Sage Copilot for you and your clients

Free training to help you get the most from your dedicated AI-powered assistant.

Learn at your own pace with bite-sized content to help you learn how to use Copilot in Client Management and Sage Acounting, as well as keeping up to date with What's New content each month.


What's New
 

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Copilot in Client Management

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Copilot in Sage Accounting

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icon  What's New

Sage Accounting:
What's New in September 2024

Sage Accounting:
3 ways Sage Copilot can supercharge your day-to-day

Sage Accounting:
Sage Copilot streamlines your invoices and reminders

icon  Copilot in Client Management

Sage for Accountants. Get started. Manage subscriptions and users.

Sage for Accountants:
Send emails with Sage Copilot

Introducing Sage Copilot with Sage for Accountants

Add your AI-powered assistant

Elevate your accounting practice with more powerful AI support and make smarter decisions, faster. Step into a new business era with the trusted assistance of Sage Copilot. Tackle your to-do list, automate workflows, and get fast access to the documents you need. 
Find out more Download e-book


icon  Copilot in Sage Accounting

To visit the main Copilot in Sage Accounting page click here,
or copy this link to share with your clients: https://sageu.com/en-gb/SageCopilot/

Help your clients take a step into the future

A Guide to Sage Copilot

Get started with Copilot in Sage Accounting

Insights with Sage Copilot

In this video we will show you how to utilise your insights in various areas of Sage Accounting.

Draft emails with Sage Copilot

Easily draft and personalise emails when sending customer documents using Sage Copilot.

Payment reminders with Sage Copilot

Send payment reminders to your customers in bulk for specific invoices.

Automatic payment reminders with Sage Copilot

Set up automatic payment reminders to send to your customers each morning based on your specific criteria.

Free webinar:
Sage Copilot in Sage Accounting

View our free webinar, where we’ll introduce you to Sage Copilot and how it can help you and your clients tackle your to-do list, automate key tasks and provide pro-active insights to help save time and get paid faster.

View Now

Help & Support Hub

Visit our help and support hub for detailed help guides on Sage Copilot.

Visit Help & Support Hub