On the Sage Future buyer and companion convention this week, the software program vendor additionally debuted new capabilities for its flagship Sage Intacct monetary administration and accounting system and launched a next-generation human capital administration utility.
Sage is constructing AI brokers into its finance, human useful resource administration and operations purposes in a transfer the corporate mentioned is embedding clever workflow automation straight into its core enterprise programs for small and mid-size companies.
The brand new brokers will automate finance workflows in Sage Intacct, the corporate’s fashionable monetary administration and accounting software program; workforce administration and payroll workflows in Sage HCM; and operational workflows in Sage X3, the corporate’s ERP utility suite for mid-to-large firms.
Sage, which is holding its Sage Future buyer and companion occasion in San Francisco this week, can be increasing its developer platform with new AI instruments and industrial fashions that the corporate says will make it simpler for companions and in-house builders to construct, launch and scale Sage-based options.
[Related: CRN 2026 Channel Chiefs]
The AI and developer information follows a number of further bulletins Sage made within the week main as much as Sage Future together with a brand new Sage HCM human capital administration utility for mid-size organizations, new performance in Sage Intacct, and new AI and automation capabilities within the Sage Intacct Advisory program that helps accounting corporations ship outsourced finance and advisory providers to purchasers.
At Sage Future the corporate additionally mentioned it’s increasing its collaboration with Amazon Internet Companies to extra intently hyperlink Sage’s monetary purposes with AWS cloud infrastructure and AI providers to assist SMB clients embed agentic AI into enterprise workflows. Sage additionally introduced its acquisition of Doyen AI and its instruments for migrating monetary information.
“Finance is, essentially, about accountability. Each quantity must be defined, each resolution must be defended,” mentioned Sage CTO Aaron Harris in a press briefing earlier than Sage Future. He famous that as AI is more and more embedded in monetary workflows, “an excessive amount of of it nonetheless operates as a black field.”
“Each vendor is speaking about [AI agents], however there’s a distinction between speaking about brokers and deploying brokers contained in the programs that run your small business in actual workflows,” Harris mentioned. “We’ve got actual auditability below actual governance. Sage is increasing our clever AI brokers embedded throughout finance, HR and operations, constructing on the agentic capabilities we’ve already been delivering—not bolt on instruments or browser extensions, however constructed into the platforms finance groups already use.”
Sage’s government messaging concerning the degree of AI and agent hype resonated with Chris Smith, Sage apply director at Internet at Work, in an interview with CRN. (Internet at Work, a New York-based answer supplier and MSP, is Sage’s greatest channel companion.)
Smith appreciated the emphasis on how AI know-how must be coupled with experience in such areas as monetary workflows and in vertical and even micro-vertical industries.
“They’re actually hitting on the precision of AI,” mentioned Smith, who’s attending Sage Future and is intently following the keynotes. “I feel, from an AI technique perspective, they’re doing job teeing up [about how] there’s numerous noise available in the market” and why companions and clients “ought to have a look at Sage. They’ve a very good story. I feel it lands properly from that perspective.”
The expanded developer platform, together with the brand new Sage Agent Builder and AI Gateway, are key for companions, CTO Harris mentioned.
“As a result of no software program firm can construct each answer each enterprise wants, Sage is opening its platform so companions and builders can construct their very own AI brokers, purpose-built for particular industries, and deploy them straight inside Sage workflows,” Harris mentioned. “We’re launching Sage Agent Builder, the AI Gateway and a devoted agent market. However a very powerful level is that this: As extra brokers get constructed, together with third-party brokers, the differentiator isn’t simply functionality, it’s ruled execution.”
Sage’s channel companions will play a serious position in all this mentioned Gretchen O’Hara, Sage government vice chairman of strategic partnerships and enterprise growth, in an interview with CRN.
“Our companion ecosystem is a part of our skill to scale and differentiate and go into micro verticals, and that’s going to be actually essential on this as we rework from SaaS now [to] extra of agentic AI and the way we convey worth to these clients,” O’Hara mentioned. “Sage’s ecosystem has that depth that’s going to have the ability to assist lead clients alongside the way in which, particularly in these mission-critical areas of the enterprise.”
Right here’s a more in-depth have a look at the know-how bulletins Sage is highlighting this week at Sage Future.
