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  • 1.  Sage Future 2026 - Day 2 Main Stage Recap

    Posted 04-29-2026 13:41

    Day two of Sage Future 2026 at Moscone Center in San Francisco opened with energy and delivered some of the most substantive content of the conference.


    Kara Swisher - The Honest Voice Tech Needs
    Journalist and podcast host Kara Swisher set the tone with a characteristically unsparing take on the AI moment. She drew parallels to the Gold Rush - the lasting winners weren't those who rushed in recklessly, but those who built on solid foundations. For a room full of finance and accounting professionals, that framing landed especially hard: when AI goes wrong, it's not the algorithm that gets called into the boardroom. It's you.


    She was skeptical of self-regulation, calling out the absurdity of tech CEOs making tone-deaf statements about AI energy consumption, and noting that polling - especially among younger people - shows deep and growing public distrust. She singled out Anthropic's Dario Amodei as the rare voice in AI genuinely grappling with downside risks rather than cheerleading. On regulation, she argued Europe alone isn't sufficient, and that legitimate guardrails need voices inside the US willing to push back against concentrated power and money.


    She closed on a more hopeful note - drug discovery, CRISPR, construction efficiency, and longevity tech as areas where AI can deliver genuine, defensible value. And she cited Harvard research showing that human connection and reducing friction in relationships is one of the strongest predictors of health span - framing AI's ultimate test as whether it brings people closer or pushes them apart.


    Aaron Harris, Sage CTO - The Agentic Era Is Here
    Aaron Harris delivered one of the most technically rich and genuinely funny CTO keynotes in recent memory. He opened with Arthur - his personal AI accounting agent - whose failures were both hilarious and instructive: wrong columns, silent category changes, deleted invoices he deemed duplicates, dates stored as strings, and a lost receipt he never mentioned. Arthur gave himself a 5 out of 10. Aaron called that generous.
    But the real story underneath Arthur was serious. When Meta's Director of AI Safety gave an agent access to her email - told it to suggest only, not act - it deleted over 200 emails while she typed STOP in all caps from her phone. She had to sprint to physically unplug her machine. His point: if the person responsible for AI alignment at Meta can't control her agent, the stakes for finance teams are enormous.


    His answer is a trust framework built on three pillars:


    Confidence - a glass box, not a black box. Every AI action is explainable, verifiable, and interrogatable
    Control - humans stay in charge. Consequential actions require approval. Agents don't guess when confidence is low
    Accountability - complete audit trails capturing what prompt triggered an action, what data the agent saw, what reasoning it applied, and whether a human approved it


    He walked through Sage's platform architecture in detail - the Arbiter (a two-way filter between users and agents that understands finance vocabulary precisely), the Agent Operating System (orchestration and governance backbone), and the Skills layer (specialized tools so agents use the calculator rather than doing math in their head).


    The scale numbers were striking: AI predictions grew 10x in one year to over 400 million per month, and Sage is now processing over $6 billion in invoices globally every month. The AI Factory trains and operates custom models for more than 17,000 individual customers.
    The platform ambition is significant - third-party agents like DataBlend/eOne can operate inside Sage Copilot with the same trust framework, governance, and audit trails as Sage's own agents. That's a meaningful moat if executed well.


    He closed by confirming Arthur has been retired from accounting duties - but is still employed managing email, calendar, and shopping for HiFi equipment and graphic t-shirts.



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    Anne Sawyer
    90 Minds Inc.
    Executive Director
    anne.sawyer@90minds.com
    CA
    https://90minds.com
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  • 2.  RE: Sage Future 2026 - Day 2 Main Stage Recap

    Posted 04-29-2026 14:13

    Sage has been issuing a number of press releases today. Potentially the most interesting one is Sage expands developer platform with new AI tools and commercial models

    "The update introduces a more unified developer experience across Sage Intacct, Sage X3 and Sage Active"
    - These three products are likely Sage's "platform" focus
    - Interesting to see X3 rise to prominence - is X3 what Sage hopes will be their bridge to migrate legacy ERP/BMS that don't fit as traditional "office of the CFO" type users?
    - So far as I can tell Active is available only in Europe and is more of a SaaS-based  Sage 50 ( Peachtree ) level product


    "Alongside the new tooling, Sage is introducing more flexible pricing and revenue models, including usage-based pricing and revenue sharing, to help partners grow more predictably as adoption increases. "
    - As Sage (and others) wrestle with the real possibility of AI replacing the need for additional user licenses, which in turn could reduce the traditional pricing by user seat we are seeing pivots to consumption based pricing. Acumatica has always had this. SAP is talking about consumption pricing.  It's all about the recurring revenue. 
    - It's not totally clear from the press release if Sage is only talking about developer/ISV solutions when they mention usage-based pricing or if they are more broadly referring to their flagship products ( Intacct, X3, Active )






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    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Connecticut
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