agent to do the heavy lifting.
• Ensures accuracy: Preview and rollback features help ensure that your data is correct before it’s imported into Intacct.
• Boosts productivity: Easily handle complex mapping scenarios, like splitting a full name into first, middle, and last names, or combining columns to create new values.

AI-powered enhanced mapping

Enhanced mapping allows you to split or join fields, map one source field to multiple destinations, and even generate new values (like creating email addresses from names).

For example, let’s suppose that you’re importing new Contacts but all you have are first and last names as the contact ID. With this information, you can populate the Contact name, First name, and Last name fields by using the enhanced mapping.

AI-powered Transform

Use natural language with the AI-powered Transform agent to change or update your data before you import it into Intacct.

AI Transform streamlines data cleanup during import. Tell it what you need done, such as removing prefixes or splitting field, and it updates the data for you. You’ll get a preview of the changes before they’re applied.

In this example, after loading Contact data, you notice the Print as field is blank. Use Transform to automatically fill it in.

2. GL account reconciliations

This feature makes it simpler and faster to match offsetting debit and credit entry lines, resulting in more efficient reviews. We’ve also added a new GL account reconciliations activity report.

Invoice total, including taxes and added charges: This method applies the discount to the invoice total, including all line items, taxes, shipping, and other charges. This method is the default selection.

Key benefits

• Makes it easy to find unmatched entries so that you can focus on exceptions.
• Improves audit clarity with a documented history of matched lines.

Forpoint Solutions Top Pick – Manage Projects 

The new Manage Projects feature allows you to filter projects and update multiple project fields across several projects simultaneously with efficiency and ease.

Manage Projects allows you to update any number of records across multiple projects in one simple procedure. With this new feature, you can:

•   Filter projects by criteria, such as status or date.
•   Select multiple projects and apply bulk edits intuitively using an interactive interface.
•   Execute updates as offline jobs with detailed logs for completion and error reporting.
•   Implement permission controls and validation checks to ensure optimum security.

For example, at the end of the year you might want to change the status of projects that were completed in that year. To do this, you can filter for a completed status with an end date before the new year. Then select all the projects, change the status to inactive, and update the selected projects to the new status.

Key benefits

•   Enhanced scalability and improved project performance.
•   Increased productivity for Project Managers and Controllers.
•   Easily filter for projects that need to be updated.
•   Efficiently update any number of records across multiple projects with ease.

For the full list of Sage Intacct 2026 R1 updates, including all features and enhancements, click here.

To watch Sage Intacct’s release highlights video and get an overview of the key changes, click here.