Sage Intacct 2026 Release 2: AI and Real-Time Finance Insights

June 11, 2026

In May 2026, Sage published its 2026 Release 2. Taken as a whole, these updates suggest a continued focus on making everyday finance work more efficient and more visible. From our perspective, the strongest aspects of the release are the enhancements that improve usability in day-to-day operations rather than headline AI alone. Updates tied to reporting visibility, workflow automation, and close-related efficiency are likely to deliver the most practical value for many organizations. Overall, this release feels less like a collection of isolated features and more like a steady step toward more connected, insight-driven finance management.

Release 2 Highlights Available in the U.S. 

Project & Grant financial summary enhancements: You can now select the currency in which to view the financial summary for a project and drill down to supporting transactions. 

SaaS Intelligence advanced analytics—Early Adopter: SaaS Intelligence now delivers next‑generation analytics with more flexible dashboards, deeper SaaS metrics, and predictive insights.

Custom Purchasing approvals—Early Adopter: Automatically route purchase orders using flexible, multi‑condition rules so the right people approve the right spend. 

Cash requirements now includes automatic customer payment reminders—Early Adopter: Now you can send automatic payment reminders to selected customers at the touch of a button, accelerating collections and improving cash flow right when you need to most. 

Intelligent 3-way matching with AP Automation: Automate document matching with AI to reduce manual data entry and catch issues early for faster, more focused resolution. 

Intelligent 3-way matching with AP Automation: Automate document matching with AI to reduce manual data entry and catch issues early for faster, more focused resolution. 

Fixed Assets Management enhancements 

  • Summarize depreciation postings: Automatically group depreciation entry postings by GL account and dimensions to improve report readability, speed up period close, and simplify audits. 
  • Split an asset into multiple assets: Split an asset directly from the asset record while maintaining accurate depreciation and auditability. 
  • Reverse depreciation postings: Correct depreciation errors by reversing posted entries instead of deleting the original entry. 

Exemption Certificate Management (ECM) integration with Avalara—Early Adopter: Confirm customer exemption status, request missing certificates, and stay audit-ready without switching between systems. 

Store centralized item attachments to reduce fulfillment errors: Images, specifications, and packaging guides are now easy to access on an item record, helping teams work faster and deliver with greater accuracy.

Flexibly release retainage from a Construction project contract: Streamline your customer retainage release workflow by releasing retainage across all invoice lines on a project contract.

Introducing the Sage Intacct AI Gateway. Secure, scalable connectivity for AI applications through Sage Intacct REST API and MCP Server.

Wrap up: What Sage Intacct 2026 Release 2 Means for Finance Teams 

Overall, this release expands Intacct users’ finance automation capabilities with more proactive, insight-driven tools. The updates help organizations make faster decisions, streamline daily processes, and improve visibility into financial performance across projects, cash flow, and close management. As AI capabilities expand, finance teams can spend less time on manual work and more time on strategic priorities. To dig more into these enhancements, visit intacct.com. 

How we help. 

Your organization’s financial management system should empower growth, not hold it back. At GRF CPAs & Advisors, we help clients modernize their accounting technology with Sage Intacct — the leading cloud ERP for nonprofits, associations, and mission-driven organizations. And because no two organizations operate alike, we also deliver integrations, complementary platforms, helpdesk service, and a new line of customization services so your finance ecosystem works seamlessly from day one. 

Heather Broberg

Principal and Director, Accounting Technology Services

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