Scott Wiltshire, VP & GM of Oracle NetSuite ANZ, unpacks key SuiteWorld 2025 announcements, highlighting AI-driven tools, productivity boosts, and why NetSuite is a game-changer for growing businesses. Summary Today I’m speaking with Scott Wiltshire, VP & GM of Oracle NetSuite ANZ. In this episode, we talk about . . . Event recap: SuiteWorld 2025 highlights relevant to ANZ Key tools: AI Connect Services, Prompt Studio, Autonomous Close, Subscription Metrics NetSuite Next: Major platform upgrade promising zero-day close Emphasis on AI for automation, reporting, and decision support Discussion on value of attending SuiteWorld for ANZ professionals Growing importance of NetSuite's partner ecosystem Comparison between “automated” vs “autonomous” workflows Advice on bridging the knowledge gap with dedicated support NetSuite as a scalable “single source of truth” for growth-focused businesses 🧰 Apps & Tools Mentioned NetSuite, AI Connect Services, ChatGPT, Prompt Studio, Subscription Metrics SuiteApp, Oracle Cloud Infrastructure (OCI), NetSuite Analytics Warehouse, Safe Search, Advanced Customer Support ⏱️ Timelines 00:00 – Welcome & Introduction: Heather sets the stage for the SuiteWorld 2025 recap 01:15 – NetSuite AI Connect Services: Plug in your AI assistant for real-time action 02:50 – Prompt Studio Explained: Build & deploy GenAI prompts in workflows 04:35 – Subscription Metrics SuiteApp: Real-time visibility into recurring revenue 06:10 – Interview with Scott Wiltshire Begins: First impressions from Las Vegas 08:05 – The AI Buzz at SuiteWorld: Surge in demand for AI-powered accounting 10:00 – Why ANZ Pros Should Attend: Learning, networking, and discovering tools 12:00 – NetSuite as a Growth Platform: From MYOB/Xero to scalable ERP 13:45 – NetSuite Next Preview: Major AI-powered platform upgrade incoming 15:30 – Autonomous Close Feature: Moving towards zero-day book closing 17:20 – Natural Language Reporting: Talk to NetSuite using plain English 19:00 – Prompt Studio in Practice: Real examples from product-based businesses 21:00 – Most Underused New Feature: AI model integration & free querying tools 22:40 – NetSuite’s Partner Ecosystem: Extending NetSuite through collaboration Contact details: L: https://www.linkedin.com/in/scottpwiltshire/  NetSuite: https://www.netsuite.com.au  SuiteWorld: https://www.netsuitesuiteworld.com Accounting Apps newsletter: http://accountingapps.io/  Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind  LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/  YouTube Channel: https://www.youtube.com/ANISEConsulting  X: https://twitter.com/HeatherSmithAU

Dianna Butterworth, CFO of Kieser Australia shares the move from 27 Xero files to NetSuite, improving scalability, budgeting, and team empowerment.  Summary Today I’m speaking with Dianna Butterworth, CFO of Kieser Australia s In this episode, we talk about . . . Background: Dianna’s path from financial advisor and entrepreneur to CFOCompany Overview: Kieser Australia is a physiotherapy-led strength training provider with 31 clinicsInitial Challenge: Managing 27 separate Xero files across clinicsSolution Chosen: NetSuite ERP with implementation by AnexaKey Outcomes: Replaced 80+ spreadsheets with NetSuite Planning and Budgeting Improved team efficiency, moving from 1:5 to 1:12 clinic-to-bookkeeper ratio Faster monthly reporting and greater data visibility Budget cycle shortened from six months to one to two months Integrated Tools: Celigo, Zone & Co, ExpenseMeConference Takeaways: Upcoming AI features in NetSuite and the value of peer networkingAdvice to CFOs: Invest early in scalable systems Prioritise agility as much as accuracy Build confidence in the numbers to support growth 🧰 Apps & Tools Mentioned: NetSuite, Xero, NetSuite Planning and Budgeting, Celigo, Zone & Co, ExpenseMe, ApprovalMax, Rippling, Blue Collar Cloud Solutions ⏱️ Timelines 00:00 – Welcome and Introduction: Meet Dianna Butterworth, CFO of Keiser Australia 01:40 – Career Journey: From cufflinks to CFO 03:55 – About Kieser: What the business does and how it helps Australians 06:40 – Before NetSuite: The chaos of 27 Xero files 09:10 – Choosing NetSuite: Finding the right ERP for growth 11:30 – Empowering the Team: Moving from manual tasks to analysis 13:45 – Budgeting Breakthrough: Ditching spreadsheets for better planning 16:00 – Role of Anexa: Importance of a strong implementation partner 18:35 – Tech Stack Deep Dive: Celigo, Zone & Co, ExpenseMe 21:00 – Budgeting Speed: From six months to one month 23:30 – Advice for CFOs: Invest early and trust your data 25:20 – Insights from SuiteWorld: AI, networking and lifelong learning 28:10 – Wrapping Up: Thinking big and enjoying the journey Contact details: L: https://www.linkedin.com/in/dianna-butterworth-9088947a/   NetSuite: https://www.netsuite.com.au  SuiteWorld: https://www.netsuitesuiteworld.com Accounting Apps newsletter: http://accountingapps.io/  Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind  LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/  YouTube Channel: https://www.youtube.com/ANISEConsulting  X: https://twitter.com/HeatherSmithAU

