Shows
The Unofficial Sage Intacct PodcastLooking Ahead: Sage Partner Events, AI Reality Checks, and PredictionsDoug, 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.SponsorsBluebook - https://unsage.promo/bluebook(00:00) - Welcome to The Un...
2025-10-3145 minThe Unofficial Sage Intacct PodcastFrom Chaos to Clarity: Transforming Healthcare FinanceXimena 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.SponsorsBluebook - 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...
2025-10-1750 minThe Unofficial Sage Intacct PodcastWhy a $3M Construction Company Chose Sage IntacctJosh 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.SponsorsAssembly - https://unsage.promo/assembly(00:00) - Welcome to The Unofficial Sage Intacct Podcast
(00:19...
2025-10-0354 minThe Unofficial Sage Intacct PodcastThe Mid-Market Integration Sweet SpotScott 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...
2025-09-1949 minThe Unofficial Sage Intacct PodcastMineralTree Partnership, AI Close Workspace & Enhanced Time TrackingKaren 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...
2025-09-0534 minThe Unofficial Sage Intacct PodcastWho Are We? Meet Doug, Emily, and MattThis 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...
2025-08-2242 minThe Unofficial Sage Intacct PodcastHow Bill is Redefining Financial AutomationRichard 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.
2025-08-0844 min
The Unofficial Sage Intacct PodcastIntuit Enterprise Suite vs. Sage Intacct: The Real ComparisonAfter 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.SponsorsPayhawk - https://unsage.promo/payhawk(00:00) - Welcome to The Unofficial Sage Intacct Podcast
(00:56) - Sage Future Co...
2025-07-2552 min
The Unofficial Sage Intacct PodcastSage Intacct's Latest Release Deep DiveEmily 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.SponsorsPayhawk - https://unsage.promo/payhawk(00:00) - Introduction and...
2025-07-1140 minThe Unofficial Sage Intacct PodcastAI-Powered Construction: From Blueprint Analysis to Bid ManagementJulie 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 10-15...
2025-07-0834 min
The Unofficial Sage Intacct PodcastFrom Tactical to Strategic: Dan Miller on AI-Powered FinanceRecording 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...
2025-06-1339 minThe Unofficial Sage Intacct PodcastLive from San Diego: Global Talent, Local GrowthRecording 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...
2025-05-3033 min
The Unofficial Sage Intacct PodcastNavigating Nonprofit UncertaintyMichael Blanton from Sage joins the show and breaks down the harsh reality facing nonprofits: only 9% consider themselves data-driven despite widespread recognition of its importance. With staffing crises, funding uncertainty, and political chaos creating unprecedented challenges, organizations are scrambling for revenue diversification and better technology solutions. Michael explains why this turbulent moment might actually be the perfect time for nonprofits to modernize their financial systems.SponsorsPayhawk - https://unsage.promo/payhawkSage's 2025 Nonprofit Survey https://www.sage.com/en-us/sage-business-cloud/intacct/resources/white-papers/trends-report-not-for-profit-2025/Connect with Michael Blanton...
2025-05-2344 min
The Unofficial Sage Intacct PodcastFrom Transform to FutureMark Hickman, Managing Director of North America at Sage, joins the podcast to discuss the upcoming Sage Future event, which replaces the former Transform conference and is expected to draw over 5,000 attendees. Mark shares insights about exciting announcements coming to Sage Copilot, the expansion of Sage HR into the North American market, and teases game-changing developments that will be revealed at the event. SponsorsPayhawk - https://unsage.promo/payhawk(00:00) - Welcome to The Unofficial Sage Intacct Podcast
(01:01) - Special Guest Introduction: Mark Hickman
(01:45) - Mark Hickman's Background and Experience
(07:09) - Sage Future...
2025-05-1044 min
The Unofficial Sage Intacct PodcastGoing International: X3 vs. Intacct with Steve Howe of T3TSteve Howe from Times Three Technologies (T3T) in South Africa joins the podcast to share insights on Sage X3 and Intacct implementations across different markets. Steve explains how T3T's focus on Sage products has led them to become a leading partner, winning the executive partner award four of the last five years. The conversation explores key differences between product-centric X3 and service-oriented Intacct implementations, while highlighting how regional market differences shape ERP strategy and adoption around the world.SponsorsPayhawk - https://unsage.promo/payhawk(00:00) - Welcome to The Unofficial...
