Sage has announced new AI-powered capabilities in Sage Intacct Advisory, an evolution of the Sage Intacct Accountants Programme.
The upgrade provides a more structured, service-led approach, using AI-powered workflows and industry-specific templates and tools to streamline client onboarding and delivery.
Accounting firms can scale repeatable advisory services across their client base to drive growth and efficiency. At the same time, they can continue to support large, complex clients with bespoke needs – without increasing headcount.
“Accounting firms are being asked to do more than ever before: deliver deeper insights, meet rising compliance demands and do it all with less access to talent,” says Gretchen O’Hara, executive vice-president: strategic partnerships and business development at Sage.
“With Sage Intacct Advisory firms can standardise delivery, reduce manual work, and spend more time where they add the greatest value – helping clients make smarter strategic decisions.”
The expanded Sage Intacct Advisory capabilities are designed to help firms structure and scale service delivery across finance and accounting, planning and analytics, and end-to-end financial workflows.
Key benefits include:
- Faster client onboarding through standardised industry templates and data migration tools.
- Reduced manual effort with AI-powered workflows and automation.
- Greater consistency across multiple client environments.
- The ability to support clients as they grow, from core financial management to more advanced reporting and advisory services.