New AI Brokers Throughout Finance, HR And Operations
Sage mentioned its new AI brokers embed clever automation straight into core enterprise programs, automating finance workflows in Sage Intacct, workforce administration and payroll in Sage’s HCM purposes, and operational insights in Sage X3.
The brand new agentic capabilities will allow organizations to determine points earlier and reply sooner, in response to the corporate. Finance groups, for instance, can transfer past processing transactions to managing exceptions and appearing on insights.
Sage mentioned the middle of the AI agent developments is the Sage Intacct Finance Intelligence Agent, which is scheduled for normal availability later in 2026. The agent can put together duties corresponding to fee reminders, approvals and write-offs inside present workflows, whereas retaining individuals in charge of closing selections. It might probably analyze monetary efficiency, retrieve insights and determine anomalies.
Sage Intacct Finance Intelligence Agent is constructed on Sage’s monetary AI fashions and permits customers to work together with the system utilizing pure language. Its suggestions embody clear explanations of the underlying information, logic and assumptions, permitting customers to grasp and interrogate how outputs are generated, in response to Sage. All AI-driven actions are logged, offering full visibility of what was really helpful, what was authorized and by whom, creating a whole audit path, supporting management and accountability in finance the place accuracy and traceability are important.
Sage launched Gross sales and Operational Intelligence brokers for Sage X3 that floor dangers in gross sales efficiency and operational workflows. The corporate can be increasing AI throughout HR and payroll workflows, together with offering an HCM agent designed to assist workforce administration, labor allocation and payroll compliance duties.
And Sage Copilot capabilities are being expanded throughout Sage Intacct, Sage X3, Sage Accounting, Sage Energetic, Sage Operations, Sage 50, Sage Particular person and Sage for Accountants, serving to customers work together with monetary information, automate duties corresponding to doc seize and reconciliation, and floor insights and suggestions to assist resolution making.
As companies demand extra related and clever instruments, Sage notes that the position of builders and companions is turning into more and more essential.
Sage is increasing the capabilities of its developer platform with new instruments, new AI agent capabilities, and extra versatile industrial choices that the software program vendor mentioned make it simpler for builders, ISVs and channel companions to construct, launch and scale options throughout the Sage product ecosystem.
“AI is remodeling how companies function, and companions will play a important position in serving to clients undertake these applied sciences in ways in which ship actual worth,” channel chief O’Hara mentioned in an announcement. “By opening the Sage platform with robust governance at its core, we’re creating new alternatives for innovation throughout our ecosystem.”
The platform replace introduces a extra unified developer expertise throughout Sage Intacct, Sage X3 and Sage Energetic (the corporate’s cloud accounting software program for European SMBs) that provides companions a “clearer method to construct as soon as, combine extra simply, and convey options to market sooner,” the corporate mentioned in an outline of the brand new capabilities.
Sage additionally unveiled new AI growth instruments, together with Sage Agent Builder and AI Gateway. Collectively, the instruments give companions a extra structured method to design, check and deploy AI-powered experiences inside Sage workflows, together with Sage Copilot and Sage Market, in response to the corporate.
With a extra unified platform and devoted AI tooling, Sage mentioned it’s enabling companions to develop options that combine extra simply throughout finance and operational workflows, decreasing complexity and bettering time to market.
Companions can now work by means of a single level of entry to APIs, SDKs and agentic capabilities throughout Sage merchandise, in response to the corporate, decreasing complexity, shortening growth time, and making it simpler to scale options throughout areas and buyer segments.
When Sage launched Sage Agent Builder to early-adopter companions in November, “We had a wave of companions who mentioned: “I’m in,’” mentioned Dan Miller, government vice chairman of the Sage Financials and ERP Division, throughout the press pre-briefing.
“As a result of it gave them the chance to leverage their inner experience in a specific vertical or specific {industry} or a specific set of workflows that they generally hear from their clients…I feel this offers our value-added resellers, our channel companions, a big alternative to concentrate on specific industries and supply extra worth on prime of the core system,” mentioned Miller.
“The most important distinction for us is how far more easy it’s to construct and convey options to market,” mentioned, Ethan Carlson, chief income officer at DataBlend (a eOne firm), a Sage know-how companion based mostly in Stowe, Vt., that gives integration and consulting providers for finance and accounting groups.
