Published by Emily Madere, Matthew Lescault, Doug Lewis
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The Unofficial Sage Intacct Podcast is your inside track to the world of Sage Intacct and the broader accounting industry. Hosts Emily Madere, Doug Lewis, and Matt Lescault bring their unique perspectives and expertise to explore the latest trends, challenges, and opportunities in this rapidly evolving space. In each episode, the trio explores topics like the power of the Sage ecosystem, best practices for CAS, new Sage product features, and the impact of artificial intelligence. They'll be joined by industry experts and Sage insiders who share unfiltered insights you won't find anywhere else. Whether you're an accountant looking to harness technology, a business exploring Sage solutions, or anyone fascinated by the future of finance, this is your show. Tune in for an unvarnished, unofficial look at the Sage heartbeat powering accounting today.
Donny Shimamoto, founder of IntrapriseTechKnowlogies and the Center for Accounting Transformation, joins Matt, Doug, and Emily to talk about why time, not technology, is the real bottleneck slowing down firms. He breaks down what firms actually ask for when they bring in a transformation consultant, why the profession needs to revive its apprenticeship roots as AI automates entry-level prep work, and what he's seeing on international standard-setting boards shaping AI guidance for audit quality. (00:00) - Podcast kickoff (00:41) - Meet Donny Shimamoto (03:09) - Foodie side quest (06:31) - Why standards matter (08:56) - Who sets global rules (11:23) - US vs international standards (13:19) - Sage Intacct in midmarket (15:21) - Global rollout challenges (17:28) - Firms struggle for time (19:26) - Transformation roadmap calls (22:38) - Serving firms of all sizes (24:14) - Automation and new roles (26:10) - Triaging Firm Issues (27:06) - AI and Career Pathways (27:43) - Reviving Apprenticeship Training (29:21) - Fixing Onboarding and Curriculum (31:57) - Burnout and Busy Season (32:35) - Why the Center Exists (34:50) - Evaluating Software That Fits (38:56) - AI in Accounting Products (43:34) - Purpose and Leading Change (47:05) - Capacity Through Technology (48:41) - Dad Joke and Farewell Connect with Donny https://www.linkedin.com/in/donnyitk https://www.intraprise.us/ Connect with the Hosts: https://www.linkedin.com/in/emilybmadere https://www.linkedin.com/in/mattlescault https://www.linkedin.com/in/dlewis715 Get free CPE for listening to this podcast https://www.earmark.app Download the Earmark App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Ellen Choi, founder of Edgefield Group and former Awin chief product officer, breaks down what actually separates firms making real AI progress from those stuck experimenting. She walks through her firm maturity scorecard, why "return on investment" is harder to pin down than most partners assume, and why the biggest AI decisions have to start at the top. The conversation also covers token costs, on-prem alternatives, and why an outdated AI policy might be a bigger risk than no policy at all. (00:00) - Podcast intro (00:38) - Meet Ellen Choi (02:22) - Meditation and retreats (05:07) - Who Edgefield serves (08:19) - AI adoption shifts (11:40) - What triggers change (13:21) - How firms implement AI (16:43) - Cutting through AI noise (22:03) - Edgefield AI Foundations (23:41) - AI maturity scorecard (27:20) - Vendor ROI hype (28:16) - ROI Investment Reality (29:24) - Hidden AI Enablement Costs (30:16) - Turning Time Into Revenue (31:43) - Measuring Qualitative Returns (33:03) - Why 20 Minutes Daily (36:50) - Big Firm Spending Headlines (39:31) - Rising AI Costs And Tokens (42:21) - Open Source On Prem 2.0 (44:26) - Where To Start With AI (45:51) - Copilot First And Policy (47:02) - Who Owns AI Rollout (49:22) - Keeping The Human Touch (51:04) - Final Takeaway And Wrap Connect with the Hosts: https://www.linkedin.com/in/emilybmadere https://www.linkedin.com/in/mattlescault https://www.linkedin.com/in/dlewis715 Get free CPE for listening to this podcast https://www.earmark.app Download the Earmark App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Taylor Brown, CPA and director in CLA's digital practice, joins Matt and Doug to break down Sage Intacct's latest release: cash management and three-way matching, the new Financial