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
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Erik Neilssen of DataBlend joins the show to discuss the evolving landscape of data integration in finance and accounting. Erik shares insights on DataBlend's partnership with Sage Intacct, the power of DataFlow, and how their solutions are streamlining processes for businesses across industries.

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
• (00:37) - Meet the Guest: Erik Nelson
• (03:26) - Understanding DataBlend
• (08:23) - DataBlend's Integration with Sage Intact
• (19:06) - Theater and Personal Anecdotes
• (22:56) - DataFlow Explained
• (30:30) - Implementing DataBlend
• (31:18) - Streamlining Implementation with Wizards and Templates
• (33:14) - Unique Client Stories and Custom Solutions
• (33:50) - The Core Value of DataBlend: Transforming Financial Data
• (35:42) - Expanding Value with Robust Connections
• (36:41) - Client Base and Industry Focus
• (40:44) - Low-Code Integration Approach
• (44:08) - Community and Ecosystem Collaboration
• (47:08) - Differentiating DataBlend in the Market
• (50:27) - Exploring Integration Solutions
• (53:39) - Closing Remarks and Lighthearted Banter

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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Dive into the world of Sage Intacct's latest product release notes with hosts Doug, Emily, and Matt. This episode breaks down key updates across four main areas: strengthened financials, industry insights, ease of use, and platform power. The hosts explore exciting new features like enhanced project reporting, construction-specific improvements, and revamped list views, while also discussing Sage's strategic partnerships and acquisitions.

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

• (00:09) - Welcome to The Unofficial Sage Intacct Podcast
• (00:38) - Diving into Product Release Notes
• (03:28) - Strengths in Financials
• (05:47) - Reporting Capabilities
• (11:56) - Nonprofit and Construction Insights
• (16:08) - Bank Matching and Automation
• (19:15) - Construction Enhancements
• (24:05) - Introduction to Sage Construction Management (SCM)
• (25:35) - Sage Field Operations: A Game Changer for Project-Based Businesses
• (28:38) - Donor Perfect: Enhancing Nonprofit Management
• (30:44) - Sage Intact's Versatility Across Industries
• (32:29) - The Role of Customer Reviews in Product Evaluation
• (33:28) - Sage Intact's Competitive Edge in SaaS
• (36:55) - Exploring Sage's Strategic Acquisitions
• (41:58) - Platform Power: New Features and Enhancements
• (45:59) - Ease of Use: Intelligent Time and Fixed Assets
• (49:40) - Conclusion and Upcoming Episodes

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In this episode, hosts Doug, Emily, and Matt dive deep into the Sage ecosystem, explaining key players like VARs and SIAPs, and discussing Sage's core accounting products. They provide insights on Sage 50, Sage 100, Sage Intacct, and X3, comparing their strengths and use cases. The hosts also touch on marketplace partners and how they extend Sage's functionality. This episode offers a comprehensive overview of Sage's offerings, perfect for both newcomers and seasoned users looking to expand their understanding of the Sage landscape.

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
• (00:36) - Setting the Stage: Today's Agenda
• (00:52) - Diving into the Sage Ecosystem
• (02:12) - Understanding VARs: Value-Added Resellers
• (08:20) - The Role of SIAPs in the Sage Ecosystem
• (18:13) - Exploring ASPs: Authorized Services Partners
• (23:56) - Core Sage Products: An Overview
• (27:15) - The Shift to Cloud: QuickBooks vs. Sage 50
• (31:00) - Sage 100: Transitioning to Intacct
• (35:37) - Understanding Sage Intacct
• (44:04) - Sage X3: Enterprise Manufacturing and Distribution
• (48:42) - Marketplace Partners and Integration
• (53:21) - Final Thoughts and Future Directions

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In this inaugural episode, hosts Doug Lewis, Emily Madere, and Matthew Lescault introduce themselves and explain the purpose behind launching the Unofficial Sage Intacct Podcast. They discuss who should listen, what to expect in future episodes and their collective expertise in the Sage ecosystem. The hosts emphasize their commitment to providing valuable insights for Sage partners, customers, and end-users while keeping the content engaging and informative.

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

• (00:00) - Welcome to The Unofficial Sage Intacct Podcast
• (00:32) - Meet the Hosts
• (01:09) - Podcast Purpose and Goals
• (02:04) - Emily's Introduction and Role
• (02:54) - Acronym Fund and Rules
• (04:30) - Matt's Introduction and Role
• (05:17) - Why This Podcast?
• (14:31) - Target Audience
• (23:46) - Expectations and Future Content
• (30:01) - Closing Remarks and Dad Joke

Download the Earmark App
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