Tech news: Sage announces new automation for receivables, AP, purchasing, analytics

Published May 29, 2026 12:57 PM

Updated May 29, 2026 3:28 PM

1 Min Read

Sage announces new automation for receivables, AP, purchasing, analytics; Auditoria.AI announces Governed Autonomy operating framework; HubSync rolls out HubSync Halo; and other accounting tech updates.

Sage announces new automation for receivables, AP, purchasing and analytics

Mike Tulip

Accounting ERP provider Sage announced new and enhanced capabilities in Sage Intacct that expand automation across receivables, accounts payable, purchasing and SaaS analytics, while introducing new ways for customers and partners to extend AI capabilities through Sage Intacct AI Gateway. Specifically, Sage Intacct now sports payment reminders that surface customers with open or overdue invoices in a single view. Teams can send one-click or bulk payment reminder emails using a default template. There is also three-way matching that uses AI-driven automation to link invoices, purchase orders and receipts, compare prices, quantities and totals, and flag line-level discrepancies for review before payment. The update also includes custom purchasing approvals that enable teams to define multi-condition approval rules using transaction fields such as vendor, amount, department, location and category. In addition, Sage has added Sage Intacct AI Gateway, which enables tailored AI solutions to connect directly with Sage Intacct using REST APIs and using the Model Context Protocol standard, allowing Sage Intacct data to be combined with external applications and AI services while operating within defined roles, permissions and workflow controls. Finally, the platform now has Sage Intelligence 2.0, which delivers enhanced AI-powered insights across forecasting, cohort analysis, customer segmentation and annual recurring revenue and monthly recurring revenue tracking. Interactive dashboards help organizations identify churn, retention and expansion trends more easily.

Auditoria.AI announces Governed Autonomy operating framework

AI-focused corporate finance solutions provider Auditoria.AI introduced Governed Autonomy, a new operating framework for enterprise finance AI that allows autonomous agents to execute work inside enterprise-defined guardrails instead of requiring human approval at every step. Rather than inject human oversight into every transaction flow, AI agents adapt as governance policies change, applying updated rules and controls across categories of work. The framework operates across Auditoria's agentic finance platform, spanning accounts payable, accounts receivable, and FP&A workflows. It is designed to operate on continuously validated financial data across enterprise systems, allowing governance policies, identity controls and audit logic to remain consistent as workflows move between platforms. Auditoria's Governed Autonomy framework is designed to operate across multi-system enterprise environments, including Workday, Oracle, SAP, NetSuite, Coupa, Microsoft 365, Google Workspace and ServiceNow. The platform combines cross-system orchestration with identity-bound execution, configurable rule enforcement and controller-grade audit logging. Every agent action is tied to enterprise identity, runtime authorization and entitlement enforcement. Organizations can define configurable operational boundaries around what agents can do, under which conditions, and with what level of authority. Beyond this framework, the company also announced the latest version of AP Helpdesk, which uses configurable rules that allow agents to process, route and respond to inquiries autonomously while maintaining complete auditability. Auditoria also expanded AP Invoices with configurable policy logic that enables agents to process invoice data, routing decisions, coding structures and exception handling based on enterprise-defined governance parameters rather than static workflow rules.

HubSync rolls out HubSync Halo

Accounting-focused client experience and automation platform HubSync launched HubSync Halo, a fully-embedded AI operating system that automates and orchestrates the tax and accounting engagement lifecycle from engagement letter to delivery and close. Configured with a secure API-first architecture with Model Context Protocol integration for tools like ChatGPT, Claude and Copilot, HubSync enables controlled AI orchestration, centralized execution and visibility across firm workflows. The platform pulls the available context to automate engagement letter drafting and reminders, then initiates downstream workflows when an agreement is signed — provisioning portals, folders and invoices scheduled for delivery through HubSync Payments. Every document upload is ingested and made accessible through Halo — classified and matched to request lists in real time, with automated context-specific follow-ups on missing items. Professionals can ask questions and take action through Halo's AI search; it extracts and organizes tax form data , performs adjustments and calculations, and flags variances. It drives last-mile automation for delivery, tracking, signoff and completion of any engagement (e.g., delivery of tax return with e-file submissions) with autonomous agents handling issues and generating retry submissions. Halo rolls forward data, archives engagements and generates AI-driven insights and client-ready deliverables. For security and confidentiality, HubSync Halo is engineered with explicit data custody controls and human oversight. Every AI-driven action is fully logged and auditable, while human review checkpoints are embedded throughout critical stages of the engagement lifecycle to ensure approval from firm personnel. Further, HubSync Halo is a context aware, agentic layer tailored to manage engagement workflows. Its multi-agent architecture allows coordinated agents to operate across shared workflow contexts rather than isolated tasks.

