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 

My co-host Tyler Caskey Partner at The BeanCounters and I presented a taster of our quarterly Accounting Tech update podcast at the popular Accounting & Business Expo in Sydney.  In this episode, we talk about . . . Big Software Moves: Xero retires classic invoicing and introduces drag/drop bill uploads; QuickBooks enhances Projects and Work area; MYOB adds new reminders; Easy Business adds ABA payroll. ERP & Practice App Upgrades: NetSuite introduces AI-powered “Text Enhanced,” while XonBoard simplifies Xero onboarding—praised as “worth its weight in gold.” Insights & Oversight Tools: Fathom launches Portfolio for client-wide metrics; Dext refreshes its dashboard; Spotlight Reporting pushes ESG advisory via Sustain. Standout Tools & Features: Modano’s online budgeting praised, Translucent adds 6 tracking categories & Deferred Revenue App, Karbon expands KPI reporting and integrates Chrome extension. Ecosystem Growth: Sharesight adds Drawdown Risk and improved cost reporting; Fergus integrates with Xero for builders; Workshop Software boosts mobile bookings; EZRentout enhances order pipelines. Contact details: Tyler Caskey : https://www.linkedin.com/in/tylercaskey/  The Bean Counters : https://www.thebeancounters.com.au/   Heather Smith: https://www.linkedin.com/in/HeatherSmithAU/  Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind  YouTube Channel: https://www.youtube.com/ANISEConsulting 

Today I’m speaking with Andrew Sims, CEO of SuiteFiles Key Learnings from this episode include: Understanding Fatigue: Decision, friction, and task fatigue impact productivity. Recognising them is the first step to overcoming them. Practical Boundaries: Setting clear work boundaries and minimising interruptions can dramatically improve focus. Calendar & Meeting Management: Colour-coded calendars, automated scheduling tools, and meeting transcribers save time and reduce cognitive overload. Digital Decluttering: Organised digital workspaces reduce friction fatigue and make information retrieval seamless. Deep Work Techniques: Methods like the Pomodoro technique, energy peak planning, and music-driven focus improve concentration. The Right Tech Tools: Document management, email organisation, and workflow automation enhance efficiency and reduce time wasted on repetitive tasks. Resources To find out more about SuiteFiles: https://www.suitefiles.com/ Andrew Sims https://www.linkedin.com/in/adsims/    Contact details: 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  Threads: https://www.threads.net/@heathersmithau  BlueSky: https://bsky.app/profile/heathersmithau.bsky.social 

As a female founder in fintech, Jo Hurley shares her journey  as a tech entrepreneur learning from other sectors, selling her business to Deloitte, and how endurance sports fuel her personal growth. Today I’m speaking with Jo Hurley Chartered Accountant Motivational Speaker and Triathlete Key learnings from this episode include: Tech in Finance: How Jo leveraged technology to transform audit processes. Women in Tech: Facing industry pushback & building networks beyond finance. Selling a Business: The realities of selling to Deloitte & unexpected retirement. Mindset & Endurance: How Ironman training fosters discipline & deep reflection. Storytelling & Speaking: Using experience to connect with and inspire others. Resources The Light Year Docs 25 event https://www.lightyeardocs.com.au/event-details/lyd25-unstoppable-growth-conference-online-2    LinkedIn https://www.linkedin.com/posts/heathersmithau_lyd25-lyd25-accountingandaccountants-activity-7296297019323691009-etYO/   https://www.linkedin.com/posts/heathersmithau_lyd25-accountingandaccountants-lyd-activity-7294927985101393920-lT6K/   https://www.linkedin.com/posts/heathersmithau_accountingandaccountants-lyd25-futureofaccounting-activity-7294962990074765313-5JxZ/   https://www.linkedin.com/posts/heathersmithau_accountingandaccountants-lyd25-futureofaccounting-activity-7295609805522489344-pK6r/     Contact details: 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  Threads: https://www.threads.net/@heathersmithau  BlueSky: https://bsky.app/profile/heathersmithau.bsky.social

