RSMUS.comWith so many interesting, exciting, and innovative AI-driven capabilities coming to Sage Intacct, we created a series highlighting them all. This first entry covers what is undoubtedly one of the most important new tools to be released in some time: Sage Copilot, an AI-driven assistant that makes it easy to take advantage of all that Sage Intacct can do, and take accounting and finance to new heights in the process. Let’s explore how!
Introducing Sage Copilot
Sage Copilot is a productivity assistant that uses AI to instantly find information or insights and automatically complete tasks and workflows. In addition to being highly capable, Sage Copilot is also highly accessible, with the ability to use plain language prompts to interact with the AI. The technology is so simple that users can pick it up immediately, yet so powerful that users can immediately become more productive, efficient, informed, and effective as well. Every accounting or finance professional now has an expert assistant standing at the ready. Imagine what Sage Copilot could do for you.
Sage Copilot Features
Like any assistant, Sage Intacct can do almost anything (without needing breaks or making mental mistakes), but there are some particular use cases for the AI that new users will want to know about:
- Real-Time Support: When an error message appears, users can copy/paste it into Sage Copilot to get step-by-step instructions to fix the problem, along with detailed instructions that include links to relevant Help Center articles. Not only does this make it quick and easy to get support without needing to leave the platform or find someone for help, but it also ensures that a mission-critical system like Sage Intacct remains online and working perfectly as consistently as possible.
- Intelligent Troubleshooting: Learning to use all the different features and functions in Sage Intacct has never been easier, now that users can ask Sage Intacct to explain any process and troubleshoot any mistakes. As before, this AI tool eliminates the need to seek support and the time wasted looking for answers. More importantly, it helps anyone to utilize the powerful and always-expanding tools in Sage Intacct in creative ways with little to no training.
- Suggested Prompts & Saved Chats: Sage Copilot suggests prompts to help users get better results from the AI and take full advantage of this on-demand assistant. Users can also save, name, and favorite past chats to quickly repeat routine actions and stay consistent within workflows. Between the natural language interface and the beginner-friendly guidance, Sage Copilot can start transforming accounting on day one.
- Variance Analysis & Budget Insights: Direct access to fiscal-year-to-date (FYTD) budget variance analysis, combined with alerts when actual spending exceeds budgets, gives leadership clear, continuous, and effortless visibility into spending at all times. Sage Copilot can also supply detailed analysis, with the ability to drill deeper into the reports and explore the underlying information at will.
More than just an assistant, Sage Copilot serves as a trainer, analyst, support specialist, and number cruncher, automating the work that professionals don’t want to do while accelerating the information and insights they can’t do without.
The latest upgrade to Sage Intacct will make anyone responsible for accounting, finance, or smart decision-making more accomplished than ever.
Getting Started With Sage Copilot
The developers of Sage Intacct are currently rolling out Sage Copilot across regions and product lines—but soon it will be available everywhere and applicable to any business, regardless of size or industry.
RSM is here to get everything set up and show users how to make the most of this AI assistant. Contact us to learn more about Sage Intacct and/or Sage Copilot.
Keep an eye out in upcoming months for more information on other Sage Intacct AI features such as Intelligent Time, Expense Automation, AP and PO Automation, GL Outlier Detection, Close Assistant, and Bank Transaction Assistant.
Co-authored by: Samantha Dupcak
Mark Smallwood
Mark is an Associate in the Technology Consulting practice and a Certified Sage Intacct Implementation Consultant. With a background in accounting and data analytics, he works with not-for-profit, financial services, and healthcare organizations to streamline financial operations and support efficient system implementations from planning through go-live.