Sage Intacct is a high-performance, cloud-based financial management platform that uses AI to deliver real-time visibility, faster closes, and smarter decision-making across your entire organization. Built for growing and mid-sized businesses, it automates accounting, scales effortlessly, and connects seamlessly with hundreds of best-in-class business tools.
In this episode, we speak with Juergen Utess, Senior Marketing Manager at Sage. We discuss the evolution of accounting systems, emphasizing the shift from traditional methods to more intelligent, predictive, and cloud-based solutions. Sage’s software aims to automate tedious manual tasks, provide real-time data, and offer predictive insights to help businesses make better decisions. Juergen highlights the challenges businesses face when scaling, such as managing complex financial processes and the importance of having a system that adapts to growing needs. We also explore how AI is integrated into Sage’s platform to enhance efficiency and accuracy in financial operations. The conversation underscores the value of automation in saving time and money, ultimately leading to better business outcomes.
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Show Notes
Takeaways
- Accounting is shifting from hindsight to real-time insights.
- Growing SMBs outgrow manual, spreadsheet-based workflows.
- Stale data and manual consolidation block real analysis.
- Automation frees teams to focus on KPIs and decisions.
- Billing and invoicing bottlenecks trigger platform switches.
- Implementation speed depends on systems and complexity.
- Rushing implementation causes most adoption problems.
- Success requires clear KPI goals and future reporting plans.
- AI already powers outlier detection and OCR workflows.
- GenAI enables invoice understanding, not just scanning.
- Agentic AI can orchestrate workflows and cash decisions.
- Finance AI must be accurate, auditable, and explainable.
- Hallucinations are unacceptable in regulated finance work.
- Sage trains models on accounting principles for reliability.
- Sage teams can advise on process design, not just pricing.
Chapters
00:01 – Accounting shifts to predictive, intelligent systems
01:10 – What Sage Intacct solves for growing SMBs
03:26 – What breaks first: Excel, silos, stale reporting
04:34 – Early inflection points: billing and invoicing pain
06:26 – Implementation timelines and complexity drivers
07:55 – Finance system swaps feel like “open-heart surgery”
09:32 – Why prep work matters more than deadline pressure
10:25 – Adoption slows when KPIs and outcomes are unclear
12:34 – Hard-earned lesson: tech stack issues ripple outward
14:54 – Practical AI today: outliers, OCR, invoice context
16:45 – Agentic AI: workflows, approvals, cash optimization
19:55 – AI lowers learning curve with in-app guided help
23:24 – Customer outcomes: faster close and time reclaimed
24:40 – Case study: $1M cash unlocked, $4M profit gained
27:09 – AI trend: value is real but still murky for leaders
28:07 – Accuracy, audits, and explainability in finance AI
32:05 – Training AI on AICPA principles for trust
33:18 – Myth: vendors only sell, not process expertise
Transcript
Beau Hamilton (00:01.071)
Hello everyone and welcome to the SourceForge Podcast. I’m your host, Beau Hamilton. Today’s conversation is all about how accounting is changing and not just moving to the cloud, but becoming more intelligent, more predictive and just far more useful to the people running the business. I think for a long time, accounting systems were really great at telling you, you know, what already happened, but finance teams today are being asked to do a lot more than just close the books, right? They’re expected to surface insights faster, spot risks earlier and just help leaders make better decisions in real time. And that’s where Sage software comes in.
So Sage has been pushing hard on this idea of bringing intelligence and prediction into everyday accounting. And they’re using all the fancy tools available here in 2026, like automation, data visibility, and AI driven insights among others. I think the goal here really is to reduce as much of that tedious manual work as possible but also give finance teams a clearer view of what’s coming next. And so to talk more about what Sage is doing in this space is Jurgen Utess, Senior Marketing Manager at Sage. Jurgen, welcome to the podcast. Glad you could join us.
Jurgen Utess (01:08.494)
Yeah, thank you for having me.
Beau Hamilton (01:10.617)
Now let’s lay the sort of groundwork, the foundation for listeners who may not know the platform very well. What problems is Sage Intact especially good at solving for growing or mid-sized companies?