Intelligent Agent, the MCP AI gateway, and fixed asset and audit trail updates. Drawing on her years as a Sage solutions consultant and her work teaching accounting at UT Austin, Taylor makes the case for why Sage is building AI into the product itself and why a foundational understanding still matters when AI gets accounting wrong 30 to 40 percent of the time. (00:00) - Meet Taylor Brown (01:45) - Can Teachers Do (03:09) - Accounting Paths Beyond Big Four (04:57) - Why Release Notes Matter (05:32) - Cash Tracking AP AR (07:03) - Three Way Match Upgrades (08:50) - Cash Is King Lessons (12:16) - Finance As Profit Center (13:49) - AI Copilot Enters Finance (14:26) - Training AI For ROI (16:10) - Sage Copilot Deep Dive (19:51) - Why Build Sage AI (22:47) - MCP And AI Gateway (23:13) - MCP Use Cases And Data (25:25) - MCP Access And Licensing (25:56) - MCP Licensing Questions (27:17) - Agent Marketplace Gatekeeping (28:12) - How Agents Get Sold (29:38) - Why Agentic AI Matters (30:11) - Customer Built Agents (31:38) - Worst AI Misuse Risks (33:47) - AI Accuracy in Accounting (35:26) - Fixed Assets Release Focus (36:04) - SFAM vs SIG Evolution (37:52) - Reversals and Audit Trail (40:01) - Splitting Assets Efficiency (40:58) - CIP and Migration Advice (43:58) - International Release Differences (46:05) - One Thing to Do Next (48:21) - Crawl Walk Run Change (49:48) - Dad Joke Sendoff Connect with the Hosts: https://www.linkedin.com/in/emilybmadere https://www.linkedin.com/in/mattlescault https://www.linkedin.com/in/dlewis715 Get free CPE for listening to this podcast https://www.earmark.app Download the Earmark App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
David Westbrook, CFO of Robertson Stevens, joins Emily and Matt live at Sage Future 2026 to share what eight years as a Sage Intacct customer actually looks like from the inside. A former Deloitte auditor who chose Intacct when building the firm from scratch in 2018, David reflects on scaling from $500M to $9.5B in assets, how he's using AI to cut a week of quarterly close work down to a single day, and what he still wishes the platform would tackle. (00:00) - Live Stage Kickoff (00:47) - Meet David the Customer (01:41) - South Africa Roots (03:18) - Auditor to CFO Journey (05:27) - Robinson Stevens Story (07:06) - Choosing Sage Intacct (08:51) - Modules and Integrations (12:34) - Power Features Revenue AI (14:30) - AI Close and Copilot (16:32) - Finance as Business Partner (18:32) - Planning for Acquisitions (19:24) - Scenario Planning Goals (20:26) - Rolling Forecasts In Practice (21:12) - Under The Hood Improvements (21:31) - Vendor Onboarding Due Diligence (23:58) - Wishlist Investments And UI (25:18) - Top Loves And Bank Feeds (28:33) - Implementation And Reimplementation (32:12) - Advice For New Users (36:04) - Reporting For Non Accountants (37:22) - Closing Gifts And Life Advice Connect with the Hosts: https://www.linkedin.com/in/emilybmadere https://www.linkedin.com/in/mattlescault https://www.linkedin.com/in/dlewis715 Get free CPE for listening to this podcast https://www.earmark.app Download the Earmark App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Recorded live on the main stage at Sage Future in San Francisco, Emily and Matt sit down with Manav Thiara, SVP of Data & AI and Technical Fellow at Sage, to unpack the wave of AI announcements coming out of the conference. Manav breaks down the Sage AI Factory, the new AWS Agent Core partnership, and what the "black box to glass box" shift actually means for partners and customers navigating an increasingly noisy AI landscape. The conversation also tackles the bigger philosophical question head-on: will AI replace humans, and how close are we to mass adoption? (00:00) - Live at Sage Future (01:13) - Meet Manav Thiara (02:11) - Trust and Democratizing AI (03:48) - What a Technical Fellow Does (05:37) - One Platform Across Products (07:23) - Sage AI Factory Explained (09:46) - AI Announcements Breakdown (10:50) - Will AI Replace Jobs (15:31) - AWS AgentCore Partnership (17:22) - Agent Marketplace for Partners (19:03) - Trust Leaves on a Horse (22:34) - Trust First AI Strategy (24:29) - Cutting Through Market Noise (26:22) - When AI Becomes Normal (28:21) - Multimodal AI and Agents (31:54) - AGI Hype and Real Value (33:25) - Learn by Building (36:25) - Developer Portal and Academy (38:29) - Final