Craig Sullivan, Group VP of Product Management, NetSuite  joins Heather Smith at SuiteWorld25 to reveal AI, automation, and global ERP innovations transforming how accountants and businesses scale smarter. Summary Today I’m speaking with Craig Sullivan, Group VP of Product Management, NetSuite In this episode, we talk about . . . Insights into NetSuite Next: AI-native ERP, natural language queries & agentic workflows Grounded AI: Role-based, explainable responses tailored to accounting & finance users Internationalisation & multilingual support coming to NetSuite AI Global compliance & e-invoicing updates—AI-enabled validation for governments AI Connector: Bridging NetSuite with tools like ChatGPT for insights and storefront integration Advice for accountants stepping into ERP consulting Importance of planning in successful NetSuite implementation "Suite Success" methodology explained Closing with Pitbull (Mr. Worldwide) and the global theme of SuiteWorld25 🧰 Apps & Tools Mentioned NetSuite, Oracle, ApprovalMax, Soldo, Synder, ChatGPT, Claude, Shopify   ⏱️ Timelines 00:00 – Welcome to SuiteWorld25: Craig Sullivan joins live from Las Vegas02:15 – Why Accountants Should Care: NetSuite's role in SME digital transformation04:40 – From Frustration to Innovation: Craig’s journey from accountant to product leader07:55 – Big Reveal: What NetSuite NEXT brings to ERP and accounting10:30 – Grounded AI & Natural Language: Role-aware, explainable ERP queries13:25 – Jet Engine, Not Co-Pilot: NetSuite’s bold AI claims15:40 – Going Global: Supporting business in 160+ countries with OneWorld18:20 – AI in Multiple Languages: Multilingual support explained20:05 – E-Invoicing Powered by AI: Compliance turned efficiency booster22:40 – Ask Oracle & Contextual Insights: Smarter decision-making with AI24:55 – AI Connectors in Action: Real-world ChatGPT and Claude integrations27:10 – What Accountants Should Know: Scaling smart from Day One29:00 – Implementation Pitfalls: Planning as the missing puzzle piece30:35 – The Power of Sweet Success: Best practice baked into ERP deployment32:10 – Craig’s Final Insights: AI’s future role in accounting33:55 – Bonus Fun: Pitbull, Mr. Worldwide, and SuiteWorld party prep!   Contact details: L: https://www.linkedin.com/in/craigssullivan/   NetSuite: https://www.netsuite.com.au  SuiteWorld: https://www.netsuitesuiteworld.com Accounting Apps newsletter: http://accountingapps.io/  Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind  LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/  YouTube Channel: https://www.youtube.com/ANISEConsulting  X: https://twitter.com/HeatherSmithAU

Madeline Reeves shares how Advisory Amplified is reimagining accounting conferences with community focus, practical advisory content, and a women-led, inclusive approach. Summary Today I’m speaking with Madeline Reeves, Founder & CEO of Fearless Foundry, creator of Advisory Amplified. In this episode, we talk about . . . Reinventing accounting conferences through a six-city U.S. tour focused on practical advisory content and community building. Challenges with traditional conferences and the need for real-world application. Advisory vs. CAS: Clarifying the terminology and implementation. Empowering women and underrepresented voices in accounting events. Localised content and community connection via hometown hosts. Practical tools and strategies for implementing advisory services. Workbook-based workshops with real, actionable takeaways. Partnering only with vendors who deliver educational (not salesey) content. Launching a virtual version of Advisory Amplified on November 18. Vision for future global expansion and continued grassroots connection. 🌟 Advisory Amplified Sponsors Fathom – Financial analysis and management reporting tool for accountants and business owners. Ignition – Client engagement and billing platform that automates proposals, contracts, and payments. Karbon – Practice management software for accounting firms, streamlining tasks, emails, and workflows. Relay – Online business banking designed for accountants and small businesses, with integrated financial controls. OnPay – Payroll and HR software for small businesses, handling wages, tax filings, and benefits. Fearless Foundry – Creative consulting firm that helps entrepreneurs and organisations with branding, marketing, and strategy. 🧰 Apps & Tools Mentioned: Avalara, QuickBooks Online Accountant (QBOA), TSheets, Hubdoc,  Abacor, Firm360, Taxfyle Timestamp  00:00 – Welcome Madeline Reeves: Advisory Amplified rethinks accounting events. 02:05 – From Avalara to Advisory Leader: Madeline’s tech-to-advisory journey. 06:10 – Why Advisory Amplified Exists: Gaps in traditional conferences. 09:30 – Real Talk: Advisory in the US vs. Global: What's missing in America. 13:25 – Designing Inclusive Conferences: Women-led by design, not default. 17:15 – The Power of Representation: All-female AI panel moment in Chicago. 20:40 – Tools Driving the Advisory Shift: What tech supports real advisory? 23:55 – Advisory Tech Stack Talk: Practical sessions with partner input. 27:10 – From Random Acts of Consulting to Service Lines: Productizing advisory. 30:35 – AI + Advisory Integration: Using AI for better client conversations. 34:00 – Hands-On Learning With Workbooks: Goodbye chicken scratch notes. 37:15 – Building Community with Local Flavour: Hometown hosts & local vendors. 41:05 – Sponsors with Substance: No sales pitches—only educational value. 44:25 – The Value of Diverse Perspectives: Unlocking new ideas through inclusion. 47:00 – Advisory Mindsets & Skills: Let go of perfection, focus on listening. 50:15 – Stop Selling, Start Serving: Grow advisory with current clients. 53:10 – Advisory Amplified Goes Virtual: November 18 launch details. 55:30 – Global Ambitions + The Bus Dream: What's next for the conference. 58:00 – Final Thoughts: Building a future-focused, community-powered industry. Contact details:   Madeline Reeves: https://www.linkedin.com/in/madelinefearless/ Fearless Foundry: https://www.fearlessfoundry.com/ Advisory Amplified: https://www.advisoryamplified.com/  Accounting Apps newsletter: http://accountingapps.io/  Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind  LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/  YouTube Channel: https://www.youtube.com/ANISEConsulting  X: https://twitter.com/HeatherSmithAU

