Cloud Stories with Heather Smith | Exploring the X

How do you modernise a family business when the older generation resists change? This episode explores emotional barriers, trust, and a practical tiny pilot approach to digital adoption. Summary In this episode, I explore the challenge of introducing new technology into long established family businesses. Inspired by a LinkedIn post from Tony Harcourt, we unpack why tech resistance is often emotional, not practical. Key discussion points: The generational technology gap in family businesses Emotional drivers behind software resistance: identity, control, pride, risk Insights from Xero’s behavioural research on tech adoption Why trust and communication shape innovation success The “Tiny Pilot” method for low risk digital change Practical scripts to reduce defensiveness and build collaboration Handling common objections like “It’s too expensive” or “We’ve always done it this way” The role of external advisors in supporting family dynamics Key Takeaway: Successful technology adoption in family businesses is about protecting legacy while reducing friction. Start small, make it reversible, and focus on outcomes, not features. Contact details: Tony Harcourt: https://www.linkedin.com/in/tony-harcourt/ LinkedIn Post: https://www.linkedin.com/feed/update/urn:li:activity:7432901025231159296/ WorkGuru https://workguru.io/ Behavioural Research by Xero https://www.xero.com/au/media-releases/behavioural-research-by-xero-uncovers-barriers-for-au-small-businesses/  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

Cameron Anderson General Manager XBert What does AI fluency really mean for accountants and bookkeepers? This episode explores governance, prompting frameworks, and practical AI use cases you can apply immediately. Summary In this episode, we explore AI fluency for accountants and bookkeepers and what it really means in practice. From governance to prompting frameworks, we unpack practical steps firms can take today. Key Discussion Points What AI fluency means for modern bookkeeping firms Traditional AI vs Generative AI explained simply The AI and human partnership model Governance, ethics, and client disclosure considerations The RTRI prompting framework: Role, Task, Requirements, Instructions AI use cases across client communication, reporting, and operations Using AI for financial analysis and contextual insights Capacity planning and workflow intelligence Starting small and building sustainable capability Why data quality underpins every AI initiative Key Takeaways AI should augment human judgement, not replace it Start with low risk, easy to validate use cases Build AI capability alongside human skills Transparency and governance matter Small, consistent learning builds long term fluency Apps & Tools Mentioned XBert, Xero, ChatGPT, Gamma, Otter.ai, Fireflies.ai, Gmail, Microsoft Outlook Contact details: Cameron Anderson : https://www.linkedin.com/in/cameronanderson2/ XBert : https://www.xbert.io/ 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

AI is reshaping accounting roles, not replacing them. Explore what’s changing, emerging governance roles, and why strategic thinking and AI fluency matter more than ever. Summary As AI reshapes our profession, we're essentially seeing less demand for those routine tasks, a boom in strategic roles and new opportunities for those who understand the cross section between accounting and technology, so less routine, more strategy, more cross disciplinary. And today, I'd like to talk about what's changing in the roles, what's not changing in the roles, what new roles are emerging, and what accountants and bookkeepers should focus on now. Key discussion points: Why AI will replace tasks, not accountants The decline of routine compliance work The rise of advisory, virtual CFO and fractional CFO roles Emerging positions: AI governance, risk reviewers, AI audit trail designers The concept of AI “agent managers” AI fluency as a critical professional skill The growing importance of critical thinking and communication Ethical obligations in an AI-embedded profession Practical steps: auditing your task list and shifting time to interpretation Why governance frameworks and AI policies are now essential Key takeaways: AI augments judgement, it does not replace it Advisory creates value, productivity alone does not Ethics and professional standards become even more important Accountants are uniquely positioned to manage AI governance This is a leadership moment for the profession 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

Kyelie Baxter shares how AI is changing accounting firm workflows, boosting outputs, and freeing up capacity, while still needing strong guardrails and human judgment. Summary In this episode, Kylie Baxter discusses how artificial intelligence is transforming accounting firms, client expectations, and internal workflows, without replacing the human element. Key discussion points include: Kylie’s journey from accountant to firm owner and governance leader Volunteering, advisory skills, and building confidence outside the firm How AI is being used safely inside an accounting practice Setting guardrails and values around AI adoption Digitising client admin and finance workflows Why accounts payable will become highly automated Why payroll still needs strong human involvement Paying staff based on outputs, not tools used Using AI to reduce mental load and prioritise tasks How AI is reshaping the competitive landscape for firms Key takeaway: AI is a powerful tool for efficiency and capacity, but accountants who apply judgment, governance, and strategy will remain irreplaceable. Kylie and I were guests of the LYD Unstoppable Growth Conference held at the  JW Marriott Gold Coast Resort & Spa in one of the most amazing places in the world, Surfers Paradise! LYD stands for Light Year Docs, and it is a platform for creating verified legal documents including companies, trusts and commercial agreements. If that’s of interest to you, I’m sure the team would be happy to speak with you. Contact details: Kyelie Baxter : https://www.linkedin.com/in/kyelie-baxter-fcpa-43224334/ IQ Accountants : https://iqaccountants.com.au 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

