This session covered 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 focused on reducing reliance on spreadsheets, improving data accuracy, and increasing overall efficiency across core financial workflows.

It also highlighted 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

 

Webinar speakers

Headshot of Andy Harleman

Andy Harleman

Digital Growth Director

Taylor Brown

Consulting Director

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