Introducing Sage Intacct 2026 R3

Sage Intacct 2026 Release 3

The newest Sage Intacct release is packed with enhancements designed to help organizations operate more efficiently and make informed decisions faster. Sage Intacct 2026 Release 3 (R3) introduces updates focused on saving time, improving visibility, and delivering a more tailored user experience, along with improvements across multiple areas of the platform.

View the Sage Intacct 2026 Release 3 highlight video (6:06)

Sage Intacct 2026 R3 Highlights

Accelerate decision-making

Smart Excel reporting—Early Adopter: Use Sage Intacct financial data to build reports directly in Microsoft Excel. The financial data remains linked to the Excel report so that you can refresh it with the latest information as needed.

Identify high-risk transactions using AI-driven anomaly detection for AP Automation: Identify potentially fraudulent or high-risk invoices early, helping reduce payment errors and financial risk.

Maximize time

Preview invoices for billing groups: Gain greater visibility into billing groups with a new invoice preview workflow and support Revenue Management with draft invoice generation.

Avalara use tax in Purchasing—Early Adopter: Subscribers to Avalara AvaTax can now apply use taxes in Purchasing transactions. You can apply use tax as a standalone tax, or to offset sales tax when partial taxes have been paid on out-of-state purchases.

Optimized for your business

Enhancements to embedded Customer Payment Services—Early Adopter: Accept customer payments more efficiently with secure payment links on imported invoices and support for partial payments and customer refunds.

Announcing Lending Management: Manage loans through their full life cycle—from origination to payoff—for both revolving and non-revolving loan instruments.

Announcing Sage Intacct daily sales report powered by Craftable: For hospitality businesses, integrating Craftable and Sage Intacct connects your operational and financial data, giving you continuous visibility into daily sales.

All Sage Intacct 2026 R3 Changes

Sage AI & Automation

Identify high-risk transactions using AI-driven anomaly detection for AP Automation: Sage Intacct analyzes vendor billing patterns and submission details to flag unusual transaction amounts and unrecognized vendor email addresses. This helps AP teams focus on higher-risk transactions, reduce manual review, and strengthen fraud controls.

Discover and use AI agents in Sage Intacct: Extend Sage Copilot with AI agents from certified Sage partners. Discover, purchase, and manage agents from a centralized marketplace while controlling access through Sage Intacct roles.

Finance Intelligence Agent—Phased Early Adopter: The Finance Intelligence Agent is your Sage Ai-powered partner that helps you find answers about your financial data and drive better decision-making. Using Sage Copilot, you can ask questions, get insights, and explore your information all by using natural language.

Block email addresses from automated document processing: Prevent unwanted or suspicious email addresses from generating transactions in Sage Intacct through AP Automation, Sage Expense Management, and E-Invoicing. By blocking specific email addresses before documents enter Intacct, you can help reduce fraud and maintain greater control over automated transaction processing.

APIs & Developer Updates

The REST API offers developer-friendly solutions for integrating with Sage Intacct: Stay updated on the latest improvements to our developer experience and REST API.

Stay up-to-date with XML API changes: Looking for updates?

Company & Administration

Updated global navigation brings Sage products and tools together: Updated the global navigation experience to help you move between Sage applications, access shared Sage tools, and quickly identify your product and company from a single, consistent location.

Discover and use AI agents in Sage Intacct: Extend Sage Copilot with AI agents from certified Sage partners. Discover, purchase, and manage agents from a centralized marketplace while controlling access through Sage Intacct roles.

Email verification for user accounts: Keep Sage Intacct user accounts and email addresses secure and up-to-date. Intacct now verifies new or updated email addresses and periodically asks users to confirm that their email address is still valid.

Email domain validation at the console level: Console-level email domain validation now extends through multi-level console hierarchies. This update builds on the previous release, which introduced the ability to validate a domain once at the console level for all directly linked client companies.

Block email addresses from automated document processing: Prevent unwanted or suspicious email addresses from generating transactions in Sage Intacct through AP Automation, Sage Expense Management, and E-Invoicing.

