A CFO Who Chose Intacct on Day One (And Would Do It Again)

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