Heather shares insights from MYOB’s Australian Open event, exploring AI integration, Google Gemini tools, new MYOB Solo app for micro businesses, and the power of keyboard aesthetics. Summary In this episode, Heather Smith shares insights from her time at the Australian Open with MYOB, exploring how technology, AI, and workplace tools are reshaping the accounting world:   MYOB discussed their internal program "AI Every Day," which focuses on mindset, skillset, and toolset Overview of MYOB’s mobile-first solution, Solo, designed for freelancers and gig workers. It offers an alternative to spreadsheets for micro business clients Discussion on multi-entity support and MYOB's ERP solution, Acumatica It's worth remembering that MYOB still stores customer data within Australia across two local data centres MYOB's product spectrum includes solutions for micro businesses through to larger companies using Acumatica Heather shared her experience looking for a pink keyboard and how ergonomic design impacted her typing and comfort She also outlined how using Google Workspace's Gemini AI features has supported her productivity     Contact details: MYOB https://www.myob.com/au Solo https://www.myob.com/au/products/solo 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   LinkedIn https://www.linkedin.com/posts/heathersmithau_accountingandaccountants-activity-7423640248129298432-g81K  https://www.linkedin.com/posts/heathersmithau_accountingandaccountants-myob-activity-7422403938831720448-E5Sw

In the third of three instalments Heather Smith shares insights from TOACon 2025. She chats with industry leaders about business advisory, AI agents in accounting, community building, and embracing the future with purpose and relationships. Summary In this third instalment from TOACon 2025, Heather Smith explores the evolution of business advisory services and the powerful tech shaping the accounting profession. Interviews recorded live at the Shangri-La in Boracay during TOA Global’s TOACon 2025. Featured guests: Dale Pearson (Intuit QuickBooks): Discusses new AI agents, the power of relationships, and integrating QuickBooks with MailChimp. Mark Jenkins (The Gap): Talks about proactive advisory, community, and lifting average client value. Lynda Steffens (The Small Business Project): Shares a practical roadmap for implementing advisory services. Emphasis on strategic relationships and practical AI applications. Advisory isn’t just about knowledge—it’s about how and why you deliver it. Encouragement for accountants and bookkeepers to carve out time for growth and purposeful client impact. Reflections on the Boracay experience and the importance of personal development, community, and consistency. Heather Smith attended the TOACon 2025 conference as hosted media. If you want to find out more about TOAGlobal please visit their website :toaglobal.com If you want further information about anything covered in this podcast, please refer to the show notes: https://www.heathersmithsmallbusiness.com/blog/   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

