The agent does the actual work. It is something that will do the work for you when you are not doing the work. So the agent can actually be in there doing the work. It can be in there 24/7, actually making stuff happen for you. It’s quite phenomenal. You have to watch it, you know, like you can give an agent a credit card now, and it can go and do the stuff.
— Kyelie Baxter, Managing Director at IQ Accountants.
At the Accounting and Business Expo, I had the pleasure of facilitating a rapid-fire panel session titled “AI Tools Useful Right Now for Accounting Firms”. We had 20 minutes, five speakers, and a room full of curious accountants.
Joining me were:
- Chris Wheatley, Director of Scope Accounting
- Kylie Baxter, Managing Director of IQ Accounts
- Tim Garth, Director of Cats Accountants and co-host of Two Drunk Accountants
- Liam Hindle, General Manager of Product at MYOB
It was practical, honest, and refreshingly grounded.
AI Is Already in Your Firm
One of the strongest themes from the session was this: AI is already embedded in many of the tools we use. The question is not whether to adopt AI. It is how to use it effectively.
Meeting transcription tools were one of the most universally adopted examples. Tools like Otter, Fireflies and Microsoft Copilot are helping firms:
- Record and transcribe meetings
- Generate summaries
- Create file notes automatically
- Draft follow-up communications
- Protect against disputes
As Chris pointed out, transcripts are also a form of professional protection. When advice is questioned later, you have a record.
Kylie took this further by layering sentiment analysis over meeting recordings. She receives daily summaries that show the emotional tone of client and staff conversations. That visibility allows her to proactively manage issues before they escalate.
That is powerful.
Workflow Automation Is Where the Magic Happens
Tim shared how his firm is using n8n to build automation flows connected to ClickUp. Rather than relying on siloed automations inside individual apps, they are building cross-platform workflows that:
- Trigger follow-ups
- Send SMS reminders
- Update task statuses
- Automate admin sequences
The key insight here is integration. AI becomes far more valuable when it connects systems rather than sitting in isolation.
Chris reinforced this from another angle. He described technology as a staff member that never complains. If we expect output from it, we need to budget for it like we would for a team member.
That mindset shift is important.
Embedded AI vs Standalone AI
We explored whether the most useful AI will come from new standalone tools or from AI embedded in existing accounting platforms.
The answer was nuanced.
Standalone tools can be nimble and innovative. But if they do not integrate cleanly, firms end up with bloated, expensive tech stacks.
Embedded AI, particularly within established platforms, offers security and workflow continuity. Liam shared that MYOB is focused on automating “the work around the work,” particularly in areas like BAS preparation, so accountants can spend more time on strategic advice.
That alignment between process and technology matters.
Guardrails Are Essential
The audience was particularly interested in risk management.
Key guardrails discussed included:
- Use paid AI accounts rather than free versions
- Check privacy settings carefully
- Disable model training where appropriate
- Keep AI within secure ecosystems such as Microsoft
- Avoid giving agents unchecked financial authority
AI agents were another hot topic. Unlike basic AI tools that draft content, agents can perform actions autonomously. They can complete tasks, trigger processes and even transact.
Exciting? Yes.
Outside many comfort zones? Also yes.
As Kylie explained, agents can work 24/7 in the background. But they require oversight. For most firms, experimentation is appropriate. Full automation of regulated compliance processes requires caution.
Vibe Coding and DIY Tools
We also touched on vibe coding, where users build small software solutions using AI prompts.
It feels like magic. But Liam offered a helpful analogy. Have a veggie patch. Do not accidentally become a farmer.
In other words, experiment. Build small internal efficiencies. But do not create regulatory risk by building mission-critical compliance software without proper governance.
That is sensible advice.
What Is Making the Biggest Difference?
When asked where AI has made the biggest impact so far, the answers were practical rather than flashy:
- Meeting transcription and documentation
- Workflow automation
- Tax research assistance
- Content generation for client communication
- Workpaper automation
- BAS preparation support
This is not about replacing accountants.
It is about elevating them.
Removing repetitive admin. Improving documentation. Reducing friction. Increasing clarity. Enhancing client outcomes.
The Bigger Picture
The most important takeaway from this session was this:
AI is not a silver bullet.
It is a layer.
A layer that sits across your workflows, your meetings, your documentation and your compliance processes.
When implemented thoughtfully, it reduces noise and increases capacity. When implemented carelessly, it creates risk and distraction.
The firms seeing the most success are:
- Experimenting safely
- Keeping privacy front of mind
- Focusing on integration
- Using AI to enhance human expertise, not replace it
If this panel had run for 90 minutes, we still would have had more to unpack.
AI in accounting is evolving quickly. But right now, there are already practical tools delivering measurable value.
The question is not whether AI is coming.
It is whether you are using it intentionally.
Episode resources and links:
- Chris Wheatley, Director, Scope Accounting: https://www.linkedin.com/in/chris-wheatley-fca-29398533/
- Scope Accounting: https://www.scopeaccounting.com.au/
- Small Business Accountants & Advisers Brain Trust, Australia Facebook Group: https://www.facebook.com/groups/977122739056681
- Kyelie Baxter, Managing Director, IQ Accountants:
- Tim Garth, Podcountant, Director and Co-host of the Two Drunk Accountants Podcast, CATS Accountants: https://www.linkedin.com/in/tim-garth-11721370/
- CATS Accountants: https://catax.com.au/
- Two drunk Accountants: https://twodrunkaccountants.com.au/
- Liam Hindle, General Manager – Product, MYOB
- Accounting & Business Expo: https://www.terrapinn.com/exhibition/accounting-business-expo/index.stm
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AI-Generated Transcript
Heather Smith
Hi, I’m Heather Smith, and you’re listening to the Accounting Apps Podcast exploring the accounting and business apps community.
Today, I’m sharing with you a panel session that we had at the accounting and business expo. And this panel section session, the name of it was AI tools useful right now for accounting firms, and I was the facilitator of the session, and there were four speakers, and we had 20 minutes, so I tried very hard to get a good recording of all four speakers.
I actually went out and bought new additional these little roadie podcaster mics that you see everyone on Tiktok using. So I actually had some. I would call it purple, but I think the colours grey Heather ones, so they’re quite beautiful. And at the start, the audio at the start was, I have one that is bedazzled. Bedazzled bedazzled, it has lots of pretty flowers on it. And the reason why I have all different ones is so they all look identical, and it helps me track them down. That’s why I do that. So that was Kylie very excited to get the bedazzled bedazzled one.
So the topic was AI tools useful right now for accounting firms, and we were talking about selecting the right tools, evaluating a technology stack that aligns with your needs and your business model and your goals. And we were talking about integration and optimization and how we are currently leveraging automation AI, and how we are improving our client outcomes.
And in order of the people who are speaking, the first speaker up is Chris Wheatley, who is the director of scope accounting, and you would have heard him on an earlier podcast, if you go back and listen into the in the series from the accounting and business expo, he is Mr. Uber driver for the accounting industry in Brisbane, and he drove me to the airport.
Next up is Kylie Baxter, who’s managing director at IQ accounts down at Burley, and I did a podcast with her in February, so you can actually go back in that to that podcast, so she shares a lot of insight around how she is using AI tools in her business to streamline processes. But if you jump back and listen to that earlier podcast, she goes into a lot more detail. So I think it’s about, it’s a much longer podcast, so it’s worth, worth checking out, and because everyone wants to know what people are doing, and Kylie really shares it in that one.
And next speaking is Tim Garth. He is a pod accountant and director and co host. He’s the director of cats accountants, and he is the co host of the two drunk accountants podcast, which is a podcast that I very much enjoy, and are actually in a network with them. And I will pop a link in the show notes, because they actually, I actually jumped on an episode with Tim just on Friday to do a recap of the accounting and business expo. So if you don’t have enough with this series, you can jump in and listen to that. Yes, and I encourage you to subscribe to this podcast, but also to that one, the two drunk accountants, I find it quite enjoyable to listen to.
And finally, last but not least, very delighted to have Liam Hindle, who is the General Manager of product at MYOB join us, and really useful to have the perspective of a vendor in that conversation, which sort of rounded the whole conversation out.
So hopefully you enjoy this. Some of the audio is a bit loud and some of it’s a bit soft. And I have tried very hard, but please remember, I’m an accountant, not an audio technician. I’ve tried really hard to make it easy to listen to. But I think the thing is, the content is really, really good. You via the notes, you have the contact details of everyone. On. And if they are going down a track that interests, you, reach out to them and maybe they can explain it further to you.
Okay, but I think this is a really useful session. We probably should run it again. And we could probably go for for for a whole 90 minutes, but we only had 20 minutes five people. That’s a lot to get through. Hope you enjoy and remember subscribe so you don’t miss an episode. You
Chris Wheatley
I am Redlands in the in Brisbane. Live here, school, school kids there, works there. So, you know, that’s why we work for ourselves. I have 13 heads, probably about 10 FTEs, three in Vietnam that are direct highs tax compliance. You know your usual 8020, between. You know the a word AI the other, the a word from four years ago, not the a word from now. We advisory. Bingo. Bingo, a word, yeah, and I’ve got
Heather Smith
that little Facebook group one,
Chris Wheatley
so Heather will reference it later. About four years ago, we’re on this panel, and Kylie said something that was quite benign. I went, Oh yeah, I don’t agree with that, and it’s lived rent free in Heather’s. Don’t like each other because
Kyelie Baxter
Chris was so mean to me. We have not we don’t remember it, but I like the narrative,
three o’clock with the lyrics. My practice is at Burley. We’ve got about 10 staff. We do accounting and bookkeeping tech stack. I didn’t talk about tech stack. We are an MYOB AE firm. Our tech stack is that practice ignition. Practice ignition, ignition. It’s called now, Geez, it’s like I live in the Dark Ages. Practice protect all of the things we use. Change GPS for tax planning. Like our tech stack is so long now because we add to it and go through it all the time, we are massive Dex fans as well. Couldn’t run our bookkeeping firm profitably without it. Glenn, you don’t get to rep Dex with a white shirt on, like you’re either in or you’re out, mate your turn. All right.
Tim Garth
Cool, yeah. So I’m Tim. I’m one of the two drunk accountants, and I am not drunk right now. I am sober, at least, that’s what we’re telling. AD, all right, everyone, yeah.
And we also do have an accounting firm on the Central Coast, so we have a team of 10, and our tech stack very similar to you guys, very long lists, but we are in the Microsoft suite, so using, you know, a lot of Microsoft tools, and yeah, all the accounting software’s not going to single out any more. And, but yeah, we we are trying to evolve and grow and service small businesses, and so I’m pretty careful everyone else is doing because I feel like this, we’re distracting service.
Liam Hindle
How do you want me to respond? Heather, I don’t have a firm, but I’ll talk about my team. Maybe
we’ve got, I mean, it’s always important, I think, to have the technology perspective and, like, why I’m here over the two days, and why I’ve got so many people from my group here, is that it’s a really good learning experience for us, really good for us to be able to connect in with, you know, customers and other ecosystem partners as well. You know, I really just, you know, I come to all the different sessions to learn more about what happens beyond the technology. I’m a big believer that the software is there, but your business processes, your capabilities, all those other pieces are critical, and if you don’t get those right, then the software isn’t really going to do much for you. So, yeah, we’re here because we think we should be part of these sorts of conversations and to learn.
Heather Smith
Yeah, we are always happy when the vendors have available to talk with us rather than at us. So very grateful.
Do you have any tech solutions that you wanted to add to that, Chris, that have worked out?
Chris Wheatley
I’m a zero XPM firm. What else do I use? Account kit just started with change GPS after a long harassment of sales here from access, no, I love them much. Bookkeeping, so the whole decks thing, we kind of moved away from Microsoft, so all that native stuff, and yeah, BGL now infinity and Heather for E signing, seamless for onboarding, about to do a content snare thing for our Sacramento super funds, because that’s very content like, very template driven, and that we had 100 funds, which is very much punching above our weight. So anything I can do to essentially cut the admin down on that probably gonna make me $100,000 per fund. So, so don’t tell James that if you charge me $600 per fund, you
Tim Garth
this is such a good question, because my mind goes a few different ways. Obviously, like I said, before, we use the Microsoft Office suites, so there is copilot and and all of the AI that comes with that. And I suppose diving in and making that work for me a bit better. There’s the tax research tools out there as well. So I don’t know if you guys are using any of those, but I’ve been using one called law cyborg. Anyone in the crowd heard of that? It’s over there. It’s here, it’s here. Great. It’s a great tool. It’s awesome. But, you know, it has its it has its drawbacks as well.
So yeah, but I think ultimately, my one that I’m most excited about is n8n ( a workflow automation platform). That’s one we’ve been using to build automation flows, and it’s got aI within it to help you build the automation, but it also can connect to AI bots AI processes as well. We’re paying someone to do that for us. So I don’t want to sound like an expert in this, but that’s probably, that’s probably the one I’m putting all my eggs in the basket off.
Heather Smith
What category is that? Is that a workflow category?
It’s a workflow category.
Tim Garth
Yeah, so you can, you can connect. So for one, I forgot to say in our text app is click up. So for good or bad, we chose to just click up for our practice management, because we really like the task functionality, and it’s really good at connecting to other apps and flows. So we’re using Nan to push things in, to pull data out, trigger, text messages, trigger, sign off emails. They used to all be like, you know, 10 Minute processes, I suppose, or admin processes. So, yeah, it’s been
good. Yeah, they do, but not in sync across all of your platforms. So that’s probably what I’d say about Nan. It’s using the client database that we have in clickup, which should be easily connected to XDM, because we use XDM as well. It’s not because XTM doesn’t open itself up to other people, but, but, yeah, we’ve got a database in clickup, so if it’s gotten to a certain point of time, it will follow them up. But it’s more personalised, and when the client that responds signs, it changes the task success, you know, so it will then prompt the right person to do the right thing.
It exactly yeah and so like we’re just scratching the surface, like I said, but yeah, and we’re just trying to automate our accounting workflows at this stage. But I can see so much marketing so onboarding, experience, offboarding, accuracy, there’s a lot, there’s a lot that we can build out with it.
Heather Smith
Thank you so much. That was an awesome answer.
Liam Hindle
looking at? Well, I think one of the categories, and I think it’s probably, in fact, I’ll go hands up on this. But having like, meeting transcription tools. Like, it’s a real basic 112. Months ago that would have been who’s actually using something like otter, fireflies, Microsoft copilot? Yeah. I mean, I would expect practically every hand to go up this time next year. And yeah, they’re just a no-brainer. Like you, those tools can do so much to protect you from, you know, what sort of. Conversations you might have had previously, and all the admin after client meetings as well. They’re super valuable. Do you
Heather Smith
want to say anything? I’ll save it, Chris, do you think? Do you think?
Chris, do you see the most useful AI tools coming from new standalone products or from AI being built into accounting software that we already use? Stand-alone products or embedded in existing solutions?
Chris Wheatley
The issue with standalones is that if they try to kind of retrofit out what has been, you know, let’s all use the silly analogy DOS based into like Windows based. It just isn’t going to work. So do you have to start from scratch anyway? So does that give the new nimble player with the unique idea and the new field the competitive advantage?
Kyelie Baxter
How friendly are they? It’s about how friendly they are. Are they going to play together nicely? Yeah?
Chris Wheatley
Yeah. We would easily, would happily have five things talking to each other that do separate things, but those five things do 20% of what the other thing does, and then we end up with a fat app stack and and costly and costly we’re paying money to I’m helping him. Yeah, it’s costly, like I suppose with I’m just
Kyelie Baxter
giving Chris some help. It
Chris Wheatley
was a long night last night, and I, and no one else, was at Run Club this morning. We are very disappointed in all of you. We ran a nice five ks around to the breach and back. We have pink shirts. Did you actually 44 calves as well, with the AI transcript thing I’ve actually had to revisit in my team, why we use, why we want to use vinyl, you know, just why, why, why? And it’s all to protect our own asses, because you’re gonna have clients go, Oh, I didn’t know you said this. Well, here it is. We’ve sent you the transcript. It’s tax flavoured. Just, just has to happen with the transcribing.
