Karen 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.

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Avalara - https://unsage.promo/avalara

• (00:00) - Welcome to the Unofficial Sage Intacct podcast
• (00:53) - Matt's UK Adventures
• (01:29) - Introducing Karen Penhallegon
• (02:19) - Karen's Journey in Accounting and ERP
• (04:06) - Sage Intacct: Pre and Post Acquisition
• (07:51) - Sage Copilot and AI Innovations
• (14:08) - Release Notes and Key Updates
• (18:21) - Enhanced AR Statements and Community Driven Updates
• (26:44) - Control and Compliance: 1099 Filing
• (30:38) - Platform Efficiency Updates
• (36:43) - Retainage Feature Expansion
• (47:52) - Continental Utility Integration
• (50:49) - Employee Expenses Overhaul
• (55:16) - Closing Remarks 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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Bookkeep - https://unsage.promo/bookkeep
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Doug 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.

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• (00:00) - Welcome to the Unofficial Sage Intacct Podcast
• (00:35) - NetSuite vs Intact: Initial Thoughts
• (02:17) - History and Overview of NetSuite and Intact
• (04:03) - Comparing User Experiences
• (11:33) - NetSuite's Sales Tactics and Support Issues
• (21:22) - Dynamic Allocations: Intact vs NetSuite
• (27:40) - Personal Experiences: Choosing Between NetSuite and Intacct
• (29:50) - Evaluating Software Based on Needs, Not Size
• (32:44) - Common Misconceptions About Enterprise Solutions
• (38:51) - Cost vs. Value: The True Cost of Implementation
• (43:49) - The Importance of Automation in Accounting
• (46:30) - Final Thoughts and Disagreements
• (47:47) - Dad Joke and Future Plans

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Bookkeep - https://unsage.promo/bookkeep

Doug, 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.

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• (00:00) - Welcome to The Unofficial Sage Intacct Podcast
• (00:10) - Discussion on QuickBooks Enterprise Solutions
• (01:41) - Intuit Enterprise Suite vs. Competitors
• (04:42) - Multi-Entity Management and Cloud Solutions
• (13:01) - Pricing and Market Strategy
• (32:57) - Integration and Payroll Solutions
• (36:55) - Final Thoughts and Recommendations
• (38:39) - Closing Remarks and Humor

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Greg 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.

Sponsors
Bookkeep - https://unsage.promo/bookkeep
Corpay - https://unsage.promo/corpay
Avalara - https://unsage.promo/avalara

• (00:00) - Welcome Greg Ekker to the Show
• (00:52) - Greg's Professional Journey
• (04:21) - Early Days at Sage Intacct
• (07:48) - Challenging Implementations
• (20:57) - Implementation Methodologies and Best Practices
• (27:53) - The Challenge of Implementation
• (29:36) - Fastest Implementation Stories
• (32:29) - Speed to Delivery and Customer Success
• (42:48) - Balancing Partner and Internal Projects
• (45:35) - Aligning Partners with Customers
• (49:07) - Why Sage Intacct
• (50:40) - Closing and Dad Joke

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Doug, 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.

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• (00:00) - Welcome to the Unofficial Sage Intaact Podcast
• (01:49) - Q&A: Are We Trying to Sell You Intacct?
• (03:58) - Understanding the Cost of Sage Intacct
• (12:26) - Navigating the Implementation Process
• (17:54) - Is It Time to Switch from Excel to Sage?
• (25:39) - Running a CAS Practice: Focus or Diversify?
• (26:59) - Exploring ERP Platforms: QuickBooks, Intacct, and More
• (29:30) - Challenges of Multi-ERP Practices
• (32:33) - Intacct vs. NetSuite: A Comparative Discussion
• (37:03) - The Role of Accounting Systems in M&A Transactions
• (42:17) - Favorite Sage Marketplace Partners
• (45:22) - Dad Joke and Wrap Up

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Doug, 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.

Sponsors
Corpay - https://unsage.promo/corpay
Avalara - https://unsage.promo/avalara
Bookkeep - https://unsage.promo/bookkeep

• (00:00) - Welcome to the Unofficial Sage Intaact Podcast
• (00:32) - Conference Experiences and Observations
• (02:44) - Favorite Conferences
• (04:09) - Continuous Accounting and AI Innovations
• (16:48) - The Fear Around AI
• (18:53) - The Ethics of AI in Accounting
• (24:05) - Practical AI Applications in Sage Intact
• (32:35) - Integrating Third-Party Products into Sage Network
• (34:53) - Introduction to Sage Copilot
• (40:59) - Future of AI in Accounting
• (47:06) - Mergers and Acquisitions in the AI Space
• (49:25) - Fun Anecdotes and Closing Remarks

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This 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.

Sponsors
Bookkeep - https://unsage.promo/bookkeep
Corpay - https://unsage.promo/corpay
Avalara - https://unsage.promo/avalara

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Dan 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.

Sponsors
Avalara - https://unsage.promo/avalara
Bookkeep - https://unsage.promo/bookkeep
Corpay - https://unsage.promo/corpay

• (00:00) - Welcome to the Unofficial Sage Intacct Podcast
• (00:33) - Meet Dan Hood: Editor in Chief of Accounting Today
• (01:47) - The Evolution of the Accounting Profession
• (08:11) - Accountant 1.0: The Traditional Accountant
• (14:55) - Technological Shifts in Accounting
• (18:25) - Accountant 2.0: The Modern Accountant
• (22:30) - The Future of Accounting Technology
• (28:38) - Challenges in Accounting Education
• (28:57) - The Talent Shortage in Accounting
• (29:15) - Accounting Education and the Pipeline Problem
• (30:21) - Impact of Technology and Finance on Accounting
• (35:44) - Accountant 3.0
• (40:59) - The Role of ESG in Accounting
• (46:34) - Conclusion and Final Thoughts

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