Takeaways and Farewell Connect with the Hosts: https://www.linkedin.com/in/emilybmadere https://www.linkedin.com/in/mattlescault https://www.linkedin.com/in/dlewis715 Get free CPE for listening to this podcast https://www.earmark.app Download the Earmark App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Sage's nonprofit marketing lead Natalie Anderson joins alongside Julie Raskin, CFO of WMHT Public Media, to break down the findings of Sage's 2026 Nonprofit Outlook report — and what it actually felt like to live through the disruptions it documents. Julie shares how WMHT navigated a $1.5 million revenue hit, from hiring their first grants manager to accepting donations of cars, real estate, and parking spaces. The conversation covers why the smartest nonprofit finance leaders have stopped chasing certainty and started building for resilience instead. (00:00) - Welcome to the Unofficial Sage Intacct Podcast (02:43) - Meet Today Guests (03:18) - Natalie's Role At Sage (04:59) - Nonprofit Outlook Report (06:54) - Julie WMHT Intro (08:18) - WMHT Programming Streams (13:24) - Report Impact And Funding Shock (20:14) - Diversification Ripple Effects (23:52) - Grants and Earned Income (28:04) - Budget Discipline and Net Focus (30:17) - Which Sectors Got Hit Hardest (32:05) - Tech as a Resilience Engine (33:44) - AR Automation Wins (37:02) - Forecasting and ROI Mindset (39:50) - Tools That Make It Easier (42:39) - Key Takeaways and KPI Advice (46:11) - Dad Joke and Farewell Download Sage's 2026 Nonprofit Outlook Report Here! https://www.sage.com/en-us/industry/non-profit/reports/responding-to-disruption-2026-nonprofit-outlook/ Connect with the Hosts: https://www.linkedin.com/in/emilybmadere https://www.linkedin.com/in/mattlescault https://www.linkedin.com/in/dlewis715 Get free CPE for listening to this podcast https://www.earmark.app Download the Earmark App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Mark Hickman, Managing Director of North America at Sage, returns to break down what's driving Sage's fastest-growing region — from the company's AI strategy built around trust, transparency, and human control, to the upcoming Sage Future 2026 conference in San Francisco. The conversation covers what finance leaders are actually saying about AI adoption, what's coming in the keynotes and super sessions, and why Hickman argues that "70% right" might be fine for an essay but will never fly in accounting. (00:00) - Welcome to the Unofficial Sage Intacct Podcast (00:41) - Hosts Life Updates (02:32) - Welcome Back Mark Hickman (03:33) - Sage North America Scale (05:22) - Life on the Road (09:16) - Sage Future Tease (09:31) - AI You Can Trust (13:10) - Finance Leader Feedback (15:12) - AI First Competitors (17:15) - Beyond AI Initiatives (20:46) - Adoption Reality Check (22:58) - AI Adoption Takes Time (23:22) - AI Hype and Rebrands (24:00) - Dotcom Comparisons (25:40) - Future Event Recap (28:12) - Keynotes and Speakers (30:37) - Super Sessions Explained (33:33) - Enablement Beyond Conference (34:15) - Baseball Banter Break (35:24) - Surprise Announcements Tease (36:20) - Experience and Sage Fest (38:20) - Marketplace and Sponsors (39:53) - ROI and Community (41:08) - Attendee Goals and Networking (45:29) - Wrap Up and Dad Jokes Connect with the Hosts: https://www.linkedin.com/in/emilybmadere https://www.linkedin.com/in/mattlescault https://www.linkedin.com/in/dlewis715 Get free CPE for listening to this podcast https://www.earmark.app Download the Earmark App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Doug, Matt, and Emily return from hiatus to unveil a revamped podcast with a new format and a broader focus — bringing in voices from across accounting, finance, and technology, including international perspectives and even some Sage competitors. If you've been wondering what's next for the most official unofficial Sage Intacct podcast in the world, this is your answer. Connect with the Hosts: https://www.linkedin.com/in/emilybmadere https://www.linkedin.com/in/mattlescault https://www.linkedin.com/in/dlewis715 Get free CPE for listening to this podcast https://www.earmark.app Download the Earmark App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Doug, Matt, and Emily look ahead to Sage's upcoming Partner Summit in Orlando and discuss what to expect as the company kicks off fiscal year 2026. The conversation