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

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.

• (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

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

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.

{campaign_start}}

• (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

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
• (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

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