(4 June, 2025) – Sage, a leader in accounting, financial, HR and payroll technology for small and mid-sized businesses (SMBs), today announced a first-of-its-kind collaboration with CPA.com, the business and technology subsidiary of the American Institute of CPAs (AICPA). The partnership licenses select AICPA resources to train Sage Copilot, its generative AI assistant designed to support accountants and finance teams with authoritative, context-aware guidance. The announcement was made at Sage Future, the company’s flagship global customer event, held this week in Atlanta.
This pioneering initiative is a major step for both Sage and the accounting software industry, bringing together the credibility of international professional standards and the possibilities of generative AI. It is designed to explore how Sage Copilot can be enhanced with AICPA professional literature and content to further strengthen accuracy, context, and trust for customers navigating complex financial tasks.
At its heart, the collaboration is about building trusted connections between the technology sector and the accounting profession, between innovation and governance, and between local leadership and global consistency. It signals Sage’s commitment to responsible, industry-aligned AI development and its ambition to help shape the future of finance with transparency and rigour.
Sage Copilot already draws on over four decades of domain expertise to deliver practical, relevant insights tailored to accountants, finance leaders, and business owners. Through this proof-of-concept initiative, Sage will assess how integrating authoritative AICPA content into its large language models can elevate the quality and professional relevance of AI-generated output.
Aaron Harris, Chief Technology Officer, Sage, said:
“This is a landmark moment for us. We’re not just advancing what AI can do, we’re defining how it should be done. By working with CPA.com, we’re reinforcing our commitment to trustworthy, accurate, and standards-aligned AI that adds real value for finance professionals.”
Erik Asgeirsson, President & CEO, CPA.com, commented:
“We’re excited to leverage our long-standing partnership with Sage to explore how our profession’s guidance can shape the future of AI in accounting. Initiatives like this help ensure that innovation and integrity move forward hand in hand.”
Over the coming months, Sage and CPA.com will evaluate the outcomes of this collaboration, with a view to scaling the model to other geographies and exploring broader commercial opportunities. This is just the beginning. Sage is actively in discussion with additional professional bodies worldwide to replicate this trusted, collaborative approach in other markets.
This initiative reflects Sage’s global commitment to responsible AI, grounded in quality, governance, and partnership. Further updates will be shared later this year.
