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Sage Copilot
Your dedicated AI-powered productivity assistant.

Step into a new business era with Sage Copilot, built on over 40 years of experience supporting British businesses like yours. It’s your trusted AI productivity assistant, helping you get work done faster with real insights, fewer errors and less admin.

What Sage Copilot can do for you

Embedded within the Sage Platform and powered by Sage Ai, Sage Copilot can help you move faster and drive high performance, so you can focus on what matters most.

Get paid 7 days faster

In Sage Accounting, Sage Copilot automatically follows up on late invoices using your tone and timing, helping you stay in control of your cash flow and get paid 7 days faster.*

Submit VAT returns easily

The Sage Copilot VAT assistant makes submitting VAT returns stress-free. It alerts you when deadlines are approaching, checks your books for mistakes and calculates how much VAT you owe. Once everything’s ready, you can submit your return directly to HMRC from Sage. Simple.

Instant actionable numbers

Our easy-to-read dashboards show exactly what’s happening with your money in real time, while your AI-powered productivity assistant automatically spots cost-saving opportunities and ways to improve cash flow.

Sage Copilot business insights

Your trusted AI companion

Trust is built in from the ground up. Sage Copilot operates within the permissions you set, with full transparency, audit trails, and robust approval processes.

Sage Copilot in action

Watch the highlights of Sage Copilot across our products.

(Some features are illustrative)

Sage Accounting

 Sage Copilot will supercharge your accounting by surfacing insights for informed decisions, automating tasks, and identifying risks and opportunities.

Sage for Accountants

Sage Copilot enhances accountants' collaboration with clients by monitoring data, identifying issues, errors, and opportunities, and recommending actions, helping you make smarter, faster decisions.

Sage 50

Sage Copilot will make recommendations and drive improvements, saving you time so you can stay on top of your business.

Sage Intacct

Sage Copilot will give you answers you can trust, real-time variance analysis, and tools for a smoother, faster month-end close. Streamline decision-making and keep your team ahead of the curve.

Sage X3

Sage Copilot provides contextual support for operational tasks. It flags anomalies and errors, identifies opportunities, and equips users with actionable insights so they can make smarter, more informed decisions.

Features are illustrative: The capabilities captured outline our vision for Sage Copilot in some cases; this may vary by product and region as we roll out capabilities. We strive to evolve our solutions together with our customer community, but please note that future features should not be relied upon for purchase decisions.

Frequently asked questions on Sage Copilot

Sage Copilot is an advanced generative AI productivity assistant designed to transform business management and operations.

Sage Copilot leverages generative AI and monitors your business data, helping you streamline tasks, make informed decisions, and get more jobs done efficiently so you can focus on what matters most.

Harnessing the power of AI, Sage Copilot helps with:

Automation: Streamlines processes like sending payment reminders, drafting those reminders, and acting on insights it has proactively surfaced to you at critical moments.

Business insights: Analyses your unique data to provide tailored and actionable insights, helping you make informed decisions. It also proactively recommends actions to take by monitoring performance metrics and operational data to suggest improvements and identify growth opportunities. You can ask your AI-powered productivity assistant questions across your products with Sage and it will continuously learn and evolve with your business, ensuring it stays aligned with your changing requirements.

Compliance and accuracy: Flags regulatory issues, detects anomalies, and prevents errors, safeguarding your business.

Sage Copilot is designed to seamlessly integrate into your workflow, offering AI-powered assistance to help automate tasks, surface key insights, and simplify business management. The availability of Sage Copilot depends on the Sage product you use and the subscription plan you’re on. Here’s how you can access it:

  • Included in select subscription plans – Copilot is embedded in certain Sage product plans, meaning you can start using it right away as part of your subscription.
  • Available as an add-on: if your plan doesn’t include Copilot, you may have the option to add it to your Sage product for an additional cost.

To check availability and start using Sage Copilot, visit your Sage subscription management area or reach out to customer support for more details.

Sage Copilot is easy to use. You don't need any technical expertise because it does all the hard work for you. 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.

Security is at the heart of our AI strategy. Sage Copilot uses robust encryption and is compliant with the latest data protection regulations, ensuring your information remains secure and private. We're making five key AI commitments so you can feel confident in using AI with Sage. Learn more about our AI commitments.

*Based on 21 customers, payments were received 7 days faster with Sage Copilot.

**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.