Discover how to get started with Sage Copilot Mobile, the app designed to give you a complete financial and sales view of your business and help you make informed decisions wherever you are.
Welcome to Sage Copilot Mobile
Sage Copilot Mobile is an intelligent app created for business owners and small and medium-sized companies who want a clear, up-to-date view of their business performance.
It connects your Sage 50 data with an intuitive mobile experience designed to provide financial and commercial insightsthat help you make decisions quickly and confidently.
Sage Copilot Mobile is available exclusively for mobile devices (iOS and Android).
There is no web version, as the app’s main goal is to provide on-the-go assistance, allowing you to review your results, analyse key indicators, and record your activity anytime, anywhere.
From the home screen, you can access the Financial Dashboard — your control centre where you can track your company’s performance and understand its results in real time.
In addition to the Dashboard, Sage Copilot Mobile lets you:
Access your companies and contacts with data always available, even offline.
Record activities and tasks linked to clients or suppliers.
Create and manage quotes or sales documents fully synchronised with Sage 50.
Browse your product catalogue, check prices, stock, and product details.
And most importantly, rely on Sage AI — your intelligent assistant that interprets data, generates automatic summaries, and guides your next steps.
🔗 Keep exploring your Dashboard
Your next step is to discover in detail how the Financial Dashboard works — the starting point of Sage Copilot Mobile.
In the article Understanding your Dashboard in Sage Copilot Mobile, you’ll learn how to interpret your profit, sales, expenses and cash flow indicators, and how each of them helps you make more informed decisions.