Sage and CPA.com to Align GenAI with AICPA Standards in the U.S.

Sage, a leader in accounting, financial, HR and payroll technology for small and mid-sized businesses (SMBs), has announced a first-of-its-kind collaboration with CPA.com, the business and technology subsidiary of the American Institute of CPAs (AICPA), to license select AICPA resources to train Sage Copilot—its generative AI assistant designed to support accountants and finance teams with authoritative, context-aware guidance.

The announcement was made at Sage Future, the company’s flagship global customer event, held earlier this week in Atlanta.

This pioneering initiative is a major step for both Sage and the accounting software industry, bringing together the credibility of international professional standards and the possibilities of generative AI. It is designed to explore how Sage Copilot can be enhanced with AICPA professional literature and content to further strengthen accuracy, context, and trust for customers navigating complex financial tasks.

At its heart, the collaboration is about building trusted connections between the technology sector and the accounting profession, between innovation and governance, and between local leadership and global consistency. It signals Sage’s commitment to responsible, industry-aligned AI development and its ambition to help shape the future of finance with transparency and rigor.

Sage Copilot already draws on over four decades of domain expertise to deliver practical, relevant insights tailored to accountants, finance leaders, and business owners. Through this proof-of-concept initiative, Sage will assess how integrating authoritative AICPA content into its large language models can elevate the quality and professional relevance of AI-generated output.

Aaron Harris, Chief Technology Officer, Sage, said, “This is a landmark moment for us. We’re not just advancing what AI can do, we’re defining how it should be done. By working with CPA.com, we’re reinforcing our commitment to trustworthy, accurate, and standards-aligned AI that adds real value for finance professionals.”

Erik Asgeirsson, President & CEO, CPA.com, commented, “We’re excited to leverage our long-standing partnership with Sage to explore how our profession’s guidance can shape the future of AI in accounting. Initiatives like this help ensure that innovation and integrity move forward hand in hand.”

Over the coming months, Sage and CPA.com will evaluate the outcomes of this collaboration, with a view to scaling the model to other geographies and exploring broader commercial opportunities.

This is just the beginning. Sage is actively in discussion with additional professional bodies worldwide to replicate this trusted, collaborative approach in other markets.

This initiative reflects Sage’s global commitment to responsible AI, grounded in quality, governance, and partnership. Further updates will be shared later this year.

Disclosures

Content within this feature, including graphic illustrations, has been adapted from source materials provided by Sage (USA) for the Sage Future conference. This includes content supplied by Axicom, the Burson Tech Specialist Agency, on behalf of Sage. Referenced source materials and content appearing within this Insightful Accountant feature are used with permission and are provided solely for educational and informational purposes.

One or more trademarks or registered trade names of the Sage Group PLC (SGE.L) on the LSE, located in Newcastle upon Tyne in the United Kingdom, may appear within this content. Sage exists to knock down barriers so everyone can thrive, starting with the millions of small and mid-sized businesses they serve, along with our partners and our accountants. Customers trust our finance, HR, and payroll software to facilitate work and money. By digitizing business processes and relationships with customers, suppliers, employees, banks, and governments, their digital network connects SMBs, removing friction and delivering insights. Knocking down barriers also means they use their time, technology, and experience to tackle digital inequality, economic inequality, and climate crises.

CPA.com brings innovative solutions to the accounting profession, either in partnership with leading providers or directly through its own development. The company has established itself as a thought leader on emerging technologies and as the trusted business advisor to practitioners in the United States, with a growing global focus. The company’s core mission is to drive thetransformation of practice areas, advance the technology ecosystem for the profession, and lead technology research and innovation efforts for practitioners. A subsidiary of the American Institute of CPAs, the company is also part of the Association of International Certified Professional Accountants, the world’s most influential organization representing the profession. 

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