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Introduction to Sage Copilot

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Summary

Sage Copilot, your dedicated assistant, uses generative AI (GenAI) to provide intelligent and personalised recommendations for Sage Accounting and Payroll.

Description

What is Sage Copilot?

Sage Copilot integrates seamlessly with Sage Accounting and Payroll. It helps you manage your business more efficiently and effectively. Sage Copilot uses GenAI to provide intelligent, personalised recommendations and insights tailored to your needs.

Accounting

Key features

▼Business insights

Actionable insights: Receive automated notifications and valuable information related to Invoices, Quotes, Estimates, Credit notes and Customers.

For example: When processing your Sales Invoices, actionable insights appear.

Select the insight to view the information. This shows in the Copilot window. 

Insights window, showing unallocated receipts and credit notes.

Select the button to go to the relevant area of Accounting, where you can act on the insight.

▼Generative emails

Access this feature when you're sending quotes, estimates or invoices.

 NOTE: You cannot send emails using the Ask Copilot window.

Efficient communication: Using GenAI, Sage Copilot assists in creating effective, context-rich emails. This is for sending invoices and reminders saving you time and improving customer communication. 

Decide the tone: You can change the tone of the email, helping you to communicate your message in the appropriate way.

▼Payment reminder automation

Chase overdue invoices, send automated payment reminders and draft messages to all selected customers using Sage Copilot.

Read our guide: Schedule automatic payment reminders with Sage Copilot.

▼Future enhancements

As we continue to develop Sage Copilot, we will add new skills and knowledge to expand its capabilities.

 

Payroll

▼Variance detection

Get alerted about changes in employees pay. This may highlight any incorrectly entered figures with Copilot suggesting reasons for the variation. 

Control these by setting up Insights.