Sage AI - AI-Powered Productivity Assistant for Financial Management

Sage AI; particularly through Sage Copilot; is an AI-powered productivity assistant designed to enhance financial management processes within Sage Intacct and other Sage products. It offers features like AI-Powered Search Help; Variance Analysis; and Close Assistant; which streamline tasks such as financial reporting; budget analysis; and month-end closing processes.

Key features include:

  • AI-Powered Search Help: Enhances search accuracy by understanding context and intent; providing more relevant results.
  • Variance Analysis: Offers real-time insights into budget fluctuations; enabling proactive expenditure management.
  • Close Assistant: Streamlines the closing process by monitoring transactions; managing bank reconciliations; and tracking close status.
  • AP Automation with Purchasing: Reduces manual effort in accounts payable processes.
  • Automated Revenue Management: Facilitates seamless processing; deferral; and recognition of revenue from third-party billing applications.

Sage AI is best suited for small and mid-sized businesses (SMBs) seeking to automate routine financial tasks; improve decision-making; and unlock strategic insights. It is particularly beneficial for finance teams looking to reduce errors and focus on business growth.

As of February 2025; over 40;000 early adopter SMBs and accountants across five key markets – UK; US; France; Spain; and Germany – have access to Sage Copilot. The tool is available in multiple languages and across various Sage products including Sage Intacct; Sage Accounting; Sage Active; Sage for Accountants; and Sage 50.

Future plans include further expansion of Sage Copilot into more products and markets; bringing intelligent automation and AI-powered workflows to a broader customer base. Sage is committed to continuously evolving Copilot based on real-world user needs and feedback.

For pricing and deployment details; users should contact Sage directly as this information varies based on specific product integrations and user requirements.

Product Categories

  • Financial Management
  • AI-Powered Tools
  • Accounting Software
  • Enterprise Resource Planning (ERP)

Product Features

  • AI-Powered Search
  • Variance Analysis
  • Close Assistant
  • Financial Automation
  • AP Automation
  • Revenue Management
  • Multi-Currency Support

Available Deployment Type(s)

  • Cloud-Based

Available Pricing Model(s)

  • Subscription-Based

Sage AI Pricing & Product Images

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