You’ve probably noticed, AI is everywhere. It’s in the headlines, on your feed, and now, it’s showing up in your finance software. Sage is no exception. With the release of Sage Copilot, you’re hearing phrases like “transform your close process” or “unlock faster variance analysis,” and yes, those features are impressive, but do you really need it?
For anyone curious about what Sage Copilot is and whether it’s worth the investment, we’re going to walk you through key features we’ve seen in action, pricing you need to know, and our honest take on when (and when not) to move forward.
We’re here to help you figure out which camp you’re in. No fluff or AI mumbo jumbo. Just the current features we’ve seen live in real client environments:
Smarter Variances Analysis with Copilot
AI in budgeting and forecasting is important in accounting, with 66% of finance leaders saying it will have the greatest impact on explaining variances. For teams stuck in manual analysis, Copilot delivers clarity faster, so staff can spend less time digging and more time deciding. If it helps to see it live, here’s a video specifically on the variance analysis demo controller.
Accelerate Month-End with Copilot’s Close Assistant
Here’s why that matters: the ability to close sooner brings huge ripple effects to your team’s productivity. With less time spent on the manual processes, follow ups, adjustments, etc of monthly close, not only does the finance team have more time for strategic projects and analysis, but your executives get their reports that much earlier to make faster, more accurate decisions. works to automate things.
According to industry research, 54% of companies that use automated workflows (like in Copilot) to manage their close process can wrap up their quarter within six business days, compared to just 21% of companies that use little to no automation.
Natural-Language Search
The productivity gains we seen clients experience with this one are huge. According to The CFO Club, automated natural-language tools of course reduce the manual labor involved in generating and interpreting financial reports, but the big thing this brings is the significant time savings and improved accuracy for finance teams.
If you want to see those two in action, this video showcases Sage Copilot’s close automation and search help.
From what we’ve seen across client accounts, Sage Copilot delivers the strongest ROI in teams that:
If your team’s close process is already tight, repeatable, and variance-free? Copilot might not move the needle enough to justify the cost… yet.
We think Sage Copilot is one of the most thoughtful tools Sage has released in a while. It’s intuitive, genuinely helpful, and built with accounting logic in mind, but that doesn’t mean everyone should jump in headfirst.
Our suggestion? Reach out directly to Effie (one of our Intacct gurus) to learn more. At Equation, we’re not here to push features for the sake of it. We’re here to help you get the most out of your investment in your Sage solution, whether that means adopting new tools or skipping the ones that don’t serve you. It might be too much money for the benefit your team gets, or that additional subscription might save you a FTE or costly issues with slower reporting.
For some teams, Copilot could be the ultimate solution. For others? It might be overkill. If you want to check out Sage Copilot, we’ll guide you through it. No pressure. Just smart planning.