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A Conversation with Dan Miller: Sage Copilot’s Journey to Sage Intacct

As Sage Copilot makes its way into Sage Intacct, Dan Miller, EVP of Financials and ERP, discusses how Sage’s generative AI is shaping the future of finance—starting with early adopters and partners

With Sage Copilot set to transform Sage products, and ahead of the much-anticipated Sage Partner Kick-offs in Chicago, US, and Birmingham, UK, we sat down with Dan Miller, EVP of Financials and ERP at Sage, to learn more about Sage’s generative AI’s journey so far. After successful early adoption in the UK with Sage Accounting and its introduction to Sage Active users in Europe, Sage Copilot is now in the hands of select Sage Intacct customers.

“It's been a remarkable journey and seeing Sage Copilot evolve has been rewarding and a lot of fun,” Dan said as we discussed the AI assistant’s gradual rollout. “The goal is to help organizations to focus on what really matters to their business, enabling them to save time, make faster decisions and ultimately drive growth.

Sage Copilot is being steadily integrated into one product at a time and after its initial UK launch within Sage Accounting and in Europe through Sage Active, it is exciting to hear Sage Intacct customers are now getting their hands on the AI assistant. “We’re excited to see how our customers in Sage Intacct will take advantage of this,” Dan added. “We’ve worked closely with them to make sure Sage Copilot is solving real-world problems.”

He explained that customer engagement is critical to shaping the product. “Since day one, we’ve been gathering insights from customers in real-time. This has helped us to adjust and improving Sage Copilot as we go, ensuring that we are creating a tool that delivers real value to our customers,” Dan noted.

Dan was clear that it’s still early days for Sage Copilot in Sage Intacct. “This is just the beginning,” he explained. “We’re learning a lot through this process, and the feedback we’re gathering from customers will shape how we improve and evolve Sage Copilot. It’s critical to have this real-time feedback as we refine the tool to deliver the most value.”

When asked about the role partners play in this journey, Dan highlighted their importance. “Our partners help customers select solutions and make business process changes that make customers more effective,” he said. “Whether it’s automating repetitive tasks or providing deeper financial insights, partners are key recommenders and will help businesses unlock the full potential of Sage Copilot.”

AI is driving real change

The conversation shifted to how AI is driving broader transformation within Sage Intacct. While Sage Copilot is a game-changer, it’s just one piece of a larger AI strategy. Dan pointed to Sage Intacct’s AP Automation as another example of how AI is already making a significant impact. “With AP Automation, we’ve seen businesses in the US process over 10,000 bills per month while halving the time spent on accounts payable,” Dan explained. “At these volumes, it can save organizations over $100,000 per year in data entry costs while also streamlining workflows and improving accuracy.”

“Sage Copilot builds on six years of AI foundation,” Dan added. “Together, these tools are transforming financial processes and enabling businesses to focus on growth rather than administration. AI is no longer just a future concept - it’s here, embedded within Sage Intacct, and it’s driving real change for our customers.”

As our conversation ended, Dan emphasized the excitement around Sage Copilot’s early days with Sage Intacct. “We’re just at the beginning of this journey, but the potential is enormous. We’re thrilled to see what the future holds, and we’re committed to continuing this collaboration with our customers and partners to bring even more AI-powered solutions to market.”