covers everything from AI implementation reality versus marketing speak to potential shifts in go-to-market strategy, price sensitivity in uncertain economic times, and why Sage is flooding construction conferences. Matt and Emily each make bold predictions about what might get announced at the closed-door partner event—and they'll be back to see who was right. Sponsors Bluebook - https://unsage.promo/bluebook (00:00) - Welcome to The Unofficial Sage Intacct Podcast (05:49) - Discussion on Future Events and Partner Summits (12:12) - Focus on AI and Its Practical Applications (17:04) - Details on Sage Future for Partners Event (22:02) - Upcoming Events in the Sage Ecosystem (23:11) - Sage Intacct and Procore Relationship (24:30) - Artificial Intelligence and Copilot (28:20) - Economic Instability and Price Sensitivity (37:36) - Negotiation Session at Future for Partners (39:46) - Wild Predictions for Future for Partners (41:55) - Concluding Thoughts and Dad Jokes Connect with the Hosts: https://www.linkedin.com/in/emilybmadere https://www.linkedin.com/in/mattlescault https://www.linkedin.com/in/dlewis715 Get free CPE for listening to this podcast https://www.earmark.app Download the Earmark App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Ximena Maynard, CFO of Legacy Management Group, shares how she consolidated 30 separate QuickBooks files across 11 nursing facilities into a unified Sage Intacct system. She discusses the unique compliance challenges in healthcare finance, from managing resident trust funds to navigating complex Medicaid billing, and tackles the industry's biggest challenge of attracting and retaining quality staff. Sponsors Bluebook - https://unsage.promo/bluebook (00:00) - Introduction and Casual Banter (03:02) - Introducing the Special Guest (04:48) - Guest's Background and Career (07:31) - Challenges and Solutions in the Nursing Home Industry (10:41) - Implementing Sage Intacct (15:13) - Current Tech Stack and Integrations (21:07) - Compliance and Fraud in the Healthcare Industry (24:18) - Building Renovation Challenges (25:17) - Managing Multiple Facilities (26:13) - Financial Transparency and Reporting (26:38) - Floor Spending and Budgeting (30:18) - Industry Trends and Scalability (40:42) - Staffing and Labor Challenges (43:54) - Advice for Healthcare Finance Professionals (46:57) - Closing Remarks and Dad Jokes Connect with Ximena Maynard https://www.linkedin.com/in/ximena-velazquez-maynard-94429b53 Learn about Legacy Management https://www.legacy-nursing.com/ Connect with the Hosts: https://www.linkedin.com/in/emilybmadere https://www.linkedin.com/in/mattlescault https://www.linkedin.com/in/dlewis715 Get free CPE for listening to this podcast https://www.earmark.app Download the Earmark App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Josh Smyser shares how he went from Big Four auditor to running his family's tuckpointing and restoration business after his father's death, growing TNT from $200K to over $6M in revenue. He explains why he chose Sage Intacct at just $3M in revenue, how he learned from a painful Sage 100 implementation to take control of his Intacct setup, and why he prioritizes best-of-breed software like Procore, Intacct, and Salesforce to prepare his company for AI integration. Sponsors Assembly - https://unsage.promo/assembly (00:00) - Welcome to The Unofficial Sage Intacct Podcast (00:19) - Introducing Josh Smyser (00:37) - Journey with Sage Intacct (05:05) - Josh's Background and Family Business (18:57) - Challenges and Growth in the Business (25:33) - Navigating Market Challenges (27:04) - Adapting to Market Changes (28:59) - Winning High-Value Projects (32:38) - Transition to Intacct (34:41) - Implementation Challenges (37:29) - Integrating Modern Systems (42:53) - Future Growth and AI Integration (47:12) - Final Thoughts and Future Plans Connect with Josh Smyser https://www.tnttuckpointing.com/ https://www.linkedin.com/in/joshua-smyser-91016015 Connect with the Hosts: https://www.linkedin.com/in/emilybmadere https://www.linkedin.com/in/mattlescault https://www.linkedin.com/in/dlewis715 Get free CPE for listening to this podcast https://www.earmark.app Download the Earmark App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Scott Hollrah, founder of Venn Technology, shares war stories from a decade in the Sage Intacct integration space, including the