Liam Hindle, GM of Product & Product Marketing at MYOB MYOB's Liam Hindle shares insights from the Accounting Industry Monitor, the future of AI in accounting, and how practices can evolve through tech, efficiency, and growth mindset strategies. Summary Today I’m speaking with Liam Hindle, GM of Product & Product Marketing at MYOB Liam highlights "intentionality" as a key to the cultural and operational trait that sets progressive accounting firms apart.  "I think for me, the word that comes to mind is that they're intentional." He elaborated that these firms: Don’t improve by accident or as a byproduct. Make conscious decisions to invest in their people and operations. Regularly review processes and strategies. Prioritise professional development and operational efficiency. Make strategic use of technology to free up time for high-value work. Liam emphasized that intentionality helps firms shift from reactive, deadline-driven work to proactive, strategic engagement, unlocking value for both clients and team members. In this episode, we also talk about . . . Focus on MYOB’s vision for accounting practices; Key takeaways from the MYOB Accounting Industry Monitor; Strategies for handling talent shortages & fostering a growth mindset;  AI literacy and upskilling as tools for retention & recruitment; Operational tips for improving efficiency through standardisation and automation; Importance of strong onboarding and client engagement;  Data security and AI risk management in MYOB’s product development; Future of accounting tech: Agentic AI and embedded AI in workflows; MYOB’s upcoming compliance-focused tools and strategic advisory enablement   🧰 Apps & Tools Mentioned: Apps & Tools Mentioned: MYOB, ChatGPT, Claude, AWS, Teams Copilot, Fireflies Contact details: Liam Hindle https://www.linkedin.com/in/liamhindle/ MYOB https://www.myob.com/au  Accounting Apps newsletter: http://accountingapps.io/  LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/  YouTube Channel: https://www.youtube.com/ANISEConsulting  X: https://twitter.com/HeatherSmithAU

Heather Smith shares why she’s running for the ACCA Global Council, highlighting her advocacy work, global experience, and vision for a future-focused, member-driven ACCA. Summary 📌 Episode Summary (Bullet Points) Heather Smith announces her candidacy for the ACCA Global Council. She reflects on 30 years as an ACCA member and her international career. Advocates for stronger representation from the Southern Hemisphere. Discusses her roles in ACCA’s global SME and technology forums. Emphasises her long-standing commitment to member support and tech innovation. Calls for members to vote, noting the significant impact of each ballot. Encourages non-voting listeners to spread the word within their network. Hi, my name is Heather Smith, and you’re listening to the Accounting Apps Podcast. I’m jumping in with something a little different today. As you may have seen on my socials, I’m standing as a candidate in the ACCA Global Council elections. I’ve been a proud member of the Association of Chartered Certified Accountants for nearly 30 years. It’s opened doors for me to work across Australia, Singapore, England, and Canada, and it’s connected me with inspiring accountants worldwide. ACCA has been the foundation of a rewarding, impactful career, and even enabled me—through a memorandum of understanding—to join Chartered Accountants ANZ. Now, I’m standing for Council as a way of giving back to the membership that has given me so much. If you’re an eligible member, I encourage you to listen on. If you’re not, perhaps you know someone who is—please nudge them to vote. It can be hard for candidates from the Southern Hemisphere to gain momentum, so every vote really matters. Why Council Matters Council sets ACCA’s direction: How it supports members How it advocates with regulators How it prepares for challenges like AI, sustainability, digital transformation, and the talent pipeline These issues affect every member, everywhere. A Bit About Me I’m the first Australian-born ACCA Fellow. In this election, I’m the only candidate from the Southern Hemisphere. Once elected, however, you represent all members globally. I chair the ACCA Global Forum for SMEs. I’m a member of the Global Forum for Technology. I’ve authored 10 business books (and am working on my 11th). I’ve hosted this podcast for 10 years. I’ve represented ACCA at more than 100 international conferences, championing innovation, ethics, technology, and inclusion. In 2024, I was named Accounting Thought Leader of the Year. Over the years, I’ve also represented ACCA to the Australian Tax Office, funding my own travel and accommodation to secure recognition for ACCA members. These things aren’t always visible, but they matter. I’m passionate about giving SMEs and SMPs a strong voice, about using technology to work for us, and about ensuring members are at the heart of every decision. Why Your Vote Counts Last year, fewer than 5% of members voted. That means each vote carries the weight of about 20 votes in a typical election. You can select up to 21 candidates, and I’d be honoured if one of those votes went to me, Heather Smith. Voting instructions should now be in your inbox. Together, let’s build a future-focused, globally connected ACCA that supports members everywhere. Please take five minutes to vote—and if you’re not eligible, encourage someone you know who is. Thank you for listening. I’m Heather Smith, and this is the Accounting Apps Podcast. Contact details: Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU

