Episodes
-
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 to fostering startup culture internally with hackathons and open innovation.
Vision for accountants to evolve into business analysts and trusted advisors, moving beyond data entry.
Viral's reflections on attending leadership events and staying energized.
Plans for international expansion into the US, UK, and Canada.
Key Takeaways:
Automation and AI can free accountants from repetitive tasks, enabling more strategic advisory work.
Building contextual, seamless AI into workflows is key to improving both efficiency and client outcomes.
Collaboration with tech partners and embracing startup thinking drives ongoing innovation.
Cloudoffis began its journey by supporting SMSF auditors and accountants with automated workflows, work papers, and collaboration tools that drive efficiency, compliance, and standardisation across their practices. With over 20% of Australian SMSFs now audited through the Cloudoffis platform, Cloudoffis has become the trusted brand for more than 2,000 auditing and accounting firms across Australia.
In 2024, due to popular demand from tax teams looking for the same benefits their SMSF teams were experiencing, Cloudoffis launched Tax Sorted - a new AI-first tax work paper. Tax Sorted streamlines the preparation, review, and approval of tax work papers for both businesses and individuals, enhancing efficiency and compliance across the Australian accounting market.
Read how I work with some apps here http://endorsementdisclosure.com/
Contact details:
Viral Kanabar https://www.linkedin.com/in/kanabarviral/
Manish Sheladia https://www.linkedin.com/in/sheladia/
Cloudoffis https://cloudoffis.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
X: https://twitter.com/HeatherSmithAU
-
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 expected payment dates and "intelligent cash flow".
Importance of embracing AI internally and the concept of becoming an "AI-first" company.
Colin’s experience launching The New F Word podcast, focusing on the rise of fractional CFOs.
Building visibility via LinkedIn thought leadership.
Key Takeaways:
Cash flow tools should integrate seamlessly with reporting stacks, not replace them.
Fractional CFOs face context-switching challenges Float aims to solve.
AI offers new efficiencies but requires thoughtful, user-focused implementation.
Contact details:
Float: https://www.floatapp.com/
Colin Hewitt: https://www.linkedin.com/in/colinphewitt/
The New F*Word (F for Fractional Finance) https://podcasts.apple.com/gb/podcast/the-new-f-word-f-for-fractional-finance/id1779512563
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
-
Missing episodes?
-
Today I’m speaking with Ryan Pearcy, founder of Digital Transformers and co-host of the Digi-Tools in ACCruel World 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 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
-
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
-
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
-
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
-
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
-
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
-
🎙️ 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
-
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
-
Join Heather Smith and Tyler Caskey as they share global insights from Xerocon, SuiteWorld, and beyond. Discover the latest in accounting tech—new features, strategic shifts, and practical tools to boost your practice.
Here are the many reasons you should listen in!
🔹 Get Ahead with the Latest Accounting Tech: Key updates from Xerocon, SuiteWorld, and other global events to keep your practice at the cutting edge.
🔹 Learn from Industry Insights: Heather and Tyler share real-world experiences, insights from speaking at major conferences, and practical tools they use.
🔹 Discover New Apps and Integrations: Explore innovations in automation, AI, ERP solutions, and practice management tools tailored for accountants.
🔹 Stay Updated on Payment Solutions: Hear about new Stripe and Pinch Payments features that can streamline client billing and payments.
🔹 Tech Trends to Watch: Find out what’s trending in accounting technology, from AI-driven tools to expanded reporting capabilities, and what’s coming next.
🔹 Optimise Your Workflow: Get tips on integrating tools like ApprovalMax, XBert, and AccountKit to enhance efficiency and accuracy in your practice.
🔹 Insights on Flexible Work Benefits: Heather and Tyler’s global work and travel experiences offer unique perspectives on balancing work and exploration.
BLOG : https://www.accountantsdaily.com.au/technology/20731-latest-tech-updates-for-the-accounting-space
Contact details:
Tyler Caskey: https://www.linkedin.com/in/tylercaskey/
B: https://www.thebeancounters.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
X: https://twitter.com/HeatherSmithAU
-
Gain insights from an experienced leader who has successfully scaled multiple professional services and technology companies. Learn strategies for driving innovation, improving operational efficiency, and providing real-time visibility for consulting firms.
Understand how to leverage patents and intellectual property to differentiate your business. Get advice on effective leadership approaches, including the power of being a proactive listener.
Today I’m speaking with Mark Orttung, CEO of Projectworks. The conversation provides a wealth of practical, hard-earned wisdom for anyone looking to grow and improve their professional services business.
In this episode, we talk about . . .
Mark Orttung's journey from scaling Nexiant and Bill.com to leading professional services automation platform Projectworks
Insights on driving innovation and providing real-time visibility to reduce administrative burdens for consulting clients
Leveraging patents and his approach to effective leadership, including the importance of being a proactive listener
Strategies for scaling consulting firms, including differentiation, go-to-market, and continuous improvement
Collaboration with AICPA and enabling accounting firms to create new revenue streams
Projectworks is a professional services automation platform that’s easy to use and enables the world’s experts to focus on their passion. Professional services and consulting firms use Projectworks' to better plan their projects, resources, and profits and gain insights into real-time project performance and bottom-line projections. The platform integrates with leading accounting, reporting, and CRM systems, including Xero, QuickBooks, HubSpot and Salesforce.
