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Important updates to your UK clients Accounting Subscription

Created on  | Last modified on 

Summary

The changes we're making are part of our ongoing commitment to enhance the Sage Accounting experience. We're providing you and your clients with new tools to accelerate growth, minimise admin, and streamline collaboration.

Description

Smarter bank feeds and transaction matching   

Access more accurate bank feeds with enhanced matching rules. Less time reconciling, and more confidence that your books are always correct.  

AI-captured receipts and invoices 

Available in Sage Accounting Standard and Plus  

Clients snap receipts and invoices and Sage automatically extracts the details, saving you and your client hours of admin and paper chasing. 

See AI-captured receipts and invoices in action:

 

Customer testimonial: 

“As a small business, the time-saving efficiencies we gain from using the Al capture feature for purchase automation in Sage Accounting are brilliant. We couldn’t live without it now as it gives us more time to concentrate on making the most effective decisions for the business.” 
Simone Devereux, Managing Director, Solo Search  

Tap to Pay on mobile  

Available in all tiers with a Stripe account enabled. 
 
Your clients can now take payments on the go with Tap to Pay.  Every payment made via Tap to Pay is automatically matched against the invoice, eliminating admin so accounts stay up to date in real time.  

  • Faster Cashflow  
    Clients can now collect payment at the point of service (no extra hardware needed) using the Sage Accounting app, keeping their cash flow healthy and your billing cycle smooth. 
  • Automatic Reconciliation 
    Payments received are automatically matched to the invoice, marked as paid, and reconciled.  
  • Easy to Use and Fully Compliant 

Tap to Pay is easy to use and powered by Stripe, ensuring every payment is processed securely and in line with compliance standards.  

See Tap to Pay in action: 

 

Sage Copilot 

Available as an add-on in all Sage Accounting tiers  

Start, Standard and Plus Accounting subscriptions have the option to add-on Sage Copilot, your new AI assistant. 

Sage Copilot is the UK’s most trusted AI-powered assistant, working 24/7 to help you and your clients do more with less effort. Sage Copilot identifies mistakes, patterns, and opportunities in data, enabling you and your clients to act smarter and move faster.  

With Sage Copilot, crafting professional emails with invoices and payment reminders is a breeze. Stay ahead with proactive insights on tax regulations, profitability and overdue payments.

 

Additional users can be added for £20 per user per month.  

See Sage Copilot in action:

 

Customer testimonial: 

“It is truly revolutionising our business operations, and we are already saving over 5 hours per week on managing our finances” 
Gareth Pedley, Business Director, Watsons Anodising Ltd. 

 

Client plans 

Feature 

 

Start 

Standard 

Plus 

  

 

For VAT-registered sole traders or cash accounting small businesses.   

For small businesses working with suppliers, CIS, or with accrual accounting.   

Includes all standard features plus, multi-currency trading, inventory management, and financial budgeting. 

User management 

 

One Client User (max)   

Three Client Users (max)   

Unlimited Client Users   

Tax and Compliance    

 

✔ 

✔ 

✔ 

Bookkeeping   

 

✔ 

✔ 

✔ 

Sales invoices    

 

✔ 

✔ 

✔ 

Purchase invoices 

 

X 

✔ 

✔ 

Manage CIS   

 

Sales only 

✔ 

✔ 

Sage Copilot   

 

Optional Add-on (£20 per user per month) 

Optional Add-on (£20 per user per month) 

Optional Add-on (£20 per user per month) 

AI-captured receipts and invoices    

 

X 

30 captures (+20p per doc) 

100 captures (+20p per doc) 

Inventory management 

 

X 

X 

✔ 

Multicurrency management    

 

X 

X 

✔ 

Budget management 

 

X 

X 

✔ 

 

What does this mean for you? 

There’s nothing you need to do (if your clients want access to Sage Copilot, this can be easily managed via Client Manager). 

We’re confident that the enhanced functionality and efficiency brought by these new features will provide significant benefits to your client’s business.  

Thank you for your continued trust in Sage. We’re here to support you and ensure you and your clients get the most out of your subscriptions. If you want to explore plan options, contact us.