Release Notes and New Features: Navigating Sage Intacct Updates
Doug and Emily are joined by Karen Penhallegon to break down Sage Intacct’s latest quarterly release, and this one comes with some big updates. Whether you’re deep into multi-entity accounting or just tired of manual AP work, there’s something in here that will make your team’s life easier.
About this episode
Release Notes and New Features: Navigating Sage Intacct Updates
Doug and Emily are joined by Karen Penhallegon to break down Sage Intacct’s latest quarterly release, and this one comes with some big updates. Whether you’re deep into multi-entity accounting or just tired of manual AP work, there’s something in here that will make your team’s life easier.
They dive into enhancements to multi-currency fund transfers, expanded AP automation that now supports purchasing, and why healthcare organisations are paying attention to the new clinical e-procurement solution coming soon. Karen also unpacks the upgraded list views, project configuration options, and improvements to ACH payment formats that aim to reduce friction with banks.
Plus, the team explores how Co-Pilot—Intacct’s growing AI feature set—is actually starting to deliver real value. With Close Assistant, smarter search, and early-stage variance analysis, Copilot is beginning to look like a real assistant instead of just a buzzword.
CHAPTERS
Listen to learn more about
- (00:00) – Introduction and Welcome
- (00:38)– What are Release Notes and Why They Matter
- (03:23) – Multi-Currency Upgrades for Fund Transfers
- (07:05) – AP Automation Now Supports Purchasing
- (13:32)– Enhanced List Views + Webhooks
- (19:33) – Clinical e-Procurement (Coming Soon)
- (23:07) – Lending Management Module (Early Adopter)
- (25:49) – Project Tab Visibility and Usability Tweaks
- (28:02)– Compliance, ACH Formats & Bill Approvals
- (31:11) – Co-Pilot AI: Close Assistant, Search & Variance Analysis
- (39:09) – Next Release Dates & Karen’s Ransomware Joke
Related Industries
- Nonprofit
- Healthcare
- Construction
- Financial Services
- SaaS
Speakers
Doug Lewis
Host | Consultant
LinkedIn
Emily Madere
Host | Solutions Architect
LinkedIn
Karen Penhallegon
Guest | Director, Sage Intacct at EisnerAmper
LinkedIn
Firm Bio
Related Resources
FAQ
Questions from this episode
What is the “Close Assistant” in Co-Pilot?
It’s an AI-powered task manager built into Sage Intacct that simplifies the month-end close. It identifies what’s left to review—like unposted bills or GL variances—and links users directly to those tasks. Teams can check off items and post entries all in one place, without flipping between modules.
What is Punchout in the clinical procurement update?
Punchout lets users access supplier websites directly within Sage Intacct, complete with negotiated pricing and preferred items. It streamlines procurement workflows, especially in healthcare where vendor contracts are complex and manual ordering increases risk.
How does AP automation with purchasing help?
Previously, automation only supported standard AP bills. Now it includes purchasing, meaning teams can auto-match invoices with POs, flip transactions as needed, and manage all documents from a single screen. That reduces errors and cuts time spent tracking down mismatched paperwork.
Are these features live for everyone?
Not quite. Some items, like the clinical procurement and lending management modules, are in early adopter phases. Others—like multi-currency enhancements and updated list views—are available now. If in doubt, reach out to your Sage Intacct partner or AE to see what’s available for your environment.
IN THIS EPISODE
Host
Doug Lewis
Managing Director at The Visionary Group
Host
Emily Madere
Guest
Karen Penhallegon
Sponsored by
Want to be on
our podcast?
If you work in the Sage Intacct ecosystem and have a story worth telling, a lesson learned the hard way or a strong opinion on where finance is heading, we’d like to hear from you.
Going International: X3 vs. Intacct with Steve Howe of T3T
In this episode, Doug, Emily, and Matt sit down with Steve Howe of Times Three Technologies (T3T) in South Africa…
Holy Moly, We’re Back
Doug, Matt, and Emily are back from hiatus with a revamped podcast: a new format and a broader guest mix…
Trust Arrives on Foot: Sage’s AI Philosophy with Manav Thiara
Recorded live on the main stage at Sage Future in San Francisco, Emily and Matt sit down with Manav Thiara,…