Using Sage Copilot

Before you start

Ensure you've set up Sage Copilot, or been given permission to access it by the Manager user.

 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. 

Accessing Sage Copilot

To open, select the Sage Copilot button at the top of the program. In v32.0 and below, this is called Copilot Insights.

View your insights

When you open Copilot, you'll see the insights for the program module you've got open.

View enhanced insights and data

Copilot can give you more information about your business performance, and suggest actions to fix issues. To find out more, select an option below:

• Sage Copilot - Report Analysis
• Sage Copilot - Profitability
• Sage Copilot - Debt Management
• Sage Copilot - Anomaly Detection
• Sage Copilot - Inventory Management

New features in v32 and above

• Report with Sage Copilot
• Sage Copilot Debt management
• Sage Copilot Debt management - Automated Payment Reminders

Upgrade your licence

Growing business? Add more companies, users, or employees to your licence with ease. Leave your details and we’ll be in touch.

Leave your details

• Sage Copilot Data Protection Statement