What is Sage AI: Your complete guide to Sage Copilot

Sage Copilot is an innovative AI-powered assistant built for finance teams. Integrated with Sage Intacct and other Sage accounting solutions, it helps you move faster, work smarter, and focus on what matters most. For example, it accelerates the close process, catches errors, provides real-time insights, setting a new standard for finance automation efficiency. Powered by the latest technology, Sage Copilot delivers these benefits efficiently and reliably. In this blog, we explain how Sage Copilot works, what it offers, and why your team should use it.

Finance is evolving rapidly. Accounting teams no longer just handle transactions and close books. Now, they must provide real-time insights, guide strategy, and ensure compliance—all while managing overwhelming manual processes. However, finance teams often face challenges like inefficient workflows and time-intensive tasks. For example, a Sage report found that finance teams spend, on average, 7 days per month to close the books. These hurdles increase error risks and can slow your business’s progress. Sage Copilot addresses these issues by reducing repetitive tasks. It streamlines workflows, speeds up closing processes, and delivers actionable insights to help you make faster, smarter decisions.

Sage Copilot is a generative AI productivity assistant embedded within Sage financial solutions, including Sage Intacct. Designed specifically for finance, it helps your team automate tasks and integrate seamlessly with existing workflows. With real-time insights, users can quickly spot mistakes and access critical financial information. Sage Copilot reduces routine work, enabling your team to focus on high-value activities with confidence.

Sage Copilot combines several essential capabilities to transform finance operations. As a powerful tool within an integrated AI product suite, Sage Copilot delivers significant efficiency gains by streamlining workflows and enhancing productivity. Here’s what it can do for you:

Month-end close is often slow and stressful. However, Sage Copilot tracks, manages, and streamlines close activities to keep teams on schedule. It provides a real-time dashboard for AR, AP, GL, and cash accounts, ensuring full visibility. You’ll always know what’s completed, what’s missing, and what still requires attention. Additionally, proactive notifications and automatic reconciliation help shorten close cycles, enabling you to finish faster with confidence.

Manual reconciliations are tedious. Sage Copilot automatically compares your general ledger with every sub-ledger, instantly pointing out discrepancies and mismatches, as well as identifying inconsistencies across your financial records. Thanks to continuous monitoring, you never have to scramble at the last minute to balance the books. It also provides explanations for common issues, making it easy to troubleshoot or audit reconciliations, saving time and ensuring financial integrity.

Sage Copilot watches your financial data closely, detecting trends, budget variances, and performance changes as they happen, and providing accurate insights for timely action. Instead of waiting for periodic reports, you get early warnings—so you can act on them quickly. The system continuously analyzes accounts, departments, and transactions, highlighting anything unusual or out of expectation.

You don’t have to be a technology expert to use Sage Copilot. Just ask a question in natural language, like “Are there any overdue invoices?” or “How does our cash flow compare to budget this month?” Sage Copilot understands and processes your questions with correct grammar, ensuring clear communication and precise answers. The assistant searches your data instantly and provides clear, actionable answers, allowing you to make decisions quickly and stay ahead of problems.

Sage Copilot uses advanced AI to streamline financial processes, reduce errors, and provide actionable insights. As a result, finance teams have more time to focus on strategic business growth. Embedded in your finance workflows, Sage Copilot:

• Proactively monitors your financial data
• Automates routine financial tasks for efficiency
• Flags errors, anomalies, or regulatory issues
• Recommends next steps with clear notifications
• Uses AI specifically trained on business accounting and compliance

Security and data privacy remain top priorities, with Sage Copilot encrypting all data and complying with current regulations. Additionally, it safeguards your sensitive business information through strict access controls and secure data isolation measures.

• Save time: Sage Copilot automates common tasks, including invoice processing, payment reminders, and data reconciliation. You and your team spend less time on admin and more on insights and planning, increasing efficiency for finance teams.
• Better accuracy: With real-time error detection and continuous checks, you can trust the numbers in your system. Importantly, you can spot mistakes before they become costly.
• Smarter decisions: Sage Copilot turns your data into answers—instantly. Get a clear view of trends, risks, and growth opportunities. Instead of making decisions based on old reports, your organization can make informed decisions based on real-time data.
• Easy to use: No training or technical background needed—Sage Copilot does the heavy lifting for you. Its interface and natural language capabilities make navigating finance data straightforward for everyone.

How do I use Sage Copilot?
If you have a Sage Intacct subscription, you can enable Copilot within your workflows. Getting started takes just a few clicks, and Sage provides support if needed.

Is Sage Copilot secure?
Yes. Sage Copilot meets the highest security and compliance standards. Your company’s data stays private and protected.

Does it work across departments?
Absolutely. Sage Copilot can aggregate and analyze data from multiple departments, helping you get a unified view of your business.

Do I need technical expertise?
No. Sage Copilot is designed to be easy to use for everyone. It adapts to your habits and learns how your business works.

Adopting Sage Copilot lets your finance team move quickly, avoid costly mistakes, and take a more strategic role. Moreover, it can help shorten your close cycles, reduce errors, and free up time. In fact, according to the results of a survey from Federal Reserve Bank of St. Louis, among workers who used generative AI in the previous week, 20.5% said that it saved them four hours or more.

As a result, your team can focus on advising leadership, guiding operations, and planning for the future—not just crunching numbers. Notably, Sage Copilot has introduced new features and workflow optimizations. These ongoing improvements demonstrate Sage’s commitment to enhancing the user experience and supporting tailored solutions.

Rand Group, a top Sage Partner, helps organizations make the most of Sage Intacct’s AI features and ongoing updates, including Sage Copilot. Contact us to learn how we can help your organization improve efficiency and make better decisions.