Sage Copilot for business insights

Copilot Insights provides automated notifications and valuable information to help you manage your workload more effectively.

1. From the Summary window, view actionable insights displayed next to your name.
2. Select the Insights option to view your insights. 
   
3. To take further action, or view the information included on the insight, select the relevent one.

You're seemlessly redirected to the appropriate area. So you don't need to navigate to different screens.

You can also find personalised insights in other areas of Accounting like Sales Invoices.