When and Why to Consider Sage Intacct

September 19, 2024

37 min

This episode takes a different turn. Technical glitches. Tight flight schedules. Live role-play. But through the chaos, Doug, Emily, and Matt explore one of the most important questions facing any growing business: when is it time to upgrade your accounting software?

Implementation QuickBooks Sage Intacct Software Selection

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About this episode

When and Why to Consider Sage Intacct

This episode takes a different turn. Technical glitches. Tight flight schedules. Live role-play. But through the chaos, Doug, Emily, and Matt explore one of the most important questions facing any growing business: when is it time to upgrade your accounting software?

They frame it through the lens of a healthcare organisation but speak broadly to anyone feeling stuck in manual systems like QuickBooks. From multi-entity reporting issues to data rekeying frustrations, the pain points will sound familiar to many mid-sized organisations.

Matt shares how he approaches the early sales and discovery process, asking the right questions to uncover fit, urgency, and goals. Emily highlights the operational impact of a platform that can connect across systems and deliver meaningful, real-time insights.

It’s a practical guide for evaluating whether Sage Intacct is right for you—or your client. And yes, the Acronym Fund is back in play (thanks, GL and EMR).

Related Industries

Healthcare
Senior Living
Multi-Entity Businesses
Technology

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 GL?

GL = General Ledger. It’s your accounting system’s main ledger, summarising all financial transactions across accounts.

What’s an EMR?

Electronic Medical Record. It’s common in healthcare organisations and often needs to integrate with financial systems like Intacct.

What’s a VAR?

A Value-Added Reseller-someone who sells and implements Sage Intacct and provides support. More on VARs back in Episode 2.

IN THIS EPISODE

Host

Matt Lescault

Founder & CEO at TydeCo

Host

Doug Lewis

Managing Director at The Visionary Group

Host

Emily Madere

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When and Why to Consider Sage Intacct