Sage Platinum Club Winner
20+ Years Experience
UK + North America
First UK Sage X3 Partner
Sage Copilot brings natural language access to financial data, across both Sage Intacct and Sage X3. Intelligence at the speed the business requires.
Ask questions of your financial data in plain language and receive instant, actionable answers. No SQL, no report building, no waiting for analysis.
Real-time visibility across AR, AP, GL, and cash in a single close management view. Track, manage, and streamline close activities from one place.
Automatically compares the general ledger with all sub-ledgers and instantly identifies discrepancies. Removes one of the highest-risk manual steps in the close cycle.
AI-powered period-on-period variance flagging. Surfaces anomalies automatically and directs finance team attention to where it is needed most.
Real-time cash position monitoring. AI-driven cash flow analysis and forward-looking cash visibility for the CFO.
Complex dataset import without spreadsheet manipulation. Intelligent field mapping, validation, and exception handling.
Stage 3 delivers AI-powered forecasting, anomaly detection, and scenario modelling built on the clean data foundation established in the earlier stages. Finance insight without the analytical lag.
Predictive cash flow. Automated variance analysis. Exception management that surfaces the right issues to the right people — without manual reporting cycles.
Embedded natural language interaction and conversational data queries across your operational ERP data.
Proactive alerts on overdue orders, delayed shipments, and declining customer demand — before they become customer service failures.
Real-time visibility from purchase order creation through to delivery. Connected supply chain intelligence.
Sage X3 ISV ecosystems solutions: AI-driven reporting, decision making and forecasting – running of the foundational data layer in Sage X3.
01
Workflow mapping complete. All AI-eligible processes classified as routine or exception. Process Governance Map updated to reflect Stage 3 AI deployment.
02
Tiered Approval Model (Tiers 1–4) fully operational across all automated processes. Human authority matrix reviewed and confirmed at each QAOR.
03
Timestamped, tamper-resistant audit trail for every financial transaction and AI-executed action. CFO/FD read access; auditors have structured access during audit periods.
04
Quarterly AI Optimisation Review covers exception rate calibration, new Sage AI capability assessment, audit trail anomaly review, and Stage 4 readiness. Board AI Governance Report introduced at Stage 3.
