INTACCT | 5 MIN READ
What Is Sage Intacct Copilot?
Learn how Copilot, Sage Intacct’s AI, automates financial processes, improves insights, and helps finance teams work smarter.
TABLE OF CONTENTS
Sage Copilot is a generative AI tool embedded directly within Sage Intacct accounting software. Finance professionals who already use solutions like Sage Intacct can tap into Sage Copilot for productivity automation and workflow support, helping them save time on some of the most redundant accounting processes.
Many business software providers have harnessed the power of artificial intelligence to enhance their platforms with basic automation and smart insights. However, since it is designed specifically for finance management, Sage Copilot balances instantaneous insights with regulatory and compliance requirements. It doesn’t just make accounting teams’ jobs easier—it protects businesses from the dangers of financial errors.
How Does Copilot Work in Sage Intacct?
Sage Copilot is embedded natively in Sage Intacct and it proactively analyzes all the data that feeds into the software. As a “virtual assistant,” Sage Copilot can pull data, highlight insights, and converse with users. In addition, it can help users generate content, such as billing reminders for delayed customer payments. It accomplishes this the same way any other generative AI application does—by training on large language models.
Large language models, or LLMs, are AI systems that review massive amounts of data and text from across the web to understand natural, conversational language. While some business software AI tools tap into a single LLM, Sage Copilot has access to multiple LLMs at once. Sage Copilot consolidates key aspects of specific LLMs to create a custom, best-in-class generative AI platform.
Two of the most comprehensive LLMs Sage Copilot draws from are Amazon Web Services (Bedrock and Lex) and Microsoft (Azure):
Platform Amazon Web Services:
Tools: Amazon Bedrock and Amazon Lex
Benefits:
- Data management and analysis
- Compliance
- Accounting terminology
Platform Microsoft:
Tools: Azure
Benefits:
- Data management and analysis
- Report building and insights
- Data analytics
With these LLMs feeding directly into Sage Copilot, users can submit codeless queries to generate results, feedback, and insights. Plus, because Sage Copilot was built specifically for Sage Intacct users, it’s designed to understand the financial context behind user queries. This understanding of accounting principles helps Sage Copilot provide users with trustworthy and accurate data analysis.
Key Features
Sage Copilot expands on the existing features within Sage Intacct in six key areas:
Queries
Sage Copilot can understand and answer natural-language questions, requests, and queries—no coding required
Automation
Sage Copilot’s suggested workflows can handle various tasks, such as automating AP, AR, reconciliations, and more
Close Assistant
Sage Copilot’s close assistant highlights all open items for month-end and year-end close while tracking progress to completion
Outlier Detection
Sage Copilot proactively reviews data for inconsistencies, such as budget variances, and notifies users to help accountants mitigate audit risk
Real-Time Insights and Reporting
Sage Copilot studies data to pinpoint patterns and report on major trends across the business, which leads to more agile decision-making
Seamless Recommendations
Sage Copilot’s predictive capabilities can track trends, such as customers whose payments are typically late, and assist with resolutions, such as generating reminders
The Benefits of Using Copilot in Sage Intacct
Sage Intacct has offered artificial intelligence features since 2018, but the introduction of Sage Copilot in 2024 transformed the way Sage software uses AI. Without the need for programming experience or technical know-how, financial professionals can use Sage Copilot to…
- Time Savings – Close the books up to 70% faster with automated workflows for AP, AR, and more
- Outlier Detection – Mitigate the risk of audits with proactive data reviews that run 24/7 and notify users of any errors
- Ease of Use – Converse in natural, casual language about key data insights rather than digging through spreadsheets and tables
- Enhanced Decision-Making – Get instant access to the data and insights you need to make business decisions on the fly
- Embedded Automations – Enjoy all the benefits of AI for Sage Intacct without installing and maintaining a separate tool outside of the software
Who Should Use Sage Copilot?
Sage Copilot is an accessible and surprisingly robust AI application built specifically for accountants. But can it offer your team any unique benefits?
If any of the following statements describe you, your team, or your company, then Sage Copilot could be your key to unlock time savings and powerful business insights:
- Businesses that already use Sage Intacct and want to expand its capabilities
- Teams that spend a disproportionate amount of time on repetitive tasks, such as entering financial data and reviewing for errors
- Accountants who wrangle spreadsheet monsters in pursuit of business insights
- Team members who want to tap into the power of AI but aren’t sure they have enough technical experience
- Finance professionals who stress over closing the books and the looming threat of audits
Get Started with Sage Intacct
Sage Copilot is broadly available for Sage Intacct customers, though some restrictions apply. If you’d like to learn more about what Sage Copilot can offer, or if you’re interested in exploring Sage Intacct as a long-term financial management solution, Cargas is here to help.
Cargas is an experienced solutions partner for accounting, ERP, and CRM software from Sage, Microsoft, Acumatica, HubSpot, and Salesforce. With over 35 years of experience in the business technology space, we are committed to ensuring your software works seamlessly with and evolves alongside you. Contact us today to learn more about generative AI for best-in-class cloud accounting.
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