Jurgen Utess (01:24.684)
Yeah, so, you know, the problems that we’re really solving are we are an accounting software for SMBs. And when you are a growing business, a lot of the processes that you have initially when you start out, they kind of start to fall apart a little bit. So if you can imagine if you’re, say, a services business, you maybe you have a little marketing agency and you’re going initially, you can easily schedule the work and track the time against it and then send out an invoice for the things you’ve done. But as you get bigger, you have more people doing work, you have more clients, more different projects, people working on different things, gets harder and harder to keep track of those things. And then when you want to collect that money, turning it into an invoice can really become a tedious manual job that some companies end up having people just do that in full time. And so that doesn’t really scale as you want to grow. And so they come to us to automate a lot of those processes and tasks for the most part.
Beau Hamilton (02:29.285)
Yeah, there’s a lot of variables to keep tabs of. And I do feel like a lot of companies growing sort of that inflection point where you’re like the basic accounting tools they have just can’t keep up anymore, like you were saying. And then on the flip side, you have like the alternative of like an enterprise system that just feels like overkill. So you want something kind of in between having a software that’s like more tailor made to like the midsize companies, I think is very valuable.
That being said, when companies are in that growth stage, feel like, like you were talking about, that’s really where you start to see the issues arise. Tracking financials becomes more laborious, there’s just more complexity. It’s harder to see all the insights and whatnot. When a company first comes to you and starts working with Sage and adopts Intact, what’s usually broken or holding them back?
Jurgen Utess (03:25.771)
Yeah. So for the most part, I would say, it is really those manual processes where they have to, you know, do things in Excel or try to bring two different data sets together. and most of the time you’re dealing with stale data, right? Because by the time you pulled that report and you combined it, it’s already outdated again. and then the other problem that, people have from that is that, well, on the one hand, doing that consolidation work takes a lot of time, but then you also don’t have time then to actually look at the data, see what it means and analyze it, right? So by having real-time data and automating these processes, we’re able to free up your time to look at the data analysis. And because it is all in one system, you actually get to see the full picture of where your business is right now, not where it was last week. And so that allows you to become a lot more proactive and forward-looking.
Beau Hamilton (04:20.987)
Gotcha. And is there a particular moment, like when a company starts working with Sage, like is there a moment where you notice, a company notices the biggest difference early on when they first gets set up and running?
Jurgen Utess (04:34.05)
Well, so I mean, they come to us when most of the time it’s not one thing that breaks. It’s just the proliferation of all the different things that are happening. But, you know, of course, if they hire a new CFO, for example, right, person comes in, has background, sees, how these systems and processes are broken, we’ve got to fix that. But in my world, I work a lot with consulting businesses and project based businesses.
Most of the time, it’s really where they can’t keep up with writing all the bills, for example, right? Like I was saying earlier, if you want to turn a timesheet into an invoice, that can take a lot of time across a bigger firm. And the more business you take on, the more time it takes. So they really get to the point where they say, okay, we have one person doing this full time, or maybe even more than that. There has to be a better way. And so they come to us because we are the better way.
Beau Hamilton (05:28.891)
Yeah, I can see where that conversion of taking the time and turning it into an invoice is just perfect for some of these automation tools that I’m sure you have already incorporated and you’re rolling out. we’re definitely going to get to, I’m going to ask you about here in a minute. I’m curious, like one of the kind of concerns I hear a lot from, you know, leaders and product experts in the software space is this implementation conundrum. And just like not from a cost standpoint so much, but just from like a disruption standpoint, want to see, you know, companies want to see value quickly without being disrupted or having their operations disrupted. And so maybe you can speak to that. Like what does the path from the decision to integrate Sage Intact to like day one value usually look like? Like how fast can you start to see the real results?
Jurgen Utess (06:26.463)
It depends on the size of your business primarily and how complex your operation is. So if you are just replacing your finance system, we can go live in as little as two months, but chances are if you’re growing business, you have other solutions out there and not everything is in Excel. You might already be tracking time in a system or you might be doing resourcing in a system or you’re doing billing in a system.
