How to Become a Sage Intacct Early Adopter

A Sage Intacct early adopter is a customer who engages in a program designed to test and offer feedback on new features and functionalities prior to their general release. Early adopters benefit from early access to new features, contribute to their enhancement, and assist in ensuring a smoother and more robust rollout for all users.

Please note that Early Adopter consideration is tied to the specific features and releases.

To apply, go to the specific release notes for each topic and select ‘Survey’. There may be minimum requirements to qualify along with a legal document for signature if you are selected.

This document will use the new copilot feature as an example of how to apply:

1. Sage Copilot Variance Analysis - Early Adopter – 2024 R4 Release Notes
2. Copilot Close Assistant – Early Adopter - 2025 R1 Release Notes
3. Copilot Subledger Reconciliation Assistant-Early Adopter – 2025 R2 release

Steps to Apply to Be an Early Adopter

1. Access Release notes in Sage Intacct

• You can access the Release Notes in Sage Intacct directly if you have the product updates on your Home Page.

• Or -- log into the Community Home Page.
• Click on Release Notes link located in the grey sidebar to the right of the page.

2. Choose Release Link

• You will then be linked to the optional Release Notes.
• Example: Choose the 2025 Release1 link – to apply to become an Early Adopter for CoPilot Close Assistant.

3. Choose the Copilot hyperlink

• Click on the hyperlink of the feature you would like to become an Early Adopter for.

4. Complete early adopter survey

• Look for the Lightbulb a quarter of the way down the page.
• Click the link to start the survey.

This same process will apply to any future Early Adopter features. Copilot Close Assistant was just used as an example.

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