“What actually stands out is the introduction of capabilities just like the AI Gateway, which provides us a extra sensible method to construct AI-driven performance into our options,” Carlson mentioned in an announcement. “With DataBlend Popdock AI Agent, we’re in a position to join information throughout programs and convey insights straight into finance workflows, decreasing complexity and serving to groups act on their information extra shortly.”
Sage can be introducing new industrial enterprise fashions that the corporate says present clearer methods for companions to monetize and develop. Sage launched extra versatile pricing and income fashions, together with usage-based pricing and income sharing, to assist companions develop extra predictably as adoption will increase.
New Sage Intacct Performance
On the eve of Sage Future this week the corporate unveiled new capabilities in Sage Intacct that join planning, spend administration, money move and industry-specific workflows in a single platform.
Many finance groups at this time depend on guide processes and disconnected programs that Sage mentioned limits real-time visibility into funds and sluggish resolution making. The updates to Intacct are designed to assist finance managers cut back fragmentation, enhance visibility and make sooner, larger high quality selections.
Enhanced Sage Intacct Planning (eSIP), slated for availability later this 12 months, will present a extra responsive and related strategy to planning, in response to the seller. A redesigned engine constructed for advanced fashions and dwell collaboration can be natively related to Sage Intacct Financials, giving groups a single setting for plans, actuals, and dimensions.
Sage Expense Administration, now obtainable within the U.S., strengthens spending management with AI-powered recognition, simplified seize and fashionable coverage dealing with. New receivables and buyer fee capabilities within the spring launch will assist extra predictable money move by streamlining the trail from bill to fee and bettering visibility into money place.
Sage additionally continues to construct industry-specific workflows throughout Sage Intacct, together with:
• Insurance coverage: PolicyConnect connects coverage and monetary information to assist insurance coverage finance groups enhance forecasting, danger administration and reporting alignment,
• Lending: Lending Administration connects lending and finance workflows to scale back errors, simplify audits and enhance visibility into efficiency and danger,
• Product-centric industries: Operations for Sage Intacct helps distributors and producers achieve higher visibility throughout stock, gross sales and operations,
• Development and actual property: newly expanded related workflows assist cut back guide work and extra successfully handle challenge efficiency.
New Sage HCM
Within the runup to Sage Future, the corporate final week unveiled Sage HCM, a brand new human capital administration system for mid-market organizations in North America.
The applying, which is built-in with Sage Intacct, connects HR, payroll and workforce information with monetary administration to offer organizations with a greater view of—and management over—workforce prices. Sage HCM is usually obtainable this month.
Sage additionally launched vertical {industry} capabilities, corresponding to Sage HCM for Development, to assist companies and organizations join labor, payroll and job costing information in a single system. Sage HCM for Development is designed for companies, notably these utilizing Sage Intacct Development or Sage 300 CRE, that handle advanced labor and project-based operations.
And a brand new HCM Agent, Sage’s first AI agent for HR and payroll workflows, makes use of AI-powered automation to streamline HR and payroll workflows, in response to the corporate.
Sage mentioned the launch of Sage HCM creates alternatives for companions to assist their clients in workforce administration, payroll and compliance alongside finance transformation. They will ship Sage HCM, Sage Intacct and industry-specific options that combine workforce and monetary information.
Expanded Sage Intacct Advisory
Sage is increasing Sage Intacct Advisory, beforehand often called the Sage Intacct Advisory Program, with new AI-powered capabilities. (Intacct Advisory, constructed on the Sage Intacct platform, provides accounting agency companions a extra standardized means to offer their Intacct purchasers with outsourced finance and advisory providers.)
The brand new capabilities introduce automation, AI-enabled workflows, information migration instruments and industry-specific templates that Sage mentioned assist extra structured, environment friendly service supply throughout an accounting agency’s shopper base. They’re designed to streamline shopper onboarding and supply, and assist accounting corporations handle and scale a number of shopper environments extra persistently by decreasing guide efforts.
“Companies more and more count on their finance companions to offer deeper perception and extra strategic steering,” mentioned Keven Truhler, principal at CLA Digital, a digital technique service and answer supplier that companions with Sage, in an announcement. “Applications like Sage Intacct Advisory assist corporations construction and scale these providers throughout a various shopper base whereas sustaining effectivity. That enables us to ship extra impactful recommendation and higher assist organizations as they develop.”