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About This Webinar
See what’s new in the Q3 2026 Sage Intacct release.

This webinar offers a guided look at new features and tools, plus practical tips from Wipfli’s Sage support team to help you get more value from your technology investment.
Agenda
  • AI and automation: Explore new AI agents and AI-driven anomaly detection in AP to identify high-risk transactions and help finance teams work more efficiently
  • Streamlined workflows: Process transactions faster with bulk posting capabilities for AP bills, AR invoices and adjustments, plus enhanced bill payment and customer refund workflows.
  • Cash and GL management: See improved cash intelligence capabilities, reconciliation enhancements and general ledger (GL) productivity updates like streamlined journal entry approvals.
  • AR improvements: Take advantage of enhanced billing groups and improved customer communication tools.
  • Platform and security updates: See what’s new across navigation, import capabilities, email management and security controls.
Presenters
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Julie Schilz
Manager
Julie Schilz is a manager in Minneapolis, MN, leading Wipfli's Sage Intacct support desk, assisting with both client-facing projects and internal processes.
S
Supatrik Chakrabarty
Sr. Partner Account Manager - Sage Expense Management
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