Sage Copilot
Finance Intelligence agent—Early Adopter
The Finance Intelligence agent is your Sage Ai-powered partner that helps you find answers about your financial data and drive better decision-making. Using Sage Copilot, you can ask questions, get insights, and explore your information all by using natural language.
Key benefits
The Finance Intelligence agent enables you to:
- Retrieve and aggregate data across Sage Intacct.
- Identify potential trends to support your decision-making process.
- Understand the “why” behind every answer with clear, transparent reasoning.
How it works
You interact with the Finance Intelligence agent by using Sage Copilot. You "chat" with it using natural language prompts.
For example, you could ask it to "List the top 5 vendors with overdue bills and show the total outstanding amount per vendor."
You can view additional analysis of the response, which might include a supporting table, chart, and insight summary. It also includes a “How Copilot worked this out” tab that explains how the answer was derived.
What's the Early Adopter program?
The Early Adopter program allows a select group of customers to test and provide feedback on new features. Your input will help us refine and improve these features before the general release.
If you would like to be considered to be an early adopter of the Finance Intelligence agent, take this short survey.
Permissions and other requirements
| Subscription |
Finance Intelligence agent |
|---|---|
| Regional availability |
Canada United Kingdom United States |
| User type |
All user types |
| Permissions |
You must also have the appropriate permissions to the data objects you're asking about. |
