Tech news: Sage touts features for close automation, intelligence, compliance, expenses

November 14, 2025 11:48 AM

Sage touts features for close automation, intelligence, compliance, expenses; TaxDome announces free bookkeeping hub; Qount announces UX/UI redesign; and other accounting tech updates.

Sage touts features for close automation, finance intelligence, compliance, expenses

Mike Tulip

Accounting ERP provider Sage announced new features for Sage Intacct that includes close automation, finance intelligence, compliance and expense management. Close Automation, currently available for U.S. and U.K. customers, brings together the full suite of intelligent close capabilities - Close Workspace, Close Assistant, Subledger Reconciliation Assistant, and Variance Analysis – in one connected, Sage Copilot-guided experience that provides visibility across teams, tasks, and entities. The Finance Intelligence Agent, available for early access in December for U.S. and U.K. customers, delivers autonomous insights alongside existing Close, Accounts Payable, Time, and Assurance Agents, allowing finance teams to ask questions in natural language through Sage Copilot and receive instant, actionable answers. Sage also highlighted the new Equity Method for Advanced Ownership Consolidation, now available to customers in the US, UK, Australia, Canada, and South Africa, which automates equity accounting for complex, multi-level ownership structures, including partial ownership and multi-parent rollups. Meanwhile, the new Sage Intacct PolicyConnect integrates policy administration systems with the general ledger, giving insurance organizations a unified view of operational and financial data, enabling a deeper analysis of profitability, exposure and performance. Finally, Sage Expense Management, formerly Fyle (which had been acquired in July), automates expense workflows with real-time spend notifications and AI-powered receipt capture and matching, allowing organizations retain existing credit-card programs while gaining instant visibility into spend, helping finance teams control costs, improve accuracy, and close faster, and is now available to Sage Intacct customers in the US. Sage also announced the rollout of its AI trust label.

TaxDome announces free bookkeeping hub

Practice management solutions provider TaxDome announced the launch of Bookkeeping Hub, included at no extra cost. Bookkeeping Hub lets users view and manage all client transactions directly from their general ledger without ever leaving TaxDome. Uncategorized transactions can be sent directly to clients for review, then can be reclassified directly within TaxDome, and instantly sync all changes back to QuickBooks Online. Users can also request W9s, 1099s, bank statements, and more; clients can reply through desktop, mobile, or top-rated client mobile apps. The solution works by connecting each business's general ledger with the software, allowing transactions to flow automatically from QuickBooks online. Bookkeeping Hub is included in every TaxDome subscription — no hidden fees, no add-ons.

Qount announces UX/UI Redesign

UX design or UI design. Turned cube and changed the words 'UX' to 'UI'. Beautiful orange background. Business concept. Copy space.

Dzmitry - stock.adobe.com

Accounting practice management solutions provider Qount announced the launch of its newly redesigned user experience and interface. The redesign is centered around the company's new QAI Hub, an intelligent homepage that organizes tasks, conversations, and alerts by priority — factoring in compliance risk, client sentiment, and deadlines. The hub features color-coded urgency levels and AI-driven priority scores, as well as contextual explanations for its insights. In addition, users can access an AI-powered analytics assistant that lets users simply type or speak to instantly find reports, metrics, and insights; a redesigned workspace offering both list and Kanban views for real-time visibility into tasks, blockers, and next steps; a simplified layout; and a global search function that allows users to find clients, tasks, reports, and records, complete with category filters and recent-search memory.

April teams up with NASDAQ to launch real-time equity transaction support

Tax technology platform april [sic] announced the launch of its real-time, personalized tax calculation product for equity transactions. The solution was developed with the support of NASDAQ Private Markets as an innovation partner, which is the first in the industry to integrate an equity tax calculator into their clients' workflows. The solution gives users visibility into potential tax liabilities from liquidation events ranging from stock sales to equity compensation. Advisors can now estimate the tax impact of major financial events, such as exercising stock options, liquidating equity, or executing large portfolio transactions, and model how different actions affect after-tax outcomes. Private company shareholders will also be able to model equity sale scenarios and receive personalized tax estimates based on filing status, location, and sale assumptions all within the Nasdaq Private Market platform.

