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Sage Copilot stories from business builders like you

Work your magic

You’re managing customers, chasing invoices, and running the show. Let Sage Copilot lighten the load. See how Sage Copilot helps our customers get back to doing what they do best. You bring the magic - Copilot finds the time.

Helping you build more than a business

Tammy's story

"Copilot gives me a little bit of my life back so I can focus on my clients - and my dogs. "Tammy Mongomery runs a small business as a dogwalker and trainer in Somerset named Fitness4Dogs. Find out how Tammy uses Copilot to stay on top of invoices, emails, and tracking payments.

Sage Copilot stories from business builders like you

"I can help my clients get insights into their business like profit and loss. Sage Copilot can easily pull this information and clients like this feature since it's a time saver and it's easy to use."
Discover how Sage Copilot drives efficiencies for Sam Mitcham and her clients.

"We’ve been using Sage for over 8 years. Copilot saves hours each week by chasing payments, checking for errors, and keeping me focused on growing the club."

Nadia Fontaine,
Treasurer at Auriol Kensington Rowing Club.

"Sage Copilot is definitely the way forward. It gives you a little bit of your life back as well as focusing on driving your business forward."

"Copilot gives me a clearer picture of where everything stands, saving me time on admin and allowing me to focus on growth."

"Knowing Sage is thinking about small businesses like us just makes a massive difference and that's why I'll stick with Sage.”

 

Less admin. Do more of what you love.

While you’re managing customers, chasing invoices, and running the show, Copilot helps you automate tasks like chasing payments, drafting reminders, and giving you a real-time view of cashflow. Let Sage Copilot handle the behind-the-scenes admin, so you can focus on the big picture.

Your smarter way to stay ahead

Sage Copilot handles admin behind the scenes, so you can stay focused on the big picture.

Drafts and sends timely payment reminders

Catches mistakes before they become headaches

Instantly summarises cash flow

Translates complex data into clear, quick takeaways

Common questions about Sage Copilot.

Sage Copilot is built into your Sage Accounting software to deliver real-time AI-powered support.

It simplifies key financial tasks like chasing payments, summarising cash flow, and surfacing insights—enhancing your workflow without the need for extra tools.

Sage Copilot can help automate:

  • Sending and drafting payment reminders
  • Summarising cash flow data and metrics
  • Flagging potential regulatory issues or anomalies
  • Suggesting real-time, actionable next steps

It acts as your AI assistant—continuously learning and adapting to your business.

Sage Copilot is available in select product subscription plans.