search icon

Sage Copilot
Your dedicated AI-powered productivity assistant

Step into a new business era with Sage Copilot, a trusted member of your team that helps you get work done faster.
 Sage Ai stars

Generative AI is at the core of Sage Copilot

Sage Copilot is our new generative AI-powered assistant that tackles your to-do list, automates tasks, and recommends ways to help you make savings and drive improvements. It works around the clock so you don't have to, letting you work on your terms. All so you can focus on making smarter, faster decisions.

Make smarter decisions

Using AI-powered intelligent data analysis, Sage Copilot offers detailed, actionable insights, creating tailored reports or visualisations to aid in decision-making. Generate a cashflow report in seconds, with recommendations on ways to make improvements.

Get work done faster

Get work done faster with intelligent task and workflow automation. Retain complete control over what gets done and when.

Sage Copilot helps you manage and perform tasks by creating personalised to-do lists and prioritising based on your needs. Sending messages with documents, or chasing payments, is now a breeze, taking seconds rather than hours.

Know your business

Know your business inside and out, with a dynamic real-time view of performance and rich insights at your fingertips.

Sage Copilot offers detailed, actionable insights, creating tailored reports or visualisations to help you make decisions. Generate a cashflow report in seconds, with recommendations on how to make improvements for the next period.


Get ahead

Get ahead with more time and space to focus on the things that will move your business forward. Use deeply contextualised advice that's unique to your role.

Sage Copilot is an assistant you can trust, protecting your data and giving you full control over decision-making and human support when you need.

Small business? You could snip a day a month off invoicing.*

Sage Copilot. Your new AI productivity assistant.
Sage Copilot florist animation

How business leaders can use Sage Copilot

CFOs

Real-time analytics, predictive budgeting, and financial forecasting for navigating financial complexities.

Small business

Automate administrative tasks and access innovative cash flow solutions to focus on scaling your business.

Accountants

Elevate your role as a true strategic partner to your clients by creating time to focus on your practice.

HR leaders

Transform how you work to unlock employee potential and enhance their experiences, adding greater strategic value.
Sage Accounting with Sage Copilot product screen

Sage Accounting

Boost your Accounting plan with Sage Copilot and feel even more in control of your finances. Sage Copilot is always available to work with you, to keep you informed, and to empower you to make smarter decisions.
  Sage for Accountants with Sage Copilot product screen

Sage for Accountants

Step into the future with Sage for Accountants - accounting and bookkeeping software powered by AI. Streamline workflows, supercharge efficiency, and make data driven decisions faster so you can focus on running your practice.

Your trusted AI companion

Our commitment has always been to deliver AI you can trust. Full control over decision-making, with human support whenever you need it. Sage Copilot is designed to meet the needs of SMBs and accountants, and offers an array of functions, insights and analytics. All under your control.

Sage Copilot in action

At launch Sage Copilot will work inside our solutions Sage Accounting, Sage for Accountants and Sage 50, helping our customers as they work. Watch these videos to understand how Sage Copilot unlocks even more value in trusted Sage solutions.

Frequently asked questions on Sage Copilot

Sage Copilot is a generative AI productivity assistant that can transform how you manage your business and do your work.

It is an intelligent tool that automates complex tasks, offers personalised business advice, and provides proactive recommendations to improve performance. It will adapt to your evolving needs as you use it.
Security is at the heart of our AI strategy. Sage Copilot employs robust encryption and compliance with the latest data protection regulations, ensuring your information remains secure and private.
Sage Copilot uses adaptive learning algorithms to analyse your business processes and decision-making patterns. Over time, it tailors its functionalities to align with your business needs and goals.
Yes, Sage Copilot is designed with a user-friendly interface that allows anyone to use its power without specialised technical expertise. Natural language processing capabilities mean you can interact with it using everyday language.
We continuously improve Sage Copilot with updates to enhance its features and capabilities. As part of our community, you will receive regular updates to ensure your business stays ahead with the latest AI technology.
When Sage Copilot is available you can use it by logging into your Sage products and start any task. Sage Copilot will help you with those tasks and offer suggestions as you work.
Join the waitlist and we will contact you when Sage Copilot is available. In the meantime you can sign up to Sage solutions to start using them in advance of Sage Copilot.

Give Feedback

*Sage ran a study with 570 small businesses (532) and accountants (38) with between 0-49 employees. Respondents were a mix of Sage customers (145) and non-Sage customers (387) who currently use Accounting software. Each respondent saw a demo of the new Sage Copilot capabilities along with descriptions of how each capability will help. They were then asked how much additional time they would save per week with the help of the new capabilities – each respondent responded with estimated time saved per week per capability. Capabilities judged:

  1. Invoicing: Speeds up communication, creates engaging business emails for sending invoices, credit notes, quotes or invoice reminders. Response: Average 2.1 hours per week / 9 hours per month / 1.14 days per month

  2. Reports: Automates your reporting builds, schedules, and sends reports based on the information you need, without manual intervention. Response: Average 1.9 hours per week /8.23 hours per month / 1.03 days per month

  3. Chasing payment: Helps manage late payers reviews customer compliance with payment terms, identifies and chases overdue invoices. Response: Average 2.1 hours per week /9 hours per month / 1.14 days per month

  4. Admin: Automates accounts payable automatically creates and assigns Purchase Orders, uploads invoices from and pays suppliers. Helps manage late payers reviews customer compliance with payment terms, identifies and chases overdue invoices. Speeds up communication creates engaging business emails for sending invoices, credit notes, quotes, or invoice reminders. Response: 6.1 hours per week / 27.28 hours per month / 3.41 days per month

Each estimate assumes: average 4.33 weeks per month and average 8 hours per day.

 

Sage also ran an in-depth study with 28 small businesses. Respondents were given a thorough induction to Sage Copilot including being shown a product demo. Respondents gave their general feedback on the functionality and benefits of Sage Copilot. This included how Sage Copilot could impact their businesses and the way they work.