Steve Howe from Times Three Technologies (T3T) in South Africa joins the podcast to share insights on Sage X3 and Intacct implementations across different markets. Steve explains how T3T's focus on Sage products has led them to become a leading partner, winning the executive partner award four of the last five years. The conversation explores key differences between product-centric X3 and service-oriented Intacct implementations, while highlighting how regional market differences shape ERP strategy and adoption around the world.

• (00:00) - Welcome to The Unofficial Sage Intacct Podcast
• (00:56) - Introducing Steve Howe and Times Three Technologies
• (03:35) - Achievements and Awards
• (07:08) - Partner Collaboration and Ethics
• (10:01) - Deep Dive: Sage Intacct vs. X3
• (22:24) - Client Requirements and Product Differentiation
• (24:23) - Challenges with Marketplace Add-Ons
• (26:07) - Customization and Development in X3
• (28:13) - Client Discovery and Decision Making
• (33:12) - Regional Market Differences
• (48:26) - Importance of Customer Relationships
• (49:44) - Conclusion and Final Thoughts

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Michael Hulett from Avalara joins the podcast to explain how their tax compliance software helps businesses navigate the increasingly complex landscape of sales tax regulations. With over 43,000 customers, 1,200+ integrations, and expertise handling more than 12,000 tax jurisdictions, Avalara has become the global leader in making tax compliance manageable. Michael shares fascinating insights about the most challenging tax scenarios, from software's evolving taxability to the complexities of state-specific regulations and even the different tax treatments of sliced versus unsliced bagels in New York.

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• (00:00) - Welcome to The Unofficial Sage Intacct Podcast
• (01:09) - Meet Michael from Avalara
• (06:31) - Avalara's Role and Services
• (12:04) - Global Reach and Challenges
• (13:27) - Integration with Sage Intacct
• (18:35) - Avalara's Comprehensive Tax Solutions
• (25:00) - The Importance of Tax Compliance Solutions
• (26:01) - Challenges in Manual Tax Compliance
• (27:17) - Automating Tax Compliance with Avalara
• (28:12) - The Role of Finance Teams in Tax Compliance
• (30:38) - Complexities of Tax Jurisdictions
• (34:20) - Avalara's Integration and Human Component
• (38:57) - Challenging Tax Jurisdictions
• (43:56) - The Complexity of Software Taxation
• (47:06) - Concluding Thoughts and Dad Joke

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Three-time Platinum Club member Angela Nelson shares her 15-year journey at Sage, discussing how construction firms are finally embracing technology after decades as digital laggards. Angela explains the evolution of Sage's construction offerings from Timberline to Sage Intacct Construction, revealing how generational shifts and recent acquisitions are transforming the industry. Her unique perspective as a Partner Account Manager provides valuable insights into how Sage is positioning itself as the end-to-end solution for construction firms worldwide.

• (00:00) - Welcome to The Unofficial Sage Intacct Podcast
• (01:20) - Role of a Partner Account Manager
• (03:26) - Managing Partners and Expertise
• (10:29) - Sage's Focus on Construction
• (14:40) - Sage Construction Management vs. CRE
• (19:17) - Technology Adoption in Construction
• (19:35) - Embracing Technology in Construction
• (22:29) - The Evolution of Sage Products
• (25:17) - Sage's Strategic Acquisitions
• (33:46) - Global Expansion and Future Goals
• (37:07) - Choosing Between Timberline and Intacct
• (38:34) - Challenges and Considerations for Construction Firms
• (41:25) - Closing Remarks and Dad Jokes

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Barrett King, Head of Alliances at Ramp, shares insights on how the company is revolutionizing corporate spend management and financial operations. From Ramp's partnership with Sage Intact to the future of procurement, Barrett discusses how technology is transforming the way businesses manage their finances, cutting month-end close processes from weeks to minutes. The conversation explores the power of connected systems, data-driven decision making, and how Ramp's all-in-one solution is helping companies optimize not just their money but their time.

