Karen Penhallegon joins the podcast to unpack the latest Sage Intacct release and share insights from her 8+ years with the platform—both before and after the Sage acquisition. Karen’s perspective as a longtime implementation expert brings a grounded, practical take on what these updates actually mean for users.
The group explores everything from AI enhancements and Sage Copilot to AR statement changes, list views, and the platform’s new construction and expense tools. Along the way, they highlight how user feedback and community involvement are driving product changes in ways that didn’t always happen years ago.
If you’re the kind of person who reads release notes with a highlighter—or if you’ve ever rolled your eyes at them—this episode might surprise you. It’s packed with thoughtful takes, lessons from the field, and just the right amount of ERP nerd humour.
Listen to learn more about:
- (00:00) – Welcome to the Unofficial Sage Intacct Podcast
- (00:53) – Matt’s UK Adventures
- (01:29) – Introducing Karen Penhallegon
- (02:19) – Karen’s Journey in Accounting and ERP
- (04:06) – Sage Intacct: Pre and Post Acquisition
- (07:51) – Sage Copilot and AI Innovations
- (14:08) – Release Notes and Key Updates
- (18:21) – Enhanced AR Statements and Community-Driven Updates
- (26:44) – Control and Compliance: 1099 Filing
- (30:38) – Platform Efficiency Updates
- (36:43) – Retainage Feature Expansion
- (47:52) – Continental Utility Integration
- (50:49) – Employee Expenses Overhaul
- (55:16) – Closing Remarks and Dad Jokes
Related Industries
- Construction
- ERP Consulting
- SaaS
- Finance Teams
Speakers
Doug Lewis
Host | Accounting Tech Leader
LinkedIn
Emily Madere
Host | CAS Practice Lead
LinkedIn
Matt Lescault
Host | CEO, Lescault & Walderman
LinkedIn
Karen Penhallegon
Guest | Director, EisnerAmper
LinkedIn
Professional Bio
Sponsors
Related Resources
FAQ: What Did That Mean?
What is retainage?
It’s a portion of a payment withheld until a project milestone is met—common in construction. New functionality is highlighted around 36:43.
What’s Continental Utility Integration?
A new native integration for utility management and reporting—highlighted near the end of this episode.
Who uses AR statement enhancements?
Anyone handling customer invoices and collections. AR = Accounts Receivable. These upgrades reflect community feedback, covered around 18:21.
What’s the deal with Sage Copilot?
It’s Sage’s new AI assistant. For a broader look at Copilot, listen to Episode 7.
Doug and Emily are joined by Karen Penhallegon to break down Sage Intacct’s latest quarterly release, and this one comes with some big updates. Whether you’re deep into multi-entity accounting or just tired of manual AP work, there’s something in here that will make your team’s life easier.