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Sage Intacct's Latest Release Deep Dive

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Manage episode 493873001 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.

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


Connect with Skye Duhon
https://www.linkedin.com/in/skye-fontenot-duhon-mba-264b7728

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

27 episodes

Artwork
iconShare
 
Manage episode 493873001 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.

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


Connect with Skye Duhon
https://www.linkedin.com/in/skye-fontenot-duhon-mba-264b7728

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

27 episodes

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