Sage Intacct AP Automation with Purchasing

Managing accounts payable and purchasing just got a whole lot smarter. Now, with the general availability of AP Automation with Purchasing, all Sage Intacct users can streamline the process of drafting and matching vendor invoices to purchasing transactions, saving time and reducing manual effort.

This latest AI-powered enhancement brings a new level of efficiency to invoice processing and purchasing workflows, ensuring greater accuracy, faster approvals, and improved financial control.

Register for the webinar on April 10: AP Automation with Purchasing

Why AP Automation Matters

Manual AP processes create unnecessary bottlenecks, leading to delays, errors, and increased administrative workload. As a result, traditional invoice matching is often a slow, manual process requiring finance teams to track purchase orders, verify receipts, and enter data. Consequently, errors, duplicate payments, and late approvals can impact cash flow and vendor relationships.

With Sage Intacct AP Automation, your business can:

• Reduce manual effort – Capture and automate invoice matching with AI, removing the need for manual data entry.
• Improve accuracy – Detect duplicate invoices and ensure only valid transactions are processed.
• Speed up approvals – Automatically create re-populated draft invoices, ready for quick review and approval.
• Increase control over spending – Automatically match invoices to POs and receipts, preventing unauthorized payments.

Eliminate inefficiencies with AI automation. Instead, give finance teams real-time visibility into payables and purchasing workflows.

How AP Automation with Purchasing Works

Sage Intacct integrates invoice processing directly within purchasing workflows, making it easy to match invoices with the correct transactions. Here’s how it works:

• Automated Invoice Matching – Sage Intacct intelligently detects vendors and suggests invoice matches to existing purchase orders (POs), receipts, or contracts. From there, finance teams can review, adjust, or confirm matches before finalizing the transaction.
• Draft Invoice Creation – The system generates a pre-populated draft vendor invoice, complete with the original document attachment for easy review.
• Smart Matching Adjustments – Finance teams can edit drafts, reassign matches, and adjust transaction types if needed.
• Non-PO Invoice Handling – Moves expenses outside of purchasing (like rent or utilities) into the standard AP workflow for approval and payment.

Over time, the system learns from your adjustments, continuously improving invoice matching and reducing the need for manual intervention.

Key Enhancements in AP Automation with Purchasing

Included in 2025 Release 1, Sage Intacct AP Automation delivers several major improvements that enhance efficiency and accuracy:

• AI-Powered Matching & Learning – The system automatically links vendor invoices to the correct purchasing transaction and gets smarter with each adjustment.
• Better Invoice Visibility – Draft invoices include the original document, so finance teams have full context when reviewing transactions.
• Integrated Workflows – Purchasing and AP processes work seamlessly together, reducing time spent on manual invoice processing.
• Duplicate Invoice Detection – The system flags duplicate invoices, preventing overpayments and errors.

Full Integration with Sage Intacct

Unlike third-party AP tools, Sage Intacct AP Automation is built into your existing financial system, ensuring smooth data flow and eliminating reconciliation headaches.

• AI-Driven Matching & Learning – The system automatically detects vendors and links invoices to purchase orders, receipts, and contracts.
• Real-Time Payables Tracking – Finance teams can monitor pending invoices, approvals, and processed transactions directly within Sage Intacct.
• Custom Approval Workflows – Role-based approval settings help enforce internal controls and reduce unauthorized spending.
• Invoice Document Storage – The original invoice document is attached to the draft vendor invoice, making it easy to review and approve.

This end-to-end automation helps finance teams manage AP and purchasing more efficiently and confidently.

The Business Benefits of AP Automation

Beyond time savings, Sage Intacct AP Automation delivers measurable business benefits:

• Speeds up invoice processing – Reduces the time spent manually reviewing and entering invoices.
• Improves financial accuracy – Eliminates duplicate payments and matching errors.
• Accelerates month-end close – Real-time invoice syncing keeps financials accurate and up to date.
• Strengthens vendor relationships – Faster, more reliable invoice processing keeps payments on schedule.
• Enhances compliance and oversight – Digital tracking and audit-ready reporting ensure full transparency.

Upgrade Your AP Process with Sage Intacct

Now that AP Automation with Purchasing is available to all Sage Intacct users, there’s no reason to rely on manual invoice processing. This powerful update eliminates inefficiencies, improves cash flow management, and enhances accuracy, making it a must-have for finance teams looking to streamline operations.

If you’re ready to take advantage of smarter, faster AP workflows, contact our team to learn how Sage Intacct AP Automation can transform your accounts payable process.