ATLANTA (June 4, 2025) –Sage, the leader in accounting, financial, HR, and payroll technology for small and mid-sized businesses (SMBs), today announced the launch of Sage Copilot for Sage X3. Now available globally, the new functionality empowers Sage X3 businesses to achieve high performance by delivering clearer operational insight, boosting productivity, and accelerating growth.
Revealed at its flagship event, Sage Future, in Atlanta, Sage Copilot for Sage X3 will first focus on empowering sales managers and representatives to easily query customer orders, shipping timelines, and fulfilment issues. Actively surfacing anomalies and opportunities, Sage Copilot will help teams get ahead of customer complaints, exceed customer expectation, and preserve trust throughout the sales cycle.
“By putting operational intelligence at businesses' fingertips, Sage Copilot for X3 marks a significant step forward in driving efficiencies and saving time,” said Rob Sinfield, SVP, ERP, Sage. “Whether it’s anticipating a delay in shipping, identifying a drop in order volumes, or spotting a churn-risk customer, Sage Copilot gives users the clarity and confidence to act faster, serve better, and grow stronger – all through a single, 360° view of their operations – helping them drive high performance.”
A huge step forward
Used by medium-sized businesses operating across manufacturing, distribution, food and beverage, chemicals and services, Sage X3 manages finance, supply chain, production and customer operations at scale. Now with Sage Copilot, Sage X3 users will benefit from:
In addition to Sage Copilot, Sage X3 customers will also benefit from embedded AI-powered Accounts Payable Automation, reducing manual data entry by accurately extracting and classifying invoices, freeing up teams to focus on higher-value work.
Looking to the future
Building on the momentum of this first release, Sage is looking ahead to what Sage Copilot can unlock across the broader Sage X3 experience. Future updates will bring intelligent support to areas like procurement, inventory management, finance and manufacturing, helping users anticipate disruption, make data-led decisions, and operate with greater agility.
"As a partner, we’re excited about how Sage Copilot is going to elevate human work today and, in the future,” said David L Sugg, Sr. Director, Consulting Services, Practical Software Solutions, Inc. “Working alongside Sage, we see real potential to help businesses unlock more intelligent, data-driven decision-making, streamline operations and build resilience for the future.”
Sage Copilot is now available in Sage Intacct, Sage Accounting, Sage Active, Sage for Accountants, Sage Sales Management and Sage 50, with Sage X3 expanding its reach to even more businesses around the world.
Sage exists to knock down barriers so everyone can thrive, starting with the millions of Small and Mid-Sized Businesses served by us, our partners and accountants. Customers trust our finance, HR and payroll software to make work and money flow. By digitising business processes and relationships with customers, suppliers, employees, banks and governments, our digital network connects SMBs, removing friction and delivering insights. Knocking down barriers also means we use our time, technology and experience to tackle digital inequality, economic inequality and the climate crisis.