Sage Future reveals Sage X3 Copilot capabilities

Sage, the leader in accounting, financial, HR, and payroll technology for small and mid-sized businesses (SMBs), today announced the launch of Sage Copilot for Sage X3. Now available globally, the new functionality empowers Sage X3 businesses to achieve high
performance by delivering clearer operational insight, boosting productivity, and accelerating growth.

Revealed during Sage Future, Sage Copilot for Sage X3 will first focus on empowering sales managers and representatives to easily query customer orders, shipping timelines, and fulfilment issues. Actively surfacing anomalies and opportunities, Sage Copilot will help teams anticipate customer complaints, exceed customer expectations, and maintain trust throughout the sales cycle.

“By putting operational intelligence at businesses' fingertips, Sage Copilot for X3 marks a significant step forward in driving efficiencies and saving time,” said Rob Sinfield, SVP, ERP, Sage. “Whether it’s anticipating a delay in shipping, identifying a drop in order volumes, or spotting a churn-risk customer, Sage Copilot gives users the clarity and confidence to act faster, serve better, and grow stronger – all through a single, 360° view of their operations – helping them drive high performance.”

A huge step forward

Used by medium-sized businesses operating across manufacturing, distribution, food and beverage, chemicals, and services, Sage X3 manages finance, supply chain, production, and customer operations at scale. Now with Sage Copilot, Sage X3 users will benefit from:

• Conversational interaction: Embedded natural language chat allows users to interact with Sage X3 by simply asking questions in plain English, French, and Spanish.
• Real-time operational alerts: Insights are surfaced automatically in the product to highlight delays, changes in behavior, and opportunities.
• Sales intelligence that anticipates risk: Helps teams manage fulfilment issues, identify at-risk customers, and act quickly to preserve customer satisfaction.
• A unified 360° view: Delivers a connected view across sales, inventory, and customer orders, enabling faster, more confident decisions.

In addition to Sage Copilot, Sage X3 customers will also benefit from embedded AI-powered Accounts Payable Automation, which reduces manual data entry by accurately extracting and classifying invoices, thereby freeing up teams to focus on higher-value work.

Looking to the future

Building on the momentum of this first release, Sage is looking ahead to what Sage Copilot can unlock across the broader Sage X3 experience. Future updates will provide intelligent support in areas such as procurement, inventory management, finance, and manufacturing, enabling users to anticipate disruptions, make data-driven decisions, and operate with greater agility.

"As a partner, we’re excited about how Sage Copilot is going to elevate human work today and, in the future,” said David L Sugg, Sr. Director, Consulting Services, Practical Software Solutions, Inc. “Working alongside Sage, we see real potential to help businesses unlock more intelligent, data-driven decision-making, streamline operations and build resilience for the future.”

Sage Copilot is now available in Sage Intacct, Sage Accounting, Sage Active, Sage for Accountants, Sage Sales Management, and Sage 50, with Sage X3 expanding its reach to even more businesses around the world.

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.
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