This session covers how organizations are improving finance operations using AI and automation within Sage Intacct, moving away from manual, disconnected processes toward a more streamlined, connected system. It focuses on reducing reliance on spreadsheets, improving data accuracy, and increasing overall efficiency across core financial workflows.

It also highlights how AI enables real-time visibility, faster reporting, and more proactive decision-making, helping finance teams spend less time on transactional work and more time analyzing performance and supporting the business.

Key pain points:

  • Limited visibility into profitability by provider, service line, or location
  • Challenges tying financial performance to revenue cycle and reimbursement trends
  • Disjointed systems between EHR, practice management, and financials
  • Rising staffing and operational costs impacting margins
  • Manual reporting processes slowing down decision-making across locations

Who should attend

This session is designed for CEOs, CFOs, CIOs, controllers, finance directors, and financial managers in physician groups and the health care sector.

Questions?

Contact CLA’s meetings, events, and experience team at CLAevents@CLAconnect.com.

Can’t make the webinar?

Fill out the registration and you will receive an email with the webinar recording and slides following the event. Also, check out our event calendar to see what else is happening.

Webinar speakers

Headshot of Andy Harleman

Andy Harleman

Digital Growth Director

Taylor Brown

Consulting Director

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