Sage Intacct Close Automation

Sage Intacct Close Automation is a set of tools designed to accelerate your period-end close.

Close Assistant

Close Assistant helps you manage standard period-close tasks for core applications by providing an overview of activity in one place. You can glance at the Close Assistant panel in Sage Copilot to see which applications are closed and which tasks require attention.

For more information, see Close Assistant.

Close Workspace

Close Workspace helps finance teams manage and track all tasks required to close an accounting period. This feature centralizes period-close checklists, task assignments, deadlines, and progress tracking in one place, making it easier to coordinate work across teams and entities.

To learn more, see Close Workspace.

Subledger Reconciliation Assistant

Subledger Reconciliation Assistant saves you time and effort by automating some of the tasks required to reconcile subledgers with General Ledger. Instead of exporting subledger reports and the Trial Balance report to Excel to compare balances, let Subledger Reconciliation Assistant do that for you.

For details, see Use Subledger Reconciliation Assistant.

Variance Analysis

Copilot Variance Analysis alerts budget owners and finance leaders when actual spending exceeds the budget. Copilot notifications keep budget owners in the loop, whether it’s a timely update or an on-demand review. You can drill into report insights to see detailed breakdowns and visualizations that show exactly how your budget is doing.

For more information, see Variance Analysis.