Sage announced last week at its Sage Future global event in San Francisco, the incorporation of AI agents in its financial management solutions, designed to automate workflows in finance, human resources and operations, and that allow teams to act directly on information and not just analyze it.
Sage AI agents are artificial intelligence capabilities integrated directly into the management software that companies already use on a daily basis. They automate tasks such as payment processing, account reconciliation, collection reminders or approval management, and they do so while always keeping people in charge of the final decision.
What Sage AI Agents Offer Management Teams
Sage integrates these AI agents into the solutions that Spanish companies use for their financial, HR and operations management (Sage 50, Sage 200, Sage X3, among others), allowing them to:
Automate financial workflows, such as payments, approvals, reconciliations, and collection reminders
Detect incidents early, identifying anomalies in financial and operational data before they become problems
Interact with the system using natural language, making queries and executing tasks through Sage Copilot without the need for specialized technical training
Maintain full traceability, with every AI recommendation explained and every action recorded for audit
According to IDC, by 2030, 45% of organizations will orchestrate AI agents in their core business functions. For finance teams, this means evolving from manual transaction processing to exception management and decision-making based on actionable insights.
Transparent AI as a standard in financial management
Sage takes a “glass box” approach to its artificial intelligence. Unlike “black box” models, where results are generated without visibility into the process, Sage solutions ensure that:
- Each answer is explainable: the user can see the data, logic and assumptions behind each recommendation
- Each recommendation is verifiable: the origin and basis of each result can be questioned
- Each action is recorded: complete traceability of what is recommended, what is approved and by whom is generated.
Financial systems require deterministic rules and auditability. This approach is especially relevant in the Spanish regulatory context, where regulations such as Verifactu require traceability and inalterability in electronic invoicing, and where companies need management software that guarantees tax compliance with total transparency.
«Our approach is simple; “Apply AI agents where it really helps finance teams and business owners do their jobs better,” says Aaron Harris, Chief Technology Officer at Sage. “That means reducing manual work, improving visibility, and helping people act faster and with confidence. In finance, ‘almost correct’ is not enough. “AI needs to be accurate, auditable and reliable in real workflows, not just impressive in a demo.”
How Sage expands its platform for partners and developers
In addition to AI agents, Sage has announced the expansion of its platform so that partners and developers can create new solutions integrated with their clients’ data and workflows. New features include:
- AI Gateway: Unified access to integrate AI capabilities into Sage solutions
- Agent Builder: tools to design, test and certify specialized AI agents by sector
- Agent Marketplace: A dedicated marketplace where businesses can access AI agents developed by the Sage partner ecosystem
- Flexible commercial models: usage-based pricing and revenue sharing models that facilitate partner growth.
The deployment of agents and developer tools is supported by the expanded strategic collaboration between Sage and Amazon Web Services (AWS), which provides the cloud infrastructure and AI services necessary to scale the platform.
This opening of the ecosystem allows the sector experience of the partners (in areas such as construction, distribution, financial services or manufacturing) to reach the client’s workflows directly through specialized agents, meeting Sage standards in terms of security, trust and interoperability.
The digitalization of the Spanish SME and the role of intelligent automation
This Sage announcement comes at a key moment for Spanish companies. The preparation for Verifactu (with the obligation to use certified billing software from January 2027 for companies), the debate on the reduction of working hours and the growing adoption of artificial intelligence configure a scenario in which the automation of financial and personnel management processes goes from being an option to an operational necessity.
According to the report “Driving SME growth through e-invoicing and AI”, prepared by Sage in collaboration with Afi, 9 out of 10 companies that have adopted e-invoicing have also incorporated artificial intelligence or cloud services into their management processes. However, 60% of SMEs still process their invoices manually, which shows the room for improvement that tools like Sage’s AI agents can cover.
By 2030, 45% of organizations will orchestrate AI agents in their core business functions
«Spanish SMEs are facing a moment of unprecedented transformation. The preparation for Verifactu, the debate on the reduction of working hours and the need to digitize processes that until now were manual are generating a real demand for tools that go beyond traditional software,” declares José Luis Martín Zabala, managing director of Sage Iberia. “The AI agents that we present today respond precisely to that need: automate repetitive tasks, gain visibility over the business and free up time for what really matters, which is making better decisions. And they do it with the transparency and control that the Spanish regulatory context demands.
AI agent capabilities are being progressively deployed throughout 2026 across Sage’s solutions portfolio, including Sage 50, Sage 200, Sage X3 and Sage for Accountants, among others. Sage Copilot, the natural language interface that allows you to interact with financial data, is also expanding across multiple products.
