About the event
Watch the recording to learn how your team can take full advantage of Sage Intacct 2026 Release 3 enhancements.
What we covered
AI and automation
- How Sage Intacct AI Gateway connects Sage Intacct data with Claude
- Sage's embedded AI, the Finance Intelligence Agent
- Anomaly detection now in AP automation
Core financials enhancements
- Post up to 20 AP bills or AR invoices at once
- Combine multiple sales orders into a single customer invoice
- Preview billing-group invoices before generating them
- Intercompany billback support at the entity level
Fixed assets and project management
- Enhancements in asset disposal reversals, depreciation corrections, and parent-child hierarchy visibility
- New Site Contact field for project job-site information
Industry-specific updates
- How stepped retainage for commitments works
- New hospitality integration: Craftable
- New Lending Management module
Roadmap highlights
- Smart Excel Reporting with live data connections
- Customer Payments Portal
- Embedded prepaid expense amortization
- Avalara sales tax support for purchasing
Meet your speakers
Monica DeLisle
Sage Intacct / CRE - Solutions Architect
Monica has worked across Sage 100 Contractor, Acumatica, and QuickBooks. From project accounting in the field to consulting, she's landed on Sage Intacct as her platform of choice.
Brandee Alexander
Customer Success Director
Brandee and the Alta Vista team are your advocates in getting the most value out of your ERP. They want to know how your system is really working and where the team can serve you better.
