See what’s new in Sage Intacct Release 3 2025 and how the latest updates can make finance processes faster, cleaner and more accurate.
Great news: You’re getting even more tools in Sage Intacct Release 3 2025 to help your finance function become even more efficient. This update focuses on practical gains for finance teams: faster day‑to‑day work, fewer posting mistakes, and smoother close activities.
Delayed approvals? Manual reconciliations? Cluttered account selections? No longer.
Our overview walks you through the updates that will matter most to you and your team. You’ll see how they work, where they can save you time, and how they help reduce errors in the process.
1. Sage Intacct AI Help for Instant Answers
Finding the right feature or report in Sage Intacct just became quicker. The new built-in AI help lets you type questions in plain English and get clear, relevant answers instantly. No more digging through help guides. No guesswork.
You can use it to locate settings, learn how to complete a task, or understand a feature without leaving your workflow. It’s a simple way to get the information you need, right when you need it.
2. Keep Approvals Moving Automatically
Waiting on an absent approver can slow everything down. With Release 3 2025, you can now set a delegate to handle approvals whenever the primary approver is unavailable. So, approvals carry on, invoices get processed, and cash flow stays on schedule.
It’s a small change that removes one of the most common causes of delays in payables, helping you keep your processes consistent year-round.
3. Clean Up AP Accounts for Faster Posting
Outdated AP accounts can clutter dropdown lists and slow you down. In this release, you can deactivate them, so they no longer appear when posting transactions. Your team sees only the accounts that matter. Data entry is quicker, and the risk of coding errors is reduced.
Release 3 2025 gives you a straightforward way to keep your chart of accounts relevant and your processes efficient.
4. Apply Payments Directly from Customer List
Switching screens to post a payment takes time and interrupts your workflow. With Release 3 2025, you can now apply customer payments straight from the customer list. This keeps everything in one place, speeds up cash application, and reduces the chance of errors.
This improvement makes everyday AR tasks more streamlined and helps maintain accuracy across your records.
5. Smarter Bank Matching for Easier Reconciliation
Reconciling bank transactions can be time-consuming when details don’t align. Release 3 2025 adds more matching fields, making it easier to identify the right transactions automatically. This improves match accuracy and cuts down the amount of manual checking required.
A practical change that speeds up reconciliations and reduces the risk of errors.
6. Enhanced Reporting Filters for Precision Insights
Finding the right figures in a large dataset can take longer than it should. With this latest update, reporting filters give you more control over what you see, helping you focus on the metrics that matter most. The result is faster access to relevant insights without unnecessary noise.
Better filtering means clearer reporting and a stronger basis for decision-making.
Conclusion
Sage Intacct Release 3 2025 delivers updates that help finance teams work faster, improve accuracy and keep processes running smoothly. From AI-powered help to cleaner account selections, quicker payment posting, smarter bank matching and more precise reporting, each change is designed to make everyday tasks simpler and more efficient.
And this is only the latest set of improvements – Sage Intacct continues to evolve, with every release bringing new ways to streamline your work and strengthen your finance function. You can explore the full list of enhancements in Sage’s official release notes here.
If you’re not already working with Accord or haven’t yet moved to Sage Intacct, now is the time to see how these updates – and those still to come – can support your finance team. Get in touch to start the conversation:
Book your free Discovery Call here