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July 28, 2025

AI With an Accounting Brain and More Insights From Sage Future

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Blog > AI With an Accounting Brain and More Insights From Sage Future


AI With an Accounting Brain and More Insights From Sage Future
4:05

Over 4,000 Sage customers, partners, and industry experts recently convened in Atlanta, GA for Sage Future.

Vision33, an award-winning global Sage Intacct partner, was a gold sponsor of Sage’s flagship event. Professionals from Vision33’s executive, channel, sales, and marketing teams enjoyed inspirational keynotes, thought-leadership sessions, cutting-edge technology showcases, and dynamic discussions about the future of technology, AI, and business.

“A resonating theme was high-performing finance teams need high-performing finance software,” says Derek Sullivan, vice president, ERP solutions Atlantic at Vision33. “That’s where Sage comes in. They’re the leading, most trusted provider of cloud accounting solutions.”

How is Sage empowering this culture of high performance, and why does it matter?

Finance Teams Must Do More With Less

There are currently over 200,000 open accounting positions in North America, but qualified accounting professionals are in short supply.

Enrollment in traditional accounting programs has dwindled, and many experienced accountants are reaching the end of their careers.

About 75% of CPAs are expected to retire in the next 10-15 years, and the number of CPA exam takers has decreased by about 20%.

“Finance teams don’t have time to pull things from different systems and work with information silos,” Derek says. “Sage understands this and is always identifying ways for finance teams to do more, especially with Sage Intacct, which was built by finance professionals for finance professionals.”

AI With an Accounting Brain

Sage is at the forefront of AI for accounting software. AI has been embedded in Sage’s products for years and has long provided continuous assurance.

For example, Sage Intacct flags atypical transactions for review and validates them once approved. This constant monitoring and daily alerts significantly reduce time spent on the monthly close.

But Sage Copilot, a dedicated AI-powered productivity assistant, is a game-changer.

“Sage has made a huge investment in Sage Copilot,” Derek says. “They’ve trained an AI accounting brain that knows all the rules of accounting. The AICPA standards and professional literature are being incorporated into Sage Copilot.”

Now, instead of simply comparing a transaction against others that were done a certain way, Sage Copilot can say, ‘Hey, this way of booking your deferred revenue is not consistent with AICPA standards. Do you want to review?’

Finance teams can ask Sage Copilot anything—like ‘Show me a list of all my overdue accounts’—and get instant answers they can trust.

And with Sage Copilot included in Sage Intacct’s subscription, finance teams free time for strategy and value-added initiatives.

“That’s important, because CFO’s jobs have evolved over the past few years,” Derek notes. “They’re not just reporting on the past. They’re looking forward, identifying trends, and positioning their organizations for the future.”

AI Done Right

Modern finance teams are harnessing AI’s power to automate labor-intensive tasks, improve data-driven decision-making, and foster high-performing cultures.

However, as explained at Sage Future, AI can’t be “cute.”

“Sage has strict ethical guidelines for its AI,” Derek says. “It has to be professional and correct, and it must deliver value. That’s near and dear to us at Vision33, because value is at the heart of what we do. We transform processes and solve customer business challenges through the promise of technology and the value it delivers.”

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