Insights from TOACon 2025’s tech stream: AI, cybersecurity, client experience, and building resilient firms with smarter systems, featuring Practice Protect, AccountKit, and more. Summary In the second of three instalments Heather Smith explores highlights from TOACon 2025. Recorded at the luxurious Shangri-La Boracay, this episode dives into practical tools and strategies reshaping the accounting landscape. Main Topics: 🌟 Customer Experience Strategy: Jason S Bradshaw on reducing client friction and defining your service promise. 🔐 Cybersecurity Deep Dive: Jenny Caune of Practice Protect on multi-layered security and sleep-at-night tech. 📊 Cloud App Report: Real usage data across 13 categories: what apps firms are actually using in 2025. 🔄 AccountKit Expansion: Matt Taylor from AccountKit on new features including reconciliations, integrations, and centralized workflows. 📈 Building a Business That Runs Without You: TOA Global founder Nick Sinclair on separating identity from business. 🧭 Truth in Leadership: Dom Thurbon on the fine line between experience and baggage, staying curious is key. 🏝️ Conference Culture & Community: Live insights from attendees on the power of connections, resilience, and hospitality. Key Takeaways: Tech doesn’t build trust, clear communication does. Cybersecurity isn’t optional; it's foundational. Real-time app data beats outdated reviews: use the Cloud App Report. Centralised platforms like AccountKit are simplifying workflows. Leadership breakthroughs come from clarity, not complexity.   Heather Smith attended the TOACon 2025 conference as hosted media. If you want to find out more about TOAGlobal please visit their website :toaglobal.com If you want further information about anything covered in this podcast, please refer to the show notes: https://www.heathersmithsmallbusiness.com/blog/   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 Heather Smith as she explores highlights from TOACon 2025: building resilient teams, leadership mindset shifts, and inspiring stories from accountants shaping the future through global connections. Summary In the first of three instalments Heather Smith shares highlights from TOACon2025: focusing on mindset, culture, offshoring, innovation, and resilience in the accounting profession. Through interviews and speaker takeaways, you'll hear how accounting leaders are embracing small actions for big impact. Insights from Dr. Shadé Zahrai on mindset, adversity, and recognising your own value. Interview with Mariel (Accounting for Jewellers): from jeweller to niche accountant, offshoring success story. Innovation tips from James O’Loghlin: tackle friction, protect thinking time, challenge assumptions. Interview with Alan Lonie (AO Accounting): navigating complex Thai regulations, digital adoption challenges. Human performance advice from Olly Bridge: fight burnout, habit stack, and walk through problems. Interview with Mark Said (MKS Group): expanding through offshoring, shifting to CFO coaching, talent shortages. Interview with Mareta Akari (TOA Global): TOA’s cultural values, post-conference celebrations, and resilience during natural disasters. Heather Smith attended the TOACon 2025 conference as hosted media. If you want to find out more about TOAGlobal please visit their website :toaglobal.com If you want further information about anything covered in this podcast, please refer to the show notes: https://www.heathersmithsmallbusiness.com/blog/   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

In this special year-end wrap-up, we explore the major accounting tech releases of 2025. From new AI capabilities to feature-rich workpapers and smarter reporting tools, discover the updates that could transform your current stack.   The accompanying article to this podcast can be found on Accountants Daily.   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

Heather shares why real-world networking still matters for accountants & bookkeepers, offering practical tips to build genuine, long-term professional relationships without feeling salesy or awkward. In this episode, Heather Smith explores the timeless power of in-person networking for accounting & bookkeeping professionals. Based on her article for Acuity Magazine, she shares stories, strategies, and tech tips for nurturing relationships authentically. Article : https://www.acuitymag.com/business/how-to-make-the-most-of-in-person-networking/ Why networking isn't about selling, it's about trust and relationships. Tips for event preparation, including reviewing attendees and sending pre-event LinkedIn messages. Digital vs paper business cards: the role of QR codes, NFC cards, and LinkedIn connections. Best conversation starters (including complimenting shoes). The importance of post-event follow-up, such as voice memos and task lists. Why introverts might actually be excellent networkers. How to stay top of mind with minimal LinkedIn activity (just 12 posts a year!). Real examples of relationships built over 15+ years that still add value today. Encouragement for all generations—young professionals and seasoned leaders alike—to show up and contribute. 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

A lively panel reflects on 2025's tech-driven accounting trends, AI, automation, clean data, and what’s next for 2026. Ethics, awards, remote work, and receipts that must die! Summary In this panel discussion recorded at the Cloudoffis end-of-year event in Sydney, Heather Smith is joined by John Munden (Cloudoffis), Tyler Caskey (The Bean Counters), and Natalia Clark (Easy Super) to reflect on 2025 and forecast on the future in 2026 and beyond in the accounting and auditing industry. In this episode, we talk about . . . Key 2025 trends: AI integration, automation pain points, rapid tech change. The obsession with building AI agents into workflows. Insights on award-winning success and staying unique. The shift to remote-first work and global team building. Strategic investments in talent vs. tech at Cloudoffis. The call to kill receipts, wet signatures, and corporate cheques. Bold forecasts for AI replacing admin roles and fast decision-making gaps. Final takeaway: ethics, professionalism, and agility are your superpowers. Contact details:   Sponsor Offers:  Here Cloudoffis : https://cloudoffis.com.au/  Natalia Clark : https://www.linkedin.com/in/nataliaclack-easysuper/  Tyler Caskey : https://www.linkedin.com/in/tylercaskey/  John Munden : https://www.linkedin.com/in/jmunden/   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

