Sage Copilot

AI-powered finance, built directly into Sage Intacct

Uncover insights faster and automate financial work with Sage Copilot in Sage Intacct, the AI assistant that helps you make smarter, more strategic decisions.

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Sage AI Capabilities

Sage Copilot brings AI intelligence across your financial workflows, helping you get instant answers, accelerate close, strengthen controls, automate time tracking, and streamline AP. Explore each Copilot agent below and discover how it works in action.

Financial Intelligence Agent

Ask questions in plain language. The finance intelligence agent understands Sage Intacct terms and complex queries and returns accurate answers, records, reports, and related help without repeated searching.

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Close Agent

Streamlines and accelerates the month-end close by tracking tasks, flagging issues, and guiding your team step by step so you close faster with less manual effort and less stress.

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Financial Assurance Agent

Automatically scans and reviews every General Ledger journal entry as it’s posted, flagging unusual patterns and anomalies so approvers can catch issues before they hit your books.

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Time Agent

Automatically captures work activity from emails, calendars, and desktop tools and converts it into organized, privacy-conscious activity cards and timesheet entries, making time tracking and billing more accurate with less effort.

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AP Automation Agent

Automatically reads and captures AP invoices from emailed or uploaded documents, matches them to purchase orders, and creates draft entries, helping improve accuracy and speed up AP processing.

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Financial Intelligence Agent

Ask questions in plain language. The finance intelligence agent understands Sage Intacct terms and complex queries and returns accurate answers, records, reports, and related help without repeated searching.

Close Agent

Streamlines and accelerates the month-end close by tracking tasks, flagging issues, and guiding your team step by step so you close faster with less manual effort and less stress.

Financial Assurance Agent

Automatically scans and reviews every General Ledger journal entry as it’s posted, flagging unusual patterns and anomalies so approvers can catch issues before they hit your books.

Time Agent

Automatically captures work activity from emails, calendars, and desktop tools and converts it into organized, privacy-conscious activity cards and timesheet entries, making time tracking and billing more accurate with less effort.

AP Automation Agent

Automatically reads and captures AP invoices from emailed or uploaded documents, matches them to purchase orders, and creates draft entries, helping improve accuracy and speed up AP processing.

Proven Results

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Stay in the Loop

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A Thank-You Gift

Once they’re a customer by end of the first month, you’ll receive a small token of appreciation.

5x revenue growth
with same headcount

3-day → 3-hour
close cycles

50% time savings
on invoice processing

Why Teams Choose Sage Intacct

Sage Intacct

Real-time, multi-dimensional data

Consolidate hundreds of entities in seconds

Unified data integrated into financials

Deep industry-specific capabilities built for your unique needs

The AICPA's first and only preferred financial management solution

Other accounting solutions

Batched reporting with old data

Slow consolidations that can take days

Siloed data leading to lagging insights

One-size-fits-all software requiring costly workarounds

Experience Sage Copilot AI in Action Today!

Discover how AI-powered accounting transforms the way finance teams work, from streamlining data entry and managing approvals to delivering faster insights and supporting more strategic decision-making.

Book A Demo