Tell your agent what you need in a message or voice note. It can work in Sage Intacct for you, finding information, taking action, and keeping track of tasks.
DR
Dana Reyes
Works for me. Let’s lock that in.
You
Hey @Sage Intacct agent, follow up on our discussion and make the updates.
Sage Intacct agent
Done. It’s all in Sage Intacct.
Automate Workflows with Sage Intacct
Build workflows around how you actually work, then let your agent handle updates, follow-ups, and recurring work in Sage Intacct.
Your agent, your control
Choose what your agent can access and how it can act in Sage Intacct. Require approval before actions, keep access read-only, or allow approved work to run automatically.
What Can Zenzap’s Sage Intacct AI Agent Do?
Find financial records
Search Sage Intacct for supported invoices, bills, expenses, customers, vendors, and accounts.
Create finance records
Create supported invoices, bills, expenses, payments, or accounting tasks in Sage Intacct.
Update accounting data
Change supported amounts, categories, statuses, due dates, and record details in Sage Intacct.
Flag finance work that needs attention
Check Sage Intacct for overdue, unreconciled, rejected, or exceptional records.
Summarize financial activity
Bring supported balances, transactions, cash activity, and open items from Sage Intacct into the chat.
Monitor recurring finance work
Run regular checks and coordinate close, payment, or reconciliation work in Sage Intacct.
Security & Compliance
Zenzap’s AI agents are SOC 2, GDPR, and ISO 27001 certified, with full HIPAA compliance and signed BAA for healthcare teams. Your data is never used to train AI models.
Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.
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