Leveraging AI in Sage Intacct for construction and real estate finance

Event overview

Artificial intelligence is changing how construction and real estate finance teams operate—creating new opportunities to reduce manual effort, tighten controls and gain deeper visibility into project financials. In this webinar, you’ll see how Sage Intacct’s embedded AI and Sage Copilot work together to automate accounts payable (AP) and accounts receivable (AR) steps, streamline subledger reconciliation, detect anomalies in real time, and support continuous close practices.

Key Takeaways

• Accelerated AI Close: Sage Intacct’s AI-driven Close Automation accelerates month-end by identifying unposted items, reconciling subledgers (AR/AP) to GL, enabling bank feeds from 10,000+ banks for continuous cash visibility, and centralizing tasks via a customizable close checklist with notifications and progress monitoring.
• Proactive Variance Insights: Variance Analysis proactively flags budget-to-actual deviations across entities and can email insights in real time, improving accuracy, reducing last-minute corrections, and enabling earlier corrective action for construction and real estate finance teams.
• Collaborative Close Workspace: The new Close Workspace and Copilot chat streamline collaboration by surfacing due dates, dependencies, and owners, enabling in-app messaging and drill-down to source documents, keeping workflows and audit trails inside Sage Intacct and reducing reliance on email and Excel.
• Transparent Finance Intelligence: The forthcoming Finance Intelligence Agent (in early adopter) uses Copilot to answer complex financial questions, recommend actions (e.g., which bills to pay based on due dates, discounts, and cash position), and explain its logic, enhancing transparency and decision speed without building reports.
• Scalable Construction Implementation: RSM’s implementation approach combines CPAs, ERP consultants, and industry specialists to deliver modular, scalable Sage Intacct Construction setups (with 400+ marketplace integrations like Procore and GC Pay), guided discovery and design, role-based training, UAT, and post-go-live support through first close.

Whether you’re evaluating Sage Intacct or looking to maximize your existing deployment, this session will give you clear, actionable guidance on how to begin leveraging AI to drive efficiency and improve financial outcomes.

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