Deep Dive into Sage’s Intacct Advisory

“Accounting firms are being asked to do more than ever before: deliver deeper insights, meet rising compliance demands, and do it all with less access to talent,” said Gretchen O’Hara, EVP Strategic Partnerships and Business Development, Sage. “With Sage Intacct, advisory firms can standardize delivery, reduce manual work, and spend more time where they add the greatest value—helping clients make smarter strategic decisions.”

Q. What has Sage announced?

Sage has announced new capabilities within Sage Intacct Advisory, designed to help accounting firms scale outsourced finance and advisory services. These capabilities introduce automation and AI-enabled workflows that support more consistent, efficient service delivery across a firm’s client base.

Q. What is Sage Intacct Advisory?

Sage Intacct Advisory is the evolution of the Sage Intacct Accountants Program, helping accounting firms structure, deliver and scale outsourced finance and advisory services. It provides a more standardized, service-led approach, enabling firms to support multiple clients and more complex financial environments in a consistent way.

Q. Who is this designed for?

Sage Intacct Advisory is designed for accounting firms and finance partners delivering outsourced finance, Client Accounting Services (CAS), and advisory services. It is particularly relevant for firms looking to grow their advisory offerings and support clients as they scale.

Q. What problem does this solve?

Accounting firms are under pressure from talent shortages, increasing compliance requirements and rising client expectations. Many firms are looking to move beyond transactional work into higher-value advisory services but lack the tools to scale these services efficiently. Sage Intacct Advisory helps address this by standardizing workflows and reducing manual effort.

Q. What capabilities are included?

The expansion introduces capabilities such as automation and AI-enabled workflows, industry-specific templates and tools to support client onboarding and service delivery. These help firms manage multiple clients, reduce manual processes and deliver more consistent advisory services.

Q. How does this benefit accounting firms?

Firms can scale their services more efficiently, reduce operational complexity and deliver higher-value advisory services. By standardising how services are delivered, firms can improve productivity, increase margins and support more clients without increasing headcount.

Q. How does this benefit businesses working with those firms?

Businesses gain access to more consistent, real-time financial insight and strategic guidance. This helps them make better decisions, manage complexity and grow with greater confidence.

Q. How is AI used in Sage Intacct Advisory?

Sage Intacct Advisory includes AI-enabled workflows that automate routine finance tasks and surface insights more quickly. This allows accounting professionals to spend less time on manual processes and more time delivering analysis and strategic advice to their clients.