01
Get answers without waiting for a custom report
Ask everyday business questions in plain English and turn the information already in Sage 300 into useful, decision-ready answers.
AI-powered business reporting for Sage 300
Turn business data into answers. Just ask.
InsightPilot360 helps owners and business teams get useful answers from Sage 300 in plain English—without waiting for another spreadsheet, export, or custom report.
✓ No SQL knowledge required✓ Read-only reporting✓ Built around Sage 300 access
InsightPilot360
Connected
Ask about your business
Which customers grew the most this year compared with last year?
Sales growth overviewReady
West-region accounts show the strongest year-over-year growth. Open the details to review customer-level performance.
Ask a follow-up question… →
Built for teams that want more value from the data already insideSage 300
Less report chasing. More decision time.
Your business already has the data. InsightPilot360 makes it easier to use.
Instead of asking someone to export, filter, rebuild, and explain another report, start with the business question and move directly toward the answer.
02
Spend less time assembling spreadsheets
Reduce repetitive report preparation and give your team more time to review trends, exceptions, margins, cash flow, and performance.
03
Keep the controls your business already relies on
InsightPilot360 respects existing user access and is designed for read-only reporting, so people can explore information without changing accounting data.
Simple by design
From question to business insight in three steps.
You should not need to understand database tables, query languages, or reporting architecture to understand your own business.
Create your free account →Connect your Sage 300 company
Set up the business connection once, then let InsightPilot360 work with the information your team already maintains.
Ask the question the way you normally would
Type questions such as “Which customers are buying less?” or “What changed in gross margin this month?”
Explore the answer and keep asking
Review the result, drill into the details, and ask follow-up questions without restarting the reporting process.
Useful across the business
One easier way to explore the questions that drive your day.
See what is growing—and what is slowing down
Compare periods, customers, products, branches, and trends without rebuilding the same report every time.
Move from numbers to explanations faster
Explore receivables, margins, costs, revenue patterns, and exceptions while keeping the source tied to your business system.
Find the details behind day-to-day performance
Ask follow-up questions about inventory, orders, customers, and operational activity without starting a new spreadsheet.
Get a clearer view before the meeting starts
Use one conversational workspace to investigate the questions that normally lead to emails, exports, and last-minute report requests.
Productivity that compounds
Turn reporting time into thinking time.
Every recurring report request, spreadsheet rebuild, and back-and-forth question takes time away from analysis. InsightPilot360 is designed to shorten that path.
Fewer reporting bottlenecksGive business users a faster first step before they need specialist help.
Faster follow-up questionsStay in the same conversation instead of requesting another version of the report.
Better use of existing dataGet more decision value from Sage 300 without replacing the system your business already runs on.
Questions your team can explore
01Which customers grew the most this year?
02What products are driving our gross margin?
03Show overdue receivables by customer.
04Compare this month’s sales with last year.
✓
ReportingRead-only
User accessRespected
Accounting dataUnchanged
Confidence built in
Useful answers without giving up control.
InsightPilot360 is designed around the access your organization already uses in Sage 300. Users are connected to their business identity, and reporting is kept read-only.
- Your team sees information according to assigned business access.
- Reporting does not post, edit, or delete Sage accounting data.
- Companies that keep Sage 300 on-premise can keep business-system access inside their own environment.
Get started
Start exploring. Grow when your team is ready.
Create an account, experience the workflow, and move to full business access when you are ready to connect your Sage 300 environment.
Explore
Free
$0A simple way to get started and experience InsightPilot360.
- Single user
- Single company
- Limited AI reporting usage
- Owner Console access
For your business
Full
Let's talkFull Sage 300 reporting access for teams ready to use InsightPilot360 in daily operations.
- Expanded team access
- Multiple connected companies
- Full AI reporting allowance
- Business installation and onboarding
Common questions
What business teams usually want to know first.
Do I need to know SQL or report-writing tools?+
No. InsightPilot360 is designed so business users can ask questions in normal language. The system handles the reporting work behind the scenes.
Does InsightPilot360 change data in Sage 300?+
The reporting experience is designed to be read-only. Its purpose is to help your team understand existing information, not post transactions or alter accounting records.
Will every employee see everything?+
No. Access is aligned with the business permissions already assigned to each mapped Sage user, helping keep reporting consistent with the controls you already use.
Can it work with an on-premise Sage 300 environment?+
Yes. InsightPilot360 is designed to support businesses that keep Sage 300 within their own network, including an installation option that keeps business-system access inside that environment.
Make your Sage 300 data easier to use