Choosing the Right ERP

October 18, 2024

42 min

Doug, Emily, and Matt dive into one of the most common questions they hear: how do you know if Sage Intacct—or any ERP—is the right fit? This episode is structured as a Q&A, with real listener-submitted questions driving the conversation.

ERP Implementation QuickBooks Sage Intacct Software Selection

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About this episode

Choosing the Right ERP

Doug, Emily, and Matt dive into one of the most common questions they hear: how do you know if Sage Intacct—or any ERP—is the right fit? This episode is structured as a Q&A, with real listener-submitted questions driving the conversation.

They kick off with the big one: “Are you just trying to sell me Sage Intacct?” The answer? Not exactly. The team unpacks the purpose of the podcast, their roles in the ecosystem, and the importance of staying objective while still being enthusiastic about a platform they genuinely use and trust.

From there, they explore implementation challenges, migration timing, CAS firm strategy, ERP platform comparisons, and even how accounting software plays a role in M&A deals. Along the way, they give a practical look at how mid-sized firms can think about systems strategy—beyond the buzzwords.

It’s an open and relatable conversation for anyone evaluating their next move—whether you’re scaling past QuickBooks or trying to consolidate multiple systems.

CHAPTERS

Listen to learn more about

(00:00) – Welcome to the Unofficial Sage Intaact Podcast
(01:49) – Q&A: Are We Trying to Sell You Intacct?
(03:58) – Understanding the Cost of Sage Intacct
(12:26) – Navigating the Implementation Process
(17:54) – Is It Time to Switch from Excel to Sage?
(25:39) – Running a CAS Practice: Focus or Diversify?
(26:59) – Exploring ERP Platforms: QuickBooks, Intacct, and More
(29:30) – Challenges of Multi-ERP Practices
(32:33) – Intacct vs. NetSuite: A Comparative Discussion
(37:03) – The Role of Accounting Systems in M&A Transactions
(42:17) – Favorite Sage Marketplace Partners
(45:22) – Dad Joke and Wrap Up

Related Industries

SaaS
Healthcare
Nonprofit
Professional Services

Speakers

Doug Lewis
Host | Accounting Tech Leader
LinkedIn

Emily Madere
Host | CAS Practice Lead
LinkedIn

Matt Lescault
Host | CEO, Lescault & Walderman
LinkedIn

Related Resources

FAQ

Questions from this episode

What’s a CAS firm?

Short for Client Accounting Services. These firms provide outsourced bookkeeping, reporting, and advisory-often powered by platforms like Sage Intacct. Also discussed in Episode 1.

What is NetSuite?

A cloud ERP solution often compared to Intacct. NetSuite leans toward product-based businesses; Intacct’s strength is in services and dimensional reporting. More on this comparison in the middle of Episode 8.

What is a Marketplace Partner?

Third-party apps that integrate with Sage Intacct-like AP automation, payments, or reporting tools. The Sage Marketplace features vetted options. See the team’s favourites toward the end of Episode 8.

What does ERP consolidation mean?

It’s the process of moving multiple systems (like payroll, billing, and accounting) into one unified platform. Covered in the “Multi-ERP Practices” section of this episode.

IN THIS EPISODE

Host

Doug Lewis

Managing Director at The Visionary Group

Host

Emily Madere

Host

Matt Lescault

Founder & CEO at TydeCo

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Choosing the Right ERP