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Sage Intacct

Mid-market cloud ledger sold to accounting firms and BPOs through the Sage Intacct Accountants Program, with Sage Copilot as its AI finance assistant.

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What the AI doesSage Copilot, "your dedicated AI-powered finance assistant": AI-driven anomaly detection, smart recommendations, automated bank reconciliation, AI-powered insights and forecasting
Who it servesSmall CPA firms, CAS practices
Starting priceQuote-based
Pricing modelQuote-based
Free trialNot stated on the vendor site
Best fitMid-size firm
CategoryAI Bookkeeping & Transaction Categorization
Also fitsMonth-End Close & CAS Automation
Works withSage Intacct, Sage Accounting, Sage 50, AutoEntry
SOC 2Not stated on the vendor's site
Checked2026-10-29, against the vendor's own page

Who it's for

Sage Intacct is listed as a fit for mid-size firms, and the vendor names small CPA firms and CAS practices on its own site. The job it gets hired for: categorizing and reconciling client transactions so the books are review-ready without the keying. It also fits the Month-End Close & CAS Automation category.

What it costs

Sage Intacct is priced by quote, so the demo is where you get a number tailored to your firm. Ask the vendor about a trial when you reach out.

Good to know

Sage Intacct is the mid-market ledger, and the Sage Intacct Accountants Program is how firms and BPOs run outsourced finance and advisory on it: multi-entity support for clients of any size without transaction, entity or user limits, a partner council, dedicated account managers, and Sage Copilot — the AI finance assistant that flags anomalies, recommends actions, automates bank reconciliation and surfaces insights to speed up the close. Program and client pricing are quoted, so the conversation starts with Sage's partner team. Sage counts more than 11,000 accounting and bookkeeping practices on its platforms.

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