Sage Copilot: Smarter Decision Making

Intelligent accounting is becoming more and more important for businesses, particularly when juggling everyday finance tasks. Sage Copilot is Sage’s move towards not only more automated accounting, but also insight-driven finance management. Working alongside Sage 50 which is a core product, businesses are able to work more efficiently as well as making better-informed decisions.

Unlike many other AI tools, Sage Copilot is designed to work alongside finance teams, supporting them with useful information and highlighting any potential issues, rather than replacing them entirely. 

What is Sage Copilot?

Sage Copilot is an AI-powered productivity assistant built around automation, insights and proactive guidance. Sage 50 itself is a powerful desktop accounting solution that improves control over finances, stock, reporting and compliance. By adding in Sage Copilot, this helps to:

• Streamline routing accounting processes
• Reduces manual data handling
• Provides clearer financial visibility
• Supports compliant decision-making

One of the biggest challenges finance teams face is the time spent on repetitive tasks. While Sage 50 already automates lots of these processes, such as invoicing and VAT calculations, Sage Copilot builds on this to help users work smarter, not harder. Sage Copilot intelligence can help users:

1. Identify unusual transactions or trends
2. Stay alert to potential cash-flow pressure
3. Keep on top of outstanding invoices and payments
4. Reduce errors caused by manual data entry

Better Cash Flow Visibility

Cash flow always has been, and always will be a critical area for businesses. Sage 50 provides clear visibility of money coming in and out, with its real-time data and reporting tools. Sage Copilot simply enhances this by supporting clearer interpretation of that data.

Instead of just presenting the overall figures, intelligent prompts help users understand exactly what those numbers mean for the business. This includes:

• Highlighting overdue customer payments
• Drawing attention to upcoming supplier commitments
• Helping spot seasonal trends or changes in spending

Having clearer insights means that businesses can be proactive in their spending decisions, helping to avoid unexpected financial pressure later on.

Supporting Growing Businesses

Sage 50 accounts is ideal for businesses that have outgrown entry-level accounting software, offering advanced features including:

• Stock control and bill of materials
• Departmental and project costing
• Multi-user access with permission controls
• Detailed audit trails (essential for Making Tax Digital)

Sage Copilot works well to help users navigate more complex accounts with confidence. As businesses scale, financial systems often become harder to manage, but with intelligent assistance, this helps businesses to grow and be supported in the right way.

AI Document Capture

Sage AI Document Capture has been found to cut supplier invoice processing time in half, reducing manual entry by extracting and classifying invoices easily. Here are just some of the benefits:

1. Capture details automatically: upload or email purchase details and AI extracts and pre-fills details for your approval.
2. Never pay twice: duplicate invoices are flagged for your review.
3. Process faster: supply details, line items and ledger codes are suggested automatically.
4. Capture on the go: take photos of receipts or invoices as soon as they are received, saving paper from getting lost.
5. Improved accuracy: with less manual data entry, errors are significantly reduced.

Getting More From Sage 50

Sage Copilot is most effective when Sage 50 is set up correctly and aligned with how the business operates. With the right setup and support, businesses can unlock the full value of Sage’s intelligent accounting approach. For organisations looking to work smarter, reduce financial risk and make better use of their data, Sage Copilot is the best tool.

​​*This article contains general information in order to assist all of our customers and is meant for guidance only – there are no guarantees that the information we provide will be suitable for your particular needs. If you require specific assistance, we recommend that you seek professional guidance on your individual circumstances. Reality Solutions are in no way responsible for any loss or damage arising from any information contained within our articles.