Finance Intelligence Agent
Get a clearer picture of financial performance by asking questions in plain language
Find answers without starting a new report or searching through multiple screens. Sage Intacct Finance Intelligence Agent lets finance teams explore live financial data in everyday language, retrieve relevant records, and investigate changes through conversation.
Business challenge
Financial answers should not take hours to find
Finance teams need timely information to explain performance and respond to business questions. Finding the right records, preparing comparisons, and translating results into useful answers can leave less time for investigation and decision-making.
Too much time searching for information
Moving between modules, reports, and spreadsheets makes answering routine questions about outstanding balances, transactions, and financial activity more time-consuming.
Slow investigation of unexpected changes
A higher expense balance or unusual transaction requires context. Gathering the supporting details can slow the investigation and delay an informed response.
Answers that are difficult to explain
A total alone does not show what drove a change. Finance leaders need supporting records and clear comparisons to explain findings to the business.
Features
Make financial information easier to explore
Ask everyday business questions directly in Sage Intacct. Finance Intelligence Agent lets users retrieve financial information and investigate transactions through conversation, using data already in Sage Intacct.
Ask in plain language and find relevant records
Start with a simple question about a balance, transaction, or reporting period. The agent retrieves relevant information and helps narrow the investigation without requiring a separate report for every request.
Users can:
- Find unpaid or overdue vendor bills and explore outstanding amounts.
- Locate journal entries and other records for a specified period.
- Refine requests with details such as a vendor, project, or date range, where supported.
- Retrieve and aggregate accessible financial data to answer routine accounting questions.
Understand what’s behind the numbers
Explore financial changes with supporting analysis and context. Finance Intelligence Agent helps accountants examine results, ask more focused questions, and understand how an answer was derived.
Users can:
- Investigate changes in expenses or balances and compare relevant activity.
- Explore potential trends and unusual transactions that need closer attention.
- Examine supporting tables, charts, or summaries when included in a response.
- Select “How Copilot worked this out” to understand the reasoning behind the result.
Get the answers you need to make informed financial decisions
Make financial information easier to find and explain. Rand Group can review your Sage Intacct setup, confirm available capabilities, and help finance teams use conversational analysis for the questions that matter most.
How it works
Ask, explore, and understand in five steps
Start with a business question, explore the supporting information, and use the findings to guide the next step.
Open Sage Copilot
Access Sage Copilot within Sage Intacct after Finance Intelligence Agent has been enabled for the company.
Ask a focused question
Describe the information you need in everyday language. Include a period, vendor, account, or other relevant detail to make the request more specific.
Explore the response
Examine the records and analysis returned. Depending on the question, the response may include a table, chart, or summary.
Understand how the answer was derived
Use the available explanation and supporting records to assess the result. Refine the question when more detail is needed.
Decide on the next action
Use the findings to support an investigation, explain a change, or prioritize follow-up through the appropriate accounting process.
Compatibility & requirements
What is needed to use Finance Intelligence Agent
Finance Intelligence Agent works inside Sage Intacct, with access dependent on rollout availability, subscription, configuration, and existing data privileges.
Before rollout, confirm:
- Availability for the company and region, including access through Sage’s phased rollout where applicable.
- Subscription to Finance Intelligence Agent and configuration by a Business user with Administrator privileges.
- Appropriate administration access to list, view, subscribe to, and configure application subscriptions.
- User access rights to the requested data, including List and View access to AP Bills when querying unpaid bills.
- Compatibility with the supported language and relevant accounting applications. Sage’s published phased-rollout requirements specify US English.
The agent is built into Sage Intacct, so a separate data integration is not required to query the system’s financial records.
Why partner with Rand Group?
Accounting questions come first
We identify the recurring questions that consume time, such as investigating expenses or locating outstanding balances. This helps focus adoption on practical improvements to daily finance work.
Support as business needs evolve
Our work continues after features are enabled. We help your team improve how it uses the agent, review user permissions, and evaluate new capabilities as reporting needs and Sage Intacct functionality change.
Local teams across North America
With offices across the United States and Canada, our consultants combine professional expertise with a strong understanding of accounting and financial reporting. We help your team use Finance Intelligence Agent, understand its insights, and get answers to questions along the way.
Sage Intacct expertise you can trust
We combine Sage Intacct expertise with an understanding of accounting processes to align available capabilities, application access, and entity structures with the information finance teams need.
Frequently Asked Questions (FAQs)
What is Sage Intacct Finance Intelligence Agent?
It is a built-in AI-powered assistant that lets finance teams ask questions about Sage Intacct data in natural language. It retrieves information and provides analysis to help users understand financial activity.
What kinds of questions can it answer?
Users can ask about unpaid bills, transactions in a particular period, changes in expenses, and activity that may need closer investigation. Available answers depend on supported capabilities and access to the relevant records.
Does it use live Sage Intacct data?
Yes. The agent works with live financial information inside Sage Intacct. There is no separate export or external data integration required to explore existing records.
Can users see how the agent arrived at an answer?
Responses provide supporting analysis, and “How Copilot worked this out” explains how the result was derived. Users can examine the relevant records and comparisons before relying on the findings.
Does it respect existing user access?
Users need appropriate access rights to the data they ask about. For example, querying unpaid vendor bills requires List and View access to AP Bills.