With AI features being gradually rolled out to more Sage users, there has been some confusion around whether Sage Ai and Sage Copilot are the same thing.
The answer is no – technically Sage Ai and Sage Copilot aren’t the same, but they work together, so you might’ve seen the two names used interchangeably.
Stick around and we’ll provide a deeper understanding of what they are, how they’re different and what exactly they can do for your business.
How Sage Ai and Sage Copilot Are Different
Sage Copilot is the interface, whereas Sage Ai is the intelligence engine. So, whenever you’re directly interacting with AI, it’s Sage Copilot you’re seeing, powered by Sage Ai.
Why are they separate? Sage Copilot is designed to interact with humans and understand natural language, whereas Sage Ai handles the technical conversations with your data and systems. Together, they provide a highly accurate and user-friendly AI experience.
You might also be wondering whether Sage Copilot is related in any way to Microsoft Copilot. The answer is no, despite the similar names, Sage Copilot is Sage’s own AI which is purpose-built for finance and protected by Sage’s robust security network. That means you get relevant, trustworthy AI that speaks the language of finance.
In short: Sage Ai does the more technical work, while Sage Copilot understands your questions and delivers the results to you.
Sage Ai – The Intelligence Engine
Sage Ai is like the brains behind the operation, working in the background to power all the AI features across the product.
It uses advanced language models, built on years of AI expertise and trained on real financial data. This provides results that are relevant, reliable and grounded in how finance works for small to medium businesses.
This powers a range of agents across the Sage platform, including:
- AP Agent: Automates supplier invoice processing by creating draft bills and matching them to purchasing transactions.
- Assurance Agent: Flags unusual journal entries in real-time by comparing new entries against historical patterns.
- Time Agent: Makes time tracking faster by creating timesheet entries based on calendar, email, and app activity.
- Sage Earth: Helps you track your carbon footprint by automatically calculating the environmental impact of each transaction.
It also powers Sage Copilot, the AI productivity assistant designed to be your helping hand for day-to-day tasks.
Sage Copilot – The AI Assistant
Sage Copilot is the interface that you see and interact with directly. It uses a combination of generative AI and your business data to give you clear, relevant answers.
The more you use it, the better it gets. Sage Copilot uses adaptive learning algorithms to learn from your interactions and align with the way you work.
What Sage Copilot can do for you:
- Search Help: Get instant answers to product functionality-related questions, helping you to complete your tasks in Sage.
- Close Assistant: Streamlines and accelerates the month-end close by tracking tasks, flagging issues, and guiding you through each step.
- Financial Intelligence: Ask analytical questions about your data to uncover insights and influence strategic decisions.
It’s easy to use and no technical experience is required. All you do is open Sage Copilot from anywhere in the system, type in your question and get instant answers.
Real AI Results
This isn’t just AI for the sake of keeping up with trends; thousands of users are already seeing the benefits of Sage Copilot.
Here are just a couple of examples from early adopters:
Tyne Chease Got Paid 7 Days Faster
Sage Copilot has helped Tyne Chease, a plant-based cheese manufacturer, to save 12-14 hours every week and get invoices paid 7 days faster.
“Before Sage Copilot, chasing invoices was my main time consumer. Now I just log in and it does a lot of that for me—it’s like an assistant. As we grow, it’s essential that we continue to use Sage, the Copilot features are irreplaceable.” – Adam Williams, General Manager at Tyne Chease.
Read Tyne Chease’s story here.
Super B Plus Group Ltd Saved 8 Hours Per Month
Super B Plus Group, a medical supplier, was trying to expand their international reach, but the burden of administrative tasks was holding them back.
Sage Copilot transformed financial management at Super B Plus Group, taking tasks that previously consumed hours, like chasing overdue invoices and creating purchase orders, and turning them into seamless, automated processes.
“Sage Copilot automates repetitive tasks so we can spend less time on invoices and more time growing the business.” – Iwona Zareba, Founder at Super B Plus Group Ltd
Read Super B Plus Group’s story here.
Find Out More
This is just the beginning of what Sage Ai and Sage Copilot can do, as more functionalities are being developed for future releases.
If you need help with accessing the AI features, get in touch with us. For existing customers, contact support or your Account Manager.
