Is your finance team stuck in an endless juggling act of month-end closes, variance analyses, and reconciliations? If you answered "Yes", you'll know how tiring it is and how it stands in the way of more strategic work.
Now imagine you had a tireless wingman who could handle all that heavy lifting for you. That’s exactly what you get with Sage Copilot.
Sage Copilot is a generative AI-powered assistant built into Sage's suite of accounting, finance, and enterprise resource planning (ERP) software. This includes:
Unlike generic AI tools you’re probably familiar with (like ChatGPT), Sage Copilot is designed specifically for finance professionals. But what does that actually mean?
Sage Copilot is trained on accounting principles and region-specific tax rules, ensuring you get reliable, specific, and compliant responses to your queries. It’s also flexible, adapting to your business requirements – whether you’re the CFO of a growing manufacturing company or a finance director at a multi-entity organisation.
Sage Copilot integrates into your financial workflows, proactively monitoring data to surface critical insights and opportunities. Instead of looking through multiple reports to find a single insight or data point, you simply ask Copilot – in everyday English – for instant, accurate answers. For example, “What’s our revenue variance this month, and how does it compare to last month?”.
Additionally, Copilot helps orchestrate month-end close by:
So, rather than getting bogged down in manual data entry and repetitive admin tasks, you can focus on strategic initiatives that drive your business forward.
Sage Copilot is aimed primarily at accountants and finance teams – particularly in SMBs who're looking for simple, cost-effective ways to save time and improve operational efficiency. That said, like all Sage solutions, Sage Copilot is versatile by design. Everyone from ambitious startups to multi-entity organisations operating on a global scale can benefit from its productivity-enhancing capabilities.
As you’d expect from a Sage solution, Sage Copilot boasts an extensive range of features. There are too many to list here, but the most relevant to finance teams are:
One of Sage Copilot’s standout features is its ability to understand human speech patterns. Ask it a simple question like “What are our revenue trends this quarter?” and it will check the query against your data to provide the most relevant response. No spending time learning elaborate query languages or navigating complex reports – everything you need is only a question away.
Alongside reactive responses to user queries, Sage Copilot provides real-time alerts and recommendations based on customer data. For example, if a client is consistently late on payments, it can suggest adjusting your payment terms. By providing live updates, Sage Copilot helps you make fast and informed decisions.
Sage Copilot simplifies the repetitive tasks that eat into your time. Think sending payment reminders, processing invoices, and clarifying expenses. It even helps you streamline complex workflows, like month-end close.
Speaking of complex workflows, Close Workspace is a centralised hub within Sage Copilot that helps you track, manage, and improve your month-end close process. For example, it helps you identify process bottlenecks and even provides personalised recommendations on how to fix them.
| Sage Copilot key features and what they mean for you | ||
| Feature | Description | Benefit |
| Natural language interface | Ask questions using everyday language and receive instant, contextual answers | Access business insights instantly |
| Proactive alerts & recommendations |
Get instant discrepancy alerts as they occur with continuous performance comparisons against budgets and forecasts. |
Identify issues and opportunities faster |
| Workflow orchestration | Track, manage, and improve core processes from a centralised workflow hub. | Streamline complex workflows |
Sage Copilot delivers value across three key areas that matter most to finance teams:
Automating time-consuming tasks like invoicing, bank reconciliations, and tax calculations frees up capacity in your work schedule. This is particularly significant during month-end closes, as it gives you more time to focus on high-value work that actually moves the needle. For example, scenario modelling and long-term growth planning.
Because Sage Copilot integrates directly with your system, it understands the business context in which you operate – your needs, challenges, and goals. So, when it identifies an opportunity or spots an emerging trend, it tailors its recommendations to your situation. And because it monitors your data in real time, it allows you to act on its findings faster.
Sage Copilot detects anomalies in your data and flags regulatory issues before they impact your business. So instead of second-guessing your data at every turn, you get complete confidence in your numbers.
Handing over your financial data to AI is a big step. Much like moving your IT from on-premises to the cloud, it raises many questions – particularly around security:
Sage employs various security measures to protect your data.
For starters, Sage has developed its information security management system in accordance with ISO 27001 and SOC Type II. It’s also hosted on AWS, providing enterprise-grade security measures including encryption, DDoS protection, and comprehensive access controls.
Behind the scenes, Sage stores information in regionally appropriate data centres to ensure compliance with local data privacy laws. Crucially, Sage doesn't use customer data to train foundational models – your sensitive financial information stays exactly where it belongs: with you.
Alongside its rigorous approach to security, Sage upholds five AI commitments that ensure you can adopt AI into your workflows with confidence.
Sage Copilot acts as a guide or assistant, rather than making decisions on your behalf. This ensures you maintain complete oversight of all recommendations and actions.
Sage tailors its AI models to your needs, ensuring reliable and relevant results. For added peace of mind, its data science team continuously review and refine its approach to reduce errors.
Sage provides clear explanations and displays sources with AI results, so you can make data-backed decisions with confidence.
Sage prioritises data security and privacy, never sharing your information with third parties. The data science team also tests its AI models extensively, refining it continuously to provide unbiased outputs.
Sage runs a Member Masterclass series to help you get the most out of AI. And if you still encounter problems, additional expert support is only ever a call or click away.
What is Sage Copilot? The short answer is a tool – albeit a sophisticated one. By automating routine tasks and delivering tailored insights direct to your fingertips, Sage Copilot helps you work smarter.
Over 40,000 early adopters across the UK, US, and Europe are already enjoying the benefits of Sage Copilot. And, as Sage continues to hone its AI tool to a razor-sharp edge, more businesses will follow suit. Will you be one of them?
Sage Copilot simplifies repetitive tasks, like processing invoices or monitoring for anomalies. It also analyses your data to provide tailored business insights and aids compliance by reducing data transcription errors and flagging regulatory issues.
Basic Sage Copilot features, like Search Help, are available by default at no extra cost to Sage Intacct users.
For other Sage products, you may have the option to purchase Copilot as an add-on. To check availability and start using Sage Copilot, visit your Sage subscription management area or reach out to your Sage partner.
No. Sage Copilot is available as a paid add-on for Sage Intacct. However, Sage doesn’t provide fixed pricing. Instead, you'll need to contact Sage directly to discuss your requirements and get a personalised quote.
Sage Copilot is available as an optional add-on for: