November’s tech reads are unapologetically practical. If you’re a CFO, accountant, or bookkeeper looking to protect margin while you modernise, this month’s Top 10 does the heavy lifting for you.
#1 From 27 Xero Files to NetSuite Powerhouse | (Heather Smith Blog)
A grounded migration story: governance, data hygiene, and operating cadence as a firm scales from many Xero files to one NetSuite backbone.
#2 Intuit and OpenAI Partner to Revolutionise Financial Intelligence in ChatGPT | (Intuit)
Where AI meets accountant-ready context. Intuit outlines how domain signals flow into conversational workflows.
#3 Accounting for Beauty Industry: Key Insights and Strategies | (Synder Blog)
Here are some practical controls for inventory, refunds, and sales tax so beauty brands stop leaking margin.
#4 The Great Review Audit: How to Use Customer Feedback to Improve Your Business | (NiceJob Blog)
Learn more about how to mine themes, prioritise fixes, and close the loop and turn reviews into an operating system.
#5 SMSF Death Benefit Checklist | (Cloudoffis Blog)
A step-by-step checklist for trustees and advisers to ensure nothing is missed when administering death benefits. Clear, compliant, and sensitive.
#6 CloudMind Accounts: Scaling Bookkeeping Capacity and Quality With XBert | (XBert Blog)
Capacity without chaos: AI checks, workflow triage, and workboards that make quality and scaling measurable.
#7 AI a Growing Source of New Client Referrals | (Accounting Today Technology)
Referrals now start with credibility in AI-enabled delivery. What prospects look for, where trust breaks, and how firms are winning inbound.
#8 Jason Staats: Smart Intake & The Future of Client Intake | (Canopy Blog)
Good intake is triage plus scope control. Templates, auto-routing, and status visibility that stop bottlenecks before they start.
#9 When to Outsource Accounts Receivable and What to Expect | (ApprovalMax Blog)
The moment to outsource is about cost-to-collect and customer experience. Here’s how to decide and how to manage the handover.
#10 App Overload? Start Here | (Future Firm – Ryan Lazanis)
Shrink the stack, raise the signal. A pragmatic way to rationalise apps, reduce context switching, and surface the KPIs that matter. Listen below.


