🌍 A Global Journey in Accounting Technology Marketing | Damien Greathead
Release Date: 06/12/2024
🔍 From SMSF to AI Tax Workpapers: Automating Compliance & Workflows
Accounting Apps Podcast
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...
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🔄 Reinventing Float: AI, Consolidation and the New F Word | Colin Hewitt
Accounting Apps Podcast
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...
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How to End the Wild West of Cloud Integrators ⚙️ | Ryan Pearcy
Accounting Apps Podcast
Today I’m speaking with Ryan Pearcy, founder of Digital Transformers and co-host of the 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...
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Digital Transformation & AI in Accounting – 🤖The Future is Now
Accounting Apps Podcast
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...
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🚀 Accounting Tech Updates 1st QTR 25: From AI to Automation
Accounting Apps Podcast
My co-host Partner at The BeanCounters and I presented a taster of our quarterly Accounting Tech update podcast at the popular 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...
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📢How to stay focused and productive | Andrew Sims
Accounting Apps Podcast
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...
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💪Tech, Triathlons + Tenacity: Jo Hurley’s Inspiring Story
Accounting Apps Podcast
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 &...
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Unlocking Productivity with AI-Powered NetSuite 🚀 | Scott Wiltshire
Accounting Apps Podcast
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...
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Accounting Bingo 2025 🎯
Accounting Apps Podcast
🎙️ 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 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...
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Empowering Multi-Entity Businesses: New Tools ⛏️ for Data Accuracy and Reliability | Michael Wood
Accounting Apps Podcast
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...
info_outlineToday I’m speaking with Damien Greathead Head of Marketing - Accountant & Advisor Group, Intuit Australia
Our guest is a dynamic sales and marketing leader who excels in helping venture-funded software companies build robust sales and marketing functions. With a specialised focus on the accounting and fintech verticals, he has a proven track record of establishing brands and expanding customer bases across North America, EMEA, and Asia Pacific regions. He has successfully collaborated with both small and large teams across various time zones, driving impressive growth in scale-up companies, achieving over 70% growth year-on-year. He is the co-host of the Podcast: Strategy and the Virtual Controller with Penny Breslin. He worked at Ignition when it was called Practice Ignition and Dext when it was called Receipt Bank and now he is Head of Marketing - Accountant & Advisor Group, Intuit Australia.
Damien discusses his career in accounting technology marketing across the globe. He shares updates to QuickBooks features and upcoming events in Australia. He emphasised the importance of customer empathy and stories in SaaS marketing. We discuss how the Apps do have insightful data, and can truly partner with businesses, to help them grow.
In this episode, we also talk about . . .
- Damien Greathead's background in the accounting industry across multiple global roles
- Early experiences recognising technology potential in accounting firms
- Embracing change management processes with clients at Receipt Bank
- Navigating the complex US tax system and state compliance
- Iterating Receipt Bank's value proposition without a GST/VAT system
- Opening and growing Receipt Bank's US office
- Returning to Sydney after 15+ years abroad
- Leading Intuit Australia's adviser marketing team
- Educating on QuickBooks features to boost confidence and adoption
- QuickBooks Tax powered by Logic for seamless tax integration
- Highlighting QuickBooks Online Advanced capabilities
- Launching the QuickBooks Go community platform
- Getting customer feedback through workplace observations
- Marketing advice for Apps who want to connect with Intuit Australia, and their customer base.
- Understanding problems through deep customer empathy
- Sharing customer stories to fast-track app development
- The podcast, "Strategy and the Virtual Controller," Damien co-hosts with Penny Breslin, the CEO of MoneyPenny, which focuses on intentional planning through small goals inspired by Strategy and the Fat Smoker: Doing What's Obvious But Not Easy by David H. Maister
Contact details:
Damien Greathead : https://www.linkedin.com/in/damiengreathead/
Intuit Australia : https://quickbooks.intuit.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