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🚀 Accounting Tech Updates 1st QTR 25: From AI to Automation

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Manage episode 474843903 series 1076311
Content provided by Heather Smith and Heather Smith | Accountant. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Heather Smith and Heather Smith | Accountant or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

  continue reading

221 episodes

Artwork
iconShare
 
Manage episode 474843903 series 1076311
Content provided by Heather Smith and Heather Smith | Accountant. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Heather Smith and Heather Smith | Accountant or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

  continue reading

221 episodes

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