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.

Sponsors
Payhawk - 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

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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 the Hosts:
https://www.linkedin.com/in/emilybmadere
https://www.linkedin.com/in/mattlescault
https://www.linkedin.com/in/dlewis715

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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.

Sponsors
Payhawk - 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 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