The Unofficial Sage Intacct Podcast

• (00:00) - Welcome to the show
• (00:39) - Salma officially joins as a host
• (01:56) - Two cities: who’s going where
• (03:11) - What is Sage Future for Partners?
• (03:56) - The Canadian contingent
• (07:26) - What PKO is really about
• (09:05) - Can’t-miss session: Women in Tech Leadership Breakfast
• (11:21) - Must-sees: main stage, X3, and HCM
• (13:47) - Attending both events and how regions differ
• (15:50) - Which event is more fun?
• (17:25) - Advice for newer partners
• (19:30) - Bold predictions: a shift in how Sage goes to market
• (20:54) - Speed to launch and faster implementations
• (22:14) - Cheaper implementations vs value
• (22:51) - From a three-horse race to eight
• (25:11) - Using AI and why data matters
• (26:34) - Doug’s dad joke
• (27:21) - Wrap-up: see you in Atlanta and Amsterdam

Connect with the Hosts:
https://www.linkedin.com/in/salma-kaida-9b894819/
https://www.linkedin.com/in/mattlescault/
https://www.linkedin.com/in/dlewis715/

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There’s a new voice at the UnSage table. Salma Kaida, partner at nuvemXP, joins Doug and Matt from Edmonton to make the show officially international. A former controller who found her calling onboarding acquisitions onto Sage Intacct, Salma explains why 75% of implementation work is people, why she can’t stand the word ERP, and why finance teams should stop being married to their history. She also reveals what US companies can learn from Canada’s approach to recoverable tax.

• (00:00) - Welcome: a new voice at the table
• (01:24) - Selling Canada in 30 seconds
• (04:10) - From controller to Sage Intacct consultant
• (06:27) - How nuvemXP started
• (07:46) - Sage conferences and Atlanta
• (09:40) - Why Salma hates the word ERP
• (13:13) - Listen first: 75% of the job is people
• (15:35) - Helping risk-averse accountants embrace change
• (16:40) - From QuickBooks and Sage 50 to multi-entity
• (19:43) - Don't be married to your history
• (22:29) - Where the industry is heading
• (24:31) - What US teams can learn from Canada
• (27:34) - Salma turns the tables on Matt and Doug
• (30:53) - Dream guests and the Sage roadmap
• (35:24) - One thing to do before you talk to a vendor
• (36:47) - The terrible mom joke and wrap up

Connect with the Hosts:
https://www.linkedin.com/in/salma-kaida-9b894819/
https://www.linkedin.com/in/mattlescault/
https://www.linkedin.com/in/dlewis715/

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Stuart Langer, Deputy CTO at Sage, says the biggest hidden cost of AI in finance is the time spent checking its work, which he calls the verification tax. A CPA by training, Stuart joins Doug and Matt to explain why AI tools that show their work beat flashy features, and what that means for finance jobs from staff accountant to CFO. He also makes a bold prediction about how accounting software will be built in the next six months.

• (00:00) - Podcast Welcome
• (00:38) - Meet Stuart Langer
• (01:47) - Why He Returned
• (03:58) - CPA To Tech Journey
• (10:11) - Teaching Future Accountants
• (12:46) - Understanding Verification Tax
• (15:38) - Building Trustworthy AI
• (18:21) - Humans In The Loop
• (21:19) - How Finance Jobs Shift
• (24:07) - Telemetry And Outliers
• (26:42) - AP Automation With AI
• (27:18) - Free OCR Changes AP
• (28:19) - Glass Box Versus Black Box
• (28:58) - IDC Trust Research
• (30:43) - Audit Trails Matter
• (31:32) - Teaching AI Fundamentals
• (33:51) - Chatbots Need Controls
• (36:45) - Differentiating ERP Trust
• (38:48) - Nonprofit Audit Agent
• (40:03) - Explaining AI At Scale
• (43:53) - Fiction In Training Data
• (46:42) - Six Month Agent Marketplaces
• (49:40) - Key Takeaways And Wrap

Connect with the Hosts:
https://www.linkedin.com/in/emilybmadere/
https://www.linkedin.com/in/mattlescault/
https://www.linkedin.com/in/dlewis715/

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In the second half of our conversation with Sage CTO Aaron Harris, Emily, Doug, and Matt set the tech talk aside to hear his origin story, from turning down investors for his own construction accounting software to joining Intacct as its first full-time developer just before the dot-com crash. Aaron explains how he ended up carrying the founder title after the company shrank from about 90 employees to 22, why selling to Sage beat going public in 2017, and why, after 26 years in the same job, his best career advice is to keep riding the wave you’re on.

Connect with the Hosts:
https://www.linkedin.com/in/emilybmadere/
https://www.linkedin.com/in/mattlescault/
https://www.linkedin.com/in/dlewis715/

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Sage CTO Aaron Harris joins Matt, Emily, and Doug, for the first of a two-part conversation, starting with the personal AI agents he runs at home (several named after Blade Runner characters) and what people should look at before handing an AI their personal data. He also explains why he thinks the SaaSpocalypse isn't coming for Sage Intacct, why AI agents need a platform like Intacct as much as human users do, and why developers who are 10 times more productive should mean 10 times more software instead of fewer jobs.

• (00:00) - Episode Preview
• (00:56) - Note Taking Habits
• (02:12) - Building Personal Agents
• (03:40) - Blade Runner Inspired Names
• (06:38) - Holmes Memory Agent
• (07:34) - Privacy And Data Control
• (10:04) - Sage Copilot Naming
• (12:17) - AI Team And Code Legacy
• (15:19) - SaaSpocalypse And Platforms
• (18:57) - AI Workforce Reality Check
• (22:12) - Sage Strategy And Stability
• (24:39) - Founder Advice And Closing

Connect with the Hosts:
https://www.linkedin.com/in/emilybmadere/
https://www.linkedin.com/in/mattlescault/
https://www.linkedin.com/in/dlewis715/

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Join us on this bonus episode where Matt talked to Jessie Gu, Business Development Manager for Sage Intacct Advisory, about how firms can package and price client advisory services, build the right tech stack to scale, and put AI to real use in CAS delivery. Matt draws on 20 years running TydeCo to explain why verticalization and industry specialization (think nonprofit, healthcare, and financial services) separate firms that turn CAS into real recurring revenue from those still stuck doing transactional work. They also dig into Sage's AI close and financial agents and how firms can practically deploy AI without losing the human judgment behind it.

• (00:00) - Welcome and Agenda
• (01:12) - Meet Matt and TydeCo Story
• (03:59) - What Sets SIA Apart
• (05:21) - Packaging CAS for Value
• (09:24) - Vertical Niches and Fit
• (11:59) - Client Readiness Signals
• (19:31) - Nonprofit Success Story
• (22:27) - Pricing Models and Value
• (30:11) - Why Sage Intacct Works
• (33:56) - Program Benefits and Enablement
• (38:14) - Dashboards and Reporting Layers
• (41:16) - Beyond Implementation Support
• (44:02) - AI That Actually Matters
• (48:36) - New AI Agents Explained
• (50:41) - Will AI Replace Accountants
• (52:33) - Live Q&A Change Management
• (56:27) - What to Automate First
• (57:29) - Wrap Up and Credits

Connect with the Hosts:
https://www.linkedin.com/in/emilybmadere/
https://www.linkedin.com/in/mattlescault/
https://www.linkedin.com/in/dlewis715/

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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/

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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/

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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/

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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/

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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/

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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/

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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/

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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/

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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/

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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/

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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/

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Download the Earmark App
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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
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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
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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