Jarrod Adam is Head of Production & Distribution at The Access Group Explore how Unleashed helps small businesses thrive through AI-driven inventory management, smarter tools, and actionable data that streamline operations and empower strategic growth. Summary Today I’m speaking with Jarrod Adam, Head of Production & Distribution at The Access Group. In this episode, we talk about . . . how Unleashed empowers small businesses with actionable data, AI-powered tools, and integrated inventory solutions. Introduction to Jarrod Adams and his background in product management The story behind Unleashed and its acquisition by The Access Group Overview of the inventory and warehouse management landscape for SMBs Unleashed’s value proposition for small businesses and advisors When and why to move from basic inventory in GL systems to dedicated inventory tools Implementation approach and onboarding process at Unleashed Unleashed’s ecosystem: integrations with Xero, QuickBooks, Shopify, Amazon & more Evolving supply chain issues post-COVID and solutions like Advanced Inventory Manager (AIM) AI in Unleashed: Evo copilot, AI feed, and intelligent agents Partner Portal for accountants and bookkeepers – real-time client access Use of operational data for advisory services The Unleashed Manufacturing Health Index – valuable for advisory insights Discussion around the manufacturing “haves and have-nots” Closing thoughts on simplicity, design, and real value from software 🧰 Apps & Tools Mentioned: Unleashed, Xero, QuickBooks, Shopify, WooCommerce, Amazon, Access Evo, Advanced Inventory Manager ⏱️ YouTube Timestamped Chapters 00:00 – Welcome & Guest Intro: Meet Jarrod Adams from Unleashed. 01:58 – From Tigerland to Tech: A playful rugby-themed intro. 04:20 – Jarrod’s Journey to Product Management: How he fell into software. 06:20 – Auckland’s Thriving SaaS Scene: NZ’s impact on global tech. 08:10 – Inventory, CRM & WMS Landscape: What SMBs need today. 10:50 – What Unleashed Does: Efficient workflows + strategic insights. 13:00 – Signs a Business Needs Unleashed: From post-it notes to stock stress. 15:20 – Accountant & Bookkeeper Pain Points: Data, margins & advisory blocks. 17:30 – Implementation Timeline: Fast, guided onboarding sessions. 19:05 – Unleashed Integrations: Xero, QuickBooks, Shopify, Amazon & more. 21:10 – E-commerce Growth Post-COVID: Why integrations are essential. 23:15 – AI & Forecasting with AIM: Managing supply chain uncertainty. 26:00 – Using Data for Better Advice: The power of operational insights. 28:00 – Manufacturing Health Index: A free resource for advisory. 30:00 – Characteristics of Thriving Manufacturers: Mitigating supplier risks. 32:15 – Partner Portal for Accountants: Real-time multi-client access. 34:00 – AI Copilot & Agents: How Evo enhances the user experience. 35:45 – Final Thoughts & Outro: Software should solve problems, not add them. Contact details: Sponsor Offers:  Here Unleashed Software: https://www.unleashedsoftware.com/  Jarrod Adam: https://www.linkedin.com/in/jarrod-adam/  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

Insights from a global panel of women leaders in accounting, exploring influence, ethics, personal branding, and leadership challenges in a male-dominated profession. Summary In this special episode of the Accounting Apps Podcast, I moderated a global panel discussion at the Accounting & Business Show Asia 2025 in Singapore. I was joined by Kyelie Baxter (IQ Accountants), Uthaya Ponnusamy (RSM Singapore), and Magdalene Ang (R Chan & Associates, ACCA Singapore Chair) for a panel session I moderated called Influence, Integrity and Impact: Navigating the Reality of Women Leading in Accounting   Together we explored:   ✅ Career journeys and leadership pivots ✅ Building confidence and personal brand (hello USP!) ✅ Ethics vs. earnings — where we draw the line ✅ Mentoring, connection and navigating invisible barriers ✅ Creating influence with integrity and making an impact   Listen if you're looking for insight, inspiration, or real-world stories from women reshaping leadership in accounting.   Contact details: Sponsor Offers:  Here Kyelie Baxter, Managing Director at IQ Accountants  https://www.linkedin.com/in/kyelie-baxter-fcpa-43224334/  Uthaya Ponnusamy, Partner & Industry Lead - Not For Profit sector at RSM Singapore https://www.linkedin.com/in/uthaya-ponnusamy-5bab1763/  Magdalene Ang, Director, R Chan & Associates PAC and Chair of ACCA Singapore Member Network Panel. https://www.linkedin.com/in/magdalene-ang-fcca-fca-singapore-03b2084b/  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 

