Sage Analyst Summit: Keeping the Winning Playbook While Evaluating Emerging Changes to the Game
Connect, grow, deliver
TBR spent two days in Atlanta, listening to and speaking with Sage’s management team as part of the company’s annual Analyst Summit, and we walked away impressed. This is a company that knows itself and its strengths. It knows where it needs to improve. It knows where the pain points and constraints are, and has always done a good job of navigating between the two.
Most importantly, the company knows its customers, which should come as no surprise considering how long Sage has been serving its SMB install base. Sage has leveraged these strengths and established a large, sticky install base from which to pursue opportunities adjacent to its core business.
Sage is focused on three interlocking areas — connect, grow, deliver — which President Dan Miller described during the event:
- Connect through trusted partner networks
- Grow by winning new logos through a verticalized suite motion
- Deliver real, measurable productivity using AI
Each pillar represents a separate part of the company’s go-to-market strategy, but Grow stands out as the most vital to the company’s growth trajectory. Landing and expanding with new logos is the company’s greatest source of revenue growth, with vertical-specific and business operations solutions offering some of the greatest upsell potential. Aligned with this strategy, the company is a disciplined but active acquirer, onboarding new IP to enhance these sales motions.
Long-term, AI presents opportunities for the company to upsell into its finance and accounting (F&A) core. As Sage leans into its strengths while building for the future, its ability to scale AI and industry depth across a known and trusted customer base may prove to be the company’s most valuable asset.
Landing with F&A, then expanding with payroll, HR and operations management
Sage’s land-and-expand strategy starts with a stronghold in finance and builds outward through operational adjacencies. Most customers enter through core accounting —typically via Intacct — and expand into areas like payroll, HR, and inventory or distribution management as their needs mature. Vertical-specific modules are critical to this motion, especially in midmarket industries where Sage can tailor functionality to operational nuances.
The company reinforces expansion by packaging these capabilities into suites, streamlining procurement and positioning itself as more than just a financial system. Sales teams are trained to identify expansion triggers early; signs like API adoption, workflow customization or manual process bottlenecks often indicate opportunities. Although the company’s product maturity varies across the portfolio, Sage has seen success in service- and product-centric verticals, enabling the company to upsell and cross-sell. This approach, combined with a focus on ease of integration and strong partner involvement, is helping Sage grow account value without overpromising in its product road map.
AI at Sage: Workflow-first, ROI-driven
Sage management spent much time discussing its ambitions in AI. From TBR’s perspective, the tone was very grounded. Although the company will never be at the cutting edge of AI innovation, management did a great job of articulating the current opportunities to upsell AI capabilities. Finance and accounting workflows offer many sales opportunities for Sage to pursue, and the company is investing in R&D to capitalize on them. Similar to many of its application peers, Sage intends to approach agentic AI and generative AI development on a use-case-by-use-case basis. In Sage’s case, this is even more prudent as SMB customers face greater budgetary restrictions and require ROI to be realized in the first year.
Sage management highlighted AP automation, time-saving prompts and variance analysis as key areas where the company is achieving success with AI-powered automation. Like several peers, the company’s Copilot solution serves as the unified user interface (UI) for engaging embedded AI tools. Long-term, management expects to see this UI become more adaptive, guiding the user through an automated workflow. Guided prompting was another area of focus, and the company is building a library of prompts for end users to leverage as they perform specific tasks. Under the hood, the company intends to run its AI tools on internally trained models built on top of a third-party. CTO Aaron Harris discussed two of these tools: Sage Accounting LLM and APDoc2Vec.
As a reminder, Sage partnered with Amazon Web Services (AWS) over a year ago to collaborate on F&A models, and management highlighted the continued effort to build a new multitenant, dependency-based stack.
Long-term, TBR expects this work to be pivotal in reducing the cost of running AI workloads, while internally developed models with lower parameter counts than big-name large language models (LLMs) will further enhance cost efficiency at inference. Meanwhile, Sage is still figuring out how to monetize AI, but the industry default is to implement a tiered system. Some high-compute copilots may eventually carry usage-based fees, especially in forecasting, but for now, the priority is to show clear value and price accordingly.
In 2025 no conversation is complete without recognizing the platform implications of agentic workflows. Behind the scenes, Sage is preparing for an agent-first architecture by integrating emerging frameworks, such as Model Context Protocol (MCP) or Agent 2 Agent (A2A), directly into its platforms. The long-term goal is to coordinate these through super agents and plug into the broader agent ecosystem (Salesforce, Microsoft, Google), but this is still only part of the long-term road map.
That said, the company is building for the future, with an emphasis on data model consistency, dependency-based deployment, and orchestration layers capable of managing multi-agent chains. This is all being done with AWS in the background, keeping the platform anchored at the infrastructure layer.
Sage deepens its partner relationships
Sage’s partner and go-to-market strategy is built for focus and leverage. The company cannot cover every vertical or service need on its own, so partners are central to how it sells, delivers and scales. The revamped Sage Partner Network is tighter, with clear roles across sell, build and serve motions, and expectations tied to growth, not just activity. Multiyear vertical plans, coinvestment and execution discipline are now baseline requirements.
Internally, the GTM engine runs through SIGMA, which ties product planning to what the direct and partner channels sell. Sales teams are trained to package suites, identify expansion triggers, and position the platform by vertical need, rather than a feature checklist. To prepare for the platform’s evolution, Sage is already laying the groundwork for a more extensible ecosystem, including plans for an agent marketplace that would give partners a direct path into the next wave of product delivery.
Staying the course and preparing for what lies ahead
Sage’s story at its annual Analyst Summit was not necessarily one of reinvention. Land and expand has been the company’s strategy for years, and it has worked well so far. By anchoring in finance, expanding through vertical suites and operation management, and keeping partners close to the motion, Sage is executing with clarity around who it serves and how it wins. Meanwhile, the platform is evolving, AI is taking shape, and the architecture is catching up to the ambition. None of the company’s claims felt like overpromising.
In a market filled with transformation stories, Sage is running a disciplined play. The question is whether it can maintain that discipline as it scales and converts its product investments, especially in AI and agentic workflows, into tangible value for the customers it already knows best.