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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