Live from the Accounting & Business Show Asia 2025 in Singapore, Heather chats with innovators about AI, e-invoicing, TikTok trends, cross-border payments and the evolving role of accountants in Asia Summary Heather Smith reports from the Accounting & Business Show Asia 2025 in Singapore, sharing floor interviews and key highlights. With strong Australian representation, she reflects on rapid regional digital transformation, cultural insights, and inspiring thought leadership. Main Topics: Singapore's digital drive: e-invoicing mandates and cheque phase-out Government-backed AI innovation via AI Singapore Roundtable on burnout, boundaries, and micro business sustainability TikTok insights and media habits reshaping communication Panel on women on boards and leadership pathways Interviews Include: Alvin Chia (OFX) – Cross-border payments with human-first support Marvin Galang (Jaz AI) – AI-native accounting software for Southeast Asia Bryan Sng (Simple AI) – AI agents automating accounting ops Kelvin Koh (Idently) – Face-key file security tech for sensitive documents Andrew Paton-Smith (Jazoodle) – 60-second forecasts & valuation KPIs Key Takeaways: The future of advisory is now AI is more than a buzzword in Singapore – it's a government initiative Accountants must embrace tech and set strong boundaries Social platforms like TikTok can't be ignored Representation, integrity, and courage are crucial for boardroom progress LinkedIn Posts from Singapore https://www.linkedin.com/posts/heathersmithau_abshowasia-accountingandaccountants-activity-7386538062283075584-1Vh2/ https://www.linkedin.com/posts/heathersmithau_acca-accountingandaccountants-abshowasia-activity-7386619905544056832-6Gdu/   https://www.linkedin.com/posts/heathersmithau_accountingandaccountants-abshowasia-activity-7386917433271439360-VY4Y/   https://www.linkedin.com/posts/heathersmithau_accountingandaccountants-abshowasia-activity-7386982271796490241-WgIh/    Contact details: Sponsor Offers:  Here Xero http://xero.com/ Koren Wines https://www.linkedin.com/in/koren-wines/  Sarah Foo https://www.linkedin.com/in/sarah-foo-fca/ Alvin Chia https://www.linkedin.com/in/alvin-chia-a15a6b65/  OFX https://www.ofx.com/  Marvin Galang https://www.linkedin.com/in/galangmr/  JAZ https://www.jaz.ai/   Bryan Sng https://www.linkedin.com/in/bryansng/  SimpleAi https://simpleaiworks.com/  Kelvin Koh https://www.linkedin.com/in/nivlekoh/  Identi.ly https://identi.ly/  Andrew Paton-Smith https://www.linkedin.com/in/apatonsmith/  Jazoodle https://jazoodle.com/  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

Kerry Butler, CFO of Woolnorth Renewables, Tasmania shares her bold NetSuite rollout, revealing strategic insights on tech, budgeting, AI, and scaling clean energy operations. Summary Today I’m speaking with Kerry Butler, CFO of Woolnorth Renewables, Tasmania In this episode, we talk about . . . Insights from attending SuiteWorld 2025 in Las Vegas Strategic NetSuite rollout, starting with Planning & Budgeting (NSPB) Overcoming implementation challenges with a lean finance team Use of implementation partners: Pivot Two & Netgain Multilingual board reporting (Chinese & English) and real-time forecasting Integrations with SharePoint, virtual cards, and maintenance systems Leveraging AI and Ask Oracle for smarter decision-making Community involvement and commitment to renewable energy Advice for scaling businesses and choosing the right tech stack 🧰 Apps & Tools Mentioned: NetSuite, NetSuite Planning and Budgeting (NSPB), Netgain, Pivot Two, SharePoint, Smart View, Camtasia 📺 Timelines  00:00 – Welcome & Guest Intro: Kerry Butler, CFO of Woolnorth Renewables 01:45 – Why Kerry Chose NetSuite: Flexibility and ecosystem advantages 04:12 – Board-Ready Reporting in Two Languages: How NSPB enabled it 06:57 – Implementing NSPB First: Breaking ERP rollout conventions 09:43 – Smart Budgeting Tools: Using Smart View for real-time inputs 12:21 – Leveraging Implementation Partners: Pivot Two & Netgain's role 15:02 – Complex Accounting Made Simple: Wind farms, loans & derivatives 17:35 – AI & Strategic Finance: What’s coming next in NetSuite 20:14 – Clean Data = Better AI: System integration & SharePoint sync 22:41 – Ask Oracle: AI-powered reporting for CFOs and CEOs 25:33 – SweetWorld Learnings: Building a global CFO network 28:08 – Advice for Scaling Businesses: Plan for future pain points now 30:17 – CFO Life at SweetWorld: Pitbull concert & Aussie networking 33:42 – Final Reflections: Strategic finance, partnerships & impact Contact details: L: https://www.linkedin.com/in/kerry-butler-1333kes/  NetSuite: https://www.netsuite.com.au  SuiteWorld: https://www.netsuitesuiteworld.com 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

