🔍 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_outline🎙️ 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 workflows, contributing to a greener planet.
Conclusion
🎙️ That’s our bingo card for 2025! Which trends are you already embracing, and which ones are still on your wishlist? The world of accounting is evolving rapidly, and staying ahead of these trends will help you thrive in the year ahead. Thanks for tuning in to the Accounting Apps podcast. Until next time, keep innovating! 🎙️
Subscribe to the Accounting Apps newsletter here http://AccountingApps.io
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