Sage expands AI agents across finance, HR and operations to automate workflows and help teams act faster with control

Article content

A governed platform for partner-built AI

Article content

This is enabled by Sage’s agent operating system, an orchestration layer that ensures consistent governance across Sage-built and partner-built agents, with every action against financial data remaining scoped, auditable and accountable. This provides the foundation to open the Sage platform to a broader ecosystem of AI agents with confidence.

Article content

Sage is also expanding its AI platform to enable partners and developers to build new solutions that integrate directly with Sage data and customer workflows. New capabilities including AI Gateway, Agent Builder tools and a dedicated Agent Marketplace will allow partners to design and deploy specialized AI agents tailored to specific industries while meeting Sage standards for trust, security, and interoperability. This opens the next wave of partner-led innovation, enabling partners to build agents that carry their expertise directly into customer workflows.

Article content

“AI is transforming how businesses operate, and partners will play a critical role in helping customers adopt these technologies in ways that deliver real value,” said Gretchen O’Hara, EVP Strategic Partnerships and Business Development, Sage. “By opening the Sage platform with strong governance at its core, we are creating new opportunities for innovation across our ecosystem.”

Article content

Article content

Financial systems require deterministic rules and auditability, so Sage follows a glass box approach to AI. This ensures recommendations remain transparent, explainable and auditable, so organizations can trust the systems running their most critical workflows.

Article content

Article content

About Sage
Sage exists to knock down barriers so everyone can thrive, starting with the millions of Small and Mid Sized Businesses served by us, our partners and accountants. Customers trust our finance, HR and payroll software to make work and money flow.  By digitalizing business processes and relationships with customers, suppliers, employees, banks and governments, our AI-powered platform connects SMBs, removing friction and delivering insights. Knocking down barriers also means we use our time, technology and experience to tackle digital inequality, economic inequality and the climate crisis.  

Article content

Notes to editors

Article content

Q: What did Sage announce in this release?
Sage announced a new generation of AI agents designed to automate financial, workforce and operational workflows while maintaining transparency, accuracy and human oversight in business-critical systems.

Article content

Article content

Q: What is the Sage Intacct Finance Intelligence Agent?
The Finance Intelligence Agent is an AI capability designed to help finance teams retrieve insights, analyze financial performance, identify anomalies and progress financial tasks such as payment reminders, approvals and write-offs. It is scheduled for general availability later in 2026.

Article content

Q: How is Sage applying AI to ERP and operational workflows?
Sage is introducing Sales and Operational Intelligence agents for Sage X3 that surface risks in sales performance and operational workflows, helping organizations identify issues earlier and respond faster.

Article content

Q: How is Sage using AI in HR and workforce management?
Sage is expanding AI across HR and payroll workflows, including an HCM agent designed to support workforce management, labor allocation and payroll compliance, helping organizations reduce administrative burden while improving accuracy.

Article content

Q: Where is Sage Copilot available today?
Sage Copilot capabilities are expanding across Sage Intacct, Sage X3, Sage Accounting, Sage Active, Sage Operations, Sage 50, Sage Individual and Sage for Accountants. Through a natural-language interface, Sage Copilot helps users interact with their financial data, automate tasks such as document capture and reconciliation, and surface insights and recommendations to support decision making.

Article content

Q: How does Sage support accountants with AI?
Sage is expanding automation within Sage for Accountants to help practices manage client financial data more efficiently and prepare for the next phase of Making Tax Digital for Income Tax in the UK.

Article content

Media Contact
Erin Brooks
[email protected]
561-693-9471

Article content

Article content

Article content

Article content

Article content

Article content