Sage AI Close Automation: Smarter Month-End Close
Closing the books has long been one of the most time-consuming and stressful tasks for finance teams. Manual reconciliations, variance checks, and scattered spreadsheets often slow down the process, leaving little time for analysis and strategic decision-making.
That’s where Sage AI Close Automation comes in.
Now available in the US and UK, Sage AI Close Automation is a collection of AI-powered features within Sage Intacct designed to simplify, accelerate, and modernize your financial close. By reducing manual effort and standardizing workflows, it helps finance leaders and teams close with confidence, deliver faster insights, and focus on driving business performance.
Why Sage AI Close Automation?
Sage AI Close Automation applies the power of artificial intelligence to automate tedious close activities, improve accuracy, and provide proactive insights. Instead of getting bogged down in reactive problem-solving at month-end, finance teams can work smarter with guided processes, intelligent variance analysis, and reconciliations that practically prepare themselves.
With Close Automation, organizations benefit from:
Faster close cycles:
Streamlined workflows mean less time spent on repetitive manual tasks.
More accuracy and visibility:
Automated reconciliations and variance analysis surface issues before they become roadblocks.
Proactive financial management:
Real-time insights enable better, faster decision-making.
Collaboration across the team:
Standardized checklists, notifications, and tracking keep everyone aligned and on schedule.
Key Features of Sage AI Close Automation
Close Automation includes a powerful suite of tools to support your finance team at every step of the month-end close:
Variance Analysis
Get real-time visibility into unexpected deviations between actuals and budgets. Finance teams can investigate discrepancies before period-end, reducing last-minute surprises.
Close Assistant
Guides users through key close tasks, tracks progress, and provides timely prompts—ensuring deadlines aren’t missed and bottlenecks are avoided.
Subledger Reconciliation Assistant
Automatically prepares reconciliation reports, highlights discrepancies between subledgers and the general ledger, and provides drill-down views for quick resolution.
Close Workspace (Early Adopter)
Standardizes the close process with reusable task templates, ownership tracking, and proactive notifications that keep tasks moving and everyone accountable.
From Copilot to Sage AI Close Automation
You may have previously heard this solution referred to as Copilot Close Automation. Sage has renamed it Sage AI Close Automation to better reflect its role in the broader suite of Sage AI-powered solutions—such as AP Automation, Sage Intelligent Time & Expense, and Outlier Detection.
“Sage Copilot” now refers to the in-product experience: how users interact with Sage AI—asking questions, surfacing insights, and receiving guidance in real time.
The Bottom Line: A Smarter, Faster Close
Sage AI Close Automation empowers finance teams to move from reactive to proactive, freeing up time to deliver insights that matter most to the business. Whether it’s detecting variances earlier, reconciling faster, or keeping your close on track with smart checklists, Close Automation modernizes the close process from start to finish.
If your finance team is still wrestling with spreadsheets and manual reconciliations every month-end, now is the time to explore Sage AI Close Automation.
Ready to see Close Automation in action?
Contact us today to learn more about how Sage AI Close Automation can help your team close smarter, faster, and with greater confidence.
If your finance team is still wrestling with spreadsheets and manual reconciliations every month-end, now is the time to explore Sage AI Close Automation.
