Sage Intacct 2025 R3: What Canadian Organizations Need to Know

The latest Sage Intacct 2025 Release 3 (R3) is here, and with it comes a set of updates designed to make finance teams more efficient, collaborative, and secure. While every release brings new capabilities, this one is especially impactful for Canadian businesses.

Here are the highlights we think you should know about!

Smarter Support with Copilot Search

Finding answers just got easier. The new Copilot Search Help uses natural language AI to deliver instant, actionable results. Instead of digging through help docs, users can ask questions in plain English and get guidance right away. It’s a big win for productivity.

Customizable Time Tracking

Canadian teams now have more control over timesheets with enhancements to Sage Intelligent Time (SIT). The timesheet grid is fully customizable — drag-and-drop fields, hide or rename columns, add notes, or even apply default settings. This flexibility ensures accurate payroll, project billing, and leave management.

Revenue Recognition That Aligns with Reality

Project-based organizations will love the new enhanced revenue recognition capabilities. Revenue can now be recognized based on actual cost against budget, helping align revenue and expenses in the same period for more accurate project finances.

Smarter Accounts Payable

AP teams get a major boost with line-level matching powered by AI. The system now compares line items between transactions to flag mismatches in price or quantity, reducing manual checks and streamlining approvals. This feature is currently in Early Adopter rollout, but it’s a glimpse into the AI-driven future of AP automation.

Collaboration, Reimagined

Starting Fall 2025, customers can opt in to a new Sage Collaboration experience. With record-level feeds, company and team threads, attachments, and system notifications, it creates a modern, centralized hub for communication right inside Intacct.

Smarter Consolidation

The new Equity Method for Advanced Ownership Consolidation automates equity pickup entries and supports multiple rollups with unlimited consolidation levels. For Canadian organizations managing complex structures, this is a huge step toward faster, cleaner reporting.

Streamlined Purchasing Workflows

Finance teams can now combine documents across purchasing workflows — linking multiple purchase orders or line items into one invoice. Alongside match tolerance insights, this makes it easier to spot exceptions and keep approvals moving without delays.

Approvals Without Roadblocks

The new AP approvals with delegation ensure business doesn’t stall when key approvers are unavailable. Delegates can step in seamlessly, with every action tracked in the audit trail.

Stronger Email Security

With email domain validation, customers must authenticate their email domains to ensure reliable delivery and protection from phishing. This one requires immediate attention, but it’s an essential step in securing financial communications.

Enhanced Lists — Now Default

The improved Enhanced Lists experience is now the default in Sage Intacct. Expect smarter filtering, more intuitive navigation, and customizable views that let you work faster and tailor the system to your needs.

Sage Intacct 2025 R3 isn’t just about incremental improvements — it’s about giving Canadian finance leaders more control, security, and collaboration tools to drive better outcomes. From AI-powered AP automation to customizable time tracking and stronger consolidation, this release puts efficiency and accuracy front and center.

Have you started exploring the new features yet?