Your clients are using ChatGPT.

Your clients are going to try to do their accounts and their tax using ChatGPT.

Your clients are going to ask you questions generated from ChatGPT.

Your clients are going to ask you why you have not deducted THIS because ChatGPT suggested it.

Your clients are going to come to you with “the work finished by ChatGPT” and they are going to ask you to give it a quick look over and remind you that you should not charge them as much because ChatGPT has done the bulk of the work.

AND how are you going to react to this???

Firstly, be AWARE that it’s happening.

It’s good that your clients are taking an interest, and doing some of their own research.

REMIND clients that ChatGPT can make mistakes, and that important information needs to be checked. “That’s a helpful starting point, but it’s not always right, especially for tax.”

ChatGPT can help clients understand terminology, accounting concepts, simplify language, and help prep them for a meeting.

ChatGPT is not a professional accountant or bookkeeper. It may not know the latest tax legislation, may draw on international information, or suggest non-compliant responses.

ChatGPT rarely understands the nuances of a client situation, and has a tendency to oversimplify things, and be overconfident in its statements, as if they are facts.

I recall when I was pregnant, turning up to the Doctor's office with a large hardcover copy of Dr Miriam Stoppard’s Pregnancy Book, filled with post-it notes of my hand written questions. If the Doctor had been reluctant to answer my questions, then I probably would have found a new Doctor.

When your client comes to you with ChatGPT responses, how are you going to respond?

You could be prepared to suggest that ChatGPT can be a helpful tool, but it's not a substitute for the knowledge and judgment of a qualified bookkeeper or accountant.

Highlight where ChatGPT can be used, and where it’s not so good. Remind them that it needs to be triple fact checked! You could highlight that in some areas it could save them money, but in other areas such as reviewing ChatGPT responses may lead to inefficiencies and actually cost them more money.

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

Today I’m speaking with Miquel Palet, Founder of GetInvoice

Miquel Palet is a Barcelona-based entrepreneur and product leader, known for founding Ucademy, an edtech platform, and GetInvoice, a tool for automating invoice retrieval from emails and other sources. With a background in engineering from Universitat Politècnica de Catalunya, Miquel combines technical expertise with a passion for simplifying business processes. His ventures reflect a commitment to innovation and user-centric solutions.

GetInvoice is an AI-driven invoice automation software that automatically retrieves and processes invoices and receipts from emails and web portals, including Amazon and Google Ads. We extract all invoice data and integrate with accounting tools like QuickBooks, Xero or Business Central, and other tools like Google Drive or Google Sheet, to automatically forward all processed invoices. GetInvoice is already used by more than +1,000 freelancers, startups, and small businesses around the world that are looking to automate their pre-accounting work and save +10 hours every week.

In this episode, we talk about . . .

· Guest: Miquel Palet, founder of Get Invoice and co-founder of Ucademy · Background: Engineering and entrepreneurship from Barcelona · Get Invoice: AI-driven software automating invoice retrieval from emails and portals like Amazon & Google Integrations: Works with Xero, QuickBooks, Business Central, Google Drive & Sheets · Origin Story: Born out of a pain point at Ucademy while scaling fast · Market Focus: Small businesses (10–200 people) in Europe and the US · Milestone: Bootstrapped growth reaching and surpassing $10K ARR within 6 months · Security: Uses secure Google/Outlook APIs with strict access limitations · Growth Strategy: Lean, product-focused, and quick iteration · Fun Fact: Inspired by Spotify Wrapped to create an email analytics campaign · Language: Currently English-only despite Spanish roots · Reading: Balances business books with classical literature like The Iliad

Contact details:

Get Invoice https://www.get-invoice.com

Miquel Palet https://linkedin.com/in/miquelpalet

Miquel Pale https://x.com/paletmiki

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

Today I’m speaking with Cloudoffis co-founders Viral Kanabar and Manish Sheladia

In this episode, we talk about . . .

• Cloudoffis' journey from SMSF audit automation to AI-first tax workpaper solution, TaxSorted.

• Their goal is to create a complete cloud-based operating system for accounting firms.

• The shift from manual processes (PDFs, Excel) to seamless AI-enhanced workflows.

• The importance of integrations with BGL, Class, FYI Docs, and the ATO.

• Key challenges facing accounting firms: time poverty, tech adoption hesitation, and rising compliance pressures.

• Cloudoffis’ approach to fostering startup culture internally with hackathons and open innovation.

• Vision for accountants to evolve into business analysts and trusted advisors, moving beyond data entry.

• Viral's reflections on attending leadership events and staying energized.

• Plans for international expansion into the US, UK, and Canada.

Key Takeaways:

• Automation and AI can free accountants from repetitive tasks, enabling more strategic advisory work.

• Building contextual, seamless AI into workflows is key to improving both efficiency and client outcomes.

• Collaboration with tech partners and embracing startup thinking drives ongoing innovation.

Cloudoffis began its journey by supporting SMSF auditors and accountants with automated workflows, work papers, and collaboration tools that drive efficiency, compliance, and standardisation across their practices. With over 20% of Australian SMSFs now audited through the Cloudoffis platform, Cloudoffis has become the trusted brand for more than 2,000 auditing and accounting firms across Australia.

