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Mysoft

Sage Copilot Confirmed for Sage X3: A New Era of Intelligent ERP

The future of ERP just got a lot smarter. At Sage Future 2025, Sage confirmed that Sage Copilot is officially on its way to Sage X3 — bringing AI-powered assistance, conversational queries, and real-time insights to the platform many of our customers rely on every day.

It’s not fully rolled out yet, but make no mistake: this is the beginning of a significant shift in how teams interact with their ERP systems. And at Mysoft, we’re here to help you stay ahead of the curve.

So, what is Sage Copilot?

Think of Copilot as an intelligent digital assistant that works inside your ERP. Instead of digging through menus or building reports, you can just ask it questions — like “Which orders are running late?” or “What’s changed in our stock levels this week?”

Right now, the initial focus is on sales and distribution, but Copilot will keep evolving to support finance, supply chain, and manufacturing roles too.

What makes Copilot exciting for SageX3 users

Here’s what we’re most excited about:

– Talk to your data – Use plain English to find the answers you need, fast.

– Stay ahead of issues – Get alerted when something looks off, like delayed shipments or dips in order volume.

– Clear, real-time visibility – No more piecing together spreadsheets — just ask, and Copilot tells you what’s going on.

– Less admin, more impact – Invoice handling and data entry can be automated, freeing up time for bigger thinking.

Why it matters for the industries we work with?

If you’re in distribution, food & beverage, or manufacturing, this has real-world value:

Spot supplier delays before they affect production

Take quick action when key accounts go quiet

Help your teams spend less time on manual tasks

It’s about being faster, more informed, and more in control — something every growing business needs.

The rollout: what we know so far

Sage has officially announced global availability, but the rollout is phased. Early users are getting access first, with more features opening up as they go. If you’re wondering when you’ll see it in your system, the answer is: soon — but not just yet.

How we’re helping our customers get ready

This is where Mysoft comes in. We’re:

Reviewing current X3 environments to check Copilot readiness

Assisting customers in identifying the areas where Copilot could add real value

Keeping everyone updated as new functionality becomes available

If you’re curious about what this means for your business or just want to be in the loop, we’re here to help.

Copilot isn’t just another update — it’s a shift in how teams will use Sage X3 every day. It’s about making your ERP more human, intuitive, and responsive.

And as always, we’ll be right there with you as these tools land.

Want to be Copilot-ready? Get in touch with us to find out what to expect and how to prepare.

Arrange a 30-min Discovery
Workshop with a Sage Specialist

About The Sponsor

Sentis Managed Solutions is a UK-based IT services provider helping organisations maximise the value of their technology infrastructure. It delivers managed services, cybersecurity, cloud and hosting, and project management, ensuring systems remain secure, resilient, and high-performing. With a proactive, customer-focused approach, Sentis supports smooth operations and confident scalability.

Sessions

Thought Leadership Session

  • Keeping Up To Date On Cyber Security

Breakout Sessions

  • Managed Service Support For Sage Intacct 
  • Project Management Support For Sage X3 

Meet The Team

Neil Homer

Owner & Co Founder

Amy Farrington

Business Development Manager

About The Sponsor

Nectari is a global business intelligence and data management provider that delivers real-time insights for smarter decision-making. Its core solution, Sage Enterprise Intelligence (SEI), is fully integrated across the Sage ecosystem, branded as SEI for Sage X3 and Nectari for Sage Intacct, to enhance reporting, dashboards and analytics within each platform.

Sessions

Thought Leadership Session

  • From Dashboards to Decisions:
    How AI Copilots Are Rewiring Business Intelligence

Breakout Sessions

  • Roundtable Session One:
    AI Copilot In Bi: What’s Working, What’s Not, and What’s Next?

  • Roundtable Session One:
    AI Copilot In Bi: What’s Working, What’s Not, and What’s Next??

Meet The Team

Christopher Nguyen

Business Development Manager

About The Sponsor

Sage is a global software company, supporting organisations worldwide through solutions such as Sage X3 and Sage Intacct, trusted by companies like yours. Mysoft has been a Sage business partner for over 20 years, providing implementation and ongoing support to customers, alongside specialist solutions that extend Sage platforms.

Sessions

Thought Leadership Session

  • Authentic AI In Sage Copilot

Breakout Sessions

  • Sage X3 Roadmap – Martin James – Cowdray Hall
    • Summary of R1 2026 and Sage X3 Roadmap
  • Sage Intacct Roadmap – Sarah Swift Room
    • Summary of R2 2026 and Sage Intacct Roadmap

Meet The Team

Martin James

Global Product Marketing

Rob Walker

Account Manager

Anna Lasko

Tech Partner Manager

About The Sponsor

X3CloudDocs, developed by Mysoft, is a cloud-based document automation suite for Sage X3. Its modules include Purchase Invoice Automation (PIA), Sales Order Automation (SOA), Electronic Document Management (EDM) & Email & Notification Automation (ENA), helping finance and operations teams reduce manual effort, improve accuracy, and gain better control over document-driven processes.

Sessions

General Talk

  • X3CloudDocs R1 Summary and Roadmap.

Breakout Sessions

  • Breakout One:
    • Smarter Alerts, Faster Action: Pre-Configured ENA Workflows
  • Breakout Two:
    • E-Invoicing Is Here: What It Means for X3 Users

Meet The Team

Brian Martin

R&D
Director

Paul Mincer

Product Manager

Archie Stevens

Software Engineer