I strategically partner with Projectworks.
Contact details:
W: https://projectworks.com
Mark Orttung: https://www.linkedin.com/in/markorttung/
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
-
Today's episode is part of a series of six interviews recorded at the Oracle CloudWorld and SuiteWorld conferences which were held in Las Vegas, September 2024. I encourage you to subscribe and add them all to your playlist!
In this episode, I speak with Brian Chess, SVP Technology and AI, of Oracle NetSuite.
Brian oversees the development and operations of NetSuite’s technology stack, platform, and AI-driven functionality. He holds a Ph.D. in Computer Engineering as well as more than a dozen patents related to integrated circuit design, web-based applications, and computer security.
We discuss:
The concept of "AI built in, not bolted on," referring to the deep integration of AI with NetSuite.
The philosophy of "human in the loop," emphasising the importance of human oversight and trust in AI systems.
Brian believes the best AI feature will likely be created by NetSuite customers, leveraging the platform's openness.
On my blog you'll find detailed show notes to accompany this podcast, and for those looking to earn free CPE, be sure to head over to the EarMarkApp and take the quiz for the podcast you are about to listen to!
Finally, thank you to the Oracle NetSuite teams for hosting me at your conferences.
Contact details:
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
X: https://twitter.com/HeatherSmithAU
-
Today's episode is part of a series of six interviews recorded at the Oracle CloudWorld and SuiteWorld conferences which were held in Las Vegas, September 2024. I encourage you to subscribe and add them all to your playlist!
In this episode, I speak with Matt Lowry, Chief Revenue Officer | GTM Leader at ApprovalMax.
Matt is a commercially-minded and proactive revenue leader with SaaS scale-up experience. Particular areas of expertise include GTM strategy, revenue operations, sales, special projects, and customer experience.
Matt and I have known each other for a few years, and he was representing Approval Max on the floor of the SuiteWorld conference. I jumped at the opportunity to speak with him, and get his perspective on the conference.
We discuss:
The vastness and variety of activities at the Oracle CloudWorld and SuiteWorld event, including a pottery studio and a bird conservancy!
Attendee's keen interest in learning about third-party apps, and the experience of being first-time exhibitors.
The importance of cloud integrators and technology solution providers in the NetSuite ecosystem, as they play a crucial role in helping clients implement and integrate solutions.
I’ll also highlight that afterwards he wrote a LinkedIn post highlighting that in the Mid-Market/ERP space, lots of third party apps don't offer free trials, and they tie you into an annual contract.
Add a bit more…
https://www.linkedin.com/feed/update/urn:li:activity:7241770061076533250/
On my blog you'll find detailed show notes to accompany this podcast, and for those looking to earn free CPE, be sure to head over to the EarMarkApp and take the quiz for the podcast you are about to listen to!
Finally, thank you to the Oracle NetSuite teams for hosting me at your conferences.
Contact details:
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
X: https://twitter.com/HeatherSmithAU
-
Today's episode is part of a series of six interviews recorded at the Oracle CloudWorld and SuiteWorld conferences which were held in Las Vegas, September 2024. I encourage you to subscribe and add them all to your playlist!
In this episode, I speak with James Chisham, Vice President Product Management at Oracle NetSuite. James has been instrumental in advancing NetSuite's international product offerings, particularly within the EMEA region. His leadership has helped shape NetSuite’s ERP and cloud solutions globally.
We discuss:
Key Innovations and Product Developments at Suite World
The importance of financial exception management and how AI can provide suggestions and guidance.
Oracle NetSuites "global be local" vision and the focus on localisation and compliance.
On my blog you'll find detailed show notes to accompany this podcast, and for those looking to earn free CPE, be sure to head over to the EarMarkApp and take the quiz for the podcast you are about to listen to!
Finally, thank you to the Oracle NetSuite teams for hosting me at your conferences.
Contact details:
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
X: https://twitter.com/HeatherSmithAU
-
Today's episode is part of a series of six interviews recorded at the Oracle CloudWorld and SuiteWorld conferences which were held in Las Vegas, September 2024. I encourage you to subscribe and add them all to your playlist!
In this episode, I speak with Bruce Fitzgerald, CEO, Extel Technologies, a NetSuite customer. Bruce is keenly focused on systematising processes, implementing technology, and developing people, now to meet the growing demands of competitive manufacturing.
We discuss:
The selection process and decision to implement NetSuite
The NetSuite rollout, and the importance of change management.
The benefits of attending the Oracle NetSuite industry networking events, and learnings from other clients in this space.
On my blog you'll find detailed show notes to accompany this podcast, and for those looking to earn free CPE, be sure to head over to the EarMarkApp and take the quiz for the podcast you are about to listen to!
Finally, thank you to the Oracle NetSuite teams for hosting me at your conferences.