Discover how NetSuite’s new AI-powered Text Enhance feature is revolutionising finance teams, streamlining workflows, and boosting productivity with secure, business-specific automation —all while keeping data secure. Scott Wiltshire from Oracle NetSuite shares insights into AI-driven automation, its impact on finance and operations, and why Australian & NZ businesses should embrace this next-gen technology. Discover how NetSuite's new AI-powered "Text Enhanced" feature is revolutionising finance teams by automating manual tasks, improving productivity, and providing smarter business insights Today I’m speaking with Scott Wiltshire, Vice President & GM, Oracle NetSuite ANZ Key Learnings from the Episode: NetSuite's "Text Enhanced" Feature: Uses generative AI to automate content creation within the ERP system. Boosting Productivity: AI-powered automation helps finance teams with collections, journal entry annotations, and other manual documentation tasks. Data Security & Compliance: The AI assistant ensures strict security protocols, keeping company data protected within Oracle Cloud. Personalized AI Assistance: AI-generated content is tailored to specific company data, improving accuracy and relevance. Competitive Advantage: Businesses leveraging AI early gain efficiency, scalability, and a productivity boost. SuiteConnect 2025: NetSuite’s regional conference in Sydney will unveil more AI-powered innovations and training opportunities. Contact details: 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  Threads: https://www.threads.net/@heathersmithau  BlueSky: https://bsky.app/profile/heathersmithau.bsky.social   

🎙️ Welcome to the Accounting Apps podcast, where we spotlight trends and tools shaping the world of accounting. I'm Heather Smith, and today we’re playing a little game of Accounting Bingo for 2025! What's on the bingo card for the year ahead? We’re talking about technology, tools, and trends that are transforming our profession. Let’s dive in! 🎙️ Subscribe to the Accounting Apps newsletter here http://AccountingApps.io This is the ChatGPT podcast script I used for the episode Square 1: AI-Driven Automation 🤖 It’s no surprise that AI is at the top of our bingo card. In 2025, AI is automating repetitive tasks, analysing vast amounts of data, and even predicting trends. Whether it's categorising transactions or providing forecasting insights, AI tools are making accountants' lives easier. Brand Watch: Xero’s AI-powered bank reconciliation and QuickBooks’ Smart Suggestions are leading the charge.     Square 2: ESG Reporting Tools 🌱 Environmental, Social, and Governance (ESG) is no longer optional. With mandatory ESG reporting becoming standard, accountants are helping clients track their sustainability metrics alongside financial ones. Brand Watch: Spotlight Sustain: Measure and enhance the positive impact that your organisation or clients can create. SAP and Oracle are embedding ESG tools right into their platforms, making it simpler to comply with new regulations.     Square 3: Cloud-Based Collaboration ☁️ Cloud-first is the only way forward. Accountants are embracing platforms that allow teams and clients to collaborate in real-time, from anywhere in the world. Cloud-based solutions have become essential for remote and hybrid work. Brand Watch: Xero, MYOB, and QuickBooks Online are household names, while Karbon is adding powerful collaboration features for practice management.     Square 4: Data Analytics and Visualisation 📊 Seeing is believing – and understanding. Advanced analytics tools are helping accountants go beyond numbers to tell compelling stories with data. Visualisation tools are bringing balance sheets and profit-and-loss statements to life. Brand Watch: Power BI, Fathom, and Tableau are must-haves for visualising financial insights.     Square 5: Enhanced Cybersecurity 🔒 Security is non-negotiable. With the rise of cyberattacks, protecting client data is critical. Accountants need robust cybersecurity measures built into their workflows. Brand Watch: Platforms like Practice Protect and 1Password are safeguarding sensitive financial information.     Square 6: Advisory 💼 Advisory is the future. Accountants are evolving into strategic advisors, helping clients make data-driven decisions to grow their businesses. Offering more personalised services is the new normal. Brand Watch: Clarity HQ https://clarity-hq.com/ The Gap https://www.thegaphq.com/      Square 7: Remote Work Technologies 🏠 Work from anywhere, but stay connected. Accountants are relying on tools that keep their teams productive and clients engaged, no matter where they’re working from. Brand Watch: Microsoft Teams and Zoom remain essentials, while Slack adds another layer of real-time communication.     Square 8: Automation for Compliance 📜 Stay compliant without the headache. With ever-changing regulations, automation tools are stepping up to handle compliance tasks. From tax filings to payroll, automation reduces errors and saves time. Brand Watch: XBert and ATO-certified tools like BAS Agent Portal integrations are a hit in Australia.     Square 9: Simplified Payments 💳 Get paid faster and easier. Streamlined payment solutions are helping accountants and their clients manage cash flow more effectively. Brand Watch: Ignition Solo is a new offering for automated agreements and payments.      Square 10: Sustainability in Practice 🌍 Greener practices for a better future. Beyond ESG reporting, accountants are looking inward to adopt sustainable practices in their own businesses. Brand Watch: Platforms like Dext are enabling paperless