Maxio Payments adds surcharging feature

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Maxio, a billing automation and revenue management platform for B2B and AI companies, announced surcharging in Maxio Payments, a built-in solution for subscription businesses. Companies can configure their surcharge rules and apply them consistently across invoice payment, billing portal flows and self-service checkout. Buyers who prefer to avoid the surcharge are offered ACH as an alternative, which carries lower processing costs. Charges are shown before payment, and recovered fees are automatically mapped against merchant fees.

Workday touts Adaptive Decision Intelligence in Adaptive Planning

Finance, IT and HCM solutions provider Workday introduced Adaptive Decision Intelligence, a new AI capability in Workday Adaptive Planning. Adaptive Decision Intelligence provides a single experience where finance and operations teams can ask questions in natural language, model scenarios, and commit decisions directly into the governed plan. Every answer is grounded in the same definitions and data as Adaptive Planning, so calculations and permissions are enforced consistently across both exploratory work and governed plans. Answers draw on data from Adaptive Planning and systems across the enterprise, including CRM, HR and data warehouses. Adaptive Decision Intelligence is now available to customers enrolled in an early adopter program and is expected to be more broadly available later this year.

In other Workday-related news, Incorta, a data foundation platform, announced Adaptive Data Foundation powered by Incorta, a finance-owned data layer built for Workday Adaptive Planning. The solution connects ERP and CRM systems, human resource information system platforms, and operational planning tools directly to Workday Adaptive Planning, with data refreshes as frequently as every five minutes. Meant to be owned and operated by finance professionals, it includes pre- built blueprints for Workday Financial Management and other enterprise platforms. FP&A teams can add data feeds, update definitions and change models without first submitting IT tickets or waiting for backlog clearance.

Partnerships and integrations

Advisure IQ, a planning advisory and data analytics consultancy, announced a strategic partnership with financial performance management solutions provider Prophix. AdvisureIQ will serve as an integration and advisory partner for Prophix, combining its data virtualization and planning consulting services with the Prophix One platform's automated budgeting, forecasting, financial consolidation and reporting. Prophix One connects directly with major ERP systems. … AP automation solutions provider AvidXchange introduced embedded AP payment automation within Acumatica , powered by AvidXchange's Accounts Payable as a Service solution. This launch follows the announcement of AvidXchange's recent selection as Acumatica's strategic partner to power payment automation for its mid-market customers. … Zone & Co, an ERP-native, AI-focused financial operations platform, announced a strategic partnership with Nixtla to embed TimeGPT, Nixtla's foundation model for time series, directly into Zone's financial workflows. The integration brings continuous anomaly detection on billing and usage activity and foundation-model-powered cash flow forecasting into the ERP. Zone and Nixtla are committed to a long-term collaboration. As new use cases emerge, capabilities will continue to expand across financial operations. … Fonoa, an AI tax platform for businesses, announced the acquisition of Indirect Tax Edge from Big Four firm PricewaterhouseCoopers. Fonoa will further develop Edge following the acquisition from PwC, integrating it with Fonoa's modular tax infrastructure and AI layer. PwC will continue to deliver global indirect tax reporting and consulting services through Edge as part of Fonoa's AI-powered tax operating system. The announcement comes at the same time the company revealed its $110 million Series C round led by Headline, which also included participation from new investors Eurazeo and Forestay Capital, alongside existing investors Index Ventures, OMERS, Coatue and Dawn Capital.

Awards and honors

Digital asset solutions provider Ledgible has been recognized by TechDogs with the "Best Customer Support" distinction in its recent roundup of the top crypto accounting software platforms for 2026. The recognition highlights Ledgible's continued focus on helping institutions, enterprises, accounting firms and tax professionals navigate the evolving world of digital asset compliance. In its "Top 5 Crypto Accounting Software of 2026" rankings, TechDogs highlighted Ledgible for its customer-focused approach, enterprise-grade reporting capabilities, and commitment to supporting organizations operating in the digital asset ecosystem. … LogicGate, an AI-based GRC platform, announced it was named one of four Leaders in The Forrester Wave: Governance, Risk and Compliance Platforms, Q2 2026 report. LogicGate received 5/5 scores across eight criteria, which Forrester defines as superior relative to others evaluated. This includes Integration Quality, Technology Risk Management, User Experience, Workflow Management, Roadmap, Partner Ecosystem, Adoption Strategy, Pricing Flexibility and Transparency. … Accounting, advisory and regulatory solutions provider CPAClub announced that two company leaders have recently received global and state recognition for their contributions to the accounting profession. CPAClub associate chief Connor Crow was named the top honoree at Caseware's inaugural 30 Under 30 Awards during CwX North America 2026 in Fort Lauderdale. The recognition program was created to identify and celebrate emerging professionals across audit, accounting and assurance who are embracing new technology, raising the bar on quality and integrity, and helping drive the profession forward. In addition, CPAClub senior vice president Ellen Sulistio was recently recognized as a 2026 20 Under 40 Accounting Influencer by CPA Practice Advisor and also received her second consecutive nomination for CalCPA's Women to Watch Award.