More imports available in the Sage Intacct import service: Bring more of your data into Sage Intacct with additional imports now available through the import service. The expanded coverage lets you use the same streamlined import experience across more business processes and data types.

New permissions: You can find information about the permissions needed for each new feature in the Permissions and other requirements section of its associated release note.

Accounts Payable

Identify high-risk transactions using AI-driven anomaly detection for AP Automation: AP Automation uses AI-driven anomaly detection that identifies potentially risky transactions before payment.

Streamline customer refund processing in Accounts Payable: Vendors and bills created from customer refunds can now follow standard Accounts Payable vendor and bill approval workflows. You can also more easily identify and process customer refund payments using new filtering and visibility options in Pay bills.

Automate prepaid expense amortization—Early Adopter: Eliminate manual tracking of prepaid expenses and automate expense recognition over time. You can now apply amortization details to bills and purchasing transactions, and Sage Intacct automatically creates an amortization schedule using the Straight-line method.

Vendor payments powered by CSI has been retired: Vendor payments powered by CSI was retired with this release. To explore alternative solutions, contact your account manager or partner.

Other updates in Accounts Payable: The following updates to improve your Accounts Payable experience.

Accounts Receivable

Post multiple invoices and adjustments at the same time: Save time and reduce manual effort by posting invoices in bulk when you turn on enhanced lists. Previously, you could only post these transactions one at a time.

Enhancements to embedded Customer Payment Services—Early Adopter: Accelerate cash flow by offering a self-service payment option to your customers directly from their invoices.

Customize sender and reply‑to email addresses for Accounts Receivable invoices and statements: Improve security and consistency by preventing the use of unauthorized or incorrect sender email addresses and supporting internal email authentication and sender‑identity policies.

Enhancements to inter-entity bill back: Inter-entity bill back accurately records transactions between two entities in the same organization. When one entity sells goods or services to another, the receiving entity automatically gets a bill to process and pay.

Cash Management

Enhancements to Cash Intelligence—Early Adopter: If you are participating in the Customer Payment Services EA program and subscribed to a payment provider, these reminders include a secure Pay Now link for customers to submit payments instantly—easing the payment process for your customers and accelerating collections for you.

Increased precision in display of reconciliation information: To ensure clarity, we’ve changed the way we display information about an account’s last reconciliation.

Contracts

Improve transparency for usage-based invoices: New quantity and price fields provide greater visibility into how usage-based charges are calculated and billed, helping reduce customer confusion and invoice disputes.

Expenses

Enhancements in Sage Expense Management: Sage Expense Management (SEM) now includes enhancements that help simplify credit card reconciliation and strengthen report and card transaction controls.

Fixed Assets Management

Reverse asset disposals: You can now reverse full and partial asset disposals in Fixed Assets Management.

Revert summarized depreciation postings: You can now summarize depreciation postings when the correction treatment for Fixed Assets Management is set to Revert.

Add dimensions and additional fields to the Roll Forward report: You can now include dimensions and additional asset fields directly in the Roll Forward report.

Other updates to Fixed Assets Management: This release includes the following updates to improve flexibility, efficiency, and visibility.

General Ledger

Simplified General Ledger set up and easier access to journal entry approvals: The setup for journal entry approvals to the General Ledger (GL) Setup menu.

Fast access to journal entry templates: You can access all types of journal entry templates, which can be used to memorize, schedule, and standardize entries, directly from the General Ledger > All menu.

Industry Solutions

Updates in Enhanced Sage Intacct Planning (eSIP): The following updates and improvements to eSIP.

Announcing Sage Intacct daily sales report powered by Craftable: Craftable supports the unique workflows of hospitality businesses. Integrating Craftable and Sage Intacct connects your operational and financial data, giving you continuous visibility into daily sales.

Announcing Lending Management: Lending Management gives you the tools to manage loans through their full life cycle—from origination to payoff—for both revolving and non-revolving loan instruments.

