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From Tactical to Strategic: Dan Miller on AI-Powered Finance

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Manage episode 488574985 series 3586728
Content provided by Earmark Media, Emily Madere, Matthew Lescault, and Doug Lewis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Emily Madere, Matthew Lescault, and Doug Lewis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 Dan Miller
https://www.linkedin.com/in/danielgmiller

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

  continue reading

31 episodes

Artwork
iconShare
 
Manage episode 488574985 series 3586728
Content provided by Earmark Media, Emily Madere, Matthew Lescault, and Doug Lewis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Emily Madere, Matthew Lescault, and Doug Lewis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 Dan Miller
https://www.linkedin.com/in/danielgmiller

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

  continue reading

31 episodes

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