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.
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
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Emily Madere
Host | Solutions Architect
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Karen Penhallegon
Guest | Director, Sage Intacct at EisnerAmper
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Firm Bio
Sponsors
- Avalara
- Bookkeep
- Corpay
Related Resources
FAQ: What Did That Mean?
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.
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.