Metronome rolls out new features for invoicing, pricing, data

Classic metronome in a room with warm tone

Gudellaphoto - stock.adobe.com

Monetization platform for service-based businesses Metronome announced major new products within the platform for pricing, invoicing and data. Users can now use the pricing features to adjust pricing and test new models directly across every go-to-market motion without engineering support. They can also use the new invoicing engine and native cloud marketplace integrations to power payments, generate contract-based invoices with native ERP sync, and support seamless marketplace integrations with GCP, AWS, and Azure, which serves to centralize all motions in one platform so companies gain a single source of truth for pricing and invoicing. Finally, customers can now see live cost estimates before taking an action, pay invoices directly in-product, and receive proactive notifications on contract milestones.

Diligent announces Data Room

Double exposure of abstract virtual creative lock hologram with email symbols on a modern meeting room background. Information security concept

Pixels Hunter - stock.adobe.com

GRC solutions provider Diligent announced the launch of Diligent Data Room, an AI-powered secure collaboration platform that serves as a centralized system of record for sensitive materials and corporate records, serving to streamline operational workflows, and accelerate due diligence for capital raising, M&A, and IPO processes. Diligent Data Room is part of an integrated governance platform, providing a single, secure environment that enables organizations to securely store, collaborate on, and manage sensitive documents internally. The solution, specifically, features AI document summaries, detailed engagement analytics and audit trails, granular user permissions with one-click secure sharing and member privacy controls, security features like custom watermarking, enforced click-through NDAs, and view-only permissions, as well as native integration with Diligent Boards and Diligent Entities, as well as Microsoft 365 and Google Workspace.

Canopy announces interactive community for accountants

Accounting practice management solutions provider Canopy has launched a customer community to help accountants connect, share ideas, and solve real-world challenges together, with the understanding that accountants and other firm employees rely heavily on peer advice, best practices, and real-world problem solving. The Canopy Community extends that collaboration online, offering a trusted space for professionals to connect, share insights, and strengthen their firms. Canopy noted that accountants can get peer-to-peer Q&A where people can ask questions and see how others approach similar challenges; Best practices and templates from workflows to playbooks, shared by customers; product discussions and updates; and networking opportunities: Build relationships with other professionals across the Canopy customer base. The Canopy Community is available at community.getcanopy.com and is included at no additional cost with every Canopy subscription

Partnerships, integrations and M&A

Blockchain-based b2b payments solutions provider Paystand has acquired Bitwage, a platform for stablecoin‑enabled cross‑border payouts. The combined company now supports global payables on stablecoin rails, always-on treasury and working capital, enterprise governance with regulatory alignment, and one network on both sides of the ledger. … Top 10 firm RSM announced an enhancement to its managed security services platform, RSM Defense, through the integration of SailPoint Identity Security Cloud. SailPoint's intelligence and governance capabilities will become the central decision layer of RSM Defense's active security operations. … Bookkeeping and HCM solutions provider Patriot Software has joined forces with SimplyInsured, a digital benefits platform, to embed insurance shopping, enrollment, and payroll deductions directly inside Patriot's payroll software. This integration allows customers to browse plans from leading carriers, receive instant quotes and automatically sync all group benefit information from employee health benefit deductions to employer contributions directly into payroll, eliminating extra steps.

Other news

Accounting practice management solutions provider Karbon announced the appointment of Brooke Brockman as Chief Marketing Officer. In this role, Brockman will lead Karbon's global marketing and brand strategy as the company continues to expand its capabilities, audience, and influence across the accounting profession. Brockman joins Karbon with more than 15 years of experience. Most recently, she served as CMO at Buildertrend. … Accounting ERP provider Sage announced that its AI Trust Label (see previous story) is now officially live within Sage Intacct for US and UK customers. Built directly into the Sage Intacct product experience, the AI Trust Label provides customers with clear, accessible insight into how Sage's AI works across products, including key indicators like global regulation compliance, customer data usage, and systems monitoring for accuracy and ethical performance.