Artificial intelligence is becoming an increasingly important part of business software, helping organisations automate processes, improve reporting and access insights faster. But when evaluating Sage Intacct and its AI capabilities, it’s important to look beyond the features themselves.
Before signing with a Sage Intacct partner, make sure you understand how AI is governed, who stays in control and what safeguards are in place to support responsible adoption.
Use this checklist to guide your conversations:
Why Ask About AI Before You Sign?
AI can deliver significant benefits, from reducing manual tasks to helping finance teams identify trends and anomalies more quickly. However, businesses should understand how AI fits into their overall processes, data governance and compliance requirements.
A good Sage Intacct partner should be able to explain not just what Sage AI can do, but how it operates, where human oversight is required and how your organisation can adopt it responsibly.
Your Sage AI Evaluation Checklist
✅ 1. What Sage AI capabilities are available today?
Start by understanding exactly which AI-powered features are included or available.
Questions to ask:
- Which Sage AI features are available within Sage Intacct?
- What business processes can AI help automate?
- Which features are available now and which are planned for future release?
- Are AI capabilities included in my subscription or licensed separately?
A partner should provide clear, practical examples rather than broad AI claims.
✅ 2. How is our data used by AI?
Data governance should be one of your first considerations, including the following points:
- What data does Sage AI access?
- Is customer data used to train AI models?
- Where is data stored and processed?
- What security and privacy controls are in place?
Your partner should be able to explain how data is protected and what controls exist around its use.
✅ 3. Who can access AI features?
Not every employee needs access to every AI capability.
Ask the following:
- Can AI features be restricted by role or user permissions?
- Can administrators control who can use AI tools?
- Can access be reviewed and changed over time?
- Are there audit logs showing AI-related activity?
Strong permission controls help ensure AI is used appropriately and consistently across the organisation.
✅ 4. How much human control is involved?
AI should support decision-making, not replace it.
Be sure to ask:
- Does AI make decisions automatically or provide recommendations?
- Can users review outputs before taking action?
- Can AI-generated suggestions be edited or rejected?
- Which processes still require human approval?
Sage AI maintains clear human oversight, especially for financial transactions, approvals and reporting.
✅ 5. How accurate are AI-generated recommendations?
Understanding limitations is just as important as understanding capabilities.
Ask questions like:
- How are AI recommendations validated?
- What confidence levels or explanations are provided?
- What happens if AI generates an incorrect suggestion?
- What best practices do you recommend for reviewing outputs?
A trustworthy partner will openly discuss both the strengths and limitations of AI tools.
✅ 6. What is Sage’s approach to responsible AI?
Responsible AI should be a key part of the conversation from the start.
Consider questions including:
- What principles guide the development and use of AI?
- How are bias, transparency and accountability addressed?
- What safeguards exist to minimise potential risks?
- How are AI features tested before release?
Responsible AI practices help organisations adopt new technology with confidence.
✅ 7. What governance should we have internally?
Technology alone does not create successful AI adoption.
Find out:
- What policies should we have around AI use?
- Which teams should be involved in governance?
- How should AI-generated outputs be monitored?
- What reporting or oversight processes do you recommend?
Your implementation partner should help you establish practical governance from day one.
✅ 8. What training will our users receive?
User understanding is critical to successful adoption.
Ask questions including:
- How will employees be trained on Sage AI features?
- What guidance is available for responsible use?
- How can users identify when AI-generated content requires review?
- Is ongoing support available as new AI capabilities are introduced?
The best results come when users understand both what AI can do and where human judgement remains essential.
✅ 9. Can AI features be enabled gradually?
Many organisations prefer a phased approach.
Things to ask:
- Can AI functionality be rolled out in stages?
- Which features are best suited for initial adoption?
- How can we measure success before expanding usage?
- Can features be disabled if required?
A controlled rollout allows businesses to build confidence while managing risk.
✅ 10. How will AI evolve over time?
AI capabilities are developing rapidly.
See how Sage AI is likely to evolve by asking:
- What is the roadmap for AI within Sage Intacct?
- How will new features be communicated?
- What level of customer input influences future development?
- How can we prepare for future AI enhancements?
Understanding the long-term vision helps you assess whether the platform aligns with your organisation’s future needs.
Explore Sage AI-Powered Solutions with Acuity24:
AI has the potential to help finance teams work more efficiently, improve visibility and support better decision-making. However, successful adoption depends on more than just technology. The right partner will help you understand not only the opportunities AI creates, but also the controls and governance required to use it effectively.
Acuity24 specialise in helping businesses implement and utilise Sage Intacct and Sage X3 to streamline processes and improve efficiency as they grow.
We are an award winning Sage Business Partner, recognised for our innovative service delivery and support. As a member of the Sage Centurions Club, we’ve helped well over 100 customers migrate to Sage Intacct while providing fixed price services and unlimited support options to suit specific business needs.
Find out how we’ve helped customers across a variety of sectors in some of our Customer Case Studies.
Arrange an introductory call or a demo here to explore Intacct’s potential for your business.