Translucent CEO Michael Wood discusses the company's recent launch event, new features like automated intercompany reconciliation and custom tracking categories, and the importance of addressing data model issues for multi-entity businesses. Today I’m speaking with Michael Wood Founder & CEO of Translucent In this episode, we talk about . . . 🎯 Innovating for Multi-Entity Teams: Translucent unveils tools designed to tackle complex multi-entity challenges. 🛠️ New Features Highlighted: Granular permissions, tracking category audits, and intercompany auto-reconciliation take centre stage. 🔍 Tracking Categories Expanded: Solving a long-standing limitation with additional data dimensions and smarter tracking tools. 📊 Custom KPIs Made Easy: Flexibility to build financial reports tailored to unique business needs. 🚀 Future-Proofing Finance: Quarterly updates promise a steady stream of impactful features and tools. 💡 Shape the Innovation: Listeners are encouraged to share their input on future product development. Contact details: Michael Wood : https://www.linkedin.com/in/michaelwood/ Translucent https://www.translucent.io/ 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 

Join Heather Smith and Tyler Caskey as they share global insights from Xerocon, SuiteWorld, and beyond. Discover the latest in accounting tech—new features, strategic shifts, and practical tools to boost your practice.  Here are the many reasons you should listen in! 🔹 Get Ahead with the Latest Accounting Tech: Key updates from Xerocon, SuiteWorld, and other global events to keep your practice at the cutting edge. 🔹 Learn from Industry Insights: Heather and Tyler share real-world experiences, insights from speaking at major conferences, and practical tools they use. 🔹 Discover New Apps and Integrations: Explore innovations in automation, AI, ERP solutions, and practice management tools tailored for accountants. 🔹 Stay Updated on Payment Solutions: Hear about new Stripe and Pinch Payments features that can streamline client billing and payments. 🔹 Tech Trends to Watch: Find out what’s trending in accounting technology, from AI-driven tools to expanded reporting capabilities, and what’s coming next. 🔹 Optimise Your Workflow: Get tips on integrating tools like ApprovalMax, XBert, and AccountKit to enhance efficiency and accuracy in your practice. 🔹 Insights on Flexible Work Benefits: Heather and Tyler’s global work and travel experiences offer unique perspectives on balancing work and exploration.  BLOG : https://www.accountantsdaily.com.au/technology/20731-latest-tech-updates-for-the-accounting-space Contact details: Tyler Caskey: https://www.linkedin.com/in/tylercaskey/  B: https://www.thebeancounters.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 

