NOTE: Sage Copilot isn't available in Sage 50 Accounts Essentials or Client Manager. If you're interested in upgrading from Essentials, leave your details and we'll be in touch. 

Compare key financial metrics and visualise your data to help make informed decisions with Sage Copilot.

You can quickly access the following reports:

• Transactional profit and loss (from Nominal codes)
• Sales Ledger Turnover (from Customers)
• Purchase ledger turnover (from Suppliers)
• Balance sheet (from Nominal codes)

Copilot can even create a graph or chart to visualise your data too. 

Access report analysis

In the relevant module:

1. Select the Sage Copilot button. In v32.0 and below, this is called Copilot insights.
   
2. Select the relevant option on the Sage Copilot window, as they differ in each module.
3. Depending on the module, you can be asked to use the date selection window to set a date range within a 12 month period.
4. Click Confirm.
5. Copilot will then generate a summary based on the module you're working in.
   For example, in Nominal codes you'll see information from your Profit and Loss report:
   
6. If required, you can select options at the bottom of the summary to generate graphs/charts or comparative summaries to review. 
   

 NOTE: To generate accurate results, Copilot needs a minimum of 12 months of historic transaction data.