In 2024, due to popular demand from tax teams looking for the same benefits their SMSF teams were experiencing, Cloudoffis launched Tax Sorted - a new AI-first tax work paper. Tax Sorted streamlines the preparation, review, and approval of tax work papers for both businesses and individuals, enhancing efficiency and compliance across the Australian accounting market.

Read how I work with some apps here http://endorsementdisclosure.com/

Contact details:

Viral Kanabar https://www.linkedin.com/in/kanabarviral/

Manish Sheladia https://www.linkedin.com/in/sheladia/

Cloudoffis https://cloudoffis.com.au/

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

Today I’m speaking with Colin Hewitt, Founder & CEO of Float

In this episode, we talk about . . .

• Evolution of cash flow forecasting from spreadsheets to intelligent cash flow platforms.

• Differences between direct and indirect cash flow forecasting.

• Float’s shift to support fractional CFOs and the growing need for 13-week forecasts.

• New features in Float:

  • 13-week forecasting reports with click-to-detail functionality.

  • Consolidated cash flow view for multi-entity businesses.

  • Enhanced PDF reporting capabilities.

  • Upcoming VAT & GST forecasting features.

  • AI-driven expected payment dates and "intelligent cash flow".

• Importance of embracing AI internally and the concept of becoming an "AI-first" company.

• Colin’s experience launching The New F Word podcast, focusing on the rise of fractional CFOs.

• Building visibility via LinkedIn thought leadership.

Key Takeaways:

• Cash flow tools should integrate seamlessly with reporting stacks, not replace them.

• Fractional CFOs face context-switching challenges Float aims to solve.

• AI offers new efficiencies but requires thoughtful, user-focused implementation.

Contact details:

Float: https://www.floatapp.com/

Colin Hewitt: https://www.linkedin.com/in/colinphewitt/

The New F*Word (F for Fractional Finance) https://podcasts.apple.com/gb/podcast/the-new-f-word-f-for-fractional-finance/id1779512563

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

Today I’m speaking with Ryan Pearcy, founder of Digital Transformers and co-host of the Digi-Tools in ACCruel World podcast.

Background: From theoretical physicist to chartered accountant with a passion for cloud technology

From Theory to Tech: Ryan shares his journey from theoretical physics to founding Digital Transformers, helping accounting firms streamline systems and gain smarter insights

Digital Transformation vs. App Advisory: Why true transformation is about processes, not just plugging in apps

Fixing the Wild West: Ryan’s mission to bring quality, accreditation, and structure to digital advisory services within the profession

Partnering with ICAEW: Efforts to integrate digital transformation into formal accounting practice standards

AI’s Impact: How AI is reshaping client relationships—from advice to assurance—and why pricing models need to evolve

Top Tools Mentioned:

• FYI, FuseSign, Xero – for practice and financial management

• ApprovalMax – to streamline approvals and bring in purchase order controls

• Addfin – flexible payment options

• Fathom – advanced reporting

• Active Workpapers – modernising workpaper processes

Pro Tips for Firms: Start with expense management automation, consider phased system rollouts, and never underestimate the value of post-implementation support

Stay Ahead: Ryan recommends using tools like Feedly and following communities like Digital Disruptors to keep pace with evolving tech

Get Involved:

• Connect with Ryan on LinkedIn https://www.linkedin.com/in/%F0%9F%8E%99%EF%B8%8F-ryan-pearcy-a3883a34/

• Follow the Digital Disruptors newsletter and live sessions

• Listen to the DigiTools in ACCruel World podcast

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

A dynamic panel explores how accountants can lead digital transformation, harness AI, train teams, and shift from compliance to advisory to stay relevant in a fast-changing tech landscape.

• The role of trusted advisors in leading digital transformation.

• Challenges in adopting new tech, especially in larger firms with undertrained internal finance teams.

• The critical importance of training staff and upskilling, starting from the advisory end and working backwards.

• Using tools like Dext and other cloud accounting apps to streamline processes and enhance client engagement.

• The value of certifications, networking, and community learning.

• Emphasis on simplifying processes before layering tech solutions.

This panel was held at the Accounting and Business Expo in Sydney, and was sponsored by Dext. Dext is a cloud-based accounting software platform that helps accountants, bookkeepers, and businesses streamline financial data collection and processing. Formerly known as Receipt Bank, Dext offers tools for automated data extraction, invoice and receipt management, and real-time financial insights. It integrates with leading accounting systems like Xero, QuickBooks Online, and Sage, making it easier to reduce manual data entry, improve accuracy, and speed up workflows. With a strong focus on automation and AI, Dext empowers advisors to shift from compliance work to more strategic, advisory-focused services.

Contacts and resources:

Lielette Calleja (BusinessDEPOT) https://www.linkedin.com/in/lielettecalleja/

Aleesha Bailey (RSM Australia) https://www.linkedin.com/in/aleesha-bailey/

Sabby Gill (CEO of Dext) https://www.linkedin.com/in/sabbygill/

Heather Smith : https://www.linkedin.com/in/HeatherSmithAU/

KPMG : Keeping Us Up At Night https://assets.kpmg.com/content/dam/kpmg/au/pdf/2025/keeping-us-up-at-night-2025.pdf

Accounting Apps newsletter: http://HeatherSmithAU.COM

Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind

YouTube Channel: https://www.youtube.com/ANISEConsulting

X: https://twitter.com/HeatherSmithAU

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