Sage Intacct 2026 Release 4: What's New and What Matters

With Sage Intacct 2026 Release 4 (R4) now available, finance teams have new capabilities and important changes to consider. In this webinar, Lindsay Chavez, CPA and Senior Consultant at Rand Group, highlights the key enhancements and explains how they may affect day-to-day financial operations. The webinar covers updates to security, AP Automation, financial reporting, billing, and AI-powered capabilities. You'll learn which features are generally available, which are part of early-adopter programs, and what to consider when updating your Sage Intacct environment. You'll also learn about year-end 1099 preparation and practical steps to help your organization take advantage of the latest Sage Intacct enhancements. 00:00 Introduction and speaker overview 00:50 Sage Intacct 2026 Release 4 highlights 02:38 Email sender allow list changes 05:12 User license usage and management 07:26 AP Automation and purchasing updates 10:43 Preparing for the 1099 tax season 13:14 Employee expense reimbursement options 17:21 Finance Intelligence Agent 19:08 Passkey authentication and security 21:19 Customer Payments powered by Fortis 22:57 Variable quantity and tiered billing 24:30 Early-adopter features overview 25:12 Smart Reporting for Excel 26:37 Custom approvals for AR and Order Entry 28:12 Additional Sage Intacct enhancements 29:49 How to prepare for Sage Intacct R4 31:30 Questions and answers 34:10 Closing remarks and next steps Have questions about Sage Intacct? Rand Group closely follows Sage Intacct developments to help organizations stay informed, prepare for updates, and make the most of new capabilities. Our consultants can help you understand the latest changes, assess their impact on your workflows, and get more value from your Sage Intacct system. Contact us for more information: https://www.randgroup.com/ Subscribe to our channel: https://www.youtube.com/channel/UCHAtQ9fSm1oPZYDW37ELFAA?sub_confirmation=1