Description

Sage Copilot (Microsoft)

• Natural Language Task Automation
  Generate & send invoices, reminders, and perform reconciliations via simple prompts like, “Send reminders for past‑due invoices” .

• Financial Analytics & Forecasting
  Offers cash‑flow forecasting, budget variance tracking, and working‑capital insights tailored to your business. It proactively recommends accelerating payments, optimizing working capital, etc. .

• Anomaly Detection & Data Integrity
  Constantly scans ledgers and sub-ledgers to flag discrepancies or duplicate entries before they become issues

• Intelligent Workflow Prioritization
  Manages and ranks tasks (e.g., pending approvals, reminders) and automates follow-ups or communications as needed .

• Proactive Recommendations
  Learns over time to advise on budgeting, cost optimization, and financial planning based on usage patterns

• Integrated Communication Tools
  Creates branded emails and reminders, and integrates with Microsoft Office apps to streamline task creation and corresponden

• Conversational Interface & Reporting
  Users can query financial data (“What’s our cash flow next 30 days?”, “Which department overspent?”) and get instant insights, summaries, or actionable next steps

• Embedded in Sage Ecosystem
  Works inside Sage Accounting, Payroll, HR, Sage Active, and Sage Intacct, offering a cohesive experience across roles like SMB owners, CFOs, accountants, and HR leaders

• Security & Compliance by Design
  Data remains on Sage’s private, encrypted network. Sage has prioritized precision, robust access controls, and full compliance with GDPR/data regulations