Since December, customers on select plans have benefited from early access to Sage Copilot, enabling them to experience its capabilities firsthand and provide feedback to refine the experience.

“By listening to our customers during early access, we’ve refined Sage Copilot to deliver exactly what SMB need,” said Nikola McNicol-Kenney, VP Small Segment, Sage. “Early adopters of Sage Copilot have told us it’s like having an extra pair of hands in the office, saving them hours each week and providing clarity on their finances. We’re proud of how Sage Copilot is already enhancing how small businesses work and remain focussed in continuously improve and bring new features to help them thrive today and in the future.”

Designed for SMBs to thrive 

Available within Sage Accounting, Sage Copilot helps SMBs stay ahead with proactive insights on tax regulations, profitability, overdue payments, and customer activity. Collaborating closely with customers, Sage Copilot has been developed to ensure it meets real-world needs, encourages adoption, and builds trust in AI-driven solutions. This approach aligns with findings from Sage's latest report, Small Business, Big Opportunity, which revealed that 85% of small businesses view digital technology as essential, with 74% recognising AI as critical to enhancing their daily operations.

Acting as a trusted partner, Sage Copilot monitors business data 24/7, helping SMBs improve cashflow control, identify mistakes, uncover patterns, and seize opportunities that might otherwise go unnoticed. Powered by generative AI and Sage’s financial expertise, it offers proactive insights, automates repetitive tasks, and adapts to the evolving needs of SMBs, empowering them to work smarter and focus on growth.

Streamlining operations with AI-powered capabilities

Alongside the introduction of Sage Copilot, further AI-powered capabilities are helping SMBs to streamline receipt and invoice processing. Ensuring every expense is accounted for and processed efficiently, the AI extracts and pre-fills key details, whilst checking for duplications to prevent double payments. SMBs can save even more time as the AI will suggest supplier details, tax amounts, and ledger codes for faster, more accurate processing.

With these AI capabilities, Sage is helping SMBs reduce administrative burdens, enabling them to focus on making smarter, faster decisions and driving efficiency and growth.

“Sage is helping us to make the most effective decisions for our business with its range of business tools combined with the power of its AI capabilities,” said Gareth Pedley, Managing Director, Watsons Anodising Ltd. “It is truly revolutionising our business operations, and we are already saving over five hours per week on managing our finances and people admin. We’re really excited about how Sage Copilot can save us even more time and push our business forward. It's like having an extra pair of hands in the office.”