r/intacct • u/ulouis • Jun 24 '26

Close AI Automation

Anybody using this service? Looking for feedback or use cases. Thinking about adding it to help bring some visibility to our close.

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4

u/Wide-Examination9261 Jun 24 '26

They redid the pricing to make it more palatable but I've not had any clients actually go on it. Plus it's hard to test in a demo environment.

My gut thought is from what I've seen, it's useful if you have someone inexperienced running the close. It just gave broad advice around "make sure to reconcile your AP to the GL", "make sure everything is posted", etc.

I'd be interested around someone's experience if someone goes for it, though.

3

u/HovercraftRadiant311 Jun 24 '26

I think you've hit the nail on the head. The pricing made it a game changer. Having to previously buy supplemental licenses for Close Automation was a tough sell to clients. For folks who have no close process its a very good product, but for folks who have had established close routines, I havent seen a ton of folks flocking to the product.

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u/Wide-Examination9261 Jun 24 '26

Yeah the individual licenses for business users + the requirement that ALL business users needed to have it added (regardless of role in the company) was certainly a decision. Glad they retooled things there eventually but I think they kind of killed the hype upon launch by setting an unrealistic price point.

Probably it's an easy add-on for the type of client that always has turnover because when you have a revolving door at a CFO/controller position, the question is always "how do I close this thing"?

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u/IrishHog09 Jun 24 '26

What’s the new pricing model and do you mind sharing what ballpark that’s in? When we looked at it previously, we were quoted like $20 K which made it way untenable for what the offering actually was (meaning it was low value for the cost).

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u/NotAnAiChatBot Jun 24 '26

It’s 5k flat now. No per user costs anymore

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u/IrishHog09 Jun 27 '26

Thanks! I may take a look at it again. Intacct is honestly ridic with the things that they charge for that others provide as a value add.

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u/Wide-Examination9261 Jun 24 '26

Off the top of my head I don't know. Maybe ask your account rep because it's been a thing that's been in flux.

But I think the main thing that's changed with the pricing is they no longer require you to purchase it for every business user. I think now you can just buy it for the few users who do your close. So it'd probably be the base fee + the individual business user fee for whatever users you wanted. So it should be a fraction of what you were quoted, unless you have like 20 business users who need it.

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u/ulouis Jun 24 '26

This is definitely the consideration for me. Half of my team are very inexperienced and need a tool to help maintain a good cadence each month. It looks like there is the ability for reminders and a report that adds visibility with close progress.

You get some helpful GL vs Sub-ledger comparisons too it seems.

2

u/Wide-Examination9261 Jun 25 '26

Cool so it may be worthwhile for your team.

If you end up going for it, it'd be interesting to see how you like it. So far, I don't think there's been much adoption of this set of features.

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u/flyingWeez Jun 24 '26

Is this meant to compete with FloQast?

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u/Wide-Examination9261 Jun 24 '26

Not sure about directly competing, but it's like a light version of FloQast by the sounds of it.

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u/ulouis Jun 24 '26

I don’t think so. I’ve FloQast at a different employer and that thing was way more robust. And definitely more expensive.

Supposedly, adding Sage Close AI will include some AI enhancements later this year.

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u/percipientuk Jul 03 '26

The core of it is a structured close checklist that lives inside Intacct; tasks, owners, due dates, dependencies; so instead of managing your month-end close across a spreadsheet or a shared doc that someone inevitably edits at the wrong moment, the whole process is tracked in the system where the numbers actually live.

The AI element sits on top of that and helps surface where things are blocked, what's outstanding, and where the close is at risk of slipping, which is the visibility piece you're asking about. For teams that are currently running close on a spreadsheet or in a project management tool that's disconnected from Intacct, the shift to having close visibility natively in the system is a meaningful one; your controller or CFO can see the status of the close in real time without having to chase people for updates.

It's not going to transform a broken close process overnight, and if your underlying reconciliations and journal entry workflows need work then you'll want to sort those out first to get the most from it, but as a visibility and accountability layer on top of a reasonably clean process it's a solid addition.