Sage Copilot can help businesses increase efficiency

Companies that use Sage Intacct have a new tool that has the potential to enhance finance team efficiency by automating routine tasks and providing real-time insights. Sage Copilot is a financial assistant integrated within Sage Intacct; it is designed to streamline operations, reduce manual work and provide deeper insights across an organization. The application is backed by a suite of artificial intelligence-powered tools that help generate data-driven insights, including Close Assistant, AP Automation and general ledger outlier detection.

A powerful application

Sage Intacct’s AI capabilities are designed to help teams move faster, increase accuracy and focus on strategic outcomes—not data entry. Sage Copilot provides real-time support, intelligent automation and deep financial insight—all within the Sage Intacct platform.

With Sage Copilot, organizations can identify financial risks and receive instant, step-by-step resolutions with helpful links and contextual guidance to answer any questions (see Figure 1). The application also automates repetitive processes, saves and reuses chat workflows, and provides prompts that help users learn advanced functionality. Users can customize interactions to match the organization’s data and evolving needs.

Figure 1: Example of a client question answered in a prompt and organized fashion by Sage Copilot

Whether the goal is to close the books or answer urgent financial questions, Sage Copilot is an AI-powered tool that can help companies make confident, effective decisions.

Data-driven insights

With Sage Copilot, financial teams have greater visibility into the data that drives ongoing success. Team members can access real-time variance analysis by automatically comparing actuals to budgets, enabling the immediate detection of financial discrepancies. Users can also receive up-to-date budget insights through intuitive dashboards, helping leadership make informed evaluations (see Figure 2)

Figure 2: Variance analysis with Sage Copilot

Close Assistant: Speeding up month-end close

Sage Copilot can be a difference maker during the month-end close. The application’s Close Assistant identifies bottlenecks, flags incomplete tasks and provides recommendations that help users close the books quickly and accurately. Sage Copilot can also automate routine closing steps and remove delays. The result is that team members can track progress in real time, maintain momentum and save hours—sometimes days—every closing period.

AP Automation: Eliminating invoice chaos

Many organizations struggle with invoice overload and manual data entry. Sage Intacct’s AI-powered AP Automation simplifies workflows and increases efficiency. In addition, Sage’s machine learning adapts at the individual account level, and the broader Sage network continually learns across all users, making the organization’s accounts payable process smarter every day.

Sage Copilot can:

• Cut invoice processing time 
• Automatically extract data and flag duplicates
• Match bills to purchase orders with confidence
• Gain real-time cash flow visibility and faster insights
• Process invoices across entities in one dashboard

General ledger outlier detection: Spotting errors before they hit

Sage Intacct’s GL outlier detection catches anomalies early—before they cause damage. The application automatically flags suspicious entries based on the organization’s patterns and ecosystem. It also provides audit-ready explanations and a clear digital trail. Because the application continuously learns from past corrections, its output becomes more accurate and detailed the more it is used, creating smarter reviews over time.

AI that learns, adapts and delivers

Sage Copilot and its connected tools can transform the way organizations work. From intelligent assistants to automated approvals and outlier detection, Sage Intacct’s embedded AI isn’t just about automation—it’s about empowering finance teams to deliver strategic impact.

Want to know more about Sage? RSM's advisory team has served over 300 Sage clients. Contact us to see how Sage and Sage Copilot can improve your business operations.