The Unofficial Sage Intacct Podcast

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, Intacct, and Salesforce to prepare his company for AI integration.SponsorsAssembly - https://unsage.promo/assembly(00:00) - Welcome to The Unofficial Sage Intacct Podcast (00:19) - Introducing Josh Smyser (00:37) - Journey with Sage Intacct (05:05) - Josh's Background and Family Business (20:28) - Challenges and Growth in the Business (27:04) - Navigating Market Challenges (28:35) - Adapting to Market Changes (30:30) - Winning High-Value Projects (34:09) - Transition to Intacct (36:12) - Implementation Challenges (39:00) - Integrating Modern Systems (44:24) - Future Growth and AI Integration (48:43) - Final Thoughts and Future Plans Connect with Josh Smyserhttps://www.tnttuckpointing.com/https://www.linkedin.com/in/joshua-smyser-91016015Connect with the Hosts:https://www.linkedin.com/in/emilybmaderehttps://www.linkedin.com/in/mattlescaulthttps://www.linkedin.com/in/dlewis715Get free CPE for listening to this podcasthttps://www.earmark.appDownload the Earmark AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

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 slow despite the marketing hype.(00:00) - Introduction and Banter (01:18) - Guest Introduction: Scott Hollrah from Venn Technology (01:49) - Discussing Venn Technologies and Integration (02:45) - Footwear and Office Culture (05:49) - Sage Intacct Marketplace Overview (07:13) - Venn Technologies' Client Base and Services (11:56) - Advanced CRM Integration vs. Custom Solutions (17:18) - Real-World Integration Challenges (22:52) - Common Challenges in Software Implementation (23:24) - The Importance of Automation (26:05) - A Rewarding Success Story (28:58) - The Role of AI in Automation (34:20) - Future of Integration and AI (36:57) - The Mid-Market and iPaaS (40:09) - AI Failures and Critical Thinking (46:16) - Dad Jokes and Closing Remarks Learn about Venn Technology https://venntechnology.com/Connect with the Hosts:https://www.linkedin.com/in/emilybmaderehttps://www.linkedin.com/in/mattlescaulthttps://www.linkedin.com/in/dlewis715Get free CPE for listening to this podcasthttps://www.earmark.appDownload the Earmark AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

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 all users to validate their email domains.(00:00) - Welcome to the Unofficial Sage Intacct Podcast (03:37) - Release Notes Overview (06:11) - Customer Ideas and Enhancements (13:11) - Save Time Features (17:10) - Understanding Sage's New Payment Features (18:39) - Enhancements in Purchasing and Matching Tolerances (21:58) - Optimizing Business with Project and Construction Updates (22:40) - Revenue Recognition Improvements (24:43) - Sage's Acquisition of File and Its Implications (27:25) - Customer Ideas and Future Predictions (32:35) - Closing Thoughts and Dad Joke Connect with Karen:https://www.linkedin.com/in/karen-penhallegon-a14a034bhttps://www.eisneramper.com/about-us/professional-directory/karen-penhallegonConnect with the Hosts:https://www.linkedin.com/in/emilybmaderehttps://www.linkedin.com/in/mattlescaulthttps://www.linkedin.com/in/dlewis715Get free CPE for listening to this podcasthttps://www.earmark.appDownload the Earmark AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

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 finishing the year strong.(00:00) - Welcome to The Unofficial Sage Intacct Podcast (01:21) - Getting to Know Each Other (08:38) - Professional Updates and Travel Plans (11:08) - Origins of the Podcast (16:54) - Reflections and Future Outlook (21:44) - Challenges in 2025: Breaking Through Glass Ceilings (22:50) - Leadership and Imposter Syndrome (24:33) - Magic: The Gathering and Early Entrepreneurship (30:56) - Finishing 2025 Strong: Goals and Plans (38:19) - Advice for a Strong Finish to 2025 (40:24) - Closing Thoughts and Dad Jokes Connect with the Hosts:https://www.linkedin.com/in/emilybmaderehttps://www.linkedin.com/in/mattlescaulthttps://www.linkedin.com/in/dlewis715Download the Earmark AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

