The Unofficial Sage Intacct Podcast

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,...

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 bu...

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 da...

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...

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 p...

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 ses...

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: htt...

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...

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 staf...

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...

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 slo...

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...

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...

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 evol...

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 y...

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 reli...

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 th...

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 c...

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 starti...

Michael 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 tu...

Mark 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 reveal...

Steve 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-...

Michael 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 abou...

Three-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 perspec...

Barrett 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 pow...