Scott Wiltshire, VP & GM of Oracle NetSuite ANZ, unpacks key SuiteWorld 2025 announcements, highlighting AI-driven tools, productivity boosts, and why NetSuite is a game-changer for growing businesses. Summary Today I’m speaking with Scott Wiltshire, VP & GM of Oracle NetSuite ANZ. In this episode, we talk about . . . Event recap: SuiteWorld 2025 highlights relevant to ANZ Key tools: AI Connect Services, Prompt Studio, Autonomous Close, Subscription Metrics NetSuite Next: Major platform upgrade promising zero-day close Emphasis on AI for automation, reporting, and decision support Discussion on value of attending SuiteWorld for ANZ professionals Growing importance of NetSuite's partner ecosystem Comparison between “automated” vs “autonomous” workflows Advice on bridging the knowledge gap with dedicated support NetSuite as a scalable “single source of truth” for growth-focused businesses 🧰 Apps & Tools Mentioned NetSuite, AI Connect Services, ChatGPT, Prompt Studio, Subscription Metrics SuiteApp, Oracle Cloud Infrastructure (OCI), NetSuite Analytics Warehouse, Safe Search, Advanced Customer Support ⏱️ Timelines 00:00 – Welcome & Introduction: Heather sets the stage for the SuiteWorld 2025 recap 01:15 – NetSuite AI Connect Services: Plug in your AI assistant for real-time action 02:50 – Prompt Studio Explained: Build & deploy GenAI prompts in workflows 04:35 – Subscription Metrics SuiteApp: Real-time visibility into recurring revenue 06:10 – Interview with Scott Wiltshire Begins: First impressions from Las Vegas 08:05 – The AI Buzz at SuiteWorld: Surge in demand for AI-powered accounting 10:00 – Why ANZ Pros Should Attend: Learning, networking, and discovering tools 12:00 – NetSuite as a Growth Platform: From MYOB/Xero to scalable ERP 13:45 – NetSuite Next Preview: Major AI-powered platform upgrade incoming 15:30 – Autonomous Close Feature: Moving towards zero-day book closing 17:20 – Natural Language Reporting: Talk to NetSuite using plain English 19:00 – Prompt Studio in Practice: Real examples from product-based businesses 21:00 – Most Underused New Feature: AI model integration & free querying tools 22:40 – NetSuite’s Partner Ecosystem: Extending NetSuite through collaboration Contact details: L: https://www.linkedin.com/in/scottpwiltshire/  NetSuite: https://www.netsuite.com.au  SuiteWorld: https://www.netsuitesuiteworld.com 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

Dianna Butterworth, CFO of Kieser Australia shares the move from 27 Xero files to NetSuite, improving scalability, budgeting, and team empowerment.  Summary Today I’m speaking with Dianna Butterworth, CFO of Kieser Australia s In this episode, we talk about . . . Background: Dianna’s path from financial advisor and entrepreneur to CFO Company Overview: Kieser Australia is a physiotherapy-led strength training provider with 31 clinics Initial Challenge: Managing 27 separate Xero files across clinics Solution Chosen: NetSuite ERP with implementation by Anexa Key Outcomes: Replaced 80+ spreadsheets with NetSuite Planning and Budgeting Improved team efficiency, moving from 1:5 to 1:12 clinic-to-bookkeeper ratio Faster monthly reporting and greater data visibility Budget cycle shortened from six months to one to two months Integrated Tools: Celigo, Zone & Co, ExpenseMe Conference Takeaways: Upcoming AI features in NetSuite and the value of peer networking Advice to CFOs: Invest early in scalable systems Prioritise agility as much as accuracy Build confidence in the numbers to support growth 🧰 Apps & Tools Mentioned: NetSuite, Xero, NetSuite Planning and Budgeting, Celigo, Zone & Co, ExpenseMe, ApprovalMax, Rippling, Blue Collar Cloud Solutions ⏱️ Timelines 00:00 – Welcome and Introduction: Meet Dianna Butterworth, CFO of Keiser Australia 01:40 – Career Journey: From cufflinks to CFO 03:55 – About Kieser: What the business does and how it helps Australians 06:40 – Before NetSuite: The chaos of 27 Xero files 09:10 – Choosing NetSuite: Finding the right ERP for growth 11:30 – Empowering the Team: Moving from manual tasks to analysis 13:45 – Budgeting Breakthrough: Ditching spreadsheets for better planning 16:00 – Role of Anexa: Importance of a strong implementation partner 18:35 – Tech Stack Deep Dive: Celigo, Zone & Co, ExpenseMe 21:00 – Budgeting Speed: From six months to one month 23:30 – Advice for CFOs: Invest early and trust your data 25:20 – Insights from SuiteWorld: AI, networking and lifelong learning 28:10 – Wrapping Up: Thinking big and enjoying the journey Contact details: L: https://www.linkedin.com/in/dianna-butterworth-9088947a/   NetSuite: https://www.netsuite.com.au  SuiteWorld: https://www.netsuitesuiteworld.com 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

