As artificial intelligence becomes an everyday part of finance operations, organisations are increasingly looking for ways to help their teams embrace new technologies with confidence. With tools such as Sage AI and Sage Copilot enhancing productivity, improving visibility, and automating routine tasks, effective Sage Intacct training is essential to ensure users can maximise value while maintaining a people-first approach.
In this post we’re sharing best practices for training and getting the most out of AI in finance:
Why AI Adoption Requires More Than Technology
Implementing AI-powered finance tools is not simply a software upgrade. It represents a shift in how finance teams work, make decisions, and interact with data. While AI can automate repetitive tasks and surface valuable insights, people remain responsible for oversight, strategic thinking, and business decision-making.
The most successful organisations recognise that technology adoption starts with people. Employees who understand how AI supports their roles rather than replaces them are more likely to engage positively with new workflows. This is why a structured Sage Intacct training programme should focus on confidence-building as much as technical capability.
Start with Education and Awareness
Before introducing AI-powered features, finance teams need a clear understanding of what the technology does and how it benefits their day-to-day responsibilities.
Training sessions should cover:
- The purpose of Sage AI and Sage Copilot
- Common finance tasks supported by AI
- How AI-generated recommendations are created
- The importance of human review and approval
- Data security and governance considerations
By removing uncertainty and addressing concerns early, organisations can build trust and encourage greater user adoption.
Demonstrate Real-World Use Cases
One of the most effective ways to drive engagement is through practical demonstrations. Rather than focusing solely on system functionality, show users how AI can solve real business challenges.
Examples might include:
- Identifying unusual transactions that require review
- Accelerating month-end processes
- Generating financial insights more quickly
- Reducing manual data entry tasks
- Supporting cash flow analysis and forecasting
When employees can see direct benefits to their daily workload, they are more likely to embrace new processes and workflows.
Deliver Role-Based Sage Intacct Training
Not every user interacts with financial data in the same way. A one-size-fits-all approach often results in unnecessary information and slower adoption.
Tailoring Sage Intacct training to specific roles helps users focus on the features most relevant to their responsibilities. For example:
Finance Managers:
Focus on reporting, forecasting, performance visibility, and AI-driven insights.
Accounts Payable Teams:
Highlight automation opportunities, transaction matching, and workflow efficiencies.
Finance Directors and CFOs:
Demonstrate strategic decision-support capabilities and how AI can provide deeper operational visibility.
Role-based learning improves engagement and allows users to become productive more quickly.
Our free Sage Intacct Training Library includes video tutorials, guides and more – view our overview on Roles & Permissions opposite:
Encourage Hands-On Learning
People learn best by doing. Providing safe, practical opportunities to use AI features helps users develop confidence and familiarity.
Consider creating:
- Guided exercises
- Interactive workshops
- Sandbox environments
- Scenario-based training sessions
- Peer learning groups
Hands-on experience allows teams to understand when to rely on AI recommendations and when human judgement is needed.
Champion a Human-First Adoption Strategy
Successful AI adoption does not remove people from finance processes. Instead, a human-first AI adoption strategy empowers them to focus on higher-value activities.
Leaders should reinforce key messages throughout implementation:
- AI is designed to support decision-making, not replace it
- Human oversight remains essential
- Automation reduces repetitive work, creating more time for analysis and strategic planning
- Employees play a critical role in improving and refining workflows
When teams understand that AI is an enhancement rather than a threat, resistance typically decreases and adoption rates improve.
Provide Ongoing Support and Continuous Learning
AI capabilities continue to evolve, making ongoing education critical. Training should not end after implementation.
To maintain momentum:
- Schedule refresher sessions
- Share new feature updates
- Create internal knowledge resources
- Encourage user feedback
- Recognise and celebrate adoption successes
Regular support helps teams stay engaged and ensures organisations continue to realise value from their investment.
LOOKING FOR SAGE INTACCT TRAINING RESOURCES OR ADVICE?
Acuity24 provide enhanced Sage Intacct support and a supportive community environment, with regular live webinars, articles and video tutorials designed to help users get the most out of the solution; Find out more about our Sage support options here.
See what our customers think – View Our Case Studies Here.
Building Confidence for the Future
The transition to AI-enabled finance workflows is as much about people as it is about technology. Through effective Sage Intacct training, businesses can equip finance teams with the knowledge, skills, and confidence to embrace Sage AI and Sage Copilot successfully.
By taking a human-first approach that prioritises education, practical experience, and ongoing support, organisations can unlock the benefits of AI while empowering finance professionals to focus on what they do best: delivering strategic insight and driving business performance.
