The Unofficial Sage Intacct Podcast

BONUS: Discover the Modern CAS Practice: A Scalable, AI-Ready Advisory Offering in 2026

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 advisor

Why Accounting Firms Can't Find Time to Transform

Donny Shimamoto, founder of IntrapriseTechKnowlogies and the Center for Accounting Transformation, joins Matt, Doug, and Emily to talk about why time, not technology, is

Beyond the Prompt: Ellen Choi on Firm-Wide AI Enablement

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 experimen

Why Sage Is Building Its Own AI Instead of Just Plugging In an LLM

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

A CFO Who Chose Intacct on Day One (And Would Do It Again)

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

Trust Arrives on Foot: Sage's AI Philosophy with Manav Thiara

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 w

The 2026 Nonprofit Outlook: What the Data Actually Says

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 repor

Mark Hickman on AI, Adoption, and Why 70% Right Isn't Good Enough

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

Holy Moly, We're Back

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 tech

Looking Ahead: Sage Partner Events, AI Reality Checks, and Predictions

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 cover

From Chaos to Clarity: Transforming Healthcare Finance

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.

Why a $3M Construction Company Chose Sage Intacct

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 ove

The Mid-Market Integration Sweet Spot

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-proj

MineralTree Partnership, AI Close Workspace & Enhanced Time Tracking

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

Who Are We? Meet Doug, Emily, and Matt

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, Emi

How Bill is Redefining Financial Automation

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

Intuit Enterprise Suite vs. Sage Intacct: The Real Comparison

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 Mat

Sage Intacct's Latest Release Deep Dive

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 exp

AI-Powered Construction: From Blueprint Analysis to Bid Management

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

From Tactical to Strategic: Dan Miller on AI-Powered Finance

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 fund