EPISODE · Jun 13, 2025 · 38 MIN
From Tactical to Strategic: Dan Miller on AI-Powered Finance
from The Unofficial Sage Intacct Podcast · host Emily Madere, Matthew Lescault, Doug Lewis
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.SponsorsPayhawk - 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 (08:45) - Building Trust in AI (15:48) - Sage X3 and Copilot Integration (19:21) - Configuration vs. Custom Development (21:09) - Understanding Sage AI Copilot (22:33) - Clarifying Misconceptions About Copilot (24:43) - AI in Healthcare and Compliance (25:51) - Ensuring Accuracy in AI Solutions (27:58) - Upcoming Sage Events (29:05) - Engaging with Partners (31:08) - Fun and Personal Insights (35:39) - Closing Remarks and Dad Jokes Connect with Dan Millerhttps://www.linkedin.com/in/danielgmillerConnect 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
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.SponsorsPayhawk - 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 (08:45) - Building Trust in AI (15:48) - Sage X3 and Copilot Integration (19:21) - Configuration vs. Custom Development (21:09) - Understanding Sage AI Copilot (22:33) - Clarifying Misconceptions About Copilot (24:43) - AI in Healthcare and Compliance (25:51) - Ensuring Accuracy in AI Solutions (27:58) - Upcoming Sage Events (29:05) - Engaging with Partners (31:08) - Fun and Personal Insights (35:39) - Closing Remarks and Dad Jokes Connect with Dan Millerhttps://www.linkedin.com/in/danielgmillerConnect 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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From Tactical to Strategic: Dan Miller on AI-Powered Finance
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