Sage, an international leader in accounting, financial, HR, and payroll technology for small and mid-sized businesses (SMBs), today marks one year since unveiling Sage Copilot, its generative AI-powered assistant designed to transform and enhance how businesses and accountants operate. Since launch, over 40,000 early adopter1 SMBs and accountants across five key markets – UK, US, France, Spain and Germany – in multiple languages, now have access to Sage Copilot and are able to accelerate their business by streamlining operations, automating workflows, making smarter financial decisions and saving time.
Built on the foundation of four decades of innovation and data, Sage Copilot reflects the growing demand for AI-powered solutions by delivering deep, specialist AI for accounting and finance. Now available across early adopters in Sage Intacct, Sage Accounting, Sage Active, Sage for Accountants, and Sage 50, Sage Copilot is enhancing productivity and efficiency for SMBs by embedding AI-powered capabilities into their daily operations.
“For 40 years we’ve led the way in accounting technology, leveraging our deep expertise and vast data resources, and last year we did it again with the introduction of Sage Copilot,” said Steve Hare, CEO, Sage. “Redefining how SMBs and accountants interact with financial technology, Sage Copilot is already transforming businesses worldwide as it helps them to save time, improve accuracy and make smarter decisions. Acting as a catalyst for growth, we’re going beyond just supporting our customers, but actively helping them to succeed by delivering real-world impact.”
Driving real impact
From independent entrepreneurs to growing finance teams, businesses using Sage Copilot are experiencing a fundamental shift in how they manage their finances. The AI-powered automation and real-time insights are helping SMBs and Accountants to:
- Save Time: Automating invoicing, bank reconciliations, and tax calculations, freeing up time
- Improve Accuracy: AI-driven anomaly detection and smart recommendations reduce errors and boost confidence in financial reporting
- Enhance Cash Flow: Automated payment reminders and intelligent expense tracking help businesses stay on top of their finances
- Drive Productivity: By removing manual admin work, accountants and business owners can focus on strategic growth rather than data entry
- Make Smarter Decisions: AI-powered insights and forecasting help finance teams shift from reactive to proactive management, optimizing cash flow and profitability
“Sage has completely transformed how I manage the rowing club’s operations,” said Nadia Fontaine, Auriol Kensington Rowing Club. “Now with Sage Copilot, I save more than 5 hours of admin every week, making my life so much easier. It takes care of a lot of the boring admin, so I can focus on the things I enjoy most, and which make a real difference in the running of the club like repairing boats, fundraising and expanding our services. The automated payment reminders feature has improved cash flow and strengthened my customer relationships. With Sage, I can confidently stay on top of everything.”
Accelerating Sage Copilot
Prioritizing real-world user needs, Sage Copilot continuously evolves, introducing features that simplify decision-making and optimize performance. A major enabler is ensuring a consistent experience across identity, navigation, user management, subscription management, and data workflows.
To accelerate innovation, Sage is drawing on data from accounting, payroll, and HR, along with key business services like payments and AP/AR automation. By doing so, Sage Copilot delivers smarter insights and more intuitive workflows, helping businesses work faster and with greater confidence.
“Over the past year, we’ve worked closely with our customers to refine and expand Copilot’s capabilities, embedding AI into daily workflows across accounting, finance, and operations,” said Lisa Ewens, SVP of Product, Sage. “As we accelerate deployment into new products and markets, creating a consistent experience will be essential in driving greater functionality and scalability. This ensures that Sage Copilot delivers a seamless experience to help SMBs and accountants save time, improve accuracy, and make smarter decisions.”
Continuous Sage Copilot Expansion
Sage is committed to further embedding Sage Copilot across its entire suite of services, ensuring businesses of all sizes can benefit from its AI-powered capabilities. Throughout 2025 and beyond, Sage Copilot will continue to expand into more products and markets, bringing intelligent automation and AI-powered workflows to an even broader customer base. This includes:
- Deeper integration within Sage Accounting, with payroll and HR capabilities extending into new regions
- Enhancements to Sage for Accountants, improving practice management and client collaboration
- New capabilities for Sage 50, simplifying key business intelligence data with report analysis and personalized report building
- Expanded AI-powered workflows for Sage Intacct, including financial close automation
Please visit: Embrace generative AI with Sage Copilot for advanced financial management | Sage US for more information.
Footnotes and Disclaimers:
Sage footnote(s):
1 – Sage Copilot is available to over 40,000 early adopter users across five products, with 11,000 active users.
Insightful Accountant Disclaimers:
Content within this feature, including graphic illustrations, has been adapted from source materials furnished or accessed through Sage (USA). Referenced source materials and content appearing within this Insightful Accountant feature were adapted and are furnished solely for educational purposes.
Sage and Sage Copilot represent one or more trademarks or registered trade names of Sage Group PLC (SGE.L) on the LSE, located in Newcastle upon Tyne within the United Kingdom.
Any other trade names used within this article, including any other vendor (app/software) discussed herein, may refer to products registered, trademarked, or otherwise held by their respective owners. They are referenced solely for informational and educational purposes.
This feature is “not” sponsored content. The article is provided for informational and educational purposes.
The publication of this article does not represent an endorsement by either the author or Insightful Accountant.
Note: Registered Trademark ® symbols have been eliminated from the articles within this publication for brevity due to the frequency or abundance with which they would otherwise appear or be repeated. We attempt to credit such trademarked products within our respective article footnotes and disclosures.