A vibrant wrap-up of Xerocon 2025 from a Kombi van, covering AI tools, new Xero features, community energy, and standout apps like SYFT Analytics, Cradle IO & Manage My Renewals. Summary On day 2 of Xerocon I jumped into a community group and asked people to join me at the van at 2pm, and 40 minutes later 5 people showed up. We squeezed into the Kombi and debriefed on the two day Xerocon conference. I can not quite believe that I managed to get 6 people into a Kombi van, and recorded what could possibly be the greatest Xerocon podcast recording ever!   There have been a lot of post following Xerocon, about the strength of the community, and you can really feel a sense of community in this conversation. Today I’m speaking with  Alex Falcon Huerta FCCA (Soaring Falcon), Jolene Elliot of Karlaya Accounting & Business Advisory Michelle Kvello of Lantern Partners Emma Baxter of YouTax Kyelie Baxter of IQ Accountants  In this episode, recorded on Day 2 of #Xerocon 2025 inside a vintage Kombi van with six passionate accounting professionals, we talk about . . . AI innovations including OpenAI, JAX, and the future of automation in accounting. Hot app discoveries like Manage My Renewals, Cradle IO, SYFT Analytics, and Fishbowl Inventory. Key product announcements from Xero: ATO Portal integration, Tax Manager, and Workpapers for individual tax returns. Reflections on session highlights: resilience, time management, and generational engagement. Talks about stage experiences, community strength, and the power of networking. Trends ahead: more automation, younger entrepreneurial accountants, and the growing importance of soft skills. Each guest shared a final thought on embracing innovation, avoiding conference fatigue, and staying connected. 🧰 Apps & Tools Mentioned: SYFT Analytics, Manage My Renewals, Cradle IO, Fishbowl Inventory, FYI, Translucent, XBert, Xero, Dext, ATO Portal, Xero Workpapers, RPA, JAX, RecHound Contact details: Accounting Apps newsletter: http://accountingapps.io/  Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind  LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/  YouTube Channel: https://www.youtube.com/ANISEConsulting  X: https://twitter.com/HeatherSmithAU

Xero’s Chief Product & Tech Officer Diya Jolly shares product highlights from Xerocon, how AI is shaping features, and what drives her mission to empower small businesses globally. Summary Today I’m speaking with Diya Jolly, Chief Product & Technology Officer at Xero In this episode, recorded live at Xerocon Brisbane inside a blue Kombi van we talk about . . . Reflections on leadership, childhood inspirations & her father’s influenceDiya’s approach to customer-driven product developmentHighlights from recent Xero product announcements: New homepage & navigation redesign Enhanced Partner Hub Intelligent bank reconciliation with human + AI synergy Actionable insights for accountants & bookkeepers  The impact of user feedback and communication on product strategy Contact details: Diya Jolly: https://www.linkedin.com/in/diyajolly/ Xero: https://www.xero.com/au/ Accounting Apps newsletter: http://accountingapps.io/  Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind  LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/  YouTube Channel: https://www.youtube.com/ANISEConsulting  X: https://twitter.com/HeatherSmithAU

A live panel unpacks how accounting tech reshapes advisory, global work, and lifestyles: covering cloud, AI, ethics, niche healthcare, and why some accountants invest in apps. Guests: Gardner, Falcon Huerta, Chard. Summary Host Heather Smith moderates a lively panel on accounting + technology at the Brisbane Chartered Accountants Australia New Zealand offices. Guests:  Alex Falcon Huerta FCCA (Soaring Falcon) https://www.linkedin.com/in/alexfalconhuerta/  Kelly Chard (GrowthMD) https://www.linkedin.com/in/kellychard/  Paul Gardner (fresh accounting) https://www.linkedin.com/in/paul-gardner-3b85322/  In this episode, we talk about . . . Cloud tools lower barriers for boutique firms; data enables deeper advisory. Lifestyle design: remote teams, digital-nomad workflows, and flexible careers. Global work: Hong Kong/Singapore complexities—multi-entity, multi-currency, consolidation. Specialisation: healthcare niche delivers powerful benchmarking and insight. Founders as investors: why accountants back apps they implement. AI: more a shift than a threat; ethics and guardrails remain paramount. Practical stack talk: standardising platforms, comms, and change management. Apps & Tools Mentioned: Xero, Sage, NetSuite, SAP, Expensify, Dext, Microsoft Teams, Microsoft Copilot, Excel, WhatsApp, Brieff, Otter.ai Contact details: Accounting Apps newsletter: http://accountingapps.io/  Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind  LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/  YouTube Channel: https://www.youtube.com/ANISEConsulting  X: https://twitter.com/HeatherSmithAU

