Businesses are realizing the value of AI, turning the technology’s limitless promise into practical cost efficiency by automating tasks, improving accuracy, and delivering actionable, data-driven insights. And Sage Copilot is putting AI technology at the fingertips of your finance team.
Here’s a brief introduction to the capabilities of Sage Copilot and a few ways businesses are maximizing the value of their ERP by incorporating its proven AI capabilities.
Sage Intacct’s AI Revolution
Finance leaders are always looking for ways to streamline processes and quickly complete mundane so they can refocus on strategic work. Meanwhile, the growth of AI in finance is opening new avenues for ERP systems to be even more influential in automating manual processes, protecting profitability, and increasing efficiency.
AI helps businesses by simplifying complex workflows and delivering accurate, up-to-date data to decision makers. Sage Copilot integrates AI capabilities within Sage Intacct’s financial platform to deliver more support to your finance team and their critical workflows. It leverages machine learning in combination with natural language processing to guide users through tasks, automate processes when possible, identify anomalies, and deliver predict insights—all within the familiar Sage Intacct environment.
With Sage Copilot’s AI capabilities, users can benefit from:
- The automation of repetitive tasks;
- Enhanced accuracy, anomaly identification, and reduced errors;
- Actionable insights based on predictive analysis and contextual guidance; and
- An ‘active’ ERP that simplifies complex data management and workflows.
Artificial Intelligence, Real Impact
When AI is the topic of conversation, the discussion often revolves around what will be possible in the future. But Sage Intacct is one of the programs proving that AI can add value in its current state, offering day-to-day functional solutions as well as features that support strategic decision making.
Sage Copilot Business Advantages
- Accelerates month-end closes
- Reduces risk of errors
- Provides deeper visibility into performance metrics
- Enables confident planning through predictive forecasting
Sage Copilot Strategic Advantage
- Shifts focus from manual tasks to high-value activities
- Enhances overall business growth and efficiency
Here are a few specific use-cases for Sage Copilot, including detail on how it helps.
Streamline Month-end Closings
One centralized workspace enables users to organize, track and prioritize month-end tasks, while reducing reliance on manual checklists and automating routine tasks. These advantages enable faster month-end closes and improve their accuracy.
Put Numbers in Context
AI can analyze data of all kinds to automatically identify unusual trends and deviations. That allows finance teams to quickly investigate variances and outliers, raise and rectify process issues, and enable faster, smarter decision-making.
Source Answers Almost Instantly
Built-in search functions deliver conversational answers to product and help-related questions at no additional cost. Interfacing with natural language allows users to quickly initiate queries and retrieve data across large volumes of information and centralized in one system.
Agentic Abilities
Automate journal entries, reconciliations, and repetitive tasks with agentic AI that applies processes and best practices without the risk of human error. Automating frees up team members to focus on higher-value work.
Predictive Forecasting
Leverage AI to anticipate trends and potential issues within your data, including by highlighting cash flow issues and creating budgets and forecasts that can be more accurate.
Conclusion: Transform Finance with Sage Copilot
AI is supporting more capable and efficient financial functions. The advantages above are already proven and, with AI technology rapidly improving, there are likely more benefits ahead. If you’re interesting in learning more about how Sage Copilot can support your finance department today and scale with your organization as it grows, contact a CBIZ professional.
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