gaming company employee who quit mid-project due to spreadsheet burnout. The conversation covers when businesses outgrow packaged solutions like the Advanced CRM connector, how automation serves as an employee retention tool, and why AI adoption remains frustratingly slow despite the marketing hype. (00:00) - Introduction and Banter (01:18) - Guest Introduction: Scott Hollrah from Venn Technology (01:49) - Discussing Venn Technologies and Integration (02:45) - Footwear and Office Culture (05:49) - Sage Intacct Marketplace Overview (07:13) - Venn Technologies' Client Base and Services (11:56) - Advanced CRM Integration vs. Custom Solutions (17:18) - Real-World Integration Challenges (22:52) - Common Challenges in Software Implementation (23:24) - The Importance of Automation (26:05) - A Rewarding Success Story (28:58) - The Role of AI in Automation (34:20) - Future of Integration and AI (36:57) - The Mid-Market and iPaaS (40:09) - AI Failures and Critical Thinking (46:16) - Dad Jokes and Closing Remarks Learn about Venn Technology https://venntechnology.com/ Connect with the Hosts: https://www.linkedin.com/in/emilybmadere https://www.linkedin.com/in/mattlescault https://www.linkedin.com/in/dlewis715 Get free CPE for listening to this podcast https://www.earmark.app Download the Earmark App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Karen Penhallegon returns to break down Sage Intacct's latest release notes, covering the game-changing MineralTree partnership that finally gives users an end-to-end AP solution and the new AI-powered close workspace for early adopters. The team dives into long-awaited customer ideas like enhanced time tracking with overtime rules and customizable entry screens, plus the important requirement for all users to validate their email domains. (00:00) - Welcome to the Unofficial Sage Intacct Podcast (03:37) - Release Notes Overview (06:11) - Customer Ideas and Enhancements (13:11) - Save Time Features (17:10) - Understanding Sage's New Payment Features (18:39) - Enhancements in Purchasing and Matching Tolerances (21:58) - Optimizing Business with Project and Construction Updates (22:40) - Revenue Recognition Improvements (24:43) - Sage's Acquisition of File and Its Implications (27:25) - Customer Ideas and Future Predictions (32:35) - Closing Thoughts and Dad Joke Connect with Karen: https://www.linkedin.com/in/karen-penhallegon-a14a034b https://www.eisneramper.com/about-us/professional-directory/karen-penhallegon Connect with the Hosts: https://www.linkedin.com/in/emilybmadere https://www.linkedin.com/in/mattlescault https://www.linkedin.com/in/dlewis715 Get free CPE for listening to this podcast https://www.earmark.app Download the Earmark App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
This bonus episode pulls back the curtain on how The Unofficial Sage Intacct Podcast came together and who the hosts really are beyond their professional roles. Doug, Emily, and Matt discuss what's going well and what's been challenging in 2025, reveal some unexpected personal hobbies and interests, and reflect on their mid-year wins and upcoming travel plans. They also offer their best advice for finishing the year strong. (00:00) - Welcome to The Unofficial Sage Intacct Podcast (01:21) - Getting to Know Each Other (08:38) - Professional Updates and Travel Plans (11:08) - Origins of the Podcast (16:54) - Reflections and Future Outlook (21:44) - Challenges in 2025: Breaking Through Glass Ceilings (22:50) - Leadership and Imposter Syndrome (24:33) - Magic: The Gathering and Early Entrepreneurship (30:56) - Finishing 2025 Strong: Goals and Plans (38:19) - Advice for a Strong Finish to 2025 (40:24) - Closing Thoughts and Dad Jokes Connect with the Hosts: https://www.linkedin.com/in/emilybmadere https://www.linkedin.com/in/mattlescault https://www.linkedin.com/in/dlewis715 Download the Earmark App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Richard Corn, Director of Product Management at Bill, joins Doug and Emily to discuss how financial teams can break free from manual processes and embrace true automation. A former CPA turned product leader, Richard shares real-world transformation stories, including how Mark Cuban Companies eliminated their paper AP workflows, and explains why the accounting profession isn't disappearing but evolving toward higher-value advisory work. From unlimited