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Digital Transformation & AI in Accounting – 🤖The Future is Now

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Manage episode 476105717 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://staging.podcastplayer.com/legal.

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

  continue reading

221 episodes

Artwork
iconShare
 
Manage episode 476105717 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://staging.podcastplayer.com/legal.

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

  continue reading

221 episodes

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