Updates in Sage Intacct Paperless: Improve and modernize your paper-heavy accounts payable document workflow. Sage Intacct Paperless is an intelligent, automated solution that lets you capture, index, route, and store documents in one secure place.

Updates in Sage Intacct Real Estate: Sage Intacct Real Estate adds property management functionality to Sage Intacct.

Inventory & Supplies

Manage supplies without blocking negative inventory: You can now use Supplies Inventory without restricting negative inventory sales transactions. With greater flexibility across all your inventory workflows, you can fulfill urgent requests faster without compromising inventory integrity.

Order Entry

Preview invoices for billing groups: Preview invoice details before starting an invoice run for billing groups. Review billing information, invoice amounts, and charges to help catch issues early and bill with confidence.

A new way to combine multiple documents into a single transaction: You can now simplify your workflow during conversion by combining multiple documents, or specific line items, into a single transaction.

Projects

Introducing multi-entity and multi-currency support in projects: Sage Professional Services Automation (PSA) now aligns projects more closely with Sage Intacct. New multi-entity and multi-currency capabilities that help entity, client, and currency data stay consistent across both products. This reduces manual entry and provides finance teams a single reliable source of truth.

Purchasing

Identify high-risk transactions using AI-driven anomaly detection for AP Automation: AP Automation uses AI-driven anomaly detection that identifies potentially risky transactions before payment.

Expanded approval criteria for Custom Purchasing approvals—Early Adopter: Reduce manual review effort while applying more precise approval controls to Purchasing transactions.

Customize sender and reply‑to email addresses for Purchasing communications: Improve security and consistency by preventing the use of unauthorized or incorrect sender email addresses and supporting internal email authentication and sender‑identity policies.

Automate prepaid expense amortization—Early Adopter: Eliminate manual tracking of prepaid expenses and automate expense recognition over time. You can now apply amortization details to bills and purchasing transactions, and Sage Intacct automatically creates an amortization schedule using the Straight-line method.

Reporting & Insights

Smart Excel reporting—Early Adopter: The financial data remains linked to the Excel report so that you can refresh it with the latest information as needed. Sage Intacct security permissions are applied to the linked data through Excel.

Exclude blank pages from reports: When you select the Individual report option to generate separate reports for certain dimensions, you can now streamline the report output by suppressing blank pages for dimension values with no data for the period.

Compare-to options for additional reporting periods in performance cards: More options added for using dashboard performance cards to compare data across cumulative reporting periods.

New ICRW data caching capabilities: You can now switch the data caching status for an Interactive Custom Report Writer (ICRW) report effortlessly with a prompt.

Sage Intacct Advanced CRM

Sage Intacct Advanced CRM Integration contact sync supports duplicate names: Sage Intacct automatically creates unique contact names when duplicate Salesforce contact names are detected, ensuring that all matching contacts synchronize successfully and remain separate records in Intacct.

Sage Intacct Advisory

New client activity tabs in Usage insights—Consoles: View client activity within Sage Intacct with new Usage insights tabs. Explore activity across transactions, login patterns, banking, subscriptions, platform usage, and more to stay current on client activity and deliver better-informed advisory services.

Golden images for Instance Setup Wizard—Consoles: Create instances from golden images and build consistent, practice-ready companies. Golden images carry complete configurations, including dimensions, chart of accounts, reports, and smart events.

Taxes

Override tax schedules in Order Entry and Purchasing: Customers using our standard or custom tax solutions can make tax schedule maps inactive and override tax schedules at the line level in transactions, giving you control over tax calculations to fit your business needs.

Avalara use tax in Purchasing—Early Adopter: Subscribers to Avalara AvaTax can now apply use taxes in Purchasing transactions.

Training & Videos

New training and videos: In-depth and best practice learning available to make sure you get the most out of Intacct.

User Experience

Stay connected with Sage Collaborate: Sage Collaborate helps your team communicate in real time directly on Sage Intacct records. Keep conversations close to the financial information they relate to, improve visibility across your team, and manage access with greater flexibility.

User interface changes: In this release, Sage updated aspects of the user interface throughout Sage Intacct for clarity and consistency.