A CFO Who Chose Intacct on Day One (And Would Do It Again)
David Westbrook, CFO of Robertson Stevens, joins Emily and Matt live at Sage Future 2026 to share what eight years as a Sage Intacct customer actually looks like from the inside. A former Deloitte auditor who chose Intacct when building the firm from scratch in 2018, David reflects on scaling from $500M to $9.5B in assets, how he's using AI to cut a week of quarterly close work down to a single day, and what he still wishes the platform would tackle.
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
- (00:00) - Live Stage Kickoff
- (00:47) - Meet David the Customer
- (01:41) - South Africa Roots
- (03:18) - Auditor to CFO Journey
- (05:27) - Robinson Stevens Story
- (07:06) - Choosing Sage Intacct
- (08:51) - Modules and Integrations
- (12:34) - Power Features Revenue AI
- (14:30) - AI Close and Copilot
- (16:32) - Finance as Business Partner
- (18:32) - Planning for Acquisitions
- (19:24) - Scenario Planning Goals
- (20:26) - Rolling Forecasts In Practice
- (21:12) - Under The Hood Improvements
- (21:31) - Vendor Onboarding Due Diligence
- (23:58) - Wishlist Investments And UI
- (25:18) - Top Loves And Bank Feeds
- (28:33) - Implementation And Reimplementation
- (32:12) - Advice For New Users
- (36:04) - Reporting For Non Accountants
- (37:22) - Closing Gifts And Life Advice
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