Tim Garth
Yeah, I think like it’s such a point, and what you can start do is then take those transcriptions, any advice. Now and start to put together advice that’s elevated. It takes me an hour to write an email in the way that I want it to sound to a client when I’m giving advice, but if I put that into something like law, so it edits it and puts it in such a way that it’s so much more understandable. And of course, I need to fix it up. It’s never always right, and there’s a lot of confirmation bias in there as well. So I’m not saying trust everything it tells it certainly has been wrong.
But, yeah, the only thing I was gonna say is one thing I found today was board bought work. But I don’t know, some of the stuff that’s happening around that is scary and exciting. You can get agents and bots to just talk to
Heather Smith
one another, do things for you, buy from one another. Yeah. So let me go to Kylie.
Kylie, where has AI made the biggest difference in your firm so far?
And following what Carly says, I’d like to get from all of the rest of you to talk to that
Kyelie Baxter
and talk to you what you’re seeing out there. So I’m going to piggyback on to the meeting recording. So we’re in Queensland, we record all of our telephone calls in and out as well. We went through the whole law thing. It’s all compliant, and that’s an automation. So we are layering AI on top of that. We’re using fireflies for that, and AI in fireflies actually gives me a summary of lots of things, but it also includes sentiment analysis.
Now AI gets a really, really bad rap because it doesn’t talk about sentiment like, How can an agent tell us that human element? And it does. So what I get is a report at the end of the day about the sentiment of not only my staff, but also the client. So it will tell me the sentiment of the conversations for the day. So if I get a two out of five sentiment, I’m like, oh, what’s going on there? Like, was the client angry? Was the client sad? Was my staff angry? Was my staff sad? Sometimes it’s a sad thing, like, you know, someone’s passed away, or something’s happened. Sometimes it’s, you know, they had a really big tax bill, and it wasn’t that they were sad, it was just that they were like, Oh, now my cash flow and my bank’s going to go down, even though they knew about it.
So I find that really, really helpful for me, because it helps me see at a snapshot what is going on without me feeling that anxiety of having to read through lots and lots of file notes and have that human error of people. Bringing things to my attention and then having them subjectively decide what I need to know. So that’s been very powerful
Heather Smith
for me. Thank you so much. Carly.
Liam, do you want to jump in and share anything where you’re seeing AI make a big difference?
Liam Hindle
We’ve touched on the ones that I hear most commonly. So, you know, using those meeting transcription tools is high on the list. One of the other tips for people that use them really well is there’s often conversations you have over and over with clients about the same thing. And like, you can actually use those tools to then build out, like, really simple blogs or other information that you can share so you can preempt it. Yeah, look, I mean, there’s a whole range of other applications, but I think that’s, that’s a
Kyelie Baxter
good one other meetings. It does everything like, basically, we can pull everything, and it’s a complicated automation, but once you get that automation right, the AI layer sits on top, and it does everything, the the information we can get is actually phenomenal. Yeah,
Liam Hindle
cool question. So first up, vibe coding is amazing, right? Is anyone here? I’ll go hands up again, who’s been doing it, or who has given out a crack? Quite a few. That’s pretty cool. It feels like sorcery when you’re on there, if you’re not like a software engineer background, and you’re actually playing around with it, and you see the sorts of things you can build.
So I think, for me, like there is a big difference between vibe coding a UI and then having a production quality bit of software that sits over your compliance workflows, for instance. So I think I strongly encourage people to play around with it, find some like, annoying little things within your business that you could build a solution to when it comes to things that have, like, regulatory impact, compliance impact, you know, permissions, ATO, regulations, you know, generally, it’s better to, you know, outsource that and not have that be a headache that you bring into your own business.
One of my product managers had a really good analogy for it. He said, like, you know, do you grow your own fruit and veg? And like, you know, most people don’t. Some people do a little bit, some people do a lot. And I guess my advice would be like, absolutely go have a veggie patch. But don’t accidentally become a farmer, because you built so much of it yourself. Things are
Heather Smith
growing, and I don’t even understand what vegetables are. Understand many accountants are experimenting with these AI tools. I’m interested in what guardrails are putting you in place in your firm to manage the risks like client confidentiality or inaccurate outcomes. One of the things we’re actually in that conversation so that you went through that legal thing.
