Accounting Apps Podcast| formerly Cloud Stories | Accounting Technology cover art

Accounting Apps Podcast| formerly Cloud Stories | Accounting Technology

Written by: Heather Smith | Accountant & Storyteller
  • Summary

  • *THE* podcast for accounting technology enthusiasts. Dive into the world of Accounting Apps with Heather Smith, a Chartered Accountant with a flair for storytelling and the engaging host of the Accounting Apps Podcast. Heather is obsessed with how effective automation and integration can produce timely clean data, to surface information for brave, fast data-informed decision making. Better data, better decisions, better business. She explores this topic with her guests, uncovering insights that offer you a competitive edge. Delve deeper into the Accounting Apps landscape and enhance your understanding. Hit that subscribe button now! Join the free Accounting Apps community to continue the conversations. https://www.facebook.com/groups/XeroMasterMind Brilliant guests include entrepreneurs, founders, business consultants, accountants, bookkeepers, small business owners, cloud advisors, developers, cloud integrators and solution providers. Each month guests share how they built their business and how your business or clients can use technology to be more effective and efficient. This may include exploring: *How you can implement and integrate business tools with your online accounting software to automate processes, improve productivity, and profitability; *How to build a business developing business apps; or *How to build a tech stack that meets your business needs or introduce your clients to them. If you have app overwhelm - this is an enjoyable podcast to listen to. Take it a step further and subscribe to the Accounting Apps newsletter: http://HeatherSmithAU.COM Contact details: Heather Smith LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/
    ANISE Consulting 2015-2024
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Episodes
  • 🤖💼 The FAB Debate: AI vs The Human Touch in Accounting | Samuel Green
    May 1 2024

    Today I’m debating Samuel Green, UK Partnership Account Executive of Employment Hero on AI vs the human touch in accounting at the Festival of Accountants and Bookkeepers

    - Smith argues the human touch is crucial for customer service and empathy while Greene emphasises AI's potential for efficiency and insights

    - Both agree AI can streamline repetitive tasks but human oversight is still needed

    - Attendees question how AI will evolve and what to consider when choosing software

    - Smith encourages evaluating long-term roadmaps and support while Greene discusses AI use cases at Employment Hero

    - They find consensus that selective AI use can enhance but not replace the human experience in client relationships

    Write up from the debate

    AI and the case for the human touch

    https://www.accountingweb.co.uk/tech/accounting-software/ai-and-the-case-for-the-human-touch

    Samuel Green https://www.linkedin.com/in/samuelgreen14/

    https://employmenthero.com/

    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

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    24 mins
  • 📣 Live from the Festival of Accountants and Bookkeepers!
    Apr 25 2024

    Heather Smith shares interviews from the Festival of Accountants and Bookkeepers in Birmingham, including conversations about launching a UK version of XBert, the funding journey of a founder, updates on Sage products, and Richard Sergeant's advice for vendors. Insights cover compliance, automation, growth and more.

    - Interview with Will Rush - GM(UK) for XBert discussing launching their platform in the UK

    - Conversation with Lucy Cohen - Co-founder and CEO of Mazuma, about starting her business and her recent funding journey (Featuring Alex Falcon Huerta)

    - Updates on BrightPay payroll from Donal Carr - Senior Account Executive Bright Software

    - Overview of Sage's offerings for accountants from Chris Downing - Director of Product Marketing | Accountants and Bookkeepers Sage

    - Richard Sergeant - Managing Director Principle Point shares tips for vendors working with accountants

    - Mark Lee Facilitator BookMarkLee.co.uk

    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

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    35 mins
  • Developing a Migration Strategy from WorkflowMax by Xero
    Apr 24 2024
    Today I’m sharing with you a webinar I hosted on behalf of Projectworks and WorkGuru that provides an overview of alternatives to WorkflowMax by Xero as it reaches end of life 26 June 2024. The panellists who joined me were: Heidi Seal Ops Consultant at Business Sense (NZ)Matthew Peng Founder at Business ContinuumMatt Hayter Co-Founder at ProjectworksTony Harcourt Co-Founder at WorkGuru The panellists discussed the triggers for change, comparing features of the two solutions. They explored how each platform caters to different industries. The expert implementers shared case studies of successful migrations, highlighting challenges and opportunities clients faced. The presentation covered developing a migration strategy, including exporting data, mapping business processes, and change management. Attendees learned about assessing potential solutions by considering key questions, desired outcomes, and post go-live improvements. The session emphasised preparing early by testing new platforms and leveraging experienced partners for a smooth transition. Overall, the webinar helped attendees understand options for transitioning away from WorkflowMax by Xero to Projectworks or WorkGuru. The Flow of the webinar Understanding the Transition Trigger for ChangeMarket Reaction Comparative Overview of Solutions Common FeaturesTarget IndustriesPoints of Difference Deep Dive into Migration Migration StrategyCase StudiesAssessing Solutions Preparation for Transition Relevant links Heidi Seal Ops Consultant at Business Sense (NZ) L: https://www.linkedin.com/in/heidiseal/ E: Heidi@BusinessSense.co.nz B: https://businesssenseconsulting.co.nz/ Heidi Seal Resources The WorkflowMax Changeover Workshop : https://drive.google.com/file/d/1P7arD82_9YSyW26ekE6ryY6bSR4Z1EQf/view The 7-step process for implementation success : https://drive.google.com/file/d/1Q_nif1fqgCcXfu8o90JhtXscvBhG5CQl/view Matthew Peng Founder at Business Continuum L: https://www.linkedin.com/in/matthew-peng/ E : Matthew@BusinessContinuum.com.au B: https://businesscontinuum.com.au/ Matt Hayter Co-Founder at Projectworks L: https://www.linkedin.com/in/matthew-hayter-9180037/ B: https://projectworks.io/ Tony Harcourt Co-Founder at WorkGuru L: https://www.linkedin.com/in/tony-harcourt/ B: https://workguru.io/ Tony Harcourt Resources Migrating from WoFM to WorkGuru Overview : https://support.workguru.io/support/solutions/articles/43000698451-migrating-from-workflowmax-to-workguru-overview WFM to WorkGuru One-Click Migration Tool : https://support.workguru.io/support/solutions/articles/43000699631-wfm-to-workguru-one-click-migration-tool Support Solutions Hub : https://support.workguru.io/support/home 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
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    58 mins

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