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/emilybmaderehttps://www.linkedin.com/in/mattlescaulthttps://www.linkedin.com/in/dlewis715Get free CPE for listening to this podcasthttps://www.earmark.appDownload the Earmark AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

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.SponsorsPayhawk - 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/emilybmaderehttps://www.linkedin.com/in/mattlescaulthttps://www.linkedin.com/in/dlewis715Get free CPE for listening to this podcasthttps://www.earmark.appDownload the Earmark AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

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.SponsorsPayhawk - 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/emilybmaderehttps://www.linkedin.com/in/mattlescaulthttps://www.linkedin.com/in/dlewis715Get free CPE for listening to this podcasthttps://www.earmark.appDownload the Earmark AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

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/juliechoiadamsConnect with the Hosts:https://www.linkedin.com/in/emilybmaderehttps://www.linkedin.com/in/mattlescaulthttps://www.linkedin.com/in/dlewis715Get free CPE for listening to this podcasthttps://www.earmark.appDownload the Earmark AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

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.SponsorsPayhawk - 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 Millerhttps://www.linkedin.com/in/danielgmillerConnect with the Hosts:https://www.linkedin.com/in/emilybmaderehttps://www.linkedin.com/in/mattlescaulthttps://www.linkedin.com/in/dlewis715Get free CPE for listening to this podcasthttps://www.earmark.appDownload the Earmark AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

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/dariograssinihttps://www.linkedin.com/in/frankplongobardihttps://www.linkedin.com/in/daniel-hood-3494ab49 Connect with the Hosts:https://www.linkedin.com/in/emilybmaderehttps://www.linkedin.com/in/mattlescaulthttps://www.linkedin.com/in/dlewis715

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.SponsorsPayhawk - https://unsage.promo/payhawkSage'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 Blantonhttps://www.linkedin.com/in/michaelfblantonConnect with the Hosts:https://www.linkedin.com/in/emilybmaderehttps://www.linkedin.com/in/mattlescaulthttps://www.linkedin.com/in/dlewis715Get free CPE for listening to this podcasthttps://www.earmark.appDownload the Earmark AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

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. SponsorsPayhawk - 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 Hickmanhttps://ca.linkedin.com/in/markhickman72Connect with the Hosts:https://www.linkedin.com/in/emilybmaderehttps://www.linkedin.com/in/mattlescaulthttps://www.linkedin.com/in/dlewis715Get free CPE for listening to this podcasthttps://www.earmark.appDownload the Earmark AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

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-oriented Intacct implementations, while highlighting how regional market differences shape ERP strategy and adoption around the world.SponsorsPayhawk - https://unsage.promo/payhawk(00:00) - Welcome to The Unofficial Sage Intacct Podcast (00:56) - Introducing Steve Howe and Times Three Technologies (03:35) - Achievements and Awards (07:08) - Partner Collaboration and Ethics (11:29) - Deep Dive: Sage Intacct vs. X3 (23:52) - Client Requirements and Product Differentiation (25:51) - Challenges with Marketplace Add-Ons (27:35) - Customization and Development in X3 (29:41) - Client Discovery and Decision Making (34:40) - Regional Market Differences (49:54) - Importance of Customer Relationships (51:12) - Conclusion and Final Thoughts Connect with Steve Howehttps://za.linkedin.com/in/stephen-howe-44aa521Connect with the Hosts:https://www.linkedin.com/in/emilybmaderehttps://www.linkedin.com/in/mattlescaulthttps://www.linkedin.com/in/dlewis715Get free CPE for listening to this podcasthttps://www.earmark.appDownload the Earmark AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

