Sage Enterprise Intelligence (SEI)

Copilot instantly analyses the data in any view to surface meaningful insights – spotting trends, variances and anomalies while explaining what’s driving the numbers. It helps you understand performance, validate data quality and uncover risks or opportunities, and can summarise results, clarify calculations and adjust grouping, filtering and formatting on request.

Within dashboards, Copilot helps you make sense of what’s on screen by surfacing insights, trends and potential pain points. It can suggest additional KPIs or views to enrich your analysis and offer guidance on how to make your dashboard clearer and more impactful.

Summarise a workbook report or ask for an explanation of a specific formula whenever you need clarity. You can also use the NECCOPILOT_SUMMARIZE formula for a summary that updates dynamically as your report changes.

Measure the impact on your business.

• Get an enterprise-wide view of your organisation.
• Report on real-time data using multiple platforms: Web, Excel & Mobile.
• Manage data from disparate systems (on-premises and cloud).
• Let the AI Copilot explain both what happened and why, with plain-language insights into trends, changes and variances.

Self-service BI gives all users access to data and helps them make decisions faster, without relying on IT.

• Create new reports and dashboards.
• Customise any report.
• Set up sharing options.
• Access data from anywhere.
• View in multiple languages.
• Turn everyday users into rockstars. With AI delivering relevant comparisons, concise summaries and clear context, anyone can reach solid conclusions faster.

Share important information with all stakeholders, in a secure manner.

• Accelerate distribution of information across your business.
• Add comments and highlight items.
• Schedule distribution of reports based on conditions and triggers.

• Synchronisation: Replicate data from a source database to a destination data warehouse.
• Consolidation: Consolidate data from similar systems. Merge multiple instances of the same ERP system, into one destination.
• Migration: Bring legacy data into a new system that’s being implemented and synchronise data between systems by mapping corresponding tables and fields.
• Export: Generate a CSV, TEXT or flat file and export this from an existing system to facilitate import into systems like a CRM, ERP or ecommerce platform.

Spend less time and money.

• Ready to use pre-built templates.
• Quick to implement and learn.
• Optimise performance using OLAP technology.
• Out-of-the-box Universal Data Models with KPIs for Finance, Sales, Inventory and CRM, all enhanced by the AI Copilot that recommends the best fields and visualisations for deeper analysis.

You can see your active conversation, but once you clear the messages the previous exchanges are no longer available. Copilot uses the last 10 messages to keep context for your next question.

We’re continuously expanding SEI AI Copilot. Upcoming releases will help across views (apply the right view type, send emails, export, schedule jobs), dashboards (adjust layout and formatting, change view types), workbooks (create report layouts, generate formulas, populate value ranges) and administration (guide you through data models, calculated columns, table joins, global variables and distribution jobs).