Sage Intacct 2025 R4 release highlights

November brings the last Sage Intacct release of the year— 2025 R4 — delivering updates that strengthen automation, improve collaboration, and give organisations deeper control over financial processes. Here’s a look at the latest updates and what they mean for your business.  

1. Sage Ai Close Automation

Over the past few months, Sage has been gradually releasing its new AI-powered close tools — including Variance Analysis, the Subledger Reconciliation Assistant, and the Close Assistant. With the 2025 R4 update, the next major development has arrived: Close Workspace. 

Close Workspace brings everything together in one place. It gives finance teams a central hub to manage the close from start to finish, with real-time visibility across every task, owner, and entity. Powered by The Close Agent, it continuously monitors progress, flags issues before they escalate, and guides users through each stage of the close. 

Checklists and notifications

This update introduces structured, repeatable workflows that help teams establish consistent close procedures. Users can assign task owners, track statuses, and monitor due dates, with proactive alerts that highlight delays or dependencies before they cause delays. 

This means a faster, more predictable close, with fewer last-minute surprises and a smoother experience for everyone involved. 

Visibility and collaboration

The Close Progress Monitor provides instant insight into performance across entities, tasks, and checklists. Intuitive visual charts make it easy to spot bottlenecks and redistribute workload. 

And with enhanced AI-powered collaboration, teams can: 

• Auto-draft emails for task updates or variance reviews 
• Generate actionable notifications
• Communicate directly within close tasks

This keeps everyone aligned and significantly reduces the back-and-forth that slows month-end down, resulting in a faster, more controlled, and more predictable close. 

2. Fixed Asset Management enhancements

R4 delivers two standout improvements for companies with large or complex asset portfolios. 

Create multiple assets from one invoice line

Manually creating assets one by one is a major time drain, especially when purchasing equipment or components in bulk. Now, users can generate up to 20 fixed assets from a single AP invoice or purchasing transaction line, with amounts automatically distributed across each asset. 

This reduces setup time, removes repetitive data entry, and ensures each asset is tracked and depreciated properly. 

Partial asset disposal

With 2025 R4, users can now manage depreciation more accurately by disposing part of an asset and Sage Intacct will: 

• Adjust cost and depreciation schedules 

• Calculate gain/loss 

• Update supporting journals 

• Provide full visibility into disposal details 

These changes eliminate inaccuracies and manual corrections, helping finance teams maintain precise asset records — a must for organisations with long-term capital planning strategies. 

3. AR improvements

AR term discounts for VAT/GST

This update streamlines compliance by automatically calculating VAT/GST when term discounts are applied to customer payments, reducing manual adjustments and ensuring tax reporting is both accurate and efficient. 

AR statements now include credits

Simplify reconciliation by displaying open invoices and credits. The open item statement now shows only active transactions, open invoices, and credits, while excluding closed items. This makes reconciliation with the Aging balance easier and more focused, improves accuracy, and helps prevent errors. 

4. Introducing historical contacts

Mergers, acquisitions, and system migrations often require contract data to be brought in from previous periods. Historically, this has meant recreating past transactions or building workarounds just to ensure the ledger is correct. 

With this release, businesses can now import both live and historical contract information directly into Sage Intacct. Users simply enter open balances as of a chosen date and Sage Intacct posts the appropriate entries to the General Ledger. 

Whether you’re scaling fast or transitioning from another system, this feature helps you hit the ground running with faster onboarding, more accurate opening positions, and a complete financial picture from day one.