Sage Copilot
Your finance-first AI sidekick
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What is Sage Copilot?
Finance AI built by a leading finance company
Powered by Sage Ai, Sage Copilot is your AI productivity assistant that works within your set permissions and boundaries.
Available across selected Sage products, including Sage Intacct, Sage Copilot is designed to improve processes and efficiency, independently of 3rd-party AI solutions.
Using agentic automation, Sage Copilot does the heavy lifting for you. Saving users, on average, 50% of the time formerly spent on manual financial work, Sage Copilot has been designed for the close, consolidations audit readiness and multi-entity complexity.
With Sage Copilot, you can:
- automate time-consuming tasks
- gain real-time insights
- take advantage of intelligent recommendations
- reduce errors and admin
Learning from you, Sage Copilot continuously evolves with your business, ensuring it stays aligned with your changing requirements.
Explore Sage CRM:
What is Sage Ai?
The intelligence powering your experience
Sage Ai, is the technology behind Sage's entire AI operation, working in the background to power all the AI features across the product like Sage Copiliot.
It uses advanced language models, built on years of AI expertise and trained on real financial data, providing you with guidance that no generic AI can match.
Read more about Sage Ai and Sage Copiliot.
Check Out Sage Copilot's Key Features...
Built on over 40 years of experience supporting British business across all industries, plus an additional 7 years of AI development, Sage Copilot is powerful, easy to navigate, and built for companies that want to grow.
Automated process flow and personalised recommendations
Intelligent understanding and anomaly detection
Task management and automation
Communication and collaboration
Real-time data analysis, reporting and insights
Integration with other apps
Make room for strategic work
Reduce Manual Workload and Close Faster
Designed for real finance workflows. Take advantage of the Accounts Payable and Close Agent, via Sage Copilot, to simplify tasks:
- PO matching across bills and receivers
- reconciling with issue highlighting ready for your oversight
- sending and drafting payment reminders
- providing critical insights ready for you to act
See What Matters
Sage Copilot uses the Finance Intelligence Agent to give you:
- instant insights
- locate transactions
- analyse data.
Plus, the system proactively recommends actions to take by monitoring performance metrics, operational and financial data to suggest improvements and identify growth opportunities.
Security, Trust and Error Prevention
Trust the numbers. Sage Copilot uses the Financial Assurance Agent to review your data, in real-time, and flags:
- regulatory issues
- detects anomalies
- prevents errors.
Plus the AI-powered general ledger uses dimensions to help you analyse performance with multiple layers of context.
With security at its heart, Sage Copilot uses robust encryption and is compliant with the latest data protection regulations, ensuring your information remains secure and private.
Take your Sage solution further!
Sage Intacct is an incredible piece of software, but sometimes small tweaks and adjustments are required to make it absolutely perfect for you.
From bespoke development to third-party add-ons, there’s a lot we can do with Sage Intacct.
What’s next?
Now you have decided Sage Intacct is for you, what is next?
This is where we come in. The PKF Smith Cooper Systems team will guide you through demos, bespoke quotes, project scopes, implementation and eventually going live. Along the way, you will have a dedicated account manager, consultant and, once you go live, you then have access to our incredible support team.
The answers you need, all in one place
Find quick answers to common queries about Sage Copilot.
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What is Sage Copilot?
Sage Copilot is an AI productivity assistant created by Sage. It acts like a chat bot within Sage products, responding to conversational prompts and performing various tasks within Sage.
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What does Sage Copilot do?
Here are just a few of the things Sage Copilot can help you with:
- Keeping track of progress on monthly close tasks
- Finding quick answers to product functionality questions
- Detecting and resolving budget vs actual variances
- Running subledger reconciliation reports for you
- Getting quick insights from your data
Plus, there are more features being added all the time!
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How do I turn on Sage Copilot?
To start using Sage Copilot in Sage Intacct, select the Copilot icon in the top right corner to open the Copilot panel. If you can’t see the Copilot button in your account, ask your administrator or contact your Account Manager for support.
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Is Sage Copilot the same as Microsoft Copilot?
No, despite the similar product names, Sage Copilot and Microsoft Copilot aren’t the same. Microsoft’s AI tool is designed for general tasks, whereas Sage Copilot is designed specifically for finance teams and integrates with Sage products. Sage Copilot is a Sage product and not associated with Microsoft.
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Is Sage Copilot free?
Some of the features in Sage Copilot (such as Search Help) are free to use, others are still being developed and only free to use for a limited time, others are an additional cost. As Sage Copilot is being actively developed, some features that are free now may be chargeable at a later date as they become more established. If there’s a specific feature you’d like to use, let us know and we’ll advise on pricing.
Explore more of our services
Support
Supporting your Sage software is our business.
Whether you're running Sage 200 or Sage Intacct, the smooth operation of your software is essential to the continuity of your business.
- Year-end assistance
- Access to our Customer Portal
- Remote connection software
Development
From Concept to Code, We Build What You Need.
Whether you're looking to streamline a business process, connect Sage to another system, or tweak how your software works day-to-day, our development team is here to make Sage work smarter for you.
- Accredited Sage Developers
- Award-winning team
- Proven track record of delivering solutions
Consultancy
Optimising your business with expert Sage consultancy
We’re a multi-award-winning Sage Business Partner, helping businesses across the UK get the very best from their Sage software. We combine expert knowledge.
- Technical Installation and Setup
- Data Migration
- System Training
Project Management
Stay Informed, Empowered and In Charge.
Project Management is a critical element to any software project. Regardless of the size and scale, working to an agreed plan and schedule is essential to achieving a successful outcome for all stakeholders.
- Enhanced Communication
- Risk Mitigation
- Quality Assurance
Client Services
Putting customers first, every step of the way.
Since our launch in 2014, we’ve driven significant growth by staying true to our core ethos: The Good Sage Guys to Deal With.
- Faster Response Times
- Better Communication
- Peace of Mind
Training
The right training plus the right partner, equals greatness
At PKF Smith Cooper Systems, we specialise in helping businesses like yours maximise the value of their financial systems, because we know that even small errors can have big consequences.
- Half day or full day sessions
- Group sessions or one-on-one deep dives
- Empower your team
The PKF Support team are very helpful and patient when queries are raised. They work through Year End processes with me, allowing me to understand exactly what is happening as we go.
Clare Griffiths
Finance and Admin Manager at HTRAK
Smith Cooper is an extension of our business not a supplier! Hope is always at the end of the phone and nothing is too much hassle.
Donna Friskney
at Tennants UK Ltd
I use PKF [SCS] support and can honestly say they are very good, very helpful, quick in responding and helping resolve my issues or queries I have sent over to them. The day has been very informative and a good catch up with Craig and Vanessa. Thank you all for a great event.
Diane Scott
Finance Manager at Dalrod UK Ltd
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