Presented by JMT Consulting
Featuring:
Fabiola Hernández (Financial Solutions Consultant, JMT Consulting)
Dagmar Stanton, MBA (Manager, Education Services, JMT Consulting)

What’s New in Sage Intacct R3 2025

In this webinar, JMT Consulting walked through the newest release of Sage Intacct, highlighting how AI-powered Copilot features and enhanced automation can transform the finance team’s day-to-day operations. From variance analysis and reconciliation assistants to streamlined workflows in AP and AR, the latest release is designed to drive efficiency, accuracy, and real-time insight.

Legacy processes that rely on manual reconciliations, delayed reporting, or fragmented approvals are no longer sustainable. With updates to purchasing, cash management, and close management, Sage Intacct R3 2025 helps finance leaders reduce risk, save time, and focus on strategic priorities.

Why These Updates Matter

Finance leaders need more than traditional reporting—they need proactive tools that surface insights, improve collaboration, and accelerate the close. R3 2025 delivers with:

• Sage Copilot for variance analysis, close management, and reconciliation
• AP/AR enhancements like vendor payments powered by MineralTree, customer refunds, and smarter payment applications
• Cash management updates with improved reconciliation and check printing flexibility
• Purchasing automation including line-level matching, eProcurement with punchout catalogs, and non-matching transaction intelligence
• User interface improvements with enhanced lists, personalized views, and upgraded help content

Key Takeaways

With Sage Intacct R3 2025, finance teams can:

• Gain real-time visibility into reconciliations, variances, and close tasks
• Automate AP and AR functions to reduce manual effort
• Improve purchasing accuracy and efficiency with AI-driven workflows
• Personalize the user experience with flexible reporting and enhanced UI

Closing Thought

Technology isn’t just about keeping the books—it’s about creating clarity and empowering decision-makers. With Sage Intacct R3 2025, your team can work faster, smarter, and with confidence in every number.

Ready to learn more?
Contact JMT Consulting to explore how these updates can help streamline your nonprofit or organization’s financial operations.