Presented by JMT Consulting
Featuring Dagi Stanton, Manager, Education Services and Buu-Linh Tran, Senior VP of Financial Solutions

Nonprofit finance teams are constantly balancing accuracy, compliance, and limited resources. When new releases of Sage Intacct introduce automation, AI tools, and workflow improvements, understanding how those changes affect your daily processes can unlock meaningful time savings.

In this webinar, our nonprofit technology specialists review the most important updates included in Sage Intacct 2026 R1, including new AI capabilities, improvements to the financial close process, enhancements to automation tools, and updates across Accounts Payable, Accounts Receivable, General Ledger, Projects, and Purchasing.

If your organization wants to stay current with Sage Intacct and take advantage of the newest productivity tools, this session highlights the updates most relevant to nonprofit finance teams.

Key Updates Included in Sage Intacct 2026 R1

The Sage Intacct 2026 R1 release introduces improvements designed to increase automation, improve visibility, and streamline financial workflows.

Key areas covered in this release include:

• Sage AI and Copilot enhancements
• Close Workspace and Close Analytics
• Accounts Payable automation improvements
• Sage Collaborate updates
• Accounts Receivable insights and customer health metrics
• Cash management improvements
• General Ledger reconciliation tools
• Dynamic allocation enhancements
• Project management improvements
• Purchasing workflow approvals

These updates help finance teams reduce manual processes while improving financial insight and operational visibility. 

New AI and Copilot Capabilities in Sage Intacct

One of the most significant areas of innovation in Sage Intacct 2026 R1 is the continued expansion of AI-driven capabilities.

New tools allow finance teams to interact with their data more efficiently and gain deeper insights into operational performance.

Key new AI features include:

• Finance Intelligence Agent that allows users to query financial data using conversational prompts
• Close Analytics, which identifies patterns and bottlenecks in the financial close process
• Copilot email drafting tools that generate messages related to close workflows and variance analysis
• Copilot help search, which helps users quickly find relevant documentation and guidance

These features help finance teams spend less time searching for answers and more time analyzing financial results.

Improvements to the Financial Close Process

Sage Intacct continues to enhance the Close Workspace, a centralized area designed to help accounting teams manage the financial close more efficiently.

Close Workspace provides:

• A centralized checklist for all close tasks
• Automated task assignments and due dates
• Visibility into progress across entities and teams
• Integrated communication through Sage Collaborate
• Monitoring tools that help identify delays or bottlenecks

These enhancements allow organizations to standardize their close process while improving oversight and accountability across the finance team.

Accounts Payable Automation Enhancements

Accounts Payable automation continues to expand in Sage Intacct with improvements designed to increase document processing accuracy and reduce manual intervention.

New enhancements include:

• Expanded email automation capabilities for AP document intake
• Support for additional file formats, including HEIC image files
• Improved notification systems when automated transactions fail to process
• Line-level document matching improvements for AP Automation with Purchasing

These updates help reduce manual corrections while improving invoice processing accuracy and efficiency.

Collaboration Improvements with Sage Collaborate

Sage Collaborate continues to replace Intacct Collaborate as the primary communication tool within Sage Intacct.

This upgrade allows finance teams to communicate directly within financial records rather than relying on external messaging platforms.

Key benefits include:

• Real-time conversations tied directly to transactions and records
• Centralized communication during the close process
• Faster resolution of missing documents or approval questions
• Improved visibility across departments

By keeping discussions connected to the underlying financial data, organizations can reduce delays and improve coordination.

Accounts Receivable Customer Health Insights

Sage Intacct now allows organizations to track customer health metrics directly within customer records.

New fields include:

• Customer health score (0–100)
• Customer health status indicators such as Healthy, Escalated, or At Risk
• A flag identifying customers at risk of churn

These insights help finance teams quickly identify potential issues with customer relationships and coordinate with other departments to address concerns.

General Ledger Reconciliation Improvements

The 2026 R1 release introduces improvements to General Ledger reconciliation tools.

These enhancements help accounting teams:

• Identify unmatched transactions more quickly
• Improve audit transparency with clear reconciliation history
• Generate reconciliation activity reports showing matched and unmatched transactions

These capabilities help streamline reconciliation workflows and improve financial accuracy during the close process.

Dynamic Allocation Enhancements

Dynamic Allocations now allow organizations to allocate balances across dimensions while maintaining the original general ledger account balances.

With the new Use Source Account option, finance teams can create allocation definitions that distribute balances across departments, locations, or projects while keeping the original account structure intact.

This improvement simplifies allocation configuration and reduces the need for additional allocation rules.

Project Management Improvements

Updates to the Projects module now allow finance teams to update multiple projects simultaneously using enhanced list views.

Teams can:

• Filter project records by selected criteria
• Apply bulk updates to project fields
• Execute updates as background jobs with detailed logs

These enhancements make it easier to manage large portfolios of projects and keep project data consistent across the organization.

Purchasing Workflow Enhancements

Purchasing workflows now support line-level approvals, providing more granular control over purchasing decisions.

Approvers can:

• Approve or decline individual line items within a transaction
• Apply approval rules based on department, project, or location
• Combine line-level approvals with existing transaction-level approvals

This provides organizations with stronger purchasing controls while maintaining workflow flexibility.

Key Takeaways for Nonprofit Finance Leaders

The Sage Intacct 2026 R1 release continues to expand automation, AI capabilities, and workflow visibility for finance teams.

For nonprofit organizations, the most impactful improvements include:

• Expanded AI tools that surface financial insights faster
• Enhanced automation across Accounts Payable workflows
• Greater visibility into the financial close process
• Improved collaboration within financial records
• More flexible project and purchasing management tools

These enhancements help nonprofit finance teams reduce manual work, improve reporting accuracy, and focus more time on strategic financial planning.

Get Help Implementing Sage Intacct Updates

Understanding new features is only the first step. The real value comes from implementing them in ways that improve your organization’s financial operations.

JMT Consulting specializes in helping nonprofit organizations configure, optimize, and extend Sage Intacct to support efficient and scalable financial management.

If you would like help evaluating the new features in Sage Intacct 2026 R1 or identifying opportunities for automation, our team would be happy to assist.