Finance leaders are adopting AI, but many aren't seeing the results they expected.
While 46% of finance teams have used AI tools for over a year, 75% report the tools haven’t improved their month-end close.
The problem isn't the technology, but the type of tools being used. Generic AI platforms often lack the specialized knowledge needed for complex financial tasks. This creates clunky workflows and workarounds that cost your team valuable time. To truly transform finance, you need AI built for the job.
This is where finance-trained AI comes in. The Evolution of AI in Finance is Sage’s latest eBook. It explores how specialized tools are reshaping accounting and empowering finance leaders to drive strategic growth.
Many finance teams use AI that’s either too generic or too disconnected from their core systems. This means they’re limited when applying general-purpose tools to highly specific processes like reconciliation, variance analysis, and approval workflows.
The result? Inefficient handoffs, fragmented insights, and time wasted chasing down details that a specialized system would have flagged instantly.
Nearly 90% of CFOs say they use AI to support the close—yet only 25% feel it saves them time. This gap highlights a critical issue: Your AI must understand accounting.
What if closing the books wasn't a stressful, last-minute rush?
The "continuous close" is a new way of working that embeds closing tasks into daily operations.
Instead of saving everything for the end of the month, finance teams manage tasks throughout the month, leading to fewer surprises and more time for strategic analysis.
With the continuous close model:
This shift creates space for real-time analysis and stronger collaboration. Teams that have adopted the right technology have seen their close times shrink from 20 days to just five—through automation alone.
To make the continuous close a reality, you need AI embedded directly in your financial workflows. Sage Copilot is a finance-trained AI assistant that works inside Sage Intacct to guide your team.
Sage Copilot provides real-time visibility across your financials, flags incomplete entries, and automates reconciliation by continuously comparing subledgers to the general ledger.
By surfacing issues early and providing context, Sage Copilot helps your team move faster and more confidently. This is how finance teams reduce month-end close time by up to 90%.
High-performance finance isn't about working longer hours; it's about eliminating friction and building trust in your data. See how the right AI tools can turn the month-end close into a daily rhythm, creating the time and space you need to focus on what’s next.
Vision33 is a global, award-winning Sage Intacct partner. Our certified consultants work with growing businesses that have outgrown solutions like QuickBooks, Sage 50, Sage 300, and Xero.
With hundreds of successful Sage Intacct implementations, Vision33 helps businesses in many industries—including non-profit organizations, SaaS companies, and professional services firms—transform accounting frustrations into mission success and strategic growth.
Contact us with questions or register for our next live Sage Intacct demo.