Skip to content

Sage Copilot – Your Personal AI-powered Financial Assistant

Get things done faster with precision, reduce financial discrepancies, and streamline budgeting & forecasting accuracy with an AI-powered financial assistant.

Get Pricing

Discover the Power of Sage Copilot

Boost business performance, drive better results, and focus on what truly matters for your business with the top-notch AI assistant in our ERP software.

Accelerate Your Close

Reduce the duration of your close cycles with the industry-first Sage Copilot. Get real-time visibility into your cash and manage your payments faster with AP automation and AR automation.

Reconcile Ledgers Instantly

Streamline comparison of the general ledger with other sub-ledgers. Gain complete financial visibility, prevent discrepancies, and maintain end-to-end financial compliance.

Spot Trends and Variances

Analyze a large chunk of financial data to uncover trends & patterns, identify cost overruns, and optimize the budget. Manage your risks efficiently, measure your progress, and uncover new growth opportunities.

Get Quick Insights

Empower your business with deep analytical insights and strongly data-backed decision-making. Experience the power of AI in ERP to mitigate financial risks and reduce financial complexities.

Know How Sage Copilot Works

b1

Sage Copilot proactively monitors your financial data to uncover new trends & patterns, mitigate risks, and capture new opportunities

Automate labor-intensive tasks, reduce financial complexities, and save time with accounting-trained AI and its contextual search capabilities

Sage Copilot AI will undergo continuous improvement to minimize data processing errors, enabling businesses to focus on high-value activities
Working Capital Management

Intelligent finance powered by AI

How Sage Copilot Transforms Your Accounting Process

Sage Copilot is the generative AI-powered productivity assistant embedded inside Sage Intacct and our other Sage software solutions. With this multi-functional tool, you can transform your accounting process, gain AI-driven insights, achieve workflow automation, and manage your business efficiently.

  • Automate labor-intensive tasks, minimize processing time, and get things done faster
  • Identify data discrepancies, maintain audit-readiness, and end-to-end compliance
  • Collect, organize, and interpret data for strong data-backed decision-making
  • Get easy access to information, and get tasks done faster in everyday human language. For example, you could just ask Sage Copilot, "What's our cash flow forecast for the next 3 months?".

Key Features of Sage Copilot

Boost business performance, drive better results, and focus on what truly matters for your business with the top-notch AI assistant in our ERP software.

Track Variances

Sage Copilot can be your good companion in tracking budget variances. Detect discrepancies in your budgets and compare actual spending against pre-planned ones. Get automated reminders, budget management tools, and goal management capabilities to increase efficiency and reduce unexpected variances.

Natural Conversational Queries

Getting answers to your financial queries has never been easier. Thanks to Sage Copilot, you can now ask questions in natural language and receive an instant response. You don’t have to go through large and complex financial records to get answers to your queries. This can save a lot of your time and free up your staff for more productive operations.

Workflow Automation

Automate your routine tasks such as sending invoice reminders, invoice processing, bulk email processing, and so on. Automating such routine tasks reduces the potential for human errors, maintains consistency, and improves compliance.

Track Month-end Processes

Keeping track of your month-end processes can be a long & time-consuming process. Thanks to Sage Copilot, it provides you with precise data about your month-end processes, including completed & outstanding tasks, to prevent last-minute scrambles and ensure continuity in the business activities.

Uncover Trends & Patterns

Businesses must constantly monitor new market trends & patterns to capture new opportunities and identify potential risks. With Sage Copilot, you can analyze large datasets within minutes, uncover new trends & patterns, and address business risks proactively.

Sage Copilot.

Your Trusted AI Partner

In today’s highly complex business landscape, Sage Copilot empowers businesses to work faster and more efficiently. With automated workflow, faster month-end closing, and up-to-the-minute insights in natural conversational queries, it supports broader business strategy, precise planning & forecasting, and paves the path for your business’s success.

Book a demo

Frequently Asked Questions (FAQs)

What does Sage Copilot do?

Sage Copilot is a dedicated productivity assistant, powered by Artificial Intelligence (AI). Whether you want to get quick analytical insights, uncover new trends & opportunities, or reveal data discrepancies, you can get these tasks done with it in everyday human language.

Sage AI is your digital companion embedded in the best ERP software in India for everyday productivity boosts and data accuracy. It helps small & mid-sized businesses and large enterprises across different sectors with powerful capabilities to bring business transformation. It automates the identification of data discrepancies, variance analysis, and cash flow management to enhance your productivity and ensure stringent regulatory compliance.

Sage Copilot is a top-notch AI assistant that provides the following benefits:

  • Identify & prevent data inconsistencies, and reduce financial chaos
  • Make faster & data-backed decisions with exceptional AI service
  • Interact with the AI in human language (Example: Do we have any overdue payments?)
  • Reduce the risk of human errors, make strategic priorities, and plan future growth
  • Optimize your cash flow and easily identify budget overruns

Sage Copilot is widely used by the following elements within small & mid-sized businesses, and large enterprises:

  • Finance Managers for optimizing cash flow, budgeting, and strategic planning & decision-making
  • Accountants for identifying financial data discrepancies, much before it affects the company’s financial position
  • Owners of small businesses for gaining quick insights in everyday human language without knowing much technicalities
  • Compliance Officers for preventing manual oversight and ensuring end-to-end regulatory adherence

Sage for Accountants Copilot is an essential tool used by professionals, from accountants and finance managers to business owners. It comes with built-in security protocols to identify data errors & inconsistencies and maintain end-to-end regulatory compliance. As a result, accountants can benefit from modernized financial operations, fewer errors & discrepancies, and faster work.

While Sage Copilot is not a free product, we do offer an interactive demo to help you understand the product and all of its features before you make the purchase decision. Feel free to contact us for a one-on-one demo.