Anyone would like to jump in and talk about the guardrails?
Chris Wheatley
We’re not even at that stage where I’m at a stage where I’m reminding the team to use it for just more than copywriting. And are we still considering it drafting emails as AI, or is that just the fancy paperclip from those 2000 I don’t consider that AI. That’s just copywriting. I have to pivot. I have to pull the pull the team back from going, Oh, look at this. Look this email they wrote. Let’s say it probably cost you just as much time to think about it than what it did to just write it yourself. I’m not getting any productivity that.
So that’s where I have to remind the team, look, if you want to do it, go and have a play with it. If you find a solution, or you hear about something, or you hear about something, let me know, and just go nuts. Just don’t go public. Just play around.
Liam Hindle
Do it all my time. Sorry, because yeah. The interesting thing is, like, the models are evolving so quickly as well that, like, a lot of people have tried them a year ago and maybe thought, oh yes, is okay. It’s, you know, Clippy on steroids or something like that. But if you don’t actually use, like, the newest models, like Opus 4.6 from Claud which has been out for about two weeks. They are unbelievable, like streets ahead of where those older ones are.
And, yeah. So I mean, if you’ve had people in your firm that have tried it and thought, yeah, it’s not that good, try again and use a paid one so you actually get access to the better models too.
Heather Smith
Can I get someone to explain to our audience what an AI agent is?
Tim Garth
audience, Mr. Smith, it’s matrix that’s all the it’s all the suited man just living in the matrix. Doing things. No,
Liam Hindle
Wow. This is gonna be big.
Kyelie Baxter
Heather, now I’m going to disagree. I’m going to be that girl that disagrees with everyone on every panel. No. So the agent does the actual work. It is something that will do the work for you when you are not doing the work. So the agent can actually be in there doing the work. It can be in there 24/7, actually making stuff happen for you. It’s quite phenomenal.
You have to watch it, you know, like you can give an agent a credit card now, and it can go and do the stuff. Don’t do that. It’s outside my guardrails. It’s outside my comfort level. But yeah, the agent can actually be making stuff happen for you. Excellent.
Heather Smith
Follow-up question from that, who has an AI agent on their org chart, or has a vision for that being on their org chart?
Liam Hindle
I mean, not specifically on our org chart, but we are, as you would imagine, as a software vendor, using AI in so many different ways and so many different tools. So, yeah, I’ve been using agents to, you know, create things that, like PowerPoints that might have taken ages, can be done in like minutes, and there’s so many different things like that. Practically every role at MIB is using AI regularly to do those sorts of things faster. And, of course, using it for coding as well, because it just makes us more productive.
Tim Garth
I was gonna ask Lin, what platform you use?
Liam Hindle
so I personally am a massive Claude fanboy. Absolutely love it. But we also we use like, we don’t lock ourselves down to one, like we’re trialling so many different ones. There’s a tool called cursor that’s very well known and very well used at software companies. And we use glean as well, which is another, another good one, but there are tonnes that we’re using.
Tim Garth
How do you make sure the agent doesn’t just spill all your sensitive, private data?
Liam Hindle
Well, I mean, like for us, it’s a little different as a larger organisation, but in general, I think that the easiest tip is to go into your settings. First of all, again, make sure it’s a paid account if you’re using one of these tools, because if it’s not, your data is almost certainly going out, training the model and putting you and your clients information at risk. And then, yeah, check your settings, because some of them, they’re cheeky. Sometimes they’ll default to like, you know, train the model for us.
But it’s pretty easy to fix that. You can even actually ask the AI, what are you doing with my data, and how do I change that as well?
Kyelie Baxter
So one of our guardrails is that we are a Microsoft System for my staff and my team. Our policy is we’re Microsoft only. All of the agents that we create are in that Microsoft ecosystem, and they’re not on our org chart, but we use them every single day. So they’re at call for us at the moment,
Heather Smith
so we’re running out of time, and as we come to the end of the session.
