Meet Sage Copilot: Your New AI Assistant for Faster Closes and Smarter Insights
If you’re like most finance teams, your month-end close process probably feels like a sprint—packed with spreadsheets, late nights, and a constant race against time. What if there was a smarter, faster way to manage it all?
Meet Sage Copilot—your built-in AI assistant for Sage Intacct that’s here to change how you work. Whether you’re closing the books, entering data, or searching for help, Copilot helps you spend less time on routine tasks and more time driving results.
So, what is Sage Copilot?
Sage Copilot is a Generative AI assistant embedded directly into Sage Intacct. It’s designed to make your daily accounting work faster, easier, and more accurate—starting with two powerful features:
Search Help
Ask natural-language questions like “How do I void an invoice?” or “Why is this report missing data?” and Copilot delivers instant, tailored answers—no digging through manuals or support tickets.
Close Automation
From flagging variances mid-month to tracking your team’s progress, Copilot helps manage your entire close. It even cuts down manual processing time by up to 50% and helps teams save up to five days every period-end.
What makes Sage Copilot different?
While other tools are just starting to explore AI, Sage Copilot is the only generative AI assistant focused on automating the financial close. And it’s purpose-built for Sage Intacct users, meaning it works with your system, your workflows, and your data.
Unlike other solutions that require separate add-ons or complex setup, Copilot is:
Embedded and seamless
It’s right where you work in Sage Intacct.
Simple to use
No training needed. Just ask a question, or review insights in your close workspace.
Built for finance
Trained on accounting data and processes, not generic AI content.
If you’re a Sage Intacct user, there’s no reason not to try it—Copilot’s Search Help is already available to all customers at no additional cost. And Close Automation is available through a free trial until December 31st, 2025.
