EPISODE · May 28, 2026 · 38 MIN
A CFO Who Chose Intacct on Day One (And Would Do It Again)
from The Unofficial Sage Intacct Podcast · host Emily Madere, Matthew Lescault, Doug Lewis
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 Connect with the Hosts:https://www.linkedin.com/in/emilybmaderehttps://www.linkedin.com/in/mattlescaulthttps://www.linkedin.com/in/dlewis715Get free CPE for listening to this podcasthttps://www.earmark.appDownload the Earmark AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
What this episode covers
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 Connect with the Hosts:https://www.linkedin.com/in/emilybmaderehttps://www.linkedin.com/in/mattlescaulthttps://www.linkedin.com/in/dlewis715Get free CPE for listening to this podcasthttps://www.earmark.appDownload the Earmark AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
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A CFO Who Chose Intacct on Day One (And Would Do It Again)
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