What’s New in Sage Intacct 2026 R2?

Sage Intacct 2026 R2 Highlights

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Introducing The Sage Intacct AI Gateway

The AI gateway enables customers and partners to build integrations between Sage Intacct and external AI tools. It uses a secure MCP (Model Context Protocol) Server built on top of the REST API as a bridge for read-only access to data in Sage Intacct.

It’s compatible with Claude, Copilot, Cursor or any MCP client. So, if you’ve got complex requirements or need to use specific AI platforms, this gateway gives you the flexibility to build exactly what you need.

3-Way Matching in AP Automation

Strengthens AP Automation by introducing line-level document matching 3 ways – across purchase orders, receivers and purchase invoices. This further reduces manual intervention and improves accuracy by moving from header-level to more precise line-level matching.

Individual Charges and Invoice Runs for Billing Groups

As requested, this update includes a few enhancements to billing groups, including:

• Add individual charges for specific customers
• Display invoice runs across all billing groups in one list
• View charges and groups for a customer in one place
• Charges are now entered in a grid, instead of separately
• Semi-monthly and end of month schedules are now supported

These changes give you greater flexibility, time savings and enhance visibility.

Centralised Inventory Item Attachments

This handy feature allows you to store attachments such as specification sheets and installation guides directly within an inventory item record. This makes attachments easier to find, improves audit readiness and helps users distinguish between similar items.

Construction: Flexibly Release Retainage from Project Contracts

Construction users can now release retainage by percentage across all AR sales invoices lines on a project contract. For example, if you enter 50, it’ll ensure up to 50% of each line is released. This helps you save time and streamline your workflow, especially if you typically release half of retainage at practical completion and the other half after the defect period ends.

Projects & Grants: Financial Summary Display Currency

Projects and Grants users can now instantly switch between currencies in the Project Financial Summary. When you change the Display currency field, the system automatically calculates the values using the daily conversion rate. This helps you manage all your currencies and track budget variances more efficiently.

Fixed Assets Management

There are a few enhancements for the Fixed Assets Management additional module:

• Summarise Depreciation Postings: Groups depreciation postings for assets that share the same accounting attributes to reduce the volume of entries.
• Split an Asset into Multiple Assets (Max. 20): Splits assets to be tracked separately while maintaining the history. E.g. splitting the warranty and the hardware of a laptop, with different depreciation schedules for each.
• Reverse Depreciation Postings: Allows you to quickly reverse a depreciation posting, which creates an offsetting entry and preserves the original posting.

New Features in the Early Adopter Phase

These features are currently undergoing user testing and should be generally available to all users in a future release:

• SaaS Intelligence Advanced Analytics: A next-generation BI experience with new dashboards, predictive analytics, expanded metrics and more.
• Custom Purchasing Approvals: Offers more flexible approval criteria and combines multiple AND/OR conditions to help tailor your workflows.
• Automatic Customer Payment Reminders: Shows customers with outstanding invoices and sends payment reminders at the touch of a button.

There’s no action you need to take, as the update should automatically apply to your Sage Intacct account. If you need any help with accessing or navigating the new features, get in touch.

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Frequently Asked Questions About Sage Intacct 2026 R2

What are the main new features in Sage Intacct 2026 R2?

Sage Intacct 2026 R2 introduces enhancements across AP Automation, AI‑powered workflows, Close Automation, and reporting improvements. The release focuses on reducing manual work, improving accuracy, and giving finance teams more real‑time visibility.

How does the 2026 R2 update improve AP Automation?

The update enhances invoice capture accuracy, improves matching rules, and expands automation around approvals and posting. These improvements help finance teams process invoices faster and with fewer errors.

What changes were made to Close Automation in this release?

Sage Intacct 2026 R2 strengthens the Close Automation tools by improving task tracking, adding more automated reconciliations, and giving teams clearer visibility of close progress. This helps shorten month‑end cycles and reduces manual workload.

How do I know if my system will automatically update to Sage Intacct 2026 R2?

Updates to Sage Intacct are automatic and most UK customers receive updates during scheduled maintenance windows with advance notification from Sage.

Will Sage Intacct 2026 R2 affect my existing integrations or customisations?

Most integrations continue to work without changes, but if you use API‑based customisations, it’s good practice to review Sage’s release notes and speak to your Sage partner to confirm compatibility.

Do I need to retrain staff to use the new AI and automation features?

Most updates are designed to be intuitive, but new AI‑driven tools (like enhanced AP Automation or Close Automation) may require light training so teams understand how to use the new workflows effectively.

Written by: Jessica Allen, Marketing Executive at PKF Smith Cooper Systems
Reviewed by: Nicholas Collyer, Sage Intacct Solutions Consultant at PKF Smith Cooper Systems
Last reviewed: May 2026