virtual cards to AI-powered insights, Richard reveals what's coming next in the financial automation space and why now is the time for finance teams to stop protecting inefficient processes and start eliminating them entirely. Sponsors (00:00) - Introduction and Greetings (01:19) - Richard's Background and Role at Bill (08:17) - The Evolution of Accounting and Technology (16:02) - Bill's Innovations and Future Plans (21:18) - The Evolution of Accountants (22:51) - Customer Success Stories (23:42) - Mark Cuban Companies Case Study (26:15) - The Oddest Transactions (29:00) - Partnership with Sage Intacct (32:54) - Future of Finance Transformation (36:26) - Favorite Features and Career Advice (42:32) - Wrapping Up with Dad Jokes Connect with the Hosts: https://www.linkedin.com/in/emilybmadere https://www.linkedin.com/in/mattlescault https://www.linkedin.com/in/dlewis715 Get free CPE for listening to this podcast https://www.earmark.app Download the Earmark App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
After Intuit reached out to clarify a few misconceptions from Matt’s earlier take on Enterprise Suite, he dove deep into product demos to get the real story. Doug and Matt deliver an unfiltered comparison between Intuit Enterprise Suite and Sage Intacct, covering everything from pricing strategies to AI capabilities. They break down which solution fits different business scenarios, revealing why your choice between these platforms might not be as obvious as you think. Sponsors Payhawk - https://unsage.promo/payhawk (00:00) - Welcome to The Unofficial Sage Intacct Podcast (00:56) - Sage Future Conference Recap (01:54) - Revisiting QuickBooks and Intuit Enterprise Suite (03:49) - Intuit Enterprise Suite vs. Sage Intacct: Market Position and Pricing (10:22) - Deployment Models and User Experience (18:19) - Strengths and Weaknesses of Intuit Enterprise Suite (24:50) - Strengths and Weaknesses of Sage Intacct (29:56) - Areas for Improvement in Sage Intacct (33:00) - Industry-Specific Recommendations (37:06) - Module-by-Module Comparison (43:06) - Scoring Intuit and Sage Intacct (45:47) - Final Thoughts and Key Takeaways Connect with the Hosts: https://www.linkedin.com/in/emilybmadere https://www.linkedin.com/in/mattlescault https://www.linkedin.com/in/dlewis715 Get free CPE for listening to this podcast https://www.earmark.app Download the Earmark App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Emily and Matt are joined by Eisner Amper's Skye Duhon to dissect Sage Intacct's 2025 R2 release and its mission to "knock down barriers so everyone can thrive." They explore the exciting new AI co-pilot sub-ledger reconciliation assistant, enhanced CRM integrations, and significant improvements to fixed assets and regional tax compliance. The conversation covers everything from automated WIP relief for construction companies to the long-awaited AP automation purchasing capabilities, plus some wishlist items like a full mobile app and better data migration tools. Sponsors Payhawk - https://unsage.promo/payhawk (00:00) - Introduction and Guest Introduction (01:15) - Gravy Talk and Personal Stories (05:03) - Technical Difficulties and Small Talk (05:09) - Sage Intacct 2025 R2 Highlights (06:17) - Strengthening Financials with AI and Automation (10:17) - CRM Salesforce Integration Updates (13:07) - Financial Reporting Enhancements (15:51) - Fixed Assets Updates (16:33) - Fixed Asset Module Updates (16:56) - Regional Tax Compliance Enhancements (18:31) - Enhanced List Experience and Import Service (21:20) - Industry Insights: Nonprofit and Healthcare (24:13) - Construction and Project Management Updates (27:16) - Automation Capabilities and AP Automation (36:15) - Final Thoughts and Wrap-Up Connect with Skye Duhon https://www.linkedin.com/in/skye-fontenot-duhon-mba-264b7728 Connect with the Hosts: https://www.linkedin.com/in/emilybmadere https://www.linkedin.com/in/mattlescault https://www.linkedin.com/in/dlewis715 Get free CPE for listening to this podcast https://www.earmark.app Download the Earmark App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Julie Adams, SVP of Construction and Real Estate Products at Sage, discusses how AI is revolutionizing construction from bid management to field operations. She explores Sage Intacct Construction's journey from a 2020 launch during COVID to becoming the fastest-growing vertical, featuring AI-powered takeoff tools, drawing management, and predictive bidding that helps contractors win projects at the right price. The conversation covers how modern construction teams are moving beyond spreadsheets and paper processes to integrated platforms that connect pre-construction, project management, and financials in one seamless workflow. **We apologize for the audio quality issues that occur the final 10-15minutes through this episode. This interview was recorded live at Sage Future conference, and we experienced some technical difficulties during the recording. Thank you for your patience and understanding.