The future of high-performance finance: How Sage Copilot is changing the game

In the high-stakes world of finance, speed and precision aren’t just nice to have, they’re mission-critical. But for many finance teams, the reality still includes endless spreadsheets, tedious manual entries, and stressful month-end scrambles.

At Sage Future 2025, one session in particular stood out as a game-changer: “Sage Intacct: The Future of High-Performance Finance with Sage Copilot.” And trust us, this isn’t just another AI pitch.

Sage Copilot: Your new AI-powered finance assistant 

Sage Copilot is reshaping the record-to-report process by automating the tedious and giving finance leaders more time to focus on strategic work. Think of it as your team’s new digital co-pilot, only faster, tireless, and always available.

Let’s break down what makes it so powerful. 

Automate the tedious, elevate the strategic

Manual data entry is nobody’s favorite task. With Sage Copilot, you can say goodbye to it altogether. The tool automatically captures invoice data, reconciles bank transactions, and more–reducing AP processing time by up to 50% and minimizing human error.  

Get help instantly

Whether you’re wondering how to prevent postings to control accounts or looking for guidance on period-end processes, Copilot’s Search Help feature delivers real-time answers. It pulls from Sage’s extensive knowledge base, and you can use natural language to ask questions (no clunky keywords needed). 

Note: This feature is being rolled out in phases at no extra cost. If it’s not in your environment yet, it will be soon! 

A smarter close, powered by AI

Closing the books doesn’t have to be a sprint. With Copilot’s Close Assistant, you get real-time visibility into every part of your close, from AP and AR to cash management and the general ledger. It flags incomplete entries and pending approvals so your team can course-correct before it’s too late. 

Reconciliations: no longer a month-end problem

The Subledger Reconciliation Assistant identifies discrepancies between subledgers and the general ledger before they become bigger issues. Drill into the details, generate audit-ready reports, and stay compliant without last-minute rush. 

Variance analysis, without the guesswork

Unexpected budget variance? Instead of hunting through endless spreadsheets, Copilot AI-generated explanations and targeted notifications to budget owners, encouraging collaboration all month long. 

Close workspace: your command center

Managing a close across multiple entities and teams? The Close Workspace is your new best friend. This central hub lets you assign tasks, monitor progress, and get proactive alerts when things are falling behind. Plus, templates ensure consistency across every close. 

Expert POV: why it matters

AI isn’t just a buzzword anymore. Sage has been investing in this space for years, and Sage Copilot is the result of that long-term vision. This isn’t automation for automation’s sake, it’s about freeing up finance professionals to focus on the high-level work that positions them as strategic partners, not just number-crunchers. 

Want to see Copilot in action?

Connect with us today to get a hands-on demo and learn how Sage Copilot can take your finance function from reactive to remarkable. Let’s talk.‍