2025-04-2653 min
The Unofficial Sage Intacct PodcastThe Taxing Truth: How Avalara Makes Compliance EasyMichael Hulett from Avalara joins the podcast to explain how their tax compliance software helps businesses navigate the increasingly complex landscape of sales tax regulations. With over 43,000 customers, 1,200+ integrations, and expertise handling more than 12,000 tax jurisdictions, Avalara has become the global leader in making tax compliance manageable. Michael shares fascinating insights about the most challenging tax scenarios, from software's evolving taxability to the complexities of state-specific regulations and even the different tax treatments of sliced versus unsliced bagels in New York.SponsorsPayhawk - https://unsage.promo/payhawk(00:00) - Welcome to The...
2025-04-1150 min
The Unofficial Sage Intacct PodcastConstruction's Tech RevolutionThree-time Platinum Club member Angela Nelson shares her 15-year journey at Sage, discussing how construction firms are finally embracing technology after decades as digital laggards. Angela explains the evolution of Sage's construction offerings from Timberline to Sage Intacct Construction, revealing how generational shifts and recent acquisitions are transforming the industry. Her unique perspective as a Partner Account Manager provides valuable insights into how Sage is positioning itself as the end-to-end solution for construction firms worldwide.SponsorsPayhawk - https://unsage.promo/payhawk(00:00) - Welcome to The Unofficial Sage Intacct Podcast
(01:20) - Role...
2025-03-2845 min
The Unofficial Sage Intacct PodcastFinancial Optimization ReimaginedBarrett King, Head of Alliances at Ramp, shares insights on how the company is revolutionizing corporate spend management and financial operations. From Ramp's partnership with Sage Intact to the future of procurement, Barrett discusses how technology is transforming the way businesses manage their finances, cutting month-end close processes from weeks to minutes. The conversation explores the power of connected systems, data-driven decision making, and how Ramp's all-in-one solution is helping companies optimize not just their money but their time.SponsorsPayhawk - https://unsage.promo/payhawk(00:00) - Introduction and Generator Story
(04:00...
2025-03-1443 min
The Unofficial Sage Intacct PodcastRelease Notes and New Features: Navigating Sage Intacct UpdatesKaren Penhallegon is back to help Doug and Emily break down Sage Intacct's latest release notes. The team explores key updates to multi-currency capabilities, AP automation with purchasing integration, and the introduction of Co-Pilot AI features. They unpack how these changes impact different industries, with particular focus on healthcare's new clinical e-procurement solution and improved lending management functionality.SponsorsPayhawk - https://unsage.promo/payhawkRho - https://unsage.promo/rho(00:00) - Welcome to the Unofficial Sage Intacct Podcast
(00:38) - Release Notes Overview
(01:30) - Deep Dive into Release Notes
(03:23) - Strength...
2025-02-2844 min
The Unofficial Sage Intacct PodcastThe Future of Partnership: A Conversation with Sage's VP of Partners & OperationsJuha Harkonen, VP of Partners and Operations at Sage, provides an insider's perspective on the evolving landscape of technology partnerships and advisory services. He shares valuable insights on how partners can differentiate themselves through verticalization, adapt to changing technology, and build sustainable practices in an AI-driven future. The conversation explores the nuances between different partner programs, marketplace strategies, and the critical elements that make partnerships successful in today's rapidly changing business environment.SponsorsPayhawk - https://unsage.promo/payhawkRho - https://unsage.promo/rho(00:00) - Introduction and Welcome
(00:28) - Meet...
2025-02-1446 min
The Unofficial Sage Intacct PodcastM&A, AI, and Industry EvolutionEmily, Doug, and Matt reflect on the transformative changes that shaped the accounting industry in 2024, from the surge in M&A activity to the evolving role of AI in firms of all sizes. They discuss Sage's rebranding of their flagship conference from "Transform" to "Future" and what it signals about the company's strategic direction. The conversation explores current industry challenges around staffing, compensation, and maintaining company culture, while offering insights into what firms should expect in 2025 and beyond.SponsorsPayhawk - https://unsage.promo/payhawk(00:00) - Welcome to The Unofficial Sage Intacct...
2025-01-3143 min
The Unofficial Sage Intacct PodcastMarketplace PartnersWe dive deep into the world of Sage Intacct's marketplace partners, exploring how these integrations and add-ons enhance the core platform's capabilities. From understanding the crucial differences between Marketplace Partners (MPPs) and Integrated Software Vendors (ISVs) to discovering niche solutions like utility billing software, we break down what organizations should consider when selecting partner solutions. The conversation also highlights valuable community resources like Partner Office Hours and the Sage Intacct Community, offering listeners practical insights for maximizing their Sage Intacct implementation.SponsorsPayhawk - https://unsage.promo/payhawk(00:00) - Welcome to The...
