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  • How Bill is Redefining Financial Automation
    2025/08/08

    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

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    45 分
  • Intuit Enterprise Suite vs. Sage Intacct: The Real Comparison
    2025/07/25

    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
    • (26:18) - Strengths and Weaknesses of Sage Intacct
    • (31:24) - Areas for Improvement in Sage Intacct
    • (34:28) - Industry-Specific Recommendations
    • (38:34) - Module-by-Module Comparison
    • (44:34) - Scoring Intuit and Sage Intacct
    • (47:15) - 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
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    Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

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    53 分
  • Sage Intacct's Latest Release Deep Dive
    2025/07/11

    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
    • (14:35) - Financial Reporting Enhancements
    • (17:19) - Fixed Assets Updates
    • (18:01) - Fixed Asset Module Updates
    • (18:24) - Regional Tax Compliance Enhancements
    • (19:59) - Enhanced List Experience and Import Service
    • (22:48) - Industry Insights: Nonprofit and Healthcare
    • (25:41) - Construction and Project Management Updates
    • (28:44) - Automation Capabilities and AP Automation
    • (37:43) - 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
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    Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

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    40 分
  • AI-Powered Construction: From Blueprint Analysis to Bid Management
    2025/07/08

    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

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    35 分
  • From Tactical to Strategic: Dan Miller on AI-Powered Finance
    2025/06/13

    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
    • (10:13) - Building Trust in AI
    • (17:16) - Sage X3 and Copilot Integration
    • (20:49) - Configuration vs. Custom Development
    • (22:37) - Understanding Sage AI Copilot
    • (24:01) - Clarifying Misconceptions About Copilot
    • (26:11) - AI in Healthcare and Compliance
    • (27:19) - Ensuring Accuracy in AI Solutions
    • (29:26) - Upcoming Sage Events
    • (30:33) - Engaging with Partners
    • (32:36) - Fun and Personal Insights
    • (37:07) - 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
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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

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    40 分
  • Live from San Diego: Global Talent, Local Growth
    2025/05/30

    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

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    34 分
  • Navigating Nonprofit Uncertainty
    2025/05/23

    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 turbulent moment might actually be the perfect time for nonprofits to modernize their financial systems.

    Sponsors
    Payhawk - https://unsage.promo/payhawk


    Sage'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
    https://www.linkedin.com/in/michaelfblanton

    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

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    45 分
  • From Transform to Future
    2025/05/10

    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 revealed at the event.

    Sponsors
    Payhawk - 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 Event Overview
    • (15:50) - Exciting Announcements and Sage Copilot
    • (19:45) - Sage HR and Payroll Insights
    • (24:33) - Teasers for Sage Future Event
    • (28:13) - Marketplace Partners and Event Highlights
    • (30:07) - Tips for Maximizing Your Event Experience
    • (33:52) - Reasons People Should Go to Sage Future
    • (40:13) - Rapid Fire Questions and Fun Facts
    • (43:43) - Wrap-up and Dad Joke

    Connect with Mark Hickman
    https://ca.linkedin.com/in/markhickman72

    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

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    45 分