Sage Copilot

Copilot Variance Analysis—General availability

We're excited to announce the general availability of Copilot Variance Analysis for customers in the United Kingdom and the United States.

Copilot Variance Analysis provides insights into budget or prior period differences so business leaders can proactively investigate discrepancies and address spending concerns. Copilot notifications are designed to keep budget owners in the loop, whether it’s a timely update or an on-demand review. You can drill into report insights to see exactly how your budget is doing, including detailed breakdowns and visualizations.

Details

Copilot Variance Analysis includes the following:

• Automated alerts: Receive notifications when actual expenses exceed budget, allowing for immediate action.
• Real-time variance tracking: Monitor budget vs. actual variances in real-time, ensuring that you're always aware of your financial health.
• Data visualization: Visualize your financial data through intuitive charts and graphs for easy understanding.
• Drill-down analysis: Easily drill down into reports to identify the root causes of variances for specific GL accounts.
• Detailed variance insights: Get AI-generated variance descriptions that identify potential causes and implications of the variances.
• Targeted data visibility: Get visibility into data relevant to your respective budget areas. For example, a department manager will be able to see variance analysis for a specific department while a controller will be able to see variance analysis for the entire organization.

Interested in trying Variance Analysis?

Variance Analysis will be available in a phased roll out to customers. If you would like to try Copilot Variance Analysis, please let us know by completing this form. We'll notify you when you can work with your account manager to subscribe.

Permissions and other requirements

Subscription	Copilot Variance Analysis
Regional availability	United Kingdom United States
User type	Business
Permissions	General Ledger Budget Variance: Run
Configuration	You can configure Copilot to analyze your budget by department or by location or entity.