How AI Is Evolving in Sage Intacct and What It Means for Finance Teams | CBIZ

Organizations are shifting their focus from isolated use cases and standalone tools to connect AI directly to financial data across workflows.

Recent updates to Sage Intacct reflect this trend. The latest capabilities embed AI within everyday processes while also enabling finance teams to extend AI capabilities beyond Sage’s core system in a secure and governed way.

Introducing Finance AI

Sage Intacct has reached a major milestone with the release of Finance AI, now available to all customers at no cost through May 2027.

Finance AI represents the next phase of embedded AI, bringing together purpose-built Sage Copilot and AI agent capabilities for finance teams.

This enables Sage Intacct users to begin applying AI in their workflows immediately, without requiring budget approval or long-term commitment.

With Finance AI extended, teams can:

• Test AI-driven workflows in a real environment;
• Identify high-value use cases across finance; and
• Build internal adoption and confidence before investing further.

For many organizations, this will serve as the starting point for AI adoption, allowing them to test the technology and expand into more advanced use cases over time.

AI Inside and Around Sage Intacct

Sage continues to expand its AI capabilities through Sage Copilot and a growing set of AI agents designed to streamline operations and improve decision-making across finance.

Applications include:

• Automating invoice processing to reduce manual effort and errors;
• Enabling natural language queries to move from question to insight faster;
• Supporting the close process with task tracking and guidance; and
• Identifying unusual activity in real time.

With AI now available directly within financial workflows, teams no longer need to work outside the system to incorporate AI enhancements.

Sage is also expanding AI integration capabilities by giving organizations the ability to connect external AI tools to their financial data.

Extending AI with the Sage Intacct AI Gateway

The Sage Intacct AI Gateway is a key part of the platform’s evolution.

AI Gateway makes secure, AI-enabled access to the Sage Intacct REST API and MCP Server available to all customers and partners.

This opens the door for organizations to build AI solutions that align with their existing tools, processes, and architecture.

With the AI Gateway, finance teams can:

• Connect external AI tools directly to Sage Intacct data;
• Build custom AI-driven workflows and use cases;
• Maintain existing role-based access and permissions; and
• Use their preferred AI platforms without requiring a specific model or vendor.

In short, it enables organizations to customize their AI while connecting it securely to their financial system.

The Sage Intacct MCP Server: A Controlled Approach to AI Access

At the center of the AI Gateway is the Sage Intacct MCP Server, a secure orchestration layer that manages AI application interactions with Sage Intacct through a single governed endpoint.

Rather than allowing direct, uncontrolled access to financial data, the MCP Server centralizes how AI tools interact with the system.

Key characteristics include:

• Real-time, read-only access to core financial areas such as AP, AR, GL, cash management, purchasing, and order entry;
• Compatibility with MCP-enabled AI clients; and
• Governance and security aligned with existing user permissions.

The MCP Server does not write data and is not a standalone AI tool. As a read-only model, MCP Server helps ensure data integrity while enabling AI-driven insights and workflows.

Connecting Existing AI Tools with the MCP Connector

To further simplify adoption, Sage has introduced a newly released MCP connector that allows organizations to connect existing AI tools to Sage Intacct.

This removes the need for complex custom integrations and makes it easier to:

• Bring financial data into broader AI workflows;
• Extend existing AI investments; and
• Quickly test and scale new use cases.

Instead of starting from scratch, organizations can build on what they already have while maintaining the governance advantages within the MCP framework.

How These Pieces Work Together

Sage’s AI strategy is built around flexibility and choice. Recent updates enable:

• Sage Copilot and AI agents bring AI directly into the Sage Intacct experience;
• AI Gateway and MCP Server enable secure access for external AI tools; and
• MCP connector links those tools to real financial data.

This layered approach allows organizations to start with embedded capabilities and expand into customized AI solutions as their needs evolve.

Why This Matters

Finance teams are under increasing pressure to deliver faster insights, reduce manual work, and support strategic decision-making.

AI can help address these challenges, but only if it is connected to the data that matters most.

These Sage Intacct updates make it possible to:

• Access and use financial data within AI tools securely;
• Extend AI across systems instead of keeping it siloed; and
• Maintain control, governance, and auditability.

This is a shift from isolated automation to connected, data-driven workflows.

How CBIZ Can Help

As a leading Sage VAR partner, CBIZ works with organizations to evaluate where AI can drive the most impact. If you’re exploring how to connect AI to your financial data or want to better understand where to start your AI journey, our team can help you define the right approach and build a roadmap aligned to your goals.

Connect with a member of our team to explore how Finance AI, Sage Copilot, and the AI Gateway can support your organization.