Sage Copilot is an AI-powered productivity assistant available with the Standard and Premium plans of Sage for Accountants. Currently, you need to register your interest to add Sage Copilot to your subscriptions for an extra cost, however we intend to make it easy to self-serve and add this within product in the near future.
Sage Copilot supports our existing tools and features that to deliver unparalelled value to your clients, while keeping your data secure. You can get accounting done faster with intelligent task and workflow automation that prepares reports and gives recommendations before you have to ask.
You'll also get a real time view of your clients, data, and insights such as generating cash flow reports in seconds so you can make smarter, informed decisions faster.
Get personalised and prioritised action lists and send emails or messages - personalised and tailored - to maintain great communication with your clients. Sage Copilot frees up your time by automating the manual tasks that impact productivity.