Karen Penhallegon joins the show to break down the latest release notes and share insights from her 8+ year journey with the platform, both pre and post Sage acquisition. The discussion covers major updates including enhanced AR statements, new list view capabilities, and significant improvements to construction features and employee expense management. Karen, Matt, Emily, and Doug explore how community feedback shapes Sage's development while providing practical insights into how these updates impact different industries and users.

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

• (00:00) - Welcome to the Unofficial Sage Intacct podcast
• (00:53) - Matt's UK Adventures
• (01:29) - Introducing Karen Penhallegon
• (02:19) - Karen's Journey in Accounting and ERP
• (04:06) - Sage Intacct: Pre and Post Acquisition
• (07:51) - Sage Copilot and AI Innovations
• (14:08) - Release Notes and Key Updates
• (18:21) - Enhanced AR Statements and Community Driven Updates
• (26:44) - Control and Compliance: 1099 Filing
• (30:38) - Platform Efficiency Updates
• (36:43) - Retainage Feature Expansion
• (47:52) - Continental Utility Integration
• (50:49) - Employee Expenses Overhaul
• (55:16) - 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

Doug leads a discussion with Matt and Emily about the key differences between NetSuite and Sage Intacct, challenging common misconceptions about company size and enterprise readiness. The conversation explores how implementation partners, industry-specific needs, and automation capabilities should drive ERP software decisions rather than revenue thresholds or employee count.

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

• (00:00) - Welcome to the Unofficial Sage Intacct Podcast
• (00:35) - NetSuite vs Intact: Initial Thoughts
• (02:17) - History and Overview of NetSuite and Intact
• (04:03) - Comparing User Experiences
• (11:33) - NetSuite's Sales Tactics and Support Issues
• (21:22) - Dynamic Allocations: Intact vs NetSuite
• (27:40) - Personal Experiences: Choosing Between NetSuite and Intacct
• (29:50) - Evaluating Software Based on Needs, Not Size
• (32:44) - Common Misconceptions About Enterprise Solutions
• (38:51) - Cost vs. Value: The True Cost of Implementation
• (43:49) - The Importance of Automation in Accounting
• (46:30) - Final Thoughts and Disagreements
• (47:47) - Dad Joke and Future Plans

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 dissect Intuit's September 2024 release of their Enterprise Suite, examining how this cloud-enabled solution might impact the mid-market accounting software landscape. The discussion explores whether this move represents a defensive play to retain growing QuickBooks customers or a genuine competitive threat to established players like Sage Intacct and NetSuite. While many details about pricing and capabilities remain unclear.

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

• (00:00) - Welcome to The Unofficial Sage Intacct Podcast
• (00:10) - Discussion on QuickBooks Enterprise Solutions
• (01:41) - Intuit Enterprise Suite vs. Competitors
• (04:42) - Multi-Entity Management and Cloud Solutions
• (13:01) - Pricing and Market Strategy
• (32:57) - Integration and Payroll Solutions
• (36:55) - Final Thoughts and Recommendations
• (38:39) - Closing Remarks and Humor

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