In this solo episode Heather Smith explores how accountants can harness AI as a strategic enabler, boosting data-driven decision making, enhancing client value, and leading with ethics, integrity, and curiosity. Summary In this solo episode, I talk about . . . Key Points: Technology as a strategic enabler, not just an operational tool AI reduces repetitive work, empowering advisory services Algorithms + data = core to accountants’ strengths Data as a strategic asset: dashboards, analytics, forecasting tools AI skills now a core competency—embrace continuous learning Importance of curiosity and experimentation Changing client expectations around speed, transparency, and insights Data security, ethics, and integrity as professional superpowers AI governance—opportunity to lead and educate clients Leadership moment for accountants in shaping AI adoption   00:00 – Welcome & Episode Overview Heather introduces the AI in accounting theme. 00:45 – 1 AI as a Strategic Enabler Why technology is more than an operational necessity. 02:10 – 2. Automation Frees Accountants to Be Human From data entry to strategic advisory work. 03:30 – AI in Simple Terms: Algorithms + Data Why this formula matters for accountants and bookkeepers. 04:50 – 3. Data as a Strategic Asset Leveraging dashboards, analytics, and forecasting tools. 06:15 – 4. AI Skills Are the New Core Competencies From spreadsheets to generative AI proficiency. 07:35 – 5. Curiosity & Experimentation Drive Innovation How to create space for trying new tools. 09:10 – 6. Meeting Evolving Client Expectations Speed, transparency, and tech-savvy service delivery. 10:40 – 7. Data Security & AI Disclosure Best practices for safeguarding sensitive financial data. 12:05 – 8. Ethics & Integrity as the Accountant’s Superpower Embedding responsible AI use into daily decisions. 13:25 – 9. AI Governance: A New Service Opportunity Helping clients set rules and policies for AI adoption. 15:00 – 10. Leadership Moment for Accountants Shaping how AI delivers value and manages risk. 17:10 – Final Thoughts & Resources Encouraging continuous learning and professional community engagement.   Contact details: Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU

Heather Smith & Tyler Caskey join ApprovalMax to have a conversation exploring how finance automation boosts accuracy, prevents fraud, and streamlines processes. Today I’m speaking with Tyler Caskey Partner at The Bean Counters In this episode, we talk about . . . Key Points: How automation reduces human error and speeds approvals Real-world case studies with ApprovalMax & Xero Common vulnerabilities: hacked emails, invoice scams, credit card fraud Risk reduction strategies: 2FA, segregation of duties, virtual credit cards The role of password managers & proactive anti-fraud controls Fraud detection warning signs & team training Stats: $277M lost to payment redirection scams in Australia (2023) 80–90% of finance errors caused by human error Automation can detect fraud 50% faster & reduce losses by 50% Event Preview: Brisbane Xerocon tips & networking advice Apps & Tools Mentioned: ApprovalMax, Xero, Mayday, Power BI, OnePassword, Practice Protect, EFTsure. 00:00 – Welcome & Introductions Hosts set the scene, introduce Tyler Caskey, and outline today’s automation & fraud prevention focus. 02:15 – Why Finance Automation is a "No Brainer" How automation improves efficiency, accuracy, and security for finance teams. 05:04 – Real-World Automation Wins Case study: $50M invoice group transforms processes with ApprovalMax & Xero. 08:42 – Common Fraud Vulnerabilities in Small Business From hacked emails to bank detail changes—how fraudsters infiltrate. 12:15 – Invoice Scams & How to Spot Them Practical warning signs and red flags finance teams should never ignore. 15:50 – Credit Card & Virtual Card Fraud Prevention Reducing risk with approval processes and controlled card usage. 19:32 – Passwords, 2FA & Segregation of Duties The non-negotiable security practices for finance teams. 23:05 – Fraud Cost & Prevention Statistics Eye-opening data on human error, scam losses, and automation benefits. 26:40 – Training Your Team for Fraud Awareness Creating a culture that detects scams before they succeed. 29:55 – ApprovalMax Features That Reduce Risk Notifications, audit trails, and bank account verification tools. 33:12 – Xerocon Brisbane Preview What Heather & Tyler are excited about—plus networking tips for attendees. 37:18 – Final Advice for Accountants & Bookkeepers Leading clients toward best-practice automation and fraud prevention.   Contact details: Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU

In this solo episode Heather Smith shares her proven process for creating impactful presentations, from topic selection to AI tools, helping accountants communicate with clarity, confidence, and audience engagement. The accompanying article to this podcast appeared in Karbon Magazine : https://karbonhq.com/resources/creating-impactful-presentations/ In this episode, we talk about . . . Key Topics: Choosing a clear, focused topic tied to your strengths. Event prep checklist (theme, audience, timing, learning outcomes). Leveraging AI tools like Gamma.ai & ChatGPT for brainstorming and refinement. Presentation design tips with Canva & accessibility considerations. Audience engagement strategies (polls, paired discussions, live reflections). Practising delivery, managing timing, and adjusting to conference themes. Apps & Tools Mentioned: Canva, Gamma.ai, ChatGPT, Otter.ai, Mentimeter, Slido. 00:00 – Welcome & Episode Introduction Heather introduces the Accounting Apps Podcast and today’s focus on presentation skills. 03:05 – The Accountant as Storyteller Why storytelling matters in accounting presentations. 05:12 – Picking Your Presentation Topic Identifying core strengths and aligning with audience needs. 08:20 – Event Prep Checklist Heather’s go-to template for conference and session details. 12:18 – Knowing Your Audience & Agenda Positioning Adapting delivery based on audience energy levels and schedule timing. 16:05 – Drafting Content & Reusing Resources Repurposing past slides, articles, and podcasts to save time. 19:40 – Designing for Clarity with Canva Practical slide design tips and exploring Gamma.ai for inspiration. 24:10 – Essential Presentation Structure Key slide elements from title page to call-to-action. 27:55 – Engaging Your Audience Using polls, paired discussions, and live reflections to boost interaction. 32:05 – Slide Strategies & Accessibility Heather’s approach to slide density, colour choices, and design resources. 35:40 – Leveraging AI for Content Review Using ChatGPT to refine flow, style, and relevance. 39:05 – Practice, Backup Plans & Conference Day Routine Preparation techniques, tech checks, and handling unexpected issues. 41:25 – Lifelong Learning for Accountants Encouragement to keep developing skills for impactful communication.   Contact details: Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU

