Sage and CPA.com, the business and technology subsidiary of the AICPA, last week announced a partnership that licenses select AICPA resources to train Sage Copilot, the accounting and business management software company’s generative AI assistant.
The collaboration aims to explore how Sage Copilot can be enhanced with AICPA professional literature and content to further strengthen accuracy, context, and trust for customers navigating complex financial tasks.
“This is a landmark moment for us. We’re not just advancing what AI can do, we’re defining how it should be done,” Aaron Harris, chief technology officer at Sage, said in a statement. “By working with CPA.com, we’re reinforcing our commitment to trustworthy, accurate, and standards-aligned AI that adds real value for finance professionals.”
The partnership was announced on June 4 during Sage Future, the company’s flagship global customer event, held last week in Atlanta.
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“At its heart, the collaboration is about building trusted connections between the technology sector and the accounting profession, between innovation and governance, and between local leadership and global consistency,” Sage said in a media release. “It signals Sage’s commitment to responsible, industry-aligned AI development and its ambition to help shape the future of finance with transparency and rigor.”
Through this proof-of-concept initiative, Sage will assess how integrating authoritative AICPA content into its large language models can elevate the quality and professional relevance of AI-generated output.
“We’re excited to leverage our long-standing partnership with Sage to explore how our profession’s guidance can shape the future of AI in accounting,” said Erik Asgeirsson, president and CEO of CPA.com. “Initiatives like this help ensure that innovation and integrity move forward hand in hand.”
Over the coming months, Sage and CPA.com said they will evaluate the outcomes of this collaboration, with a view to scaling the model to other geographies and exploring broader commercial opportunities.
“This is just the beginning. Sage is actively in discussion with additional professional bodies worldwide to replicate this trusted, collaborative approach in other markets,” the company said.
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