I would like you to each share with us one AI tool that you’ve discovered over the last few days. Can I start with you?
Chris Wheatley
one? Ai? Last two days, branded or solution, I’m going to be biassed because I was wearing their shirt before. Abby from a work paper automation point of view, I see, I’ve always seen, I think I was on one of your early podcast Heather by saying like tech is a staff member that will never complain, and budgets for that stuff have to be up there with budgets for staff if we’re getting as much output from them as as we would from us, from a competent, average staff member.
So that’s when I look for it takes me a while to find something, and when I do find something, it has to add value, has to do, has to behave like a staff member. And I think that’s where the work paper outcomes of Abby, the, you know, the tax plan, stuff of change, GPS, it just has to result in an invoice from my point.
Kyelie Baxter
Yeah, I’m going to go with Omble, a very unusual name, but a very practical and helpful solution. It pulls data from the tax agent portal, which we all hate logging into, and creates a dashboard of all client debts, payment plans and where they’re at, practically, very, very helpful. Saves us logging in and looking at each client’s debt and account activity. Very cool.
Tim Garth
I’m going to shout out Content Snare, because I’ve been using that. We’ve been, yeah, it’s great. And the ability to use the AI and content snare to drop in. In all the questions I’ll ask, and it can turn it into pretty much form that you want. You can tweak it from there. So quick and easy. So I do like that.
Liam Hindle
I’m going to go really quickly planful. AI, I thought that was really interesting. Remiss of me not to shout out the MyB AI bas product that we’ve just moved into beta, which truly excellent. Thank you. Yeah, and it is an agent that puts over does so much of the grunt work around Bas and then presents it for review. So, you know, our mission is to automate the work around the work, the stuff that is kind of annoying and not necessarily the best use of an accountant’s time, so that they can then, you know, provide that strategic advice that only they can provide. So there you go.
Heather Smith
Thank you so much everyone for joining me on Space Day conversation. Can I ask you to put your hands together for everyone? Thank you so much for persevering till the end. I think the content from each of the panellists was great, and they had direct audio on them, but some of the times you struggled to hear me, and I did try and make up with that with some additional recordings.
I also would like to thank the Chair of the room for that day, and that was Trent yesberg, very appreciative of the chairs who do a great job in running a room for a day. And I actually have him coming up on the podcast shortly. So listen out for that episode. He is long term member of the community and has released his own app, which is exciting to see, which is twine apps, which will have a multitude of small, useful apps for accountants and bookkeepers. And the first one he released was, let’s see if I can remember it. I think it was twine biller. Twine. Biller, which helps you, if you are have subscriptions, if you’re on charging subscriptions from Xero or intuit or employment hero, it helps you automate that process. So listening for the interview, lots of interesting insight, and again, appreciative of someone giving their time back to the community. Like that. The chair role is a I think it’s a long and tiring day. So applaud them doing that.
Other thing I want to remind you, and I’m going to put it in the show notes. Chris Wheatley is the co founder moderator at small business accountants and advisors brain trust Australia, so I’ll put a link to join that in the show notes. Tim Garth is a podcaster and co host the two drunk accountants. So I encourage you to subscribe to that podcast and Kylie. Kylie does lots of work with as well as in her own firm, IQ accountants, does lots of advocacy work with the CPA. So please go up and say hi to her, and she has lots of great knowledge about running an accounting practice in the beautiful area of Burley.
And finally, many thanks to Liam Hindle from MYOB. And I’m sure many of you listeners will know about my B and take a look at what they’re offering at the moment. And I do talk about it. I actually it will come out in the technical update in which should be out around this time, and you can hear sort of some new use from MYOB.
But reach out and connect with everyone on LinkedIn. Thank you. Please remember to subscribe to the podcast. You’re encouraged to subscribe to the accounting Apps newsletter at accounting apps.io if you like this podcast, but you thought the audio was challenging. Hey, we should talk to an app about pulling us together and redoing it perhaps sometime online, in a webinar. For someone that sounds like it could be a sensational webinar, doesn’t it, or taking us on a road trip around Australia and New Zealand, we’d like that too. But if you do need someone to facilitate our panel session, please reach out to me, thank you so much for listening.
