エピソード

  • How to End the Wild West of Cloud Integrators | Ryan Pearcy🚀

    How to End the Wild West of Cloud Integrators | Ryan Pearcy🚀
    2025/04/16

    Today I’m speaking with Ryan Pearcy, founder of Digital Transformers and co-host of DigiTools in a Cruel World


    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

    続きを読む 一部表示
    37 分
  • Digital Transformation & AI in Accounting – 🤖The Future is Now

    Digital Transformation & AI in Accounting – 🤖The Future is Now
    2025/04/09

    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

    続きを読む 一部表示
    28 分
  • 🚀 Accounting Tech Updates 1st QTR 25: From AI to Automation

    🚀 Accounting Tech Updates 1st QTR 25: From AI to Automation
    2025/04/02

    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

    続きを読む 一部表示
    23 分
  • 📢How to stay focused and productive | Andrew Sims

    📢How to stay focused and productive | Andrew Sims
    2025/03/12

    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

    続きを読む 一部表示
    53 分
  • 💪Tech, Triathlons + Tenacity: Jo Hurley’s Inspiring Story

    💪Tech, Triathlons + Tenacity: Jo Hurley’s Inspiring Story
    2025/03/05

    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
    続きを読む 一部表示
    30 分
  • Unlocking Productivity with AI-Powered NetSuite 🚀 | Scott Wiltshire

    Unlocking Productivity with AI-Powered NetSuite 🚀 | Scott Wiltshire
    2025/02/27

    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

    続きを読む 一部表示
    21 分
  • Accounting Bingo 2025 🎯

    Accounting Bingo 2025 🎯
    2025/01/15
    🎙️ 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 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 X: https://twitter.com/HeatherSmithAU
    続きを読む 一部表示
    35 分
  • Empowering Multi-Entity Businesses: New Tools ⛏️ for Data Accuracy and Reliability | Michael Wood

    Empowering Multi-Entity Businesses: New Tools ⛏️ for Data Accuracy and Reliability | Michael Wood
    2024/12/11

    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



    続きを読む 一部表示
    44 分