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 about the most challenging tax scenarios, from software's evolving taxability to the complexities of state-specific regulations and even the different tax treatments of sliced versus unsliced bagels in New York.SponsorsPayhawk - https://unsage.promo/payhawk(00:00) - Welcome to The Unofficial Sage Intacct Podcast (01:09) - Meet Michael from Avalara (06:31) - Avalara's Role and Services (12:04) - Global Reach and Challenges (13:27) - Integration with Sage Intacct (20:03) - Avalara's Comprehensive Tax Solutions (26:28) - The Importance of Tax Compliance Solutions (27:29) - Challenges in Manual Tax Compliance (28:45) - Automating Tax Compliance with Avalara (29:40) - The Role of Finance Teams in Tax Compliance (32:06) - Complexities of Tax Jurisdictions (35:48) - Avalara's Integration and Human Component (40:25) - Challenging Tax Jurisdictions (45:24) - The Complexity of Software Taxation (48:34) - Concluding Thoughts and Dad Joke Connect with Michael Huletthttps://www.linkedin.com/in/michael-hulettConnect with the Hosts:https://www.linkedin.com/in/emilybmaderehttps://www.linkedin.com/in/mattlescaulthttps://www.linkedin.com/in/dlewis715Get free CPE for listening to this podcasthttps://www.earmark.appDownload the Earmark AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

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 perspective as a Partner Account Manager provides valuable insights into how Sage is positioning itself as the end-to-end solution for construction firms worldwide.SponsorsPayhawk - https://unsage.promo/payhawk(00:00) - Welcome to The Unofficial Sage Intacct Podcast (01:20) - Role of a Partner Account Manager (03:26) - Managing Partners and Expertise (10:29) - Sage's Focus on Construction (16:08) - Sage Construction Management vs. CRE (20:45) - Technology Adoption in Construction (21:03) - Embracing Technology in Construction (23:57) - The Evolution of Sage Products (26:45) - Sage's Strategic Acquisitions (35:14) - Global Expansion and Future Goals (38:35) - Choosing Between Timberline and Intacct (40:02) - Challenges and Considerations for Construction Firms (42:53) - Closing Remarks and Dad Jokes Connect with Angela Nelson:https://www.linkedin.com/in/angela-nelson-64b13723Connect with the Hosts:https://www.linkedin.com/in/emilybmaderehttps://www.linkedin.com/in/mattlescaulthttps://www.linkedin.com/in/dlewis715Get free CPE for listening to this podcasthttps://www.earmark.appDownload the Earmark AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

