Ximena Maynard, CFO of Legacy Management Group, shares how she consolidated 30 separate QuickBooks files across 11 nursing facilities into a unified Sage Intacct system. She discusses the unique compliance challenges in healthcare finance, from managing resident trust funds to navigating complex Medicaid billing, and tackles the industry's biggest challenge of attracting and retaining quality staff.

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Bluebook - https://unsage.promo/bluebook

• (00:00) - Introduction and Casual Banter
• (03:02) - Introducing the Special Guest
• (04:48) - Guest's Background and Career
• (07:31) - Challenges and Solutions in the Nursing Home Industry
• (10:41) - Implementing Sage Intacct
• (15:13) - Current Tech Stack and Integrations
• (22:28) - Compliance and Fraud in the Healthcare Industry
• (25:39) - Building Renovation Challenges
• (26:38) - Managing Multiple Facilities
• (27:34) - Financial Transparency and Reporting
• (27:59) - Floor Spending and Budgeting
• (31:39) - Industry Trends and Scalability
• (42:03) - Staffing and Labor Challenges
• (45:15) - Advice for Healthcare Finance Professionals
• (48:18) - Closing Remarks and Dad Jokes

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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.

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

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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

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

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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

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.

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• (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

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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.

Sponsors
Payhawk - 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

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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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