From Tactical to Strategic: Dan Miller on AI-Powered Finance

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The Unofficial Sage Intacct Podcast

Emily Madere, Matthew Lescault, Doug Lewis

35 episodes

3 days ago

The Unofficial Sage Intacct Podcast is your inside track to the world of Sage Intacct and the broader accounting industry. Hosts Emily Madere, Doug Lewis, and Matt Lescault bring their unique perspectives and expertise to explore the latest trends, challenges, and opportunities in this rapidly evolving space. In each episode, the trio explores topics like the power of the Sage ecosystem, best practices for CAS, new Sage product features, and the impact of artificial intelligence. They'll be joined by industry experts and Sage insiders who share unfiltered insights you won't find anywhere else. Whether you're an accountant looking to harness technology, a business exploring Sage solutions, or anyone fascinated by the future of finance, this is your show. Tune in for an unvarnished, unofficial look at the Sage heartbeat powering accounting today.

All content for The Unofficial Sage Intacct Podcast is the property of Emily Madere, Matthew Lescault, Doug Lewis and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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From Tactical to Strategic: Dan Miller on AI-Powered Finance

The Unofficial Sage Intacct Podcast

39 minutes

4 months ago

From Tactical to Strategic: Dan Miller on AI-Powered Finance

Recording live from the Sage Future conference in Atlanta, Emily and Matt sit down with Dan Miller, who runs Sage's Financials and ERP division, to discuss how AI is fundamentally shifting finance teams from tactical work to strategic business partnership. Miller shares his 15-year journey with the company and reveals Sage's approach to building trustworthy AI with audit trails, the evolution of continuous close from "bedtime story" to reality, and why the future isn't about replacing accountants but empowering them to spend weekends at their kids' games instead of reconciling spreadsheets. He also clarifies the difference between Sage AI Copilot and Microsoft Copilot, discusses the upcoming native cloud solution for Sage X3, and explains why accuracy in AI can't be "just 90%" when it comes to accounting.

Sponsors
Payhawk - https://unsage.promo/payhawk

(00:00) - Welcome to the Conference
(00:24) - Memorable Conversations with CFOs
(01:40) - Introducing the Podcast
(02:15) - Dan Miller's Journey with Intacct
(03:28) - The Future of AI in Sage Intacct
(06:20) - Continuous Close and Workspace Vision
(10:13) - Building Trust in AI
(17:16) - Sage X3 and Copilot Integration
(20:49) - Configuration vs. Custom Development
(22:37) - Understanding Sage AI Copilot
(24:01) - Clarifying Misconceptions About Copilot
(26:11) - AI in Healthcare and Compliance
(27:19) - Ensuring Accuracy in AI Solutions
(29:26) - Upcoming Sage Events
(30:33) - Engaging with Partners
(32:36) - Fun and Personal Insights
(37:07) - Closing Remarks and Dad Jokes

Connect with Dan Miller
https://www.linkedin.com/in/danielgmiller

Connect with the Hosts:
https://www.linkedin.com/in/emilybmadere
https://www.linkedin.com/in/mattlescault
https://www.linkedin.com/in/dlewis715

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