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. (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 (10:01) - Deep Dive: Sage Intacct vs. X3 (22:24) - Client Requirements and Product Differentiation (24:23) - Challenges with Marketplace Add-Ons (26:07) - Customization and Development in X3 (28:13) - Client Discovery and Decision Making (33:12) - Regional Market Differences (48:26) - Importance of Customer Relationships (49:44) - Conclusion and Final Thoughts Connect with Steve Howe https://za.linkedin.com/in/stephen-howe-44aa521 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…

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. (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 (18:35) - Avalara's Comprehensive Tax Solutions (25:00) - The Importance of Tax Compliance Solutions (26:01) - Challenges in Manual Tax Compliance (27:17) - Automating Tax Compliance with Avalara (28:12) - The Role of Finance Teams in Tax Compliance (30:38) - Complexities of Tax Jurisdictions (34:20) - Avalara's Integration and Human Component (38:57) - Challenging Tax Jurisdictions (43:56) - The Complexity of Software Taxation (47:06) - Concluding Thoughts and Dad Joke Connect with Michael Hulett https://www.linkedin.com/in/michael-hulett 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…

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. (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 (14:40) - Sage Construction Management vs. CRE (19:17) - Technology Adoption in Construction (19:35) - Embracing Technology in Construction (22:29) - The Evolution of Sage Products (25:17) - Sage's Strategic Acquisitions (33:46) - Global Expansion and Future Goals (37:07) - Choosing Between Timberline and Intacct (38:34) - Challenges and Considerations for Construction Firms (41:25) - Closing Remarks and Dad Jokes Connect with Angela Nelson: https://www.linkedin.com/in/angela-nelson-64b13723 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…

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. (00:00) - Introduction and Generator Story (04:00) - Barrett King's Professional Journey (05:45) - Transition to Ramp (10:26) - Ramp's Value Proposition (12:44) - Innovative Features and Future Prospects (19:12) - The Future of Procurement and Sales (23:42) - The Concept of an All-in-One Solution (24:50) - Real-World Use Cases and Optimization (27:46) - Automation and Personal Experiences (30:54) - Change Management and Industry Shifts (35:57) - Future of Ramp and Global Expansion (36:58) - Closing Thoughts and Dad Jokes Connect with Barrett King: https://www.linkedin.com/in/barrettjking 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…

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. (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 (19:33) - Industry Insights and Healthcare Focus (22:19) - Speculation and Humor (23:07) - Sage Intacct Lending Management (25:49) - Project Views and Usability Updates (28:02) - AI and Automation in Accounting (29:07) - Compliance Updates and AP Bill Approvals (31:28) - Co-Pilot Features and Benefits (39:09) - Closing Remarks and Dad Joke Connect with Karen: https://www.linkedin.com/in/karen-penhallegon-a14a034b https://www.eisneramper.com/about-us/professional-directory/karen-penhallegon 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…

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. (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 (25:45) - ISVs and MPPs Explained (33:07) - Partner Ecosystem and Collaboration (39:05) - Upcoming Topics and Conclusion Connect with Juha: https://www.linkedin.com/in/juhah 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…

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. (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? (13:42) - Industry Trends and M&A Strategies (19:45) - Industry-Wide Staffing Challenges (21:18) - Navigating Economic Cycles (22:23) - Maintaining Company Culture (23:27) - Sales Pipeline Insights (24:20) - M&A Trends and Firm Valuations (28:31) - The Role of AI in Accounting (36:48) - Upcoming Events and Podcast Goals (39:54) - 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 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…

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. (00:00) - Welcome to The Unofficial Sage Intacct Podcast (00:15) - Matt Launched His New Brand (04:10) - Understanding Sage Intacct Marketplace Partners (16:43) - Exploring Niche Marketplace Partners (22:37) - Partner Office Hours and Community Resources (33:39) - Closing Remarks and Dad Joke 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…

Matt, Doug, and Emily dive into real G2 Crowd reviews of Sage Intacct, analyzing feedback from delighted champions to frustrated critics. They unpack common implementation challenges, explore the critical importance of partner selection, and share insights on what makes ERP projects succeed or stumble. The conversation highlights how proper expectation setting and clear communication can make or break a software implementation, regardless of the underlying technology. (00:00) - Welcome to The Unofficial Sage Intacct Podcast (00:51) - Corrections from Previous Episode (05:22) - Discussing Sage Intacct Reviews (08:22) - First Five-Star Review: Courtney D. (16:01) - Second Five-Star Review: Randy (24:47) - Middle of the Road Review: Christina (26:44) - Comparing QuickBooks and Sage Intacct (30:05) - Emily's Take on Implementation Challenges (34:51) - Lexi's Middle-of-the-Road Review (39:08) - Melody's One-Star Review (48:48) - Unknown Name's Detailed Critique (53:11) - Final Thoughts and Takeaways (55:46) - 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 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…

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. Sponsors Bookkeep - https://unsage.promo/bookkeep Corpay - https://unsage.promo/corpay 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 Karen: https://www.linkedin.com/in/karen-penhallegon-a14a034b https://www.eisneramper.com/about-us/professional-directory/karen-penhallegon 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…

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. 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 (00:35) - NetSuite vs Intacct: Initial Thoughts (02:17) - History and Overview of NetSuite and Intacct (04:03) - Comparing User Experiences (13:17) - NetSuite's Sales Tactics and Support Issues (24:53) - Dynamic Allocations: Intacct vs NetSuite (31:11) - Personal Experiences: Choosing Between NetSuite and Intacct (33:21) - Evaluating Software Based on Needs, Not Size (37:59) - Common Misconceptions About Enterprise Solutions (44:06) - Cost vs. Value: The True Cost of Implementation (49:04) - The Importance of Automation in Accounting (51:45) - Final Thoughts and Disagreements (53:02) - Dad Joke and Future Plans 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…

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. 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 (00:10) - 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 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…

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 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…

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

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 (18:32) - The Fear Around AI (20:37) - The Ethics of AI in Accounting (27:33) - Practical AI Applications in Sage Intacct (36:03) - Integrating Third-Party Products into Sage Network (40:08) - Introduction to Sage Copilot (46:14) - Future of AI in Accounting (52:21) - Mergers and Acquisitions in the AI Space (54:40) - Fun Anecdotes and Closing Remarks 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…