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

  • 2025/04/02
  • 再生時間: 23 分
  • ポッドキャスト

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

  • サマリー

  • 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

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あらすじ・解説

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

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