Sage Expands AWS Partnership to Build Financial AI Agents

Sage expands its AWS partnership using Amazon Bedrock AgentCore to help channel partners develop financial AI agents and bring new solutions to customers.

Nov 9, 2026
3 minute read
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Sage is expanding its collaboration with Amazon Web Services (AWS) to help developers and channel partners build AI agents for financial workflows, the latest step in the software vendor’s broader strategy to bring AI capabilities to small and midsize businesses through its partner ecosystem.

Announced on November 5, the expanded collaboration focuses on Sage Developer Solutions built on Amazon Bedrock AgentCore, providing a foundation for specialized AI agents that support accounts payable, cash flow, payroll, and compliance processes.

The companies are also positioning AWS Marketplace as a route to market for Sage and partner-developed solutions. While Sage has not announced availability dates for new products resulting from the collaboration, the strategy reflects its continued investment in partner-led AI development and deployment.

Sage wants partners building specialized financial AI agents

For Sage, the opportunity extends beyond adding AI capabilities to its existing financial management software. The company wants partners to leverage their industry expertise to build agents that address specific customer challenges, without having to develop the underlying infrastructure themselves.

“I hear from partners all the time that they want to move fast on agents, but they don’t want to build every layer from scratch,” Gretchen O’Hara, EVP of Strategic Partnerships and Alliances at Sage, told Channel Insider.

“Our work with AWS gives them a foundation to build specialist agents around real financial workflows, while Sage brings the finance context and trusted environment those agents need to be useful to customers.”

O’Hara said partners can focus their investments on industry-specific use cases while leveraging the Sage Agent Marketplace and AWS Marketplace to bring solutions to customers.

One example is Wipfli’s Job Insights Agent, which uses Sage Intacct data and, where available, Procore data to surface job profitability, billing, project costs, and performance information for construction businesses. Wipfli is preparing to offer the agent through AWS Marketplace.

The example illustrates how partners could package their industry knowledge into repeatable solutions rather than relying exclusively on implementation and consulting services.

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AWS collaboration builds on Sage’s 2026 AI investment

The announcement follows several moves Sage has made throughout 2026 to expand its AI capabilities and partner opportunities.

In April, Sage acquired Doyen AI to accelerate financial data migration, onboarding, and ERP implementation through automation.

The company followed that move in August with its acquisition of longtime partner Bangert, bringing AI-enabled onboarding technology and construction-specific implementation expertise into its Sage Intacct business.

Both acquisitions addressed implementation challenges, while the AWS collaboration extends Sage’s strategy toward enabling partners to develop AI capabilities for customers’ ongoing financial operations.

The company has also expanded developer tooling across its portfolio, positioning partners to build integrations and customized workflows.

Partners could turn AI expertise into recurring revenue

For channel partners, the broader opportunity is developing intellectual property that can be deployed across multiple customers, potentially creating new revenue streams beyond traditional software resale.

“Partners have spent years working closely with customers, and that knowledge is incredibly valuable. I’d love to see them ask how it could become an agent,” O’Hara said.

She pointed to Sage Workspaces and the company’s broader development capabilities as ways to bring partner-built agents directly into financial workflows.

Still, translating that opportunity into revenue will require partners to identify repeatable customer problems, maintain oversight of sensitive financial data, and demonstrate measurable business outcomes.

For Sage, the AWS collaboration represents another step toward a partner ecosystem where industry expertise becomes the foundation for differentiated AI products.

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“That’s a real chance to turn their expertise into reusable IP, open up new revenue streams and take that value to far more customers,” O’Hara said.

Victoria Durgin

Victoria Durgin is a technology communications professional and editorial leader specializing in channel technology, cloud marketplaces, managed service providers (MSPs), technology distribution, and partner ecosystems. As Managing Editor of Channel Insider, she oversees editorial strategy and content development focused on helping technology vendors, solution providers, and channel partners navigate an evolving IT landscape. With nearly a decade of experience spanning technology journalism, corporate communications, content strategy, and digital publishing, Victoria has developed deep expertise in the business side of technology. Her work includes creating executive thought leadership content, industry analysis, case studies, and channel-focused reporting that helps organizations better understand market trends, partner relationships, and technology buying decisions. Before leading Channel Insider, Victoria built experience across local journalism, business reporting, social media communications, and corporate marketing. She has worked closely with technology vendors, cloud providers, and managed service organizations to develop content that highlights industry innovation, business growth strategies, and successful channel partnerships. Her portfolio includes case studies featuring mid-sized MSPs across the United States, Canada, and Australia. Victoria's work has appeared in Channel Insider, The Valley Ledger, and Medium. She holds a Bachelor of Arts in Communications and Environmental Studies from Susquehanna University. Through her reporting and editorial leadership, she helps technology professionals stay informed about the trends, challenges, and opportunities shaping the global IT channel.

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