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)
Available Pricing Model(s)