Close Workspace

Checklists & Notifications:

Template-based workflows: Establish repeatable close procedures with customisable task templates

Checklists with accountability: Track every task, owner, and status for a consistent and complete close

Proactive notifications: Surface due dates, dependencies, and outstanding tasks before they become blockers

Close Workspace Visibility

Reduce time to close with the Close Progress Monitor

Close Workspace: Collaboration

Reduce time to close with enhanced communication

Draft with Copilot:  Draft tailored emails for task alerts or variance review. Create actionable notifications so team members can resolve issues quickly

Built-in collaboration: Communicate directly within close tasks to reduce friction, keep everyone aligned, and strengthen internal controls

Close Assistant

Proactive monitoring of close tasks

Close management with Copilot

Visibility and ease of navigation for standardized month-end close tasks, including:

•  Unposted transactions in AP, AR, and GL

•  Bank reconciliations in Cash Management

•  Subledger and GL close status

The AI Trust Label highlights key trust indicators including:

1.Compliance with global regulations 

2.How customer data is used 

3.The systems in place to monitor accuracy and ethical performance

4.Sage Intacct users will see the label within the product experience and have access to additional details via Sage’s Trust & Security Hub