Gain insights from an experienced leader who has successfully scaled multiple professional services and technology companies. Learn strategies for driving innovation, improving operational efficiency, and providing real-time visibility for consulting firms.  Understand how to leverage patents and intellectual property to differentiate your business. Get advice on effective leadership approaches, including the power of being a proactive listener.  Today I’m speaking with Mark Orttung, CEO of Projectworks. The conversation provides a wealth of practical, hard-earned wisdom for anyone looking to grow and improve their professional services business. In this episode, we talk about . . .   Mark Orttung's journey from scaling Nexiant and Bill.com to leading professional services automation platform Projectworks Insights on driving innovation and providing real-time visibility to reduce administrative burdens for consulting clients Leveraging patents and his approach to effective leadership, including the importance of being a proactive listener Strategies for scaling consulting firms, including differentiation, go-to-market, and continuous improvement Collaboration with AICPA and enabling accounting firms to create new revenue streams Projectworks is a professional services automation platform that’s easy to use and enables the world’s experts to focus on their passion. Professional services and consulting firms use Projectworks' to better plan their projects, resources, and profits and gain insights into real-time project performance and bottom-line projections. The platform integrates with leading accounting, reporting, and CRM systems, including Xero, QuickBooks, HubSpot and Salesforce. I strategically partner with Projectworks. Contact details: W: https://projectworks.com  Mark Orttung: https://www.linkedin.com/in/markorttung/  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's episode is part of a series of six interviews recorded at the Oracle CloudWorld and SuiteWorld conferences which were held in Las Vegas, September 2024. I encourage you to subscribe and add them all to your playlist! In this episode, I speak with Brian Chess, SVP Technology and AI, of Oracle NetSuite.  Brian oversees the development and operations of NetSuite’s technology stack, platform, and AI-driven functionality. He holds a Ph.D. in Computer Engineering as well as more than a dozen patents related to integrated circuit design, web-based applications, and computer security. We discuss: The concept of "AI built in, not bolted on," referring to the deep integration of AI with NetSuite. The philosophy of "human in the loop," emphasising the importance of human oversight and trust in AI systems. Brian believes the best AI feature will likely be created by NetSuite customers, leveraging the platform's openness. On my blog you'll find detailed show notes to accompany this podcast, and for those looking to earn free CPE, be sure to head over to the EarMarkApp and take the quiz for the podcast you are about to listen to! Finally, thank you to the Oracle NetSuite teams for hosting me at your conferences.   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's episode is part of a series of six interviews recorded at the Oracle CloudWorld and SuiteWorld conferences which were held in Las Vegas, September 2024. I encourage you to subscribe and add them all to your playlist! In this episode, I speak with Matt Lowry, Chief Revenue Officer | GTM Leader at ApprovalMax.  Matt is a commercially-minded and proactive revenue leader with SaaS scale-up experience. Particular areas of expertise include GTM strategy, revenue operations, sales, special projects, and customer experience. Matt and I have known each other for a few years, and he was representing Approval Max on the floor of the SuiteWorld conference. I jumped at the opportunity to speak with him, and get his perspective on the conference.  We discuss: The vastness and variety of activities at the Oracle CloudWorld and SuiteWorld event, including a pottery studio and a bird conservancy! Attendee's keen interest in learning about third-party apps, and the experience of being first-time exhibitors. The importance of cloud integrators and technology solution providers in the NetSuite ecosystem, as they play a crucial role in helping clients implement and integrate solutions. I’ll also highlight that afterwards he wrote a LinkedIn post highlighting that in the Mid-Market/ERP space, lots of third party apps don't offer free trials, and they tie you into an annual contract. Add a bit more… https://www.linkedin.com/feed/update/urn:li:activity:7241770061076533250/  On my blog you'll find detailed show notes to accompany this podcast, and for those looking to earn free CPE, be sure to head over to the EarMarkApp and take the quiz for the podcast you are about to listen to! Finally, thank you to the Oracle NetSuite teams for hosting me at your conferences. 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