Sage Copilot, Sage's innovative new AI Assistant they announced at Sage Transform last February (2024), is officially coming to Sage Intacct (U.S.). The new functionality will be introduced to a select group of Sage Intacct customers. This new AI-assistant will bring AI functionality with real-time insights, task automation and seamless workflows to mid-market businesses. Many of the early adopters are people who signed-up shortly after last February's Transform conference.
Sage Copilot is designed to meet the needs of SMBs and accountants, and offers an array of functions, insights and analytics. All under the users' control.
- Sage Copilot tackles Intacct user's to-do list, automates tasks, and recommends ways to help users create savings and drive improvements. It works around the clock so users don't have to, letting users work on their terms. All so users can focus on making smarter, faster decisions. Using AI-powered intelligent data analysis,
- Sage Copilot offers detailed, actionable insights, creating tailored reports or visualizations to aid in decision-making. Generate a profitability analysis to help users make the right decision.
- Sage Copilot will help users manage and perform tasks by creating personalized to-do lists that are prioritizing based on your needs. Sending messages with documents, or chasing payments, becomes a breeze, taking seconds rather than hours.
- Sage Copilot lets users get ahead with more time and space to focus on the things that will move their business forward.
- Sage Copilot will provide deeply contextualized advice that's unique to your role.
And these are just the start of what Sage Copilot will ultimately do for Sage Intacct users.
Dan Miller, EVP of Financials and ERP at Sage, shares his insights on this milestone and the Sage Copilot journey so far here: A Conversation with Dan Miller: Sage Copilot’s Journey to Sage Intacct.