Craig Sullivan, Group VP of Product Management, NetSuite  joins Heather Smith at SuiteWorld25 to reveal AI, automation, and global ERP innovations transforming how accountants and businesses scale smarter. Summary Today I’m speaking with Craig Sullivan, Group VP of Product Management, NetSuite In this episode, we talk about . . . Insights into NetSuite Next: AI-native ERP, natural language queries & agentic workflows Grounded AI: Role-based, explainable responses tailored to accounting & finance users Internationalisation & multilingual support coming to NetSuite AI Global compliance & e-invoicing updates—AI-enabled validation for governments AI Connector: Bridging NetSuite with tools like ChatGPT for insights and storefront integration Advice for accountants stepping into ERP consulting Importance of planning in successful NetSuite implementation "Suite Success" methodology explained Closing with Pitbull (Mr. Worldwide) and the global theme of SuiteWorld25 🧰 Apps & Tools Mentioned NetSuite, Oracle, ApprovalMax, Soldo, Synder, ChatGPT, Claude, Shopify   ⏱️ Timelines 00:00 – Welcome to SuiteWorld25: Craig Sullivan joins live from Las Vegas 02:15 – Why Accountants Should Care: NetSuite's role in SME digital transformation 04:40 – From Frustration to Innovation: Craig’s journey from accountant to product leader 07:55 – Big Reveal: What NetSuite NEXT brings to ERP and accounting 10:30 – Grounded AI & Natural Language: Role-aware, explainable ERP queries 13:25 – Jet Engine, Not Co-Pilot: NetSuite’s bold AI claims 15:40 – Going Global: Supporting business in 160+ countries with OneWorld 18:20 – AI in Multiple Languages: Multilingual support explained 20:05 – E-Invoicing Powered by AI: Compliance turned efficiency booster 22:40 – Ask Oracle & Contextual Insights: Smarter decision-making with AI 24:55 – AI Connectors in Action: Real-world ChatGPT and Claude integrations 27:10 – What Accountants Should Know: Scaling smart from Day One 29:00 – Implementation Pitfalls: Planning as the missing puzzle piece 30:35 – The Power of Sweet Success: Best practice baked into ERP deployment 32:10 – Craig’s Final Insights: AI’s future role in accounting 33:55 – Bonus Fun: Pitbull, Mr. Worldwide, and SuiteWorld party prep!   Contact details: L: https://www.linkedin.com/in/craigssullivan/   NetSuite: https://www.netsuite.com.au  SuiteWorld: https://www.netsuitesuiteworld.com 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

