Sage Copilot: Your AI-Powered Assistant

Sage Copilot, the new generative AI-powered productivity assistant for Sage Intacct, is a prime example of technology designed with a clear purpose: to help accounting and finance teams focus on high-value, strategic work by minimizing manual tasks and reducing busy work. Sage Copilot isn’t about using AI for the sake of innovation. It’s about giving finance professionals tools to solve real challenges — streamlining workflows, reducing errors, and providing real-time actionable insights.

AI and the Evolving Role of Finance

Today’s accounting teams are expected to do more than just close the books. You are strategic advisors, critical to guiding your organization’s success. However, achieving that higher-level impact becomes difficult when manual tasks, data checks, and repetitive workflows dominate their time.

Modern finance teams are under growing pressure to deliver:

• Faster insights that drive better business decisions.
• Accurate data to maintain trust and compliance.
• Strategic leadership that supports growth and resilience.

Manual processes often get in the way of these goals. Whether it’s chasing down payments, combing through spreadsheets for errors, or generating reports, these time-consuming tasks leave little room for the analysis and planning that truly move businesses forward.

Sage Copilot changes that equation, giving teams the time and focus they need to provide real value.

How Sage Copilot Is Redefining Accounting: AI With a Purpose

Sage Copilot is a generative AI-powered productivity assistant integrated across Sage’s suite of solutions, including Sage Intacct. It combines automation, AI-driven insights, and a user-friendly interface to streamline accounting workflows. Sage Copilot can:

• Automate repetitive tasks like invoicing, payment reminders, and reconciliations.
• Detect anomalies in data to catch errors before they cause problems.
• Generate real-time insights to help teams make faster, smarter decisions.
• Simplify workflows with natural language commands, making it easy to access information and complete tasks.

For example, instead of manually generating a report, a user can ask Sage Copilot, “What’s our cash flow forecast for the next 30 days?” and receive immediate, accurate results.

Sage Copilot practical benefits: less busy work, more strategic impact

The value of Sage Copilot lies in its ability to tackle the tasks that bog teams down.

Automated workflows

Sage Copilot automates processes like recurring invoicing, expense categorization, and reconciliations. It frees up valuable time while reducing manual errors that come with repetitive work.

Error detection and data integrity

Anomalies in financial data—like duplicate payments or unusual variances—can slip through manual checks. Sage Copilot’s AI continuously scans for inconsistencies, ensuring data integrity and compliance without the heavy lifting.

Faster, better insights

With AI-driven analytics, Sage Copilot helps finance teams surface trends, forecast cash flow, and identify opportunities. Instead of spending hours pulling data, teams can focus on interpreting it and advising leadership.

User-friendly natural language interaction

Sage Copilot simplifies tasks with conversational AI. Users can ask questions in plain language, like, “What’s our P&L compared to budget this month?” or “Are there overdue payments I should follow up on?” The system responds with accurate, actionable information.

Sage Copilot: AI You Can Trust

Sage Copilot is part of a broader strategy by Sage to weave AI into its solutions to solve real-world challenges. It’s not about flashy technology (although Sage Copilot is quite impressive). It’s about building tools that make finance professionals’ jobs easier and more impactful.

By incorporating AI throughout its platform, Sage enables finance teams to work faster and more efficiently, gain real-time insights to drive decisions, and reduce the risk of human error with automated workflows.

This purposeful use of AI helps your teams move beyond manual tasks and focus on strategic priorities, like analyzing performance trends, advising leadership, and planning for future growth.

Why Sage Copilot generative AI matters for your team

Adopting Sage Copilot means more time for what matters most:

• Faster month-end closes with less manual reconciliation.
• Improved accuracy with AI-powered anomaly detection.
• More time for analysis and strategic planning.

By reducing busy work and delivering insights faster, Sage Copilot empowers accounting and finance teams to focus on high-value work that drives business success.

AI that helps you work smarter

Sage Copilot reflects Sage’s vision of using AI to empower finance teams—not replace them. It’s about automating the tasks that consume time and energy so teams can focus on delivering insights, guiding decisions, and driving growth.

Ready to see how Sage Copilot can help your team focus on what matters most? You can join the early access waitlist and Sage will contact you when Copilot is available or contact our team.