Tony Harcourt CEO & Co-Founder of WorkGuru Tony Harcourt returns to chat with Heather about WorkGuru’s recent product updates, the challenges facing SMEs, and the role of automation and integrations in improving day-to-day operations. Summary Today I’m speaking with Tony Harcourt CEO & Co-Founder of WorkGuru WorkGuru is a Project Management solution tailored for SMEs in manufacturing, construction, engineering, and fabrication. In this episode, we talk about . . .   WorkGuru Highlights: Celebrating 7 years. Focus on automating business workflows and enhancing project visibility. Feature Releases Discussed: Workflows Engine: Automate project actions (e.g. invoice alerts, follow-ups). Scheduling Optimization: Drag-and-drop team allocation with load visibility. Gantt Charts: Visual project timelines with logical dependency control. Mobile App Overhaul: New UI with mobile-friendly features including receipt upload. Integrations: Accounting: Xero, QuickBooks, MYOB OCR & Approvals: EasyBills (with PO matching) Payments: Pinch Payments (GuruPay) Task Management: Asana (two-way sync) Document Storage: SuiteFiles, Dropbox, Google Drive Payroll/HR: Tanda integration E-commerce & CRM: New integrations with Shopify and HubSpot Tony’s Take on Tech: Clear distinction between automation (repeatable tasks) and AI (tool for speed & code support). AI is useful but not foolproof—best as a developer accelerator. Heather & Tony Discuss: Why advisors should niche and partner with robust platforms like WorkGuru. The importance of support and access—WorkGuru runs live drop-in support twice a week. Upcoming at Xerocon 2025: Branded swag, travel prize giveaway, live demos at the WorkGuru booth. Mid-con party on Emporium Hotel Lina rooftop with Brisbane-based apps. Register here : https://lu.ma/qxj8umqt   Contact details: Tony Harcourt : https://www.linkedin.com/in/tony-harcourt/ W: https://workguru.io/ Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU

Heather Smith and Tyler Caskey explore major Q4 tech updates, from payroll developments to NetSuite integrations, AI trends, multi-entity reporting, and smarter expense and project tools. Today I’m speaking with Tyler Caskey, Founder at The Bean Counter. In this episode, we talk about . . . industry insights and key accounting technology updates from April to June 2025. We highlight the competition in HR and payroll, noting Rippling's market leadership, Employment Hero's implementation improvements, and Tanda’s attractive pricing . We discuss Xero's integration of Syft into its dashboard. Tyler praises the project management solution Work Guru for its native integrations across different systems. We also cover the integration of the ERP solution Oracle NetSuite with Airwallex, Weel and ApprovalMax, and highlight changes in Xero, QuickBooksOnline, and MYOB, including the release of Solo Money by MYOB. We wrapped up with a quick look at recent investments and a preview of upcoming Accounting Technology events. Key Themes & Takeaways Payroll & HR Tech Competition heating up: Rippling, Employment Hero, Elmo, and Tanda making moves. Pricing pressures and feature sets vary widely—Tanda noted as great value. Multi-Entity Reporting Strong contenders: Fathom, Join, DataSights, Calxa, Spotlight Reporting. Notable updates: Xero integrates Sift, Join introduces Board Packs, Calxa adds advanced tracking category grouping. Expense Management & Virtual Cards ApprovalMax, Weel and Airwallex now integrated with NetSuite. Derive emerges as a serious AP/procurement tool competitor to ProSpend, especially for franchises. Jobs & Projects WorkGuru praised for native integrations, suitability for construction and manufacturing. Gojee, Scoro, and Project Works also discussed. Project Works raised $12M Series A. AI & ChatGPT Use in Accounting Clients are using AI for education and pre-queries—accountants need to stay ahead. Risks around DIY tax advice. AI as a review tool (e.g., Expert, future potential). CRM Tools Wave CRM: Excellent for member-based orgs. Friendly Manager and Hello Club noted in the sports/event space. Core App Updates Xero: Practice Manager UI refresh, Tap to Pay on iPhone, invoicing redesign, Carbon integration, U.S. Melio acquisition. QuickBooks: New 3-year forecasting, workflow approvals, ATO integration enhancements. MYOB: Launches Solo Money – targeted at freelancers/sole traders. ERP & Reporting Tools Hemesphere + Odoo for large-volume users. NetSuite growing as a high-quality GL platform, even for low-entity clients. Campfire (AI-first ERP) secures $35M Series A funding.  Events Mentioned Heather & Tyler speaking across AU at Dashboard Insights, CloudOffice, CA ANZ & Women in Accounting events. Upcoming: Xerocon (Tyler speaking), Suite World Vegas, Zoholics, Mayday’s Multi-Entity Webinar Series. Upcoming events that Tyler or Heather are speaking at:   31 Jul - Fireside, Forecasts & Future Tech - Cloudoffis, Melbourne 1 Aug - FY25 Accounting Benchmarking Roadshow - Dashboard Insights, Brisbane 14-26 Aug Scaling with Xero 19 Aug Your Brain is Full: Build a Second Brain to Make Room for What Matters - SWAN Sydney Women in Accounting Network 25-26 Aug 2025 Zoholics - Sydney 1 Sep The Intersection of Accounting and Technology - CAANZ, Brisbane 3-4 Sep Xerocon - Brisbane 6-9 Oct SuiteWorld - Las Vegas 22-23 Oct Accounting & Business Show Asia - Singapore Contact details: Tyler Caskey : https://www.linkedin.com/in/tylercaskey/ The Bean Counters https://www.thebeancounters.com.au/ Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU

