This week, at its flagship event, Sage Future in Atlanta, Sage, which makes accounting, financial and HR software solutions, launched new Copilot capabilities, powering high performance for manufacturing and distribution worldwide.

This week, at its flagship event, Sage Future in Atlanta, Sage, which makes accounting, financial and HR software solutions, launched new Copilot capabilities, powering high performance for manufacturing and distribution worldwide.

“We are just starting on this journey, which is something that will take place over time,” said Rob Sinfield, SVP, ERP, Sage. The AI-powered assistant will help businesses globally to anticipate risk, optimize decisions and elevate customer relationships.

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 get ahead of customer complaints, exceed customer expectation, and preserve trust throughout the sales cycle.

Sage X3 AI and copilot are not just a couple products,” Sinfield said. “Customers need to decide whether to optimize for revenue. This is the kind of decision that they can make in Sage Copilot.”

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, Sinfield stated. “By putting operational intelligence at businesses’ fingertips, Sage Copilot for X3 marks a significant step forward in driving efficiencies and saving time,” Sinfield said Rob Sinfield, SVP, ERP, Sage.”

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, in which embedded natural language chat allows users to interact with Sage X3 by simply asking questions in plain English, French and Spanish.

Through real-time operational alerts, insights are surfaced automatically in the product to highlight delays, changes in behaviour, and opportunities. This includes sales intelligence that anticipates risk, helps teams manage fulfilment issues, identifying at risk customers, and acting quickly to preserve customer satisfaction. It also provides a unified 360° view that 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, reducing manual data entry by accurately extracting and classifying invoices, freeing up teams to focus on higher-value work.

Sales X3 is 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.

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 bring intelligent support to areas like procurement, inventory management, finance and manufacturing, helping users anticipate disruption, make data-led decisions, and operate with greater agility.

“It’s not a black box,” Sinfield stated. “They can see the same conclusions we arrive at.”

“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 and  Sage for Accountants.