2025-01-1737 min
The Unofficial Sage Intacct PodcastReviews Unfiltered: The Good, Bad & BuggyMatt, Doug, and Emily dive into real G2 Crowd reviews of Sage Intacct, analyzing feedback from delighted champions to frustrated critics. They unpack common implementation challenges, explore the critical importance of partner selection, and share insights on what makes ERP projects succeed or stumble. The conversation highlights how proper expectation setting and clear communication can make or break a software implementation, regardless of the underlying technology.SponsorsPayhawk - https://unsage.promo/payhawk(00:00) - Welcome to The Unofficial Sage Intacct Podcast
(00:51) - Corrections from Previous Episode
(05:22) - Discussing Sage Intacct Reviews
(08:22...
2025-01-0358 min
The Unofficial Sage Intacct PodcastInside Sage's Latest Release NotesKaren Penhallegon joins the show to break down the latest release notes and share insights from her 8+ year journey with the platform, both pre and post Sage acquisition. The discussion covers major updates including enhanced AR statements, new list view capabilities, and significant improvements to construction features and employee expense management. Karen, Matt, Emily, and Doug explore how community feedback shapes Sage's development while providing practical insights into how these updates impact different industries and users.SponsorsBookkeep - https://unsage.promo/bookkeepCorpay - https://unsage.promo/corpay Avalara - https...
2024-12-1352 min
The Unofficial Sage Intacct PodcastNetSuite vs IntacctDoug leads a discussion with Matt and Emily about the key differences between NetSuite and Sage Intacct, challenging common misconceptions about company size and enterprise readiness. The conversation explores how implementation partners, industry-specific needs, and automation capabilities should drive ERP software decisions rather than revenue thresholds or employee count. SponsorsAvalara - https://unsage.promo/avalara Bookkeep - https://unsage.promo/bookkeep Corpay - https://unsage.promo/corpay(00:00) - Welcome to the Unofficial Sage Intacct Podcast
(00:35) - NetSuite vs Intacct: Initial Thoughts
(02:17) - History and Overview of NetSuite and Intacct
(04:03...
2024-11-2950 min
The Unofficial Sage Intacct PodcastBreaking Down Intuit Enterprise SuiteDoug, Emily, and Matt dissect Intuit's September 2024 release of their Enterprise Suite, examining how this cloud-enabled solution might impact the mid-market accounting software landscape. The discussion explores whether this move represents a defensive play to retain growing QuickBooks customers or a genuine competitive threat to established players like Sage Intacct and NetSuite. While many details about pricing and capabilities remain unclear.SponsorsCorpay - https://unsage.promo/corpayAvalara - https://unsage.promo/avalaraBookkeep - https://unsage.promo/bookkeep(00:00) - Welcome to The Unofficial Sage Intacct Podcast
(00:10) - Discussion...
2024-11-1540 min
The Unofficial Sage Intacct PodcastInside Sage Intacct's Implementation EvolutionGreg Ekker, VP of Professional Services at Sage Intacct, shares candid insights from his 19-year journey scaling implementations from a team of three to managing hundreds of concurrent projects. From explaining "what is cloud?" to delivering go-lives in as little as 30 days, Greg reveals how Sage Intacct's implementation methodology has evolved to meet changing customer needs. His stories of implementation successes, challenges, and future innovations provide a fascinating glimpse into the world of cloud financial software deployment.SponsorsBookkeep - https://unsage.promo/bookkeepCorpay - https://unsage.promo/corpay Avalara...
2024-10-3153 min
The Unofficial Sage Intacct PodcastChoosing the Right ERPDoug, Matt, and Emily dive into frequently asked questions about Sage Intacct, covering everything from pricing and implementation to comparisons with competitors like NetSuite. They discuss the challenges of moving from Excel to an ERP system, particularly for nonprofits managing grants. The hosts also share insights on selecting the right accounting software for client accounting services (CAS) practices and touch on how accounting systems factor into M&A transactions.SponsorsAvalara - https://unsage.promo/avalara Bookkeep - https://unsage.promo/bookkeep Corpay - https://unsage.promo/corpay(00:00) - Welcome...