Your clients are using ChatGPT. Your clients are going to try to do their accounts and their tax using ChatGPT. Your clients are going to ask you questions generated from ChatGPT. Your clients are going to ask you why you have not deducted THIS because ChatGPT suggested it. Your clients are going to come to you with “the work finished by ChatGPT” and they are going to ask you to give it a quick look over and remind you that you should not charge them as much because ChatGPT has done the bulk of the work. AND how are you going to react to this??? Firstly, be AWARE that it’s happening. It’s good that your clients are taking an interest, and doing some of their own research. REMIND clients that ChatGPT can make mistakes, and that important information needs to be checked. “That’s a helpful starting point, but it’s not always right, especially for tax.” ChatGPT can help clients understand terminology, accounting concepts, simplify language, and help prep them for a meeting. ChatGPT is not a professional accountant or bookkeeper. It may not know the latest tax legislation, may draw on international information, or suggest non-compliant responses. ChatGPT rarely understands the nuances of a client situation, and has a tendency to oversimplify things, and be overconfident in its statements, as if they are facts. I recall when I was pregnant, turning up to the Doctor's office with a large hardcover copy of Dr Miriam Stoppard’s Pregnancy Book, filled with post-it notes of my hand written questions. If the Doctor had been reluctant to answer my questions, then I probably would have found a new Doctor. When your client comes to you with ChatGPT responses, how are you going to respond? You could be prepared to suggest that ChatGPT can be a helpful tool, but it's not a substitute for the knowledge and judgment of a qualified bookkeeper or accountant. Highlight where ChatGPT can be used, and where it’s not so good. Remind them that it needs to be triple fact checked! You could highlight that in some areas it could save them money, but in other areas such as reviewing ChatGPT responses may lead to inefficiencies and actually cost them more money. Contact details: Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU

Today I’m speaking with Miquel Palet, Founder of GetInvoice Miquel Palet is a Barcelona-based entrepreneur and product leader, known for founding Ucademy, an edtech platform, and GetInvoice, a tool for automating invoice retrieval from emails and other sources. With a background in engineering from Universitat Politècnica de Catalunya, Miquel combines technical expertise with a passion for simplifying business processes. His ventures reflect a commitment to innovation and user-centric solutions. GetInvoice is an AI-driven invoice automation software that automatically retrieves and processes invoices and receipts from emails and web portals, including Amazon and Google Ads. We extract all invoice data and integrate with accounting tools like QuickBooks, Xero or Business Central, and other tools like Google Drive or Google Sheet, to automatically forward all processed invoices. GetInvoice is already used by more than +1,000 freelancers, startups, and small businesses around the world that are looking to automate their pre-accounting work and save +10 hours every week. In this episode, we talk about . . . · Guest: Miquel Palet, founder of Get Invoice and co-founder of Ucademy · Background: Engineering and entrepreneurship from Barcelona · Get Invoice: AI-driven software automating invoice retrieval from emails and portals like Amazon & Google Integrations: Works with Xero, QuickBooks, Business Central, Google Drive & Sheets · Origin Story: Born out of a pain point at Ucademy while scaling fast · Market Focus: Small businesses (10–200 people) in Europe and the US · Milestone: Bootstrapped growth reaching and surpassing $10K ARR within 6 months · Security: Uses secure Google/Outlook APIs with strict access limitations · Growth Strategy: Lean, product-focused, and quick iteration · Fun Fact: Inspired by Spotify Wrapped to create an email analytics campaign · Language: Currently English-only despite Spanish roots · Reading: Balances business books with classical literature like The Iliad   Contact details:   Get Invoice https://www.get-invoice.com  Miquel Palet https://linkedin.com/in/miquelpalet  Miquel Pale https://x.com/paletmiki  Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind  LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/  YouTube Channel: https://www.youtube.com/ANISEConsulting  X: https://twitter.com/HeatherSmithAU   

Today I’m speaking with Cloudoffis co-founders Viral Kanabar and Manish Sheladia In this episode, we talk about . . . Cloudoffis' journey from SMSF audit automation to AI-first tax workpaper solution, TaxSorted. Their goal is to create a complete cloud-based operating system for accounting firms. The shift from manual processes (PDFs, Excel) to seamless AI-enhanced workflows. The importance of integrations with BGL, Class, FYI Docs, and the ATO. Key challenges facing accounting firms: time poverty, tech adoption hesitation, and rising compliance pressures. Cloudoffis’ approach to fostering startup culture internally with hackathons and open innovation. Vision for accountants to evolve into business analysts and trusted advisors, moving beyond data entry. Viral's reflections on attending leadership events and staying energized. Plans for international expansion into the US, UK, and Canada. Key Takeaways: Automation and AI can free accountants from repetitive tasks, enabling more strategic advisory work. Building contextual, seamless AI into workflows is key to improving both efficiency and client outcomes. Collaboration with tech partners and embracing startup thinking drives ongoing innovation. Cloudoffis began its journey by supporting SMSF auditors and accountants with automated workflows, work papers, and collaboration tools that drive efficiency, compliance, and standardisation across their practices. With over 20% of Australian SMSFs now audited through the Cloudoffis platform, Cloudoffis has become the trusted brand for more than 2,000 auditing and accounting firms across Australia. In 2024, due to popular demand from tax teams looking for the same benefits their SMSF teams were experiencing, Cloudoffis launched Tax Sorted - a new AI-first tax work paper. Tax Sorted streamlines the preparation, review, and approval of tax work papers for both businesses and individuals, enhancing efficiency and compliance across the Australian accounting market. Read how I work  with some apps here http://endorsementdisclosure.com/ Contact details: Viral Kanabar https://www.linkedin.com/in/kanabarviral/ Manish Sheladia https://www.linkedin.com/in/sheladia/  Cloudoffis https://cloudoffis.com.au/   Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind  LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/  YouTube Channel: https://www.youtube.com/ANISEConsulting  X: https://twitter.com/HeatherSmithAU 

