Sage X3 brings real-time, AI-driven intelligence to help mid-sized businesses act faster

Sage X3 brings real-time, AI-driven intelligence to help mid-sized businesses act faster

• New-AI driven capabilities in Sage X3 delivers real-time operational insight into everyday workflows.
• New agent-driven capabilities in Sage X3 proactively monitor activity and alert teams to risks and opportunities before conditions change.
• Sage Copilot and connected supply chain intelligence lay the foundations for more proactive, agent-enabled ways of working across finance, sales and operations.

London, 3 February 2025 - Sage (FTSE: SGE), the leader in accounting, financial, HR and payroll technology for small and mid-sized businesses, today announced new AI-powered enhancements to Sage X3. The new capabilities give product-centric organisations clearer visibility across finance, sales and supply chain operations, allowing teams to respond faster as conditions change.

Mid-sized businesses are operating in a near-constant state of change. Ongoing supply chain disruption, new compliance demands, and tighter resources mean finance and sales teams are expected to respond faster than ever. At the same time, businesses are generating more data than they know what to do with, and too often that information doesn't translate into timely action in the systems people use every day.

According to McKinsey's 2025 State of AI report, 88% of organisations now use AI in at least one part of their business. However, most are still at an early stage when it comes to using AI to actively support decision-making and day-to-day operations. While 62% are experimenting with AI agents, only 23% have managed to scale them in at least one area, highlighting a gap between ambition and real-world impact.

Sage is changing this by bringing contextual AI directly into Sage X3 workflows. By connecting insight and action across finance, sales and supply chain operations, Sage X3 helps teams spot risks earlier, reduce manual intervention and make more confident decisions as conditions change.

"Running complex operations today means decisions need to be made faster and with better information," said Rob Sinfield, SVP, ERP at Sage. "With these updates to Sage X3, we're embedding intelligence directly into everyday workflows across sales, finance and supply chain, so teams spend less time searching for answers and more time acting on what's happening. It's about giving businesses the visibility and confidence they need to respond when things change."

Delivering more responsive, connected operations

Sage X3 is designed for mid-sized, product-centric businesses managing complex operations across multiple sites, regions and regulatory environments. By combining conversational AI, intelligent automation and connected operational insight within the ERP experience, Sage helps organisations improve visibility, reduce friction and respond more effectively as conditions change.

Sage Copilot for X3 introduces a more natural way for teams to interact with their business data, while new agent-driven sales intelligence capabilities continuously monitor activity across orders, inventory and customer demand. These agents proactively surface risks and opportunities as they emerge, helping teams act earlier rather than reacting after issues escalate.

"Mid-sized businesses are under pressure to respond faster across sales, finance and supply chain, and they need insight where decisions are actually made," said Paolo Arcangelo, Services Director - Sage X3 & Sage Intacct - Datel. "By embedding intelligence directly into everyday workflows, Sage X3 helps teams move from reactive problem-solving to more proactive ways of working."

What's new in Sage X3

• Sage Copilot for X3 with Sales Intelligence Agent - Sage Copilot brings conversational interaction directly into Sage X3, allowing users to ask natural language questions and receive immediate, contextual insights. The new Sales Intelligence Agent proactively alerts teams to risks such as overdue orders, delayed shipments or declining customer demand, enabling faster intervention and better customer outcomes.
  
  Available globally
  

• AI-powered Accounts Payable Automation - Expanded AP automation reduces manual invoice processing through AI-driven document capture, classification and vendor matching. By minimising errors and accelerating approvals, finance teams can improve accuracy, strengthen compliance and shorten month-end cycles.
  
  Available globally
  

• Sage Supply Chain Intelligence - New connected supply chain capabilities provide real-time visibility from purchase order creation through to delivery, enabling closer collaboration with suppliers and earlier identification of fulfilment risks. This helps organisations reduce stock-outs, improve reliability and protect customer commitments.
  
  Available to early adopters in the US

• Sage Business Reporting - Bringing real-time Sage X3 data directly into Excel, Sage Business Reporting enables faster, self-service analysis without reliance on IT. AI-assisted insights help teams build accurate, flexible reports that support quicker, more informed decisions.
  
  Available globally
  
  
• Sage X3 Builder and platform enhancements - Sage X3 Builder now includes new AI-assisted capabilities that help partners and customers tailor Sage X3 more quickly. These updates simplify configuration, reduce time to value, improve total cost of ownership and lower the learning curve for teams extending the platform.
  

Available globally

Visit Sage X3 to found out more

About Sage

Sage exists to knock down barriers so everyone can thrive, starting with the millions of Small and Mid-Sized Businesses served by us, our partners and accountants. Customers trust our finance, HR and payroll software to make work and money flow. By digitising business processes and relationships with customers, suppliers, employees, banks and governments, our digital network connects SMBs, removing friction and delivering insights. Knocking down barriers also means we use our time, technology and experience to tackle digital inequality, economic inequality and the climate crisis.