ConverSight has partnered with Bottom Line Accounting Services to bring agentic AI to the Sage 50 and Sage 100 community. For Bottom Line’s clients, that means the data already sitting in Sage can start answering questions, forecasting, and flagging problems on its own, without a new ERP or a data science team.
If you run on Sage 50 or Sage 100 and have wondered what AI agents could do with your numbers, here are five concrete ways teams are using ConverSight today.
1. Athena: ask your Sage data anything
Athena lets you ask a question the way you would ask a colleague and get an answer in seconds. “Which customers slipped last quarter?” “What is driving the margin drop in the Midwest?” No export, no custom report, no waiting for someone to build it. For owners and finance leads who do not have time to chase data, this is the agent they touch every day.
2. Executive Pulse and Automated Insights: a live read on finance and sales
Executive Pulse keeps your P&L, cash flow, revenue, and receivables in one current view, so you start the week knowing where things stand. Automated Insights works in the background and tells you what changed and why, surfacing shifts in margin, top products, or customer segments before you would have thought to look. Together they replace the month-end scramble with a daily active picture.
3. Inventory Optimizer and Supply Assurance: get ahead of inventory problems
Inventory Optimizer watches stock levels and recommends what to reorder and what to wind down, so cash is not sitting on the wrong shelves. Supply Assurance flags a likely stockout or a supplier slipping behind before it disrupts the floor. The pair turns inventory from a reactive headache into something you manage proactively.
4. Demand Planner: a forecast you can trust
Demand Planner builds accurate, explainable forecasts from your Sage history and the signals around it, so planning starts from an accurate number your team believes. It handles the seasonal and sporadic demand that breaks simple spreadsheet formulas; it even gets smarter with every cycle.
5. Supply Planner: turn the forecast into a plan
Supply Planner takes the demand picture and works out what to buy and make, recommending purchase and work orders and heading off shortages before they happen. The payoff is fewer fire drills, less expedited freight, and a supply plan that keeps pace with the business.
Why it works on Sage, and works fast
Since ConverSight extends Sage rather than replacing it, there is no ERP migration and nothing to rip out. Your team keeps working where they already work while Athena handles the analysis and the recommended actions in the background. Prebuilt QuickStart AI for Sage packages are scoped to specific outcomes and go live in days rather than months, so you can start with your biggest headache and expand from there.
“With Bottom Line, we are putting Athena to work on the data those companies already have, so a 40-person manufacturer or distributor gets the same caliber of forecasting, inventory intelligence, and finance visibility that used to require an enterprise budget,” said Jordan Horward, SVP Sales, ConverSight.
Getting started
Bottom Line knows your Sage setup, and ConverSight brings the AI. Together, that is an accelerated path from static reporting to agentic, decision-ready intelligence.
Explore all the benefits on the ConverSight Sage solutions page, or talk to your Bottom Line contact about setting up a live demo.