Today I’m speaking with Colin Hewitt, Founder & CEO of Float In this episode, we talk about . . . Evolution of cash flow forecasting from spreadsheets to intelligent cash flow platforms. Differences between direct and indirect cash flow forecasting. Float’s shift to support fractional CFOs and the growing need for 13-week forecasts. New features in Float: 13-week forecasting reports with click-to-detail functionality. Consolidated cash flow view for multi-entity businesses. Enhanced PDF reporting capabilities. Upcoming VAT & GST forecasting features. AI-driven expected payment dates and "intelligent cash flow". Importance of embracing AI internally and the concept of becoming an "AI-first" company. Colin’s experience launching The New F Word podcast, focusing on the rise of fractional CFOs. Building visibility via LinkedIn thought leadership. Key Takeaways: Cash flow tools should integrate seamlessly with reporting stacks, not replace them.  Fractional CFOs face context-switching challenges Float aims to solve. AI offers new efficiencies but requires thoughtful, user-focused implementation.   Contact details: Float: https://www.floatapp.com/  Colin Hewitt: https://www.linkedin.com/in/colinphewitt/ The New F*Word (F for Fractional Finance) https://podcasts.apple.com/gb/podcast/the-new-f-word-f-for-fractional-finance/id1779512563  Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind  LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/  YouTube Channel: https://www.youtube.com/ANISEConsulting  X: https://twitter.com/HeatherSmithAU

Today I’m speaking with Ryan Pearcy, founder of Digital Transformers and co-host of the Digi-Tools in ACCruel World podcast. Background: From theoretical physicist to chartered accountant with a passion for cloud technology From Theory to Tech: Ryan shares his journey from theoretical physics to founding Digital Transformers, helping accounting firms streamline systems and gain smarter insights Digital Transformation vs. App Advisory: Why true transformation is about processes, not just plugging in apps Fixing the Wild West: Ryan’s mission to bring quality, accreditation, and structure to digital advisory services within the profession Partnering with ICAEW: Efforts to integrate digital transformation into formal accounting practice standards AI’s Impact: How AI is reshaping client relationships—from advice to assurance—and why pricing models need to evolve Top Tools Mentioned:  FYI, FuseSign, Xero – for practice and financial management ApprovalMax – to streamline approvals and bring in purchase order controls Addfin – flexible payment options Fathom – advanced reporting Active Workpapers – modernising workpaper processes Pro Tips for Firms: Start with expense management automation, consider phased system rollouts, and never underestimate the value of post-implementation support Stay Ahead: Ryan recommends using tools like Feedly and following communities like Digital Disruptors to keep pace with evolving tech Get Involved: Connect with Ryan on LinkedIn https://www.linkedin.com/in/%F0%9F%8E%99%EF%B8%8F-ryan-pearcy-a3883a34/  Follow the Digital Disruptors newsletter and live sessions Listen to the DigiTools in ACCruel World podcast   Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind  LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/  YouTube Channel: https://www.youtube.com/ANISEConsulting   

A dynamic panel explores how accountants can lead digital transformation, harness AI, train teams, and shift from compliance to advisory to stay relevant in a fast-changing tech landscape. The role of trusted advisors in leading digital transformation. Challenges in adopting new tech, especially in larger firms with undertrained internal finance teams.  The critical importance of training staff and upskilling, starting from the advisory end and working backwards.  Using tools like Dext and other cloud accounting apps to streamline processes and enhance client engagement.  The value of certifications, networking, and community learning.  Emphasis on simplifying processes before layering tech solutions.  This panel was held at the Accounting and Business Expo in Sydney, and was sponsored by Dext. Dext is a cloud-based accounting software platform that helps accountants, bookkeepers, and businesses streamline financial data collection and processing. Formerly known as Receipt Bank, Dext offers tools for automated data extraction, invoice and receipt management, and real-time financial insights. It integrates with leading accounting systems like Xero, QuickBooks Online, and Sage, making it easier to reduce manual data entry, improve accuracy, and speed up workflows. With a strong focus on automation and AI, Dext empowers advisors to shift from compliance work to more strategic, advisory-focused services.   Contacts and resources: Lielette Calleja (BusinessDEPOT) https://www.linkedin.com/in/lielettecalleja/  Aleesha Bailey (RSM Australia) https://www.linkedin.com/in/aleesha-bailey/  Sabby Gill (CEO of Dext) https://www.linkedin.com/in/sabbygill/  Heather Smith : https://www.linkedin.com/in/HeatherSmithAU/  KPMG : Keeping Us Up At Night https://assets.kpmg.com/content/dam/kpmg/au/pdf/2025/keeping-us-up-at-night-2025.pdf  Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind  YouTube Channel: https://www.youtube.com/ANISEConsulting  X: https://twitter.com/HeatherSmithAU