So you have stuff out there and the more systems you already have in place and processes that have kind of that you have point fixed solutions for the more complicated it gets because then the conversation shifts a little bit from what are we doing with your finance system to how are you how is your organization working and what’s your tax stack what does that look like what are the processes the workflows that you have between different departments do we have to get other people on board right so the bigger the the ball of wax already got before you decided to change your finance system, the longer it can take. But we typically say two to six months is the timeline. Of course, you don’t have to try to boil the ocean either, right? You can start in one area and then kind of modernize your workflows as you go. But most of our customers see the value pretty quickly. So they’re always apprehensive about changing the finance system. It’s like open heart surgery, right? You’re in the middle of you’re really at the center of the business. so switching out that system gives a lot of people anxiety and they’re nervous about it. But we have super high customer satisfaction.
People are always happy they did it. Most of them see ROI within six months, simply because we are able to automate these processes where people no longer have to do hours and hours of work or they generate insights that are in Sage Intacct pretty quickly generated that give them some new way to think about their business or maybe change approach to how they bill for work, for example, and all of a sudden they make more profit because of that. most of our customers see really quick ROI and are happy after the fact. But of course, when you’re new to this and maybe you have never done an implementation, it seems pretty daunting, right? Because you have to talk to all these different people and get all these different questions about your tech stack and most of the time they might realize, wow, this is a bigger question than I thought. And so, starts out that way, but usually there’s a happy end to it with us.
Beau Hamilton (09:03.036)
Yeah, that’s why I like to ask that question because it is a daunting task and there’s a lot of just stress around the idea of implementing a brand new accounting software. yeah, so hopefully that answer I think is reassuring for listeners. And it just, I mean, it depends. Like it’s tough to have, you have a window of like how long it takes and it usually is on a shorter end, but it depends on the business and the projects they’re working on and whatnot.
Jurgen Utess (09:32.17)
Yeah, and would say, know, people sort of come in with an expectation, I have to have this done by date X, right? And of course that has to do with how their fiscal year is structured, right? And they think they need to have it done by a certain day, which is understandable. But oftentimes that also makes them rush the process a little bit. And that is really at the core of when there’s actually issues arising during implementation is if you didn’t take enough prep work, you know, if you didn’t really get everybody on board internally, if you didn’t really think through all the processes, that’s when issues happen. if you are thinking about evaluating a system, you have to really take some time to really map out what your challenges are and how you want to address them. And how do you see a financial system fit into that? And, you know, of course, we can help with that.
Beau Hamilton (10:24.943)
Yeah, you mentioned some of the kind of the hiccups or the friction points with the adoption phase. Are there maybe one or two that really stand out that slow the adoption process down that you can call out and highlight? Or does it just kind of depend on some of the things you’re saying, the fiscal calendar, they have to follow, the type of business it is?
Jurgen Utess (10:49.514)
Yeah, I mean, it really depends. We work with so many different businesses. We work with a lot of nonprofits. We work with health care companies, financial services companies, software companies, hospitality. mean, we have so not all of them are the same. But I would say the biggest challenge is that, you know, knowing that your process is broken is one thing, but then also having a vision of what the outcome of once the process is fixed is a challenge as well. So to give a more tangible example, right? You know you don’t have the right data. Well, what is that right data? What are the KPIs for your business that you need to track, right? And where do those come from? And so having a plan, knowing what you want to be able to track in your system.
That is really key. And if people go into this from a single mind standpoint, I need to optimize my billing process. Again, that starts the conversation. But if they never had a thought about, well, what does my reporting look like in the future? Or what are the KPIs that I want to take to my executive board? That’s when things really slow down.
Beau Hamilton (12:08.579)
Now you’ve mentioned you’ve worked with a lot of different organizations and spanning the sciences to the healthcare giants and the healthcare industry as a whole. Is there maybe a hard earned lesson that you’ve encountered about modernizing accounting systems that most teams can underestimate? I don’t know if anything that comes to mind on that topic.