Contact details:
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
X: https://twitter.com/HeatherSmithAU
-
Today's episode is part of a series of six interviews recorded at the Oracle CloudWorld and SuiteWorld conferences which were held in Las Vegas, September 2024. I encourage you to subscribe and add them all to your playlist!
In this episode, I speak with Meredith Rowan, Group Vice President ANZ + ASEAN, Applications, Oracle.
Meredith leads the strategic direction and execution of Oracle’s cloud application solutions across the region. With over 20 years of experience in the technology sector, she has a strong track record of driving digital transformation and helping businesses leverage Oracle’s suite of enterprise solutions
We discuss:
A key factor in their success is making enterprise applications more user-friendly through the new Redwood user experience interface.
Opportunities to leverage technology, particularly Ai to fill the productivity gap created by economic pressures, and drive better outcomes. Meredith noted that Australia and New Zealand have slipped in global productivity rankings, with the slowest productivity growth in the last 10 years.
Meredith shares some customer success stories, from the likes of Avis, and A2 milk.
OECD Productivity Statistics: https://www.oecd-ilibrary.org/employment/data/oecd-productivity-statistics_pdtvy-data-en
On my blog you'll find detailed show notes to accompany this podcast, and for those looking to earn free CPE, be sure to head over to the EarMarkApp and take the quiz for the podcast you are about to listen to!
Finally, thank you to the Oracle NetSuite teams for hosting me at your conferences.
Blog : https://heathersmithsmallbusiness.com/2024/10/03/unlocking-productivity-gains-meredith-rowan/
Contact details:
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
X: https://twitter.com/HeatherSmithAU
-
Today's episode is part of a series of six interviews recorded at the Oracle CloudWorld and SuiteWorld conferences which were held in Las Vegas, September 2024. I encourage you to subscribe and add them all to your playlist!
In today’s episode, I speak with Scott Wiltshire, Vice President & GM, Oracle NetSuite ANZ. Scott is keen to help customers and employees identify and solve business challenges that deliver real value.
I interviewed Scott Wiltshire last year, I’ll pop a link in the show notes.
https://heathersmithsmallbusiness.com/2023/10/27/how-netsuite-helps-australian-businesses-grow-scott-wiltshire/
We discuss some of the new feature announcements from NetSuite, which includes
NetSuite Financial Exception Management, which helps organisations detect and mitigate financial risks.
SuiteAnalytics Assistant, which allows users to generate reports using natural language.
NetSuite Prompt Studio, which enables users to configure AI-generated content to suit their business needs.
AI SuiteScript API, which helps connect multiple systems,
Code Assist, which assists developers in writing code.
As always, you'll find a comprehensive blog with detailed show notes available for you to dive deeper into the world of Oracle NetSuite.
And for those looking to earn free CPE, be sure to head over to the EarMarkApp and take the quiz!
A big thank you to Oracle NetSuite for hosting me.
Blog: https://heathersmithsmallbusiness.com/2024/09/30/embracing-ai-innovations-in-netsuite-scott-wiltshire/
Contact details:
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
X: https://twitter.com/HeatherSmithAU
-
Join me as I recount my journey through the vibrant Nashville Xerocon, where country spirit and tech innovation collided.
In this episode, I cover:
My personal takeaways from the conference
Insights from the Nashville Xerocon and key product announcements
Innovation from the exhibitor floor
Behind the scenes of speaking at my first International Xerocon.
Connecting with industry peers at events and activities around Xerocon.
There are lots of links in the show notes to explore more about everything I discussed.
SPONSOR
Today’s episode is brought to you by ApprovalMax. If you're looking to streamline your financial controls across accounts payable and receivable, ApprovalMax has you covered.
On average it cuts approval times by 85%, and boost AP efficiency by up to 50%. With ApprovalMax, you can swiftly approve vendor bills, purchase orders, expense reports, vendor return authorizations, and sales orders. It simplifies complex approval workflows with automated routing and lets you design multi-level approval processes with ease.
Discover more about how ApprovalMax can transform your business by visiting ApprovalMax.com.
Contact details:
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
X: https://twitter.com/HeatherSmithAU
-
Today I’m speaking with Val Steed, Director Accountants, Zoho Corporation
In this episode, we talk about . . .
Zoho Corporation's journey in the accounting technology industry, from its founding in 1996 to its current position as a leading provider of integrated business solutions
The company's focus on privacy, security, and long-term vision, with a family-like culture and commitment to employee retention
Zoho's conservative management approach and profitability since day one, even during challenging times like the pandemic
The challenges of working as a US-based employee for an Indian-based company, including navigating cultural nuances and time zones
Zoho's integrated platform, which offers a suite of over 55 web apps and 75 mobile apps, including accounting, CRM, and other business tools
Zoho's efforts to adapt its products to local markets, such as incorporating Australian tax and payroll requirements
The company's annual Zoholics conference, including the partner-focused Inspire event, and its plans for AI integration in its products
Insights into Zoho's growth and competitive landscape in the accounting industry, as well as the challenges of reaching the target audience in the Australian market
Contact details:
Val Steed https://www.linkedin.com/in/valsteed/
Zoho Corp https://www.zohocorp.com/
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
- Show more