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 power of connected systems, data-driven decision making, and how Ramp's all-in-one solution is helping companies optimize not just their money but their time.SponsorsPayhawk - https://unsage.promo/payhawk(00:00) - Introduction and Generator Story (04:00) - Barrett King's Professional Journey (05:45) - Transition to Ramp (11:54) - Ramp's Value Proposition (14:12) - Innovative Features and Future Prospects (20:40) - The Future of Procurement and Sales (25:10) - The Concept of an All-in-One Solution (26:18) - Real-World Use Cases and Optimization (29:14) - Automation and Personal Experiences (32:22) - Change Management and Industry Shifts (37:25) - Future of Ramp and Global Expansion (38:26) - Closing Thoughts and Dad Jokes Connect with Barrett King:https://www.linkedin.com/in/barrettjkingConnect with the Hosts:https://www.linkedin.com/in/emilybmaderehttps://www.linkedin.com/in/mattlescaulthttps://www.linkedin.com/in/dlewis715Get free CPE for listening to this podcasthttps://www.earmark.appDownload the Earmark AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Karen Penhallegon is back to help Doug and Emily break down Sage Intacct's latest release notes. The team explores key updates to multi-currency capabilities, AP automation with purchasing integration, and the introduction of Co-Pilot AI features. They unpack how these changes impact different industries, with particular focus on healthcare's new clinical e-procurement solution and improved lending management functionality.SponsorsPayhawk - https://unsage.promo/payhawkRho - https://unsage.promo/rho(00:00) - Welcome to the Unofficial Sage Intacct Podcast (00:38) - Release Notes Overview (01:30) - Deep Dive into Release Notes (03:23) - Strength and Financials Updates (07:05) - AP Automation Enhancements (13:32) - Platform Scalability Improvements (21:01) - Industry Insights and Healthcare Focus (25:16) - Speculation and Humor (26:04) - Sage Intacct Lending Management (28:46) - Project Views and Usability Updates (30:59) - AI and Automation in Accounting (32:04) - Compliance Updates and AP Bill Approvals (34:25) - Co-Pilot Features and Benefits (42:06) - Closing Remarks and Dad Joke Connect with Karen:https://www.linkedin.com/in/karen-penhallegon-a14a034bhttps://www.eisneramper.com/about-us/professional-directory/karen-penhallegonConnect with the Hosts:https://www.linkedin.com/in/emilybmaderehttps://www.linkedin.com/in/mattlescaulthttps://www.linkedin.com/in/dlewis715Get free CPE for listening to this podcasthttps://www.earmark.appDownload the Earmark AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Juha Harkonen, VP of Partners and Operations at Sage, provides an insider's perspective on the evolving landscape of technology partnerships and advisory services. He shares valuable insights on how partners can differentiate themselves through verticalization, adapt to changing technology, and build sustainable practices in an AI-driven future. The conversation explores the nuances between different partner programs, marketplace strategies, and the critical elements that make partnerships successful in today's rapidly changing business environment.SponsorsPayhawk - https://unsage.promo/payhawkRho - https://unsage.promo/rho(00:00) - Introduction and Welcome (00:28) - Meet the Guest: Juha Harkonen (00:53) - Roles and Responsibilities at SAGE (02:31) - Career Journey and Partner Ecosystem (13:31) - Advisory Services and Business Growth (27:13) - ISVs and MPPs Explained (36:04) - Partner Ecosystem and Collaboration (42:02) - Upcoming Topics and Conclusion Connect with Juha:https://www.linkedin.com/in/juhahConnect with the Hosts:https://www.linkedin.com/in/emilybmaderehttps://www.linkedin.com/in/mattlescaulthttps://www.linkedin.com/in/dlewis715Get free CPE for listening to this podcasthttps://www.earmark.appDownload the Earmark AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Emily, Doug, and Matt reflect on the transformative changes that shaped the accounting industry in 2024, from the surge in M&A activity to the evolving role of AI in firms of all sizes. They discuss Sage's rebranding of their flagship conference from "Transform" to "Future" and what it signals about the company's strategic direction. The conversation explores current industry challenges around staffing, compensation, and maintaining company culture, while offering insights into what firms should expect in 2025 and beyond.SponsorsPayhawk - https://unsage.promo/payhawk(00:00) - Welcome to The Unofficial Sage Intacct Podcast (01:11) - Reflecting on 2024: A Transformative Year (03:44) - Personal and Professional Growth (06:58) - Generational Perspectives and Personal Anecdotes (09:04) - Sage Transform to Sage Future: What's Changing? (15:10) - Industry Trends and M&A Strategies (21:13) - Industry-Wide Staffing Challenges (22:46) - Navigating Economic Cycles (23:51) - Maintaining Company Culture (24:55) - Sales Pipeline Insights (25:48) - M&A Trends and Firm Valuations (29:59) - The Role of AI in Accounting (38:16) - Upcoming Events and Podcast Goals (41:22) - Closing Remarks and Dad Jokes Connect with the Hosts:https://www.linkedin.com/in/emilybmaderehttps://www.linkedin.com/in/mattlescaulthttps://www.linkedin.com/in/dlewis715Get free CPE for listening to this podcasthttps://www.earmark.appDownload the Earmark AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

We dive deep into the world of Sage Intacct's marketplace partners, exploring how these integrations and add-ons enhance the core platform's capabilities. From understanding the crucial differences between Marketplace Partners (MPPs) and Integrated Software Vendors (ISVs) to discovering niche solutions like utility billing software, we break down what organizations should consider when selecting partner solutions. The conversation also highlights valuable community resources like Partner Office Hours and the Sage Intacct Community, offering listeners practical insights for maximizing their Sage Intacct implementation.SponsorsPayhawk - https://unsage.promo/payhawk(00:00) - Welcome to The Unofficial Sage Intacct Podcast (00:15) - Matt Launched His New Brand (04:10) - Understanding Sage Intacct Marketplace Partners (18:11) - Exploring Niche Marketplace Partners (24:05) - Partner Office Hours and Community Resources (35:07) - Closing Remarks and Dad Joke Connect with the Hosts:https://www.linkedin.com/in/emilybmaderehttps://www.linkedin.com/in/mattlescaulthttps://www.linkedin.com/in/dlewis715Get free CPE for listening to this podcasthttps://www.earmark.appDownload the Earmark AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app