Jurgen Utess (12:47.53)
Yeah, again, I think it’s the timeline is probably the hardest part. And the more systems you have, the more complicated it gets, right? Sometimes you realize that if I swap out my finance system to accomplish a certain task, maybe the insufficiencies of my other systems become more apparent. And then your to-do list really expands beyond finance and goes into maybe operations or something like that, where you have to connect departments that have previously not talked with each other as much as maybe they should have, because then you really are starting to question the whole fabric of what’s in your tech stack, right? And sometimes that makes sense. And most of the time that happens when the tech stack was neglected.
But yeah, I would say that’s really the biggest challenge is if you really discover in the process that there are more things broken in your company than just your finance system.
Beau Hamilton (13:56.283)
Right. just, it’s almost a whole ripple effect and a whole can of worms you just opened up by tackling the problem. But ultimately, you know, it’s one of those things that does need to be dealt with eventually. it’s, it is for the, for the best. But interesting, nonetheless, I mean, it doesn’t, my mind goes to like the legacy sort of hardware that slows a lot of companies down, especially like I’ve heard in a networking space. It’s like, we’re not even, they’re not even thinking about some of these AI automations because they’re still working on just updating legacy hardware to get to like upgrade to the cloud, you know, let alone, you know, the like approaching the problems with new software features and capabilities. So really interesting insight there. And thanks for sharing that. I want to pivot slightly to focus in on the automation Sage is incorporating as, as we all know, as we all are aware, there’s a lot of hype around
Beau Hamilton (14:54.337)
AI right now, and I’m sure that’s especially true in the finance sector in particular. But the real question is how it actually shows up in everyday work and the real sort of difference it makes. So I’m curious, how is Sage software currently incorporating AI into the platform in ways that actually change how finance teams work from day to day?
Jurgen Utess (15:39.21)
Yeah. So we’ve been around since 1999. We’re one of the first cloud-based solutions out there. And we’ve done AI for a long time as well. But, you know, maybe to step back a little bit, the calculator in your iPhone, that’s also AI, right? So AI has been around for a long time and AI has had many different shapes and forms. So the one of the first ways that we’ve used AI for many years now is outlier detection in your general ledger. So we can flag transactions that are recurring every month and maybe this month it looks different than it has to last six months. So it can flag that for you. That’s a pretty simple way to use AI and we’ve done that for a long time.
I think another example is OCR, Optical Character Recognition, right? So you can scan a document in our cases. In our case, people scan a lot of invoices, for example, and then we feed that into the system. We’ve had that for years and what now is changing with the arrival of Gen.ai is really that you’re going from scanning an invoice to understanding what’s actually in that invoice. So I can understand this is a utility bill and I have to pay it within 30 days. And so that helps you already tag transactions in your system and automate a lot of that more tedious work of an accountant going in and figuring out what’s in that invoice. So it can help with that.
But the future that we’re building right now is really the orchestration of all those different AIs. And the future is agentic. And so agentic is a big buzzword. But really what it means is that you have a coordinating AI at the core of it to take our invoice example that can scan the invoice, see what’s in it, understand what the invoice is. But then it can also map it to your cash at the end of the month and say, okay, we have to pay this invoice. Now I can trigger another AI to do a workflow to get this invoice approved. But because I understand the net payment terms, and I understand how much money we will have left at the end of this month, through predictions, I can say, well, are there any invoices where maybe I get a discount if I pay them early? And then I can flag those invoices to you and say, hey, here are two invoices that if you pay them early, you get a 5% discount. And based on our cash prediction, we have that money available. So the AI really becomes an accountant that can think about those kinds of opportunities and flag them to you. So it really comes from understanding an invoice to triggering workflows to saying, hey, here’s something that you can do to optimize your cash flow and save some money. So it really becomes a staff accountant in a way.
