Your Sage Accounts assistant is here
Introducing new Sage Copilot
Sage Copilot is built-in AI support for Sage Accounts. In simple terms, it acts like an extra accounts assistant inside your software.
It can help review your Sage data, highlight useful information, spot things that may need attention, and save time on everyday admin. There is nothing complicated about it, it is there to make Sage easier to use, not harder.
How it works, simply explained
The AI becomes a smart assistant inside Sage. It stays close by while you work, helping you keep track of invoices, payments, customers, suppliers, cash flow, and stock. It gives helpful reminders, spots possible problems, and suggests what to do next, so you can spend less time on admin and more time running your business.
Less manual work. Clearer information. Faster answers.
Because you already use Sage, your business information is already in one place. That means Sage Copilot can help you make better use of the data you already have, such as customer balances, overdue invoices, stock levels, payments, and financial reports.
Save time on admin
A way to reduce time spent on routine finance work, including reminders, accounting tasks, and admin support. Sage’s Sage Accounting pages also mention saving admin time with AI-powered automation
You stay in control
A key point for non-technical customers is that Sage Copilot is not “taking over” the business. It suggests, drafts, reminds, and highlights, but the user still decides what action to take. Sage’s product update page also states that users stay in control.
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.
Features
What can Sage Copilot help with?
Debt management
See overdue invoices more easily and set up automated payment reminders.
Business insights
Get quick summaries of profit, sales and trends from your Sage data.
Stock management
If you use stock in Sage, Copilot can help show items that are low or out of stock.
No complicated setup. No technical jargon.
Sage Copilot is designed to support the way you already work in Sage Accounts. It does not replace your accounts process, it helps make it quicker and easier to manage.
Think of it as a helpful assistant that points you in the right direction.
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