Madeline Reeves shares how Advisory Amplified is reimagining accounting conferences with community focus, practical advisory content, and a women-led, inclusive approach. Summary Today I’m speaking with Madeline Reeves, Founder & CEO of Fearless Foundry, creator of Advisory Amplified. In this episode, we talk about . . . Reinventing accounting conferences through a six-city U.S. tour focused on practical advisory content and community building. Challenges with traditional conferences and the need for real-world application. Advisory vs. CAS: Clarifying the terminology and implementation. Empowering women and underrepresented voices in accounting events. Localised content and community connection via hometown hosts. Practical tools and strategies for implementing advisory services. Workbook-based workshops with real, actionable takeaways. Partnering only with vendors who deliver educational (not salesey) content. Launching a virtual version of Advisory Amplified on November 18. Vision for future global expansion and continued grassroots connection. 🌟 Advisory Amplified Sponsors Fathom – Financial analysis and management reporting tool for accountants and business owners. Ignition – Client engagement and billing platform that automates proposals, contracts, and payments. Karbon – Practice management software for accounting firms, streamlining tasks, emails, and workflows. Relay – Online business banking designed for accountants and small businesses, with integrated financial controls. OnPay – Payroll and HR software for small businesses, handling wages, tax filings, and benefits. Fearless Foundry – Creative consulting firm that helps entrepreneurs and organisations with branding, marketing, and strategy. 🧰 Apps & Tools Mentioned: Avalara, QuickBooks Online Accountant (QBOA), TSheets, Hubdoc,  Abacor, Firm360, Taxfyle Timestamp  00:00 – Welcome Madeline Reeves: Advisory Amplified rethinks accounting events. 02:05 – From Avalara to Advisory Leader: Madeline’s tech-to-advisory journey. 06:10 – Why Advisory Amplified Exists: Gaps in traditional conferences. 09:30 – Real Talk: Advisory in the US vs. Global: What's missing in America. 13:25 – Designing Inclusive Conferences: Women-led by design, not default. 17:15 – The Power of Representation: All-female AI panel moment in Chicago. 20:40 – Tools Driving the Advisory Shift: What tech supports real advisory? 23:55 – Advisory Tech Stack Talk: Practical sessions with partner input. 27:10 – From Random Acts of Consulting to Service Lines: Productizing advisory. 30:35 – AI + Advisory Integration: Using AI for better client conversations. 34:00 – Hands-On Learning With Workbooks: Goodbye chicken scratch notes. 37:15 – Building Community with Local Flavour: Hometown hosts & local vendors. 41:05 – Sponsors with Substance: No sales pitches—only educational value. 44:25 – The Value of Diverse Perspectives: Unlocking new ideas through inclusion. 47:00 – Advisory Mindsets & Skills: Let go of perfection, focus on listening. 50:15 – Stop Selling, Start Serving: Grow advisory with current clients. 53:10 – Advisory Amplified Goes Virtual: November 18 launch details. 55:30 – Global Ambitions + The Bus Dream: What's next for the conference. 58:00 – Final Thoughts: Building a future-focused, community-powered industry. Contact details:   Madeline Reeves: https://www.linkedin.com/in/valerieheckman/  Fearless Foundry: https://www.fearlessfoundry.com/ Advisory Amplified: https://www.advisoryamplified.com/  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

Liam Hindle, GM of Product & Product Marketing at MYOB MYOB's Liam Hindle shares insights from the Accounting Industry Monitor, the future of AI in accounting, and how practices can evolve through tech, efficiency, and growth mindset strategies. Summary Today I’m speaking with Liam Hindle, GM of Product & Product Marketing at MYOB Liam highlights "intentionality" as a key to the cultural and operational trait that sets progressive accounting firms apart.  "I think for me, the word that comes to mind is that they're intentional." He elaborated that these firms: Don’t improve by accident or as a byproduct. Make conscious decisions to invest in their people and operations. Regularly review processes and strategies. Prioritise professional development and operational efficiency. Make strategic use of technology to free up time for high-value work. Liam emphasized that intentionality helps firms shift from reactive, deadline-driven work to proactive, strategic engagement, unlocking value for both clients and team members. In this episode, we also talk about . . . Focus on MYOB’s vision for accounting practices; Key takeaways from the MYOB Accounting Industry Monitor; Strategies for handling talent shortages & fostering a growth mindset;  AI literacy and upskilling as tools for retention & recruitment; Operational tips for improving efficiency through standardisation and automation; Importance of strong onboarding and client engagement;  Data security and AI risk management in MYOB’s product development; Future of accounting tech: Agentic AI and embedded AI in workflows; MYOB’s upcoming compliance-focused tools and strategic advisory enablement   🧰 Apps & Tools Mentioned: Apps & Tools Mentioned: MYOB, ChatGPT, Claude, AWS, Teams Copilot, Fireflies Contact details: Liam Hindle https://www.linkedin.com/in/liamhindle/ MYOB https://www.myob.com/au  Accounting Apps newsletter: http://accountingapps.io/  LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/  YouTube Channel: https://www.youtube.com/ANISEConsulting  X: https://twitter.com/HeatherSmithAU