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.

• (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

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Recorded live on the main stage at Sage Future in San Francisco, Emily and Matt sit down with Manav Thiara, SVP of Data & AI and Technical Fellow at Sage, to unpack the wave of AI announcements coming out of the conference. Manav breaks down the Sage AI Factory, the new AWS Agent Core partnership, and what the "black box to glass box" shift actually means for partners and customers navigating an increasingly noisy AI landscape. The conversation also tackles the bigger philosophical question head-on: will AI replace humans, and how close are we to mass adoption?

• (00:00) - Live at Sage Future
• (01:13) - Meet Manav Thiara
• (02:11) - Trust and Democratizing AI
• (03:48) - What a Technical Fellow Does
• (05:37) - One Platform Across Products
• (07:23) - Sage AI Factory Explained
• (09:46) - AI Announcements Breakdown
• (10:50) - Will AI Replace Jobs
• (15:31) - AWS AgentCore Partnership
• (17:22) - Agent Marketplace for Partners
• (19:03) - Trust Leaves on a Horse
• (22:34) - Trust First AI Strategy
• (24:29) - Cutting Through Market Noise
• (26:22) - When AI Becomes Normal
• (28:21) - Multimodal AI and Agents
• (31:54) - AGI Hype and Real Value
• (33:25) - Learn by Building
• (36:25) - Developer Portal and Academy
• (38:29) - Final Takeaways and Farewell

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Sage's nonprofit marketing lead Natalie Anderson joins alongside Julie Raskin, CFO of WMHT Public Media, to break down the findings of Sage's 2026 Nonprofit Outlook report — and what it actually felt like to live through the disruptions it documents. Julie shares how WMHT navigated a $1.5 million revenue hit, from hiring their first grants manager to accepting donations of cars, real estate, and parking spaces. The conversation covers why the smartest nonprofit finance leaders have stopped chasing certainty and started building for resilience instead.

• (00:00) - Welcome to the Unofficial Sage Intacct Podcast
• (02:43) - Meet Today Guests
• (03:18) - Natalie's Role At Sage
• (04:59) - Nonprofit Outlook Report
• (06:54) - Julie WMHT Intro
• (08:18) - WMHT Programming Streams
• (13:24) - Report Impact And Funding Shock
• (20:14) - Diversification Ripple Effects
• (23:52) - Grants and Earned Income
• (28:04) - Budget Discipline and Net Focus
• (30:17) - Which Sectors Got Hit Hardest
• (32:05) - Tech as a Resilience Engine
• (33:44) - AR Automation Wins
• (37:02) - Forecasting and ROI Mindset
• (39:50) - Tools That Make It Easier
• (42:39) - Key Takeaways and KPI Advice
• (46:11) - Dad Joke and Farewell

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