Sage Copilot: Your AI assistant for smarter business decisions

Work smarter with AI-powered insights and intelligent workflow automation

See Sage Copilot in action

Sage Copilot: Your AI assistant for smarter business decisions

Sage Copilot is an AI-powered assistant built into Sage. It understands your business data, automates repetitive tasks, and gives you actionable insights — all in real time. Whether you’re in finance, operations, or management, Sage Copilot helps you work smarter and make confident decisions faster.

Discover what Sage Copilot can do for your business

Sage copilot buget and planning assistant

How Sage Copilot helps your business

Sage Copilot takes the stress out of chasing late payments by automatically following up on overdue invoices, helping you improve cash flow and get paid 7 days faster.

Stay VAT-ready with Sage Copilot. Deadlines, checks, calculations, and HMRC submission - handled in one place.

An AI-driven assistant that analyses your business data to identify cost-saving opportunities and improve cash flow.

Plan ahead and save time while client communications, follow-ups, and document reviews are handled seamlessly - with full control.

Turn data into personalised reports in seconds, and let Sage Copilot draft emails the way you want - automate without losing control.

Sage Copilot can do more - working around the clock to help you get the most out of your business. It’s secure, with a unique profile for each user, ensuring you only see information that’s relevant to you.

Explore Sage copilot in action

Sage Copilot in Sage Intacct

Sage Copilot brings AI-powered assistance directly into Sage Intacct, helping finance teams work faster and smarter.

It supports a smoother, more accurate financial close by detecting anomalies, alerting finance teams, and providing generative AI-powered explanations — all within a secure, role-based experience.

Discover how Sage Intacct with Copilot helps reduce manual effort and drive confident decisions.

Explore Sage Intacct

Sage Copilot in Sage X3

Boost efficiency and performance across your business with Sage Copilot in Sage X3.

Copilot provides a 360-degree view across your ERP operations, tailored to your role, giving finance, operations, and management teams the insights they need instantly. It detects anomalies, alerts teams, and provides generative AI-powered explanations, while also delivering real-time insights on fulfilment and shipping status.

By streamlining workflows and providing actionable intelligence, Copilot drives higher productivity, smoother operations, and greater overall performance.

Explore Sage X3

sage x3 manufacturing

Outlier Detection is that double check safety net. We may sometimes have entries that have 100 lines and it first will give me the opportunity to see which items maybe I need to do a little bit more research on, you know there's times people mis-key things

Mark Knowles

Accounting manager, Operation HOPE

We were fortunate enough to be an early adopter for the AI platforms with Sage Intacct the first one being AP Automation. The whole process is just quicker and easier.

Michael A Smith

SVP of Finanace & Accounting, Operation HOPE

The AI features have evolved to include AP and also purchasing and combined with the outlier detection it flags things that are unusual, that might have errors. We're saving time because it's two or three times faster overall for our team.

Christian Mulvihill

Greenidge Generation Holding (NASDAQ: GREE)

What is Sage Copilot?
Which Sage products include Sage Copilot?
Is Sage Copilot always available?
Is my data secure with Sage Copilot?

Absolutely. Sage Copilot is built with Sage’s trusted security framework. It uses robust encryption and complies with all relevant data protection regulations.

Copilot inherits its security controls from the core Sage product it’s embedded in, including single sign-on, multi-factor authentication, and role-based access controls. Each user has a unique profile and only sees information relevant to their role and permissions.
Is Sage Copilot included in my Sage subscription?

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Speak to a Sage expert

Tell us a bit about your business and we’ll show you how Sage Copilot can help your business.

Sage Copilot: Your AI assistant for smarter business decisions

Work smarter with AI-powered insights and intelligent workflow automation

See Sage Copilot in action