Sage used its global Sage Future event to announce the incorporation of AI agents into its management solutions, designed to automate workflows in finance, human resources, and operations, and to enable teams to act directly on information rather than merely analyze it.
These AI agents are AI capabilities embedded directly into the management software that companies use every day. They automate tasks such as processing payments, reconciling accounts, collections reminders, or managing approvals, and they do so while always keeping people in control of the final decision.
What Sage’s AI agents enable management teams to do
Sage integrates these agents into the solutions that companies use for financial management, HR, and operations (Sage 50, Sage 200, Sage X3, among others), enabling them to:
- Automate financial workflows, such as payments, approvals, reconciliations, and collections reminders.
- Detect issues early by identifying anomalies in financial and operational data before they become problems.
- Interact with the system using natural language, making inquiries and performing tasks via Sage Copilot without the need for specialized technical training.
- Maintain complete traceability, with each AI recommendation explained and every action logged for auditing.
IDC predicts that by 2030 45% of organizations orchestrate AI agents in their core business functions. For finance teams, this means moving from manual transaction processing to exception management and decision-making based on actionable information.
Transparent AI as the standard in financial management
Sage applies a glass-box approach to its AI. Unlike black-box models, where results are produced without visibility into the process, Sage’s solutions ensure that:
- Each answer is explicable: users can see the data, the logic, and the assumptions behind each recommendation.
- Each recommendation is verifiable: the origin and basis for each result can be interrogated.
- Each action is recorded: a complete audit trail of what was recommended, what was approved, and by whom is created.
Financial systems require deterministic rules and auditability. This approach is especially relevant in the U.S. regulatory context, where traceability and immutable electronic invoicing capabilities are increasingly important, and where companies need management software that guarantees tax compliance with total transparency.
“Our approach is simple; apply AI where it truly helps finance teams and business owners do their jobs better,” says Aaron Harris, Chief Technology Officer of Sage. “That means reducing manual work, improving visibility, and helping people act faster and with confidence. In finance, ‘almost right’ isn’t good enough. AI must be precise, auditable, and reliable in real-world workflows, not just impressive in a demonstration.”
How Sage Expands Its Platform for Partners and Developers
Beyond the AI agents, Sage announced platform enhancements to let partners and developers build new integrated solutions that leverage their clients’ data and workflows. The updates include:
- AI Gateway: a unified access point for embedding AI capabilities into Sage solutions.
- Agent Builder: tools to design, test, and certify sector-specific AI agents.
- Agent Marketplace: a dedicated marketplace where companies can access AI agents built by Sage’s partner ecosystem.
- Flexible commercial models: usage-based pricing and revenue-sharing arrangements that support partner growth.
The rollout of agents and developer tools is underpinned by an expanded strategic collaboration between Sage and Amazon Web Services (AWS), which provides the cloud infrastructure and AI services needed to scale the platform.
This ecosystem openness enables partners’ industry expertise—across construction, distribution, financial services, or manufacturing—to reach the client’s workflows through specialized agents, meeting Sage’s standards for security, trust, and interoperability.
