The much-anticipated 2026 Release 2 is coming on May 8. This release is packed with new and exciting features to continue the year strong. Here are the highlights of this release.
Sage Intacct AI Gateway & Finance Intelligence Agent
Sage Intacct is truly beginning to take AI to the next level. The Sage Intacct AI Gateway enables developers to build AI solutions integrating with Sage Intacct through REST APIs or the Intacct MCP Server. Also, with the extended Early Adopter Program, the Finance Intelligence agent is your Sage AI-powered partner that helps you find answers about your financial data and drive better decision-making. Using Sage Copilot, you can ask questions, get insights, and explore your information all by using natural language.
Why We’re Excited About This:
This provides faster insights for finance leaders and scalable future AI innovation.
AP Automation Enhancements
Sage continues to make several improvements to AP automation. These improvements focus on making it easier to upload and review bills while improving how automation adapts to real-world variations. AP Automation now supports changing the line entry format directly within draft bills. You can also now upload bills in the Automated Transactions list, creating a more unified and intuitive experience when you use AP Automation with Purchasing.
Why We’re Excited About This:
These enhancements lead to less manual AP work, better coding accuracy, faster vendor processing, and increased efficiency.
Note: This requires configuration.
Role Permission Report & Admin Controls
This idea came from you! Thanks to your feedback, administrators can now view a consolidated snapshot of all permissions assigned to a role in a single, standard report. This new report includes both standard and custom permissions. The Roles permissions report combines all permissions associated with a role at any specific point in time. This way, admins can quickly review role access without cross-referencing multiple sources.
Why We’re Excited About This:
This report provides stronger security controls, easier audits, simpler user administration, and better governance.
Process Customer Refunds Through Accounts Payable
This release has made customer refunds much easier to track and manage. There is now a new & improved way to process customer refunds by integrating Accounts Receivable and Accounts Payable workflows. You can now create refunds in Accounts Receivable that generate linked bills in Accounts Payable for payment processing. This approach helps enforce segregation of duties while making customer refunds easier to track and manage.
Why We’re Excited About This:
This is huge! The new customer refund process now provides a cleaner segregation of duties, easier refund processing, better payment controls, and improved accounting workflow.
Flexible Retainage Release & WIP Enhancements
In our last release, we were introduced to flexible retainage release with Primary documents, and we loved it! Now, flexible retainage release is also supported for project contracts. This flexible retainage release allows you to release retainage across all invoice lines on a project contract using a percentage. This release also contains some WIP Management enhancements. Sage has been continuously enhancing the WIP management tool, so why stop now? For projects where the project manager’s forecast comes from an integrated operational application, PM forecasts are sent to Sage Intacct as a primary forecast estimate. You can set an option for a project that enables you to use the project’s primary forecast estimate to calculate PM forecasts for the project in WIP schedules. Also, your idea, when you create a new project by duplicating an existing project, regardless of how the existing project is set up, the new project is not included in WIP schedules. You can include the new project in WIP schedules in the same ways you can include any other project.
Why We’re Excited About This:
The enhancements allow for faster billing cycles, better project cash flow visibility, easier contract administration, and improved contractor workflows.
Fixed Asset Management Enhancements
Fixed Assets Management took the crown in this release with an abundance of upgrades! You can now reduce General Ledger volume by summarizing depreciation postings across assets that share the same accounting attributes. Previously, each depreciation entry created a separate journal entry. Now, you can easily manage assets that need to be tracked separately by splitting an existing asset into up to 20 independent assets. You can also now reverse posted depreciation directly within Fixed Assets Management. Reversing creates an offsetting journal entry and preserves the original posting. Continuing with these improvements, you can now revert the most recent partial disposal for an asset directly in Fixed Assets Management. Also, get more control over when and how you capitalize Construction in Progress (CIP) assets. You can specify a capitalization date that aligns with your accounting timelines and revert a capitalization if you need to make changes. Previously, capitalization always used the current date and couldn’t be undone.
Why We’re Excited About This:
These upgrades provide better fixed asset control, easier corrections and adjustments, faster accounting processes, and stronger reporting accuracy.
Inventory & Supplies Improvements
Once again, this idea came from you! You can now increase operational efficiency with centralized item reference documentation. Now upload, store, and view item-related attachments such as images, specification sheets, Material Safety Data Sheet (MSDS) files, and installation guides. These attachments are accessible directly from an item record or through APIs, improving item identification, operational accuracy, and cross-team communication.
Why We’re Excited About This:
This enhancement helps provide better inventory governance, more accurate costing, improved operational controls, and easier documentation access.
Custom Purchasing Approvals
Yet another great idea from the Sage Intacct users! You can configure custom approval workflows for Purchasing transactions using flexible, rule‑based logic. With custom Purchasing approvals, administrators can define approval rules based on vendor attributes, payment priority, and transaction amounts to automatically route Purchasing transactions to the appropriate approver.
Why We’re Excited About This:
These custom approvals give users a more flexible approval criteria, precise approval routing, consistent approval behavior, and audit-ready visibility.
Learn More
2026 Release 2 delivers meaningful enhancements across finance, operations, construction, and administration within Sage Intacct. From expanded AI capabilities and AP automation improvements to stronger security controls, flexible retainage management, and advanced fixed asset functionality, this release focuses on improving efficiency, visibility, and scalability. These updates help organizations streamline workflows, strengthen governance, reduce manual effort, and make faster, more informed business decisions.
For full technical details and configuration requirements, review the complete 2026 Release 2 Notes here.
