Sage Copilot

What is Sage Copilot and how does it work?

Sage Copilot can help you move faster so you can focus on what matters most. It’s your dedicated AI-powered productivity assistant, working in the background helping you streamline tasks, make informed decisions, and get more jobs done efficiently. 

Harnessing the power of AI, Sage Copilot helps with:

• Saving time: Sage Copilot automates repetitive tasks like tracking VAT thresholds or reminding you about VAT due dates, so you can focus on running your business
• Reducing errors: Copilot helps you catch things you might otherwise miss, like an invoice still in draft, duplicate transactions, or an overdue invoice that needs chasing, making your work more efficient
• Staying ahead: Make informed decisions with proactive insights delivered to you in the moment, Copilot can spot trends in your customers payment timeliness before they become an issue

Is my data secure with Sage Copilot? 

Security is at the heart of our AI strategy. Sage Copilot uses robust encryption and is compliant with the latest data protection regulations, ensuring your information remains secure and private. We're making five key AI commitments so you can feel confident in using AI with Sage. Learn more about our AI commitments. 

Will Sage Copilot change how I use my accounting software?

Copilot won’t impact your current workflows but will enhance end to end workflows including VAT submission, getting paid and reconciling your transactions. You can still use your existing workflows without disruption and Copilot will be there to explore. Look out for Copilot in the top right corner to open the chat window or click the insights throughout Sage Accounting.

Is Copilot included in my subscription at an extra cost?

Sage Accounting now comes with one Sage Copilot user included in your subscription cost, for all tiers. You can add additional Copilot users on to your subscription at an extra cost for Standard and Plus tiers, £20 per user.

How do I add on Sage Copilot users to my subscription?

You can change your subscription at any time by logging into your product.

1. On the main toolbar, hover over your business name and then select Manage Business.
2. Select Subscriptions & Invoices, and then Manage My Subscription.
3. Choose Copilot for how many users you need, and your subscription will be updated.  

Copilot is now an integral feature of all Sage Accounting plans to ensure all users benefit from its productivity-enhancing features and innovation. 

Why is Sage Copilot part of my subscription?

Can I provide feedback about Sage Copilot? 

Absolutely, Sage Copilot is built in close partnership with our customers to ensure it meets your needs and delivers real value. We’d love for you to get involved and share your thoughts. You can provide feedback in the following ways:

• Directly within the product through the feedback option
• Participating in customer research sessions
• Make suggestions on our Copilot ideas hub

Your feedback helps us improve and shape Sage Copilot to support you and your business as it evolves. 

AI captured receipts and invoices

How does AI-capture receipts and invoices work?

If you haven’t setup AI-capture receipts and invoices already, you’ll automatically get access from March. Here’s how it works:

1. Upload your purchase invoices and scans of receipts as PDF, JPG. JPEG, PNG and TIFF files. You can do this by mobile app, by email or in the desktop application.  
2. We create a draft purchase invoice from your uploaded document.
3. Review and approve the draft invoices. 

Read more about Purchase Automation.

How does AI-capture receipts and invoices impact my subscription?  

• Sage Accounting Start: Purchase invoice capability isn’t included in our Start plan. Upgrade to get access
• Sage Accounting Standard: You can approve 30 purchase invoices a month with your subscription. We charge 20p for every extra approved purchase invoice. We'll add this charge to your direct debit the following month
• Sage Accounting Plus: You can approve 100 purchase invoices a month with your subscription. We charge 20p for every extra approved purchase invoice. We'll add this charge to your direct debit the following month
• Included purchase invoices will reset every month, meaning any unused allocation won’t carry over to the next month

How will I know when I’ve used up my included approved purchase invoice allocation? 

We’ll send you a notification in your Sage Accounting product to let you know when you’re at 80% of your monthly allowance, and again when you’ve reached 100% of your allowance.

User limits

If I'm a Start customer, what happens if I have more than one user? 

Users will continue as normal. If you are over the limit of one user when you make a change or add another user, you’ll be asked to upgrade.

If I am a Standard customer, what happens if I have more than three users?

Users will continue as normal. If you are over the limit of three users when you make a change or add another user, you’ll be asked to upgrade.

Does this include my Accountant as a user?

No, your accountant isn’t counted within the user limits. Therefore, if you have a Start subscription you have one user plus your accountant. If you have a Standard subscription you have three users, plus your accountant.

Subscription changes

What if I want to make changes to my subscription? 

You can make changes to your subscription at any time by logging into your product.

1. On the main toolbar, hover over your business name and then select Manage Business.
2. Select Subscriptions & Invoices, and then Manage My Subscription.
3. Choose the subscription plan that suits your business needs.

You can cancel your subscription at any time with 30 days notice.

I’d rather talk to someone about making changes to my subscription – can I? 

Of course, we pride ourselves on providing award-winning human customer support. If you’d like to speak to us, contact the team on 0191 479 5911, option three.