Beau Hamilton (18:28.378)
Hmm, that’s that’s really cool. Yeah, it’s it’s like it’s a really interesting evolution of some of the software we’ve seen in years past. And, you know, like you were saying, there’s a lot of different buzzwords and whatnot and different sort of branding for AI. Yeah, but like I think the biggest unlock is just like you’re saying that contextual awareness, being able to have the LLMs, the data to cross check and actually understand what it is you want to do. And and then the with the agentic portion be able to actually act on your behalf in a sense. And I think also I imagine there’s a lot of other so like it’s helped lower the learning curve with some of these tools. Like I think of I mean, five coding is a classic example of like you don’t need to necessarily learn programming to be able to develop your own software program. Do you necessarily like you working with Excel? I’ve taken, you know, in my education, my education career, I’ve like taken numbered for Excel courses, right? But with some of these tools are lowering that curve where like, you don’t necessarily need all that kind of understanding to tackle some of the problems that you want to set out to solve, right? And how has it lowered the learning curve and the barrier to entry for companies that have adopted the platform?
Jurgen Utess (19:55.007)
Well, so one of the ways that we’re using AI that is, I guess, pretty obvious with the arrival of Gen.ai is the search library or the help library that we have, right? To be able to search that. Of course, when you go on an accounting system, that’s very complex software. And while they’re structured the same way, they don’t all look the same. I think some of the hesitation in switching to a new vendor might also be, well, I don’t know how it works. I’ve used this other software my whole career. So we have a chat window directly in our software where you can ask simple questions like how do I set up a new vendor? And it’ll be able to take you to the mask where you do that, but it’ll also be able to explain questions about that, right? So the system is kind of explaining itself to you and can kind of guide you along as you learn the system. Of course you get training and all that stuff when once you go on a system, but if there are questions, that’s a pretty easy way to get your answer. And without having to go through that extensive, you know, manual that comes with software like that and.
Beau Hamilton (22:18.575)
Now we can talk about features, I feel like all day, which I’m happy to, but the proof is, I think the real proof is what changes once teams are actually using the system day to day, right? And, you know, I don’t want to put you too much on the spot, but I’m curious if you had like a customer story that really, you know, illustrates that impact, maybe where they reclaimed a lot of time or finally got the financial clarity they didn’t have before that they were looking for. Is there a customer story experience that comes to mind?
Jurgen Utess (23:23.806)
Yeah, I I always like to read our customer stories and kind of find those overarching themes. And I would say one of the biggest that I see all the time is we got time back and that time primarily is around the financial close. So, you know, at the end of the month or quarter when you have to close your books, that’s a process that can take so long that by the time you’re closing the books and producing those final numbers you already have to start all over again. So finance teams are constantly blocked down in these processes. And a lot of our customers take their clothes from 30, 60 days down to just a few days, a handful of days. Smaller customers can close within a day, right? So you can really click, push a button and you’re closed. Getting that time back, I think is super valuable.
And then also, same on on the billing side, right? If you do have to process a lot of invoices and you know your staff accountant and you wanted to do accounting and all you’re doing is these invoices I mean that has to just be the most tedious thing in the world and getting time back to do things that you actually care about, know, which is not processing the invoices but understanding if my sourcing strategy is the correct one or if there are better ways to get materials and that’s something that you would much rather work on, I’m sure. And so a lot of our customers tell us the time we get back is just so invaluable.
And that’s where a lot of the ROI comes from. But I also remember one customer specifically, they’re called Halloran Consultant. They’re a life sciences consultancy out of Boston. And as a consultancy, they struggle with lot of invoices or a lot of work that was already done and that was an invoice because that process is so slow. And so by automating the process, they were able to free up about a million dollars in cash that was just sitting in the ether unbilled that became billed. So that was money that they were able to invest in their business. And then, and that’s the automation side, but then on the, on the reporting side, they also saw that if they switched the way that they bill like their rate structure,
Jurgen Utess (25:41.758)
they could net a lot more profit and they’ve netted over $4 million in additional profit just by switching to a blended rate structure versus the fixed rate structure they had beforehand. And so within a year, I mean, the software has paid over and over for itself, both in terms of profit and then also in terms of savings. so between the time and the real money that people unearth by having those insights directly available to them, I think…The value speaks for itself.
