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Driving efficiency and growth for SMBs and accountants with Generative AI
Other key features of Sage Copilot will include :
S age , a leader in accounting , financial , HR and payroll technology for small- and midsized businesses ( SMBs ), has announced the introduction of its new Generative AI-powered productivity assistant , set to revolutionise accounting , finance and people management processes and empowering customers to make smarter business decisions .
For small business owners , CFOs , accountants and HR leaders , Sage Copilot will act as a trusted member of their team , handling administrative and repetitive tasks in ‘ real-time ’, whilst recommending ways to make savings and drive business improvements . It will create more time and space for customers to focus on growing and scaling their businesses .
The AI-powered assistant automates workflows , identifies errors and generates actionable insights unique to each business and accountant ’ s practice . Sage Copilot helps with forecasting , cashflow management and generating and sending invoices with
simple , natural language commands . Users can be confident knowing that in the development of Sage Copilot accuracy , security , expert support and trust have been prioritised every step of the way , with robust encryption , access controls and compliance with data protection regulations .
Sage CEO , Steve Hare , said : “ Sage Copilot revolutionises small- and mid-sized businesses and accountant productivity by bringing trusted AI into the heart of their operations – automating tasks and providing insights to fuel growth and efficiency . It ’ s not just an AI feature ; it ’ s a commitment to building a future where businesses can focus on their goals , supported by AI they can trust from Sage ”.
SMBs around the world cite cashflow and getting paid as their top priorities . Sage Copilot will provide users with proactive options to improve cash flow ; these include suggestions to accelerate customer payments , enhance working capital and support smarter financial decisions .
• Intelligent understanding : Uses natural language to interpret commands conversationally
• Task management and automation : Simplifies organising tasks with personalised lists , prioritising them based on urgency , and automating repetitive tasks , saving time and effort
• Communication and collaboration : Helps prepare and send messages with the right tone and timing
• Data analysis , reporting and insights : Provides insights and custom reports
• Integration with other apps : Integrates with other apps and services
• Personalised recommendations : Sage Copilot offers advice to help improve budgeting and financial planning and deliver better financial outcomes
For accountants , Sage Copilot will revolutionise collaboration and communication with clients . By automating the data collection and aggregation process , it will significantly reduce the time and effort spent on these manual tasks , while also minimising errors that might occur .
Caroline Armstrong , Director at Infinitas Accountants , said : “ I have seen what Sage has been building and it is exciting to know that it won ’ t just be SMBs who will be able to get ahead in their businesses with Sage Copilot . The use of Sage Copilot will elevate my role as a strategic partner even further , allowing me and our firm to support our clients ’ financial success more accurately and confidently .” �
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