RSMUS.comWith Sage Copilot, artificial intelligence and accounting combine forces to change the future of financial management.
This brand-new tool from the developers at Sage makes powerful AI accessible where and how accountants work. Sage Copilot serves as a virtual assistant that utilizes natural language processing to understand and fulfill your requests. Tell it what to do and expect the results back in minutes or seconds.
Sage Copilot works similarly to a human assistant who can handle the tasks you don’t have the time, bandwidth, or background for, except without the costs of finding and adding staff. But where Sage Copilot is most impressive is not in what it saves but rather in what it adds to the organization.
This AI-driven assistant looks simple and feels seamless, yet it transforms what accountants can accomplish individually and collectively, to the tremendous benefit of their organization. Sage regularly releases new features. Sage Copilot is by far the most game-changing to be released in recent memory.
Expect it to become your new favorite feature and one you couldn’t get through the workday without. Things that Sage Copilot can do include:
Automating Data Management
From entering data to running reconciliations and generating reports, accountants spend lots of time simply moving data from one place to another. Not anymore.
Instead of manually moving data, with all the errors and frustrations that involves, have Copilot do the work. Simple prompts let you communicate exactly what you want the AI to accomplish. While it completes the work free of faults, you can focus on responsibilities that are more important or advanced than data management.
Improving Decision Making
Not having updated numbers and/or in-depth analysis forces financial professionals to make educated guesses and calculated assumptions.
Sage Copilot eliminates much of that uncertainty by instantly connecting decision-makers with the data they need and want. The AI will crunch numbers, conduct analysis, and build reports on command, answering whatever questions arise in the most informative and illuminating ways possible. Decision-makers used to have to hunt down the information they needed (or go without). Now that Sage Copilot does the hunting, every decision has data to back it up.
Streamlining Operations
Delays and disruptions are a common occurrence in accounting due to everything from changing regulations to talent shortages to technical issues.
All those problems have a solution in the form of Sage Copilot. With AI handling so much of the work that previously caused bottlenecks and breakdowns, accounting operations run smoother from top to bottom. That, in turn, results in happier employees, more consistent compliance, fewer instances of fraud, greater agility, and the list goes on.
Evolving the Profession
Today’s accountants are expected to be strategic advisors as much as number crunchers, yet many lack the time, tools, or training to excel in their new role.
Sage Copilot is the solution. When you have an assistant that can, for example, predict cash flow trends and then create a report explaining the findings, you have the insights to advise effectively, plus the time and space to be strategic. Leave basic accounting to Sage Copilot and rely on the analysis and insights it provides to make strong strategies even better.
Taking Advantage of Sage Copilot
Considering how much it can do, how easy the interface feels, and how many use cases there are, Sage Copilot has people excited.
Developers plan to begin rolling out the feature later in 2024 for select users, with a wider launch to follow after. We can’t say for certain when Sage Copilot will be available—but we know it will be soon.
The RSM team can help you get up and running with Sage Copilot as early as possible. Contact us.