Beau Hamilton (26:13.347)
Yeah, you’re saving time and money. That’s what it’s all about, really. That’s great. Yeah. Yeah, that’s super valuable, I think, to hear for customers and just seeing what some of the upside of switching looks like. I always refer to this era we’re in as the efficiency era, because all the time we’re saving and becoming more efficient. And that seems to be especially true in the finance industry as well.
Beau Hamilton (26:41.645)
It relates to my next question, because I want to zoom out slightly and look and discuss some of these broader changes you’re seeing across the financial software landscape. Is there anything you’re keeping an eye on maybe, I don’t know, besides some of the AI automations that we discussed? I know you mentioned the agentic AI, but is there anything in particular that you’re keeping an eye on that might be shaping Sage’s direction for the months and maybe years to come?
Jurgen Utess (27:08.541)
Yeah, I mean, I think AI really is that big change agent and people haven’t really, people are still trying to figure out what that really means. And you see a lot out there where companies try to catch up with AI. think finance leaders in particular, they all know that they need to do something about AI, but they don’t necessarily know what that is. So I think they’re trying to understand that and digest that. I think overall, there is a lot of opportunity for it, but there’s also it’s still so murky in terms of what the AI can actually deliver and where’s the real value here, right? And so by bringing those applications to market and showing what it can do, I think we can prove out some of that value, but it’s still in its infancy. And there’s a lot of marketing out there right now about, we use AI here, you know, everywhere.
And having not just an AI, but one that is accurate 100% of the time is our goal because the thing is, of course, we know that ChatGPT or any other gen AI model has a tendency to hallucinate every now and then. But if you are a CFO at a publicly traded company, you’re on the hook personally for the accuracy of financial data. So if you have an AI that hallucinates last quarter’s numbers, that’s a problem. So our biggest goal is to not just have the most automation, but also to have the most accurate predictions and automation because 5 % error rate is just not acceptable when you’re in finance. so getting it to be accurate all the time is really the goal and the challenge. And then also making it auditable so that a finance leader can understand how did the model arrive at the numbers that it’s giving me? Can I trace that back? Can I make corrections?
So really developing a process where it’s not the black box that you put your information in and then it spits out and you have to trust that data. But getting to the point where I work with the system, I feed it information, it gives me information back, but I’m able to see how it arrived at those results and I’m able to tweak the things where I need to really be trusted and not just hope it’s correct, because that is just not an option for finance. So I think that is really the biggest shift that people really don’t talk about enough when they talk about AI is that, you know, reading an invoice and understanding the total 100% of the time is incredibly hard. It’s much harder than you might think. So we have a whole team of researchers with PhDs and patents that are just working on that.
Beau Hamilton (30:10.426)
Wow. Yeah, that’s so true. mean, it’s so important to underscore is like the got to maintain accuracy. And also, I think it’s really interesting you mentioned the black box side of things because so much when we use, you know, when I use a lot of the AI tools that I use, you know, no one knows really what they’re how they work. It’s a black box by design. And even I’ve heard some of the researchers working on these AI, you know, tools, LLMs don’t really understand fully how they work. so from your standpoint, when you incorporate them, especially for the compliance side of things and the side of the equation, you have to really have that transparency. So that’s really fascinating. I would love to kind of just play with play with that with your some of the tools you have incorporated, just see how it able to kind of what it’s thinking, you know, what it’s able to grab it and work with the data that it is working with.
And also I think of two, you know, I know with the some of the ChatGPTs and the Geminis and whatnot that were have rolled out and had mass, you know, adoption from consumers. It’s interesting because a lot of times the hallucinations were around simple equations and numbers. Right. And like, as opposed to generating, you know, false information, text information. But like you think that, you know, we’ve had calculators for years. You think that it would have, it would, it would be accurate with its numbers, number crunching. but something relatively simple isn’t as simple as you might think. And it still can hallucinate from time to time. And so really just making sure that it’s, it’s not, especially, when you’re working with companies dealing with millions of dollars and, and, and, know, sensitive, industries, I think it’s very important to make sure everything’s accurate. I’m glad that you’re prioritizing that.