2024-10-1847 min
The Unofficial Sage Intacct PodcastSage's AI VisionDoug, Emily, and Matt dive into Sage's artificial intelligence initiatives, discussing key features like GL outlier detection, AP automation, and the upcoming Sage Copilot. They explore how AI is transforming accounting processes, from enabling continuous close to enhancing decision-making capabilities. The conversation touches on the ethical considerations of AI in finance and speculates on the future impact of these technologies on the accounting profession.SponsorsCorpay - https://unsage.promo/corpayAvalara - https://unsage.promo/avalaraBookkeep - https://unsage.promo/bookkeep(00:00) - Welcome to the Unofficial Sage Intaact...
2024-10-0349 min
The Unofficial Sage Intacct PodcastWhen and Why to Consider Sage IntacctThis episode explores the journey of evaluating and implementing Sage Intacct for mid-market businesses. Emily, Matt, and Doug discuss common pain points that drive companies to seek new accounting software, provide insights into the buying process, and share tips for evaluating both vendors and implementation partners. They also delve into Sage Intacct's strengths in areas like multi-entity management, cloud-based solutions, and dynamic allocations, offering valuable guidance for businesses considering a software upgrade.SponsorsBookkeep - https://unsage.promo/bookkeepCorpay - https://unsage.promo/corpay Avalara - https://unsage.promo/avalara
2024-09-1942 min
The Unofficial Sage Intacct PodcastAccounting 1.0 to 3.0Dan Hood, editor-in-chief of Accounting Today, joins Doug and Emily to discuss the past, present, and future of the accounting profession. They explore how the role of accountants has evolved from compliance-focused work to more advisory services, and examine the impact of technology and changing educational requirements on the field. Dan shares his insights on emerging trends like ESG reporting and the increasing diversity of skill sets within accounting firms, offering a glimpse into what "Accountant 3.0" might look like in the coming years.SponsorsAvalara - https://unsage.promo/avalara Bookkeep - https...
2024-09-0548 min
The Unofficial Sage Intacct PodcastData Harmony: Blending Integration with Erik NeilssenErik Neilssen of DataBlend joins the show to discuss the evolving landscape of data integration in finance and accounting. Erik shares insights on DataBlend's partnership with Sage Intacct, the power of DataFlow, and how their solutions are streamlining processes for businesses across industries.SponsorsCorpay - https://unsage.promo/corpayAvalara - https://unsage.promo/avalaraBookkeep - https://unsage.promo/bookkeep(00:00) - Welcome to The Unofficial Sage Intaact Podcast
(00:37) - Meet the Guest: Erik Nelson
(03:26) - Understanding DataBlend
(08:23) - DataBlend's Integration with Sage Intacct
(20:50) - Theater and Personal Anecdotes
(24:40...
2024-08-2351 min
The Unofficial Sage Intacct PodcastLatest Sage Release NotesDive into the world of Sage Intacct's latest product release notes with hosts Doug, Emily, and Matt. This episode breaks down key updates across four main areas: strengthened financials, industry insights, ease of use, and platform power. The hosts explore exciting new features like enhanced project reporting, construction-specific improvements, and revamped list views, while also discussing Sage's strategic partnerships and acquisitions.SponsorsBookkeep - https://unsage.promo/bookkeepCorpay - https://unsage.promo/corpay Avalara - https://unsage.promo/avalara(00:09) - Welcome to The Unofficial Sage Intacct Podcast
(00:38) - Diving...
2024-08-1652 min
The Unofficial Sage Intacct PodcastSage 101: Understanding the Players and ProductsIn this episode, hosts Doug, Emily, and Matt dive deep into the Sage ecosystem, explaining key players like VARs and SIAPs, and discussing Sage's core accounting products. They provide insights on Sage 50, Sage 100, Sage Intacct, and X3, comparing their strengths and use cases. The hosts also touch on marketplace partners and how they extend Sage's functionality. This episode offers a comprehensive overview of Sage's offerings, perfect for both newcomers and seasoned users looking to expand their understanding of the Sage landscape.SponsorsAvalara - https://unsage.promo/avalara Bookkeep - https://unsage.promo...
2024-08-0356 min
The Unofficial Sage Intacct PodcastWelcome to the Unofficial Sage Intacct PodcastIn this inaugural episode, hosts Doug Lewis, Emily Madere, and Matthew Lescault introduce themselves and explain the purpose behind launching the Unofficial Sage Intacct Podcast. They discuss who should listen, what to expect in future episodes and their collective expertise in the Sage ecosystem. The hosts emphasize their commitment to providing valuable insights for Sage partners, customers, and end-users while keeping the content engaging and informative.SponsorsCorpay - https://unsage.promo/corpayAvalara - https://unsage.promo/avalaraBookkeep - https://unsage.promo/bookkeep(00:00) - Welcome to The Unofficial...
2024-07-2233 min