Watch the highlights of Sage Copilot across our products*.
*Some features are illustrative
Features are illustrative : The capabilities captured outline our vision for Sage Copilot in some cases ; this may vary by product and region as we roll out capabilities. We strive to evolve our solutions together with our customer community, but please note that future features should not be relied upon for purchase decisions.
Sage Copilot is an advanced generative AI productivity assistant embedded in Sage products that helps automate finance tasks and analyze business data. Sage Copulot is designed to transform finance, operations, and business management.
Sage Copilot leverages generative AI and monitors your business data, helping you streamline tasks, make informed decisions, and get more jobs done efficiently so you can focus on what matters most.
Harnessing the power of AI, Sage Copilot helps with:
Automation: Simplifies tasks like processing invoices or monitoring the books for anomalies or opportunities to act on.
Business insights: Analyzes your unique data to provide tailored and actionable insights, helping you make informed decisions. Sage Copilot also proactively suggests actions by monitoring performance metrics and operational data, helping you find growth opportunities. Sage Copilot will keep learning and adapting to your business, making sure it meets your changing needs.
Compliance and accuracy: Flags regulatory issues, detects anomalies, and prevents errors to safeguard your business.
The best generative AI for finance is one that enhances efficiency, accuracy, and decision-making. Sage Copilot is a generative AI that understands accounting and finance and is built for business. Leverage advanced AI to streamline tasks, provide real-time insights, and support better financial management.
Take a tour of Sage Intacct to learn more about how Sage Copilot works in this product.
Yes, Sage Copilot is an AI-powered assistant for finance that is embedded in Sage Intacct finance software. It helps finance teams simplify their work and make faster, more informed decisions. Sage Copilot combines real-time task tracking, proactive notifications, and intelligent search to reduce manual effort and surface key insights when they’re needed most.
Designed to fit seamlessly into day-to-day workflows, Sage Copilot helps customers close the books faster, investigate financial questions quickly, and stay focused on higher-value work. It is positioned as a practical, built-in tool that empowers high-performing finance teams—not as a standalone product, but as a smart layer within Sage Intacct that’s transforming how finance gets done.
Take a tour of Sage Intacct to learn more about how Sage Copilot works in this product.
Sage Copilot is the first gen-AI assistant focused on automating the month-end close process for finance teams. It is easy to set up and fully embedded in your financials. Sage Copilot helps orchestrate the month-end close by tracking, managing, and executing close activities (from record to report). It provides proactive notifications to reduce chasing and close delays, AI-powered transaction entry, and continuous identification and notification of potential errors and issues to accounting and decision-makers for early action throughout the month, rather than during or after the close. Trusted AI results allow humans to maintain control.
Sage Copilot saves time, shortens close cycles, and provides trusted insights sooner, ensuring visibility and confidence in the process. Let Sage Copilot free you from manual tasks and enable you to focus on what matters most.
The built-in variance analysis drives performance and accountability in your organization by continuously identifying budget variances throughout the month. Decision-makers receive real-time proactive notifications in plain language for easier understanding, allowing accounting to partner and collaborate with decision-makers instead of compiling and distributing variances.
Sage Copilot is embedded in your financial workflows, constantly monitoring for issues, insights, and opportunities. It flags important matters and suggests next steps, so you can spend less time chasing data and more time leading with it. Key components include:
AI trained on accounting: Provides relevant, reliable, and compliant financial responses.
Advanced search: Understands your context and retrieves relevant financial data quickly.
Continuous monitoring: Proactively identifies issues and opportunities, providing actionable next steps.