** (00:00) - Introduction and Conference Overview (01:42) - Meet Julie Adams: SVP of Construction and Real Estate Products (02:18) - Sage Intacct Construction: Innovation and Growth (09:40) - AI in Construction: Enhancing Efficiency and Accuracy (12:53) - AI-Powered Drawing and Takeoff Management (16:18) - Field Operations and Change Management (19:09) - Cost Efficiency and Employee Satisfaction (19:17) - Overview of Sage Intacct Products (21:06) - Specialized Modules for Different Sub-Verticals (23:08) - Future Innovations and Roadmap (26:51) - Personal Insights and Experiences (29:37) - Fun and Lighthearted Wrap-Up Connect with Julie Adams https://www.linkedin.com/in/juliechoiadams Connect with the Hosts: https://www.linkedin.com/in/emilybmadere https://www.linkedin.com/in/mattlescault https://www.linkedin.com/in/dlewis715 Get free CPE for listening to this podcast https://www.earmark.app Download the Earmark App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Recording live from the Sage Future conference in Atlanta, Emily and Matt sit down with Dan Miller, who runs Sage's Financials and ERP division, to discuss how AI is fundamentally shifting finance teams from tactical work to strategic business partnership. Miller shares his 15-year journey with the company and reveals Sage's approach to building trustworthy AI with audit trails, the evolution of continuous close from "bedtime story" to reality, and why the future isn't about replacing accountants but empowering them to spend weekends at their kids' games instead of reconciling spreadsheets. He also clarifies the difference between Sage AI Copilot and Microsoft Copilot, discusses the upcoming native cloud solution for Sage X3, and explains why accuracy in AI can't be "just 90%" when it comes to accounting. Sponsors Payhawk - https://unsage.promo/payhawk (00:00) - Welcome to the Conference (00:24) - Memorable Conversations with CFOs (01:40) - Introducing the Podcast (02:15) - Dan Miller's Journey with Intacct (03:28) - The Future of AI in Sage Intacct (06:20) - Continuous Close and Workspace Vision (08:45) - Building Trust in AI (15:48) - Sage X3 and Copilot Integration (19:21) - Configuration vs. Custom Development (21:09) - Understanding Sage AI Copilot (22:33) - Clarifying Misconceptions About Copilot (24:43) - AI in Healthcare and Compliance (25:51) - Ensuring Accuracy in AI Solutions (27:58) - Upcoming Sage Events (29:05) - Engaging with Partners (31:08) - Fun and Personal Insights (35:39) - Closing Remarks and Dad Jokes Connect with Dan Miller https://www.linkedin.com/in/danielgmiller Connect with the Hosts: https://www.linkedin.com/in/emilybmadere https://www.linkedin.com/in/mattlescault https://www.linkedin.com/in/dlewis715 Get free CPE for listening to this podcast https://www.earmark.app Download the Earmark App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Recording live from the Accounting Today Firm Growth Forum in San Diego, the hosts sit down with Frank Longobardi (former CEO of CohnReznick) and Dario Grassini from SAPRO to discuss the evolution of global staffing in accounting. The conversation covers how firms can successfully integrate international talent, the cultural nuances of working with teams from South Africa and India, and why starting with senior talent is key to offshore success. Dan Hood from Accounting Today also joins to share insights on helping firms navigate constant change in the profession. Connect with the Guests: https://www.linkedin.com/in/dariograssini https://www.linkedin.com/in/frankplongobardi https://www.linkedin.com/in/daniel-hood-3494ab49 Connect with the Hosts: https://www.linkedin.com/in/emilybmadere https://www.linkedin.com/in/mattlescault https://www.linkedin.com/in/dlewis715
