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Sage Sole Trader: the AI features, and where to switch them off

What each AI feature in Sage Sole Trader does, summarised from Sage’s own pages, and where on Sage’s site to find each one. Every fact was checked by a person.

Sage’s website terms don’t allow links into its site or copying from it, so each feature is described in this library’s own words and gives the path to the page instead of a link.

2AI features listed
0 of 2with a documented switch
23 Oct 2026last checked by a person · how →

EU AI Act · for UK small and medium-sized businesses
AI literacy · AI policy creation for businesses

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Auto-categorisation

Sage Copilot sorts new bank transactions into categories and completes the ones it is confident about

Copilot looks at each new transaction from bank feeds and imported statements, compares it with similar past transactions and predicts the most suitable category. Where it is confident it assigns the category and moves the transaction straight to Completed, marked with a Copilot icon; where it is not, it leaves the transaction in Draft for the user to categorise. The user can open any completed transaction and change its category. Sage says it is on by default and can be turned off in Settings, after which new transactions are categorised by hand.

Where to look
Sage UK knowledgebase (gb-kb.sage.com), Sage Sole Trader articles titled About auto-categorisation for bank transactions, Turn auto-categorisation on or off (the default and the setting), Review auto-categorised transactions and Review draft transactions not auto-categorised. Checked 23 October 2026
Where to check the switch
No switch found — look in your Sage settings or ask your administrator
Default state
documented — see “Where to look” above

Payments agent

also called Payment agent; AI assistant in the mobile app that drafts invoices from voice or text, drafts payment reminders and matches incoming payments to invoices

In the Sage Sole Trader mobile app, the user describes an invoice by speaking or typing, answers any follow-up questions, and the agent builds the invoice, creating the contact if needed, for the user to check, edit and save. It also drafts payment reminder emails for unpaid invoices, which the user reviews and chooses whether to send. It compares incoming payments with open invoices, shows the likely match on the Home screen for the user to confirm before marking the invoice paid, and Sage says it learns from the user's activity to improve its matches.

Where to look
Sage UK knowledgebase (gb-kb.sage.com), Sage Sole Trader articles titled Payment agent, Create an invoice using voice or text in the mobile app (needs access to speech data and the microphone) and Review payment matches with the Payments agent. Checked 23 October 2026
Where to check the switch
No switch found — look in your Sage settings or ask your administrator

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Checked by people, kept up to date. Every feature on this page was checked by a person against the vendor’s own pages, and the catalogue is re-checked and updated regularly. Mistakes can still happen and vendors change their products without notice, so always check the linked page before relying on it. These are facts about the software. They are not legal advice and do not say what the law requires of you. How the library is checked

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