Jurgen Utess (32:05.467)
It’s also about training your model to understand basic accounting principles. So an LLM is not a trained accountant by trade. It can understand and crunch numbers and consolidate information. what we’re doing is we’re working, Sage Intact is the only preferred financial solution by the AICPA, the American Institute of Certified Public Accountants, the CPA Institute and they literally wrote the handbook on public accounting. And so we’re, we’ve been working with them for a long time. They recommend our solution, but we also trained our own model on the AI CPA handbook. So we have, you know, that agent that I talked about earlier, of course you can build in rules, but this agent is trained on an accounting handbook. So it is literally just trained on the AICPA methods. And so just by that, it’s able to be more helpful and more accurate and not make some of those mistakes that just a general language model might make.
Beau Hamilton (33:17.507)
Yeah, that’s a good distinction there. And yeah, that is that does speak to the value there. Having the right rules to follow and the framework is huge. Otherwise, you’re just going to open yourself up to more problems in the future. OK, I want to wrap things up and I want to zoom in on perhaps some of the outdated assumptions floating around in the space. What’s up? Maybe a persistent myth or misunderstanding about this this space that you wish more business leaders would maybe let go of.
Jurgen Utess (33:47.623)
You know, I think maybe the biggest myth that surprises me but I understand is that, you know, we’re a software vendor and we’re trying to sell you software, which is obviously true, but we can also help you figure out some of these processes. So when you talk to Sage, you will talk to a CPA.
Most of the people that build our solutions and architect kind of how are you going to implement it have been accountants. They have accounting degrees. They understand what you’re dealing with and they understand the processes. And so they’re not just there to sell you software. They’re there to really help you rethink some of the processes and how you want to architect the business. And that’s a resource that people can take advantage of.
So I think people who call us sometimes are apprehensive and say, hey, I just want to know how much this costs. But what they really should be asking is, well, how do other companies do this? Because one of the advantages that we have is we talk to, we have over 30,000 customers. We talk to businesses, or chances are we talk to businesses just like yours all the time. So whether you’re a marketing agency or a hospital or a dentist or a family office or whatever, we probably have helped somebody like you before. so taking advantage of the resources and thinking of people not necessarily as salespeople, but these are people that can help me figure out how to do my business better. I think that’s a big myth out there that I wish people would take advantage of more because they’re happy to do it and people are happy to solve problems for our customers or potential customers because we understand that there’s other considerations.
Beau Hamilton (35:40.291)
Absolutely. Yeah, that’s a great one. Great answer. it does speak. It speaks well to me. I do. I tend to, I don’t know, view when I hear someone is in sales, I tend to, you know, naturally sort of kind of close off and be a little bit skeptical, I guess. But it’s, know, you really do have to kind of look at, like you’re saying, the resources. And I think that, you know, the product and hearing kind of about how customers are able to integrate the platform and work with it and.
the testimonials kind of just help speak and speak of the value. So yeah, that’s a great distinction. I’m curious, so for people who want to learn more about Sage and TAX, maybe they’re interested in kind of scheduling a demo, getting in contact with your team, where would you recommend they visit?
Jurgen Utess (36:29.746)
Just go to sage.com, fill out a form, we’ll get in touch with you. But you can see the product there in action, what it looks like. We have a lot of videos available. You don’t necessarily have to call right away if you want to learn more about it. And I’ve actually found that if you go to an LLM, they have some good answers about Sage as well. So if you want to learn more, you can use AI. There’s some good answers out there. But of course, we’re happy to get in touch as well.
Beau Hamilton (36:55.963)
Fantastic. All right. Well, that’s Jurgen Utess, Senior Marketing Manager at Sage Intact. Thank you so much for joining us. I really appreciate all the insights and helping me kind of understand your platform even more. So thanks for all the time.
Jurgen Utess (37:09.896)
Thank you.
Beau Hamilton (37:11.419)
Thank you all for listening to the SourceForge Podcast. I’m your host, Beau Hamilton. Make sure to subscribe to stay up to date with all of our upcoming B2B software related podcasts. I will talk to you in the next one.