お知らせ • May 01
Sage Expands AI Agents Across Finance, HR and Operations to Automate Workflows and Help Teams Act Faster with Control
Sage announced the advancement of AI agents across finance, HR and operations at its flagship event Sage Future, embedding intelligent automation directly into core business systems. Sage is bringing these AI agents directly into the systems that businesses and accountants rely on, automating finance workflows in Sage Intacct, workforce management and payroll in Sage’s HCM solutions, and operational insights in Sage X3. This enables organizations to identify issues earlier, respond faster and operate with greater confidence, supported by AI that is transparent, governed and built for real-world financial processes. As AI becomes embedded in everyday operations, organizations are shifting from manual processing to automated, insight-driven workflows. For finance teams, this means moving from processing transactions to managing exceptions and acting on insights, while remaining accountable for the outcomes delivered by AI Agents. At the center of Sage’s latest advancements is the Sage Intacct Finance Intelligence Agent, which is being rolled out as part of a phased release. It marks a shift from AI that supports analysis to AI that helps finance teams progress work directly within their workflows. Built on Sage’s financial AI models, the Finance Intelligence Agent allows users to interact with the system using natural language. It can prepare tasks such as payment reminders and approvals within existing workflows, while keeping people in control of final decisions. Every recommendation includes a clear explanation of the underlying data, logic and assumptions, allowing users to understand and interrogate how outputs are generated. This enables finance teams to move from manual execution to review and decision-making, with greater confidence in the results. All AI-driven actions are logged, providing full visibility of what was recommended, what was approved and by whom. This creates a complete audit trail, supporting confidence, control and accountability in finance where accuracy and traceability are critical. 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. 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. 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. 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. 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. 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. 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. 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. 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.