• (00:00) - Introduction and Generator Story
• (04:00) - Barrett King's Professional Journey
• (05:45) - Transition to Ramp
• (10:26) - Ramp's Value Proposition
• (12:44) - Innovative Features and Future Prospects
• (19:12) - The Future of Procurement and Sales
• (23:42) - The Concept of an All-in-One Solution
• (24:50) - Real-World Use Cases and Optimization
• (27:46) - Automation and Personal Experiences
• (30:54) - Change Management and Industry Shifts
• (35:57) - Future of Ramp and Global Expansion
• (36:58) - Closing Thoughts and Dad Jokes

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Karen Penhallegon is back to help Doug and Emily break down Sage Intacct's latest release notes. The team explores key updates to multi-currency capabilities, AP automation with purchasing integration, and the introduction of Co-Pilot AI features. They unpack how these changes impact different industries, with particular focus on healthcare's new clinical e-procurement solution and improved lending management functionality.

• (00:00) - Welcome to the Unofficial Sage Intacct Podcast
• (00:38) - Release Notes Overview
• (01:30) - Deep Dive into Release Notes
• (03:23) - Strength and Financials Updates
• (07:05) - AP Automation Enhancements
• (13:32) - Platform Scalability Improvements
• (19:33) - Industry Insights and Healthcare Focus
• (22:19) - Speculation and Humor
• (23:07) - Sage Intacct Lending Management
• (25:49) - Project Views and Usability Updates
• (28:02) - AI and Automation in Accounting
• (29:07) - Compliance Updates and AP Bill Approvals
• (31:28) - Co-Pilot Features and Benefits
• (39:09) - Closing Remarks and Dad Joke

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Juha Harkonen, VP of Partners and Operations at Sage, provides an insider's perspective on the evolving landscape of technology partnerships and advisory services. He shares valuable insights on how partners can differentiate themselves through verticalization, adapt to changing technology, and build sustainable practices in an AI-driven future. The conversation explores the nuances between different partner programs, marketplace strategies, and the critical elements that make partnerships successful in today's rapidly changing business environment.

• (00:00) - Introduction and Welcome
• (00:28) - Meet the Guest: Juha Harkonen
• (00:53) - Roles and Responsibilities at SAGE
• (02:31) - Career Journey and Partner Ecosystem
• (13:31) - Advisory Services and Business Growth
• (25:45) - ISVs and MPPs Explained
• (33:07) - Partner Ecosystem and Collaboration
• (39:05) - Upcoming Topics and Conclusion

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Emily, Doug, and Matt reflect on the transformative changes that shaped the accounting industry in 2024, from the surge in M&A activity to the evolving role of AI in firms of all sizes. They discuss Sage's rebranding of their flagship conference from "Transform" to "Future" and what it signals about the company's strategic direction. The conversation explores current industry challenges around staffing, compensation, and maintaining company culture, while offering insights into what firms should expect in 2025 and beyond.

• (00:00) - Welcome to The Unofficial Sage Intacct Podcast
• (01:11) - Reflecting on 2024: A Transformative Year
• (03:44) - Personal and Professional Growth
• (06:58) - Generational Perspectives and Personal Anecdotes
• (09:04) - Sage Transform to Sage Future: What's Changing?
• (13:42) - Industry Trends and M&A Strategies
• (19:45) - Industry-Wide Staffing Challenges
• (21:18) - Navigating Economic Cycles
• (22:23) - Maintaining Company Culture
• (23:27) - Sales Pipeline Insights
• (24:20) - M&A Trends and Firm Valuations
• (28:31) - The Role of AI in Accounting
• (36:48) - Upcoming Events and Podcast Goals
• (39:54) - Closing Remarks and Dad Jokes

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We dive deep into the world of Sage Intacct's marketplace partners, exploring how these integrations and add-ons enhance the core platform's capabilities. From understanding the crucial differences between Marketplace Partners (MPPs) and Integrated Software Vendors (ISVs) to discovering niche solutions like utility billing software, we break down what organizations should consider when selecting partner solutions. The conversation also highlights valuable community resources like Partner Office Hours and the Sage Intacct Community, offering listeners practical insights for maximizing their Sage Intacct implementation.

• (00:00) - Welcome to The Unofficial Sage Intacct Podcast
• (00:15) - Matt Launched His New Brand
• (04:10) - Understanding Sage Intacct Marketplace Partners
• (16:43) - Exploring Niche Marketplace Partners
• (22:37) - Partner Office Hours and Community Resources
• (33:39) - Closing Remarks and Dad Joke

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