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Accounting Technology Business Week

We're all about making THE difference to clients' lives

And to empower us to do that, we need to stay on top of the latest technology at our disposal. Tune in to the recordings below to learn from the experts in each piece of software. Please come back regularly, new insights will be added often. Come armed with your questions and technology ideas at the Accounting and Technology Workshop 14 November 2019.

 

Power BI

Presenter: Cameron Lynch

Monday, 21 October 2019
  • Business advisory platform to deliver services to client base
  • Designed for more advisory driven firms - a live tool
  • Focussed on moving and transitioning firms into business advisory
  • Analytic platform, intuitive and similar to excel, they work in symmetry, ‘excel on steroids’
  • Customizable and flexible with what you can design for clients
  • A range of data sources, operational data, marketing data etc.
  • Provides plenty of templates, no more data dumping into excel
  • Reports easily generated

Cashflow Story

Presenter: Joss Milner

Tuesday, 22 October 2019
  • Purpose built advisory tool for accountants
  • Web hosted product, hosted in professionally managed data centre in Melbourne
  • Creates reports to put in front of and engage with clients
  • Option to import data from Excel templates, average of 6 minutes to load one column of data
  • ‘Power of one’ provides simulation which can be emailed to client to push them to drive strategy

 

 

Cashflow Story

Presenter: Joss Milner

Tuesday, 22 October 2019
  • Purpose built advisory tool for accountants
  • Web hosted product, hosted in professionally managed data centre in Melbourne
  • Creates reports to put in front of and engage with clients
  • Option to import data from Excel templates, average of 6 minutes to load one column of data
  • ‘Power of one’ provides simulation which can be emailed to client to push them to drive strategy

 

NowInfinity

Presenter: Ben Gill

Wednesday, 23 October 2019
  • Document creation tool
  • Corporate compliance – pulls data straight from ASIC, very secure, data stored online
  • Everything is customized – provides half the fees of other providers, docusign or hello sign included
  • Email and text reminders, can pay off debts via sms and quickly set up corporate compliance
  • Most ASIC documents included as an easy template, option to print, email to client to sign etc. less of a manual process
  • Flatrate fee structure
  • Automates legal document creation

Karbon

Presenter: Richard Snell

Thursday, 24 October 2019
  • Supercharged emails -Triage – works on workflow, has the Outlook 360 inbox inside the software with the ability to tag emails to clients, staff members or existing job workflows
  • Can add comments onto email threads for internal chats, collaborating with team members to reduce the amount of CC’d and forwarded emails
  • Customisable work flow procedures with reminders
  • Allocation of job tasks is also customisable, tailored to individual clients and set up reoccurring tasks
  • Ability to view all work and to-do lists according to due date, assignee, and other views

 

 

Karbon

Presenter: Richard Snell

Thursday, 24 October 2019
  • Purpose built advisory tool for accountants
  • Web hosted product, hosted in professionally managed data centre in Melbourne
  • Creates reports to put in front of and engage with clients
  • Option to import data from Excel templates, average of 6 minutes to load one column of data
  • ‘Power of one’ provides simulation which can be emailed to client to push them to drive strategy

GreatSoft

Presenter: Danie Fourie & Brian Armstrong

Monday, 28 October 2019
  • Practice management solution and data aggregator, cloud solution, designed to improve integration
  • Support team based in South Africa 24/7, mobile app
  • Personalised dash boards, job management to track jobs
  • Doesn’t do CRM such as marketing and mailing automation, lead management, pipeline management

VIEW PRESENTATION SLIDES

 

APS

Presenter: David Burke and Sam Allert

Tuesday, 29 October 2019
  • Solely focussed for accounting firms
  • Practice management and CRM, compliance angle, tax
  • Links and integrates with ATO, banks etc.
  • Reporting is easy to see productivity; digital dashboard reporting delivered through practice IQ
  • CRM and client database, all together from all entities

VIEW PRESENTATION SLIDES

 

 

APS

Presenter: David Burke and Sam Allert

Tuesday, 29 October 2019
  • Solely focussed for accounting firms
  • Practice management and CRM, compliance angle, tax
  • Links and integrates with ATO, banks etc.
  • Reporting is easy to see productivity; digital dashboard reporting delivered through practice IQ
  • CRM and client database, all together from all entities

 

Sage

Presenter: Gary Weisz

Wednesday, 30 October 2019
  • Single functionality built around one client database
  • Practice management with job flow and document management integrated
  • Compliance segment including bank feeds
  • Accessible on any device able to load a browser
  • Productivity reports can be automatically sent

VIEW PRESENTATION SLIDES

Xero XPM

Presenter: Lauren Wood and Sarah Watts

Tuesday, 12 November 2019
  • Very user-centric
  • Dashboard – enter jobs, track productivity and time sheets
  • Productivity tracker, targets e.g. goal to reach 80% and reporting
  • Job management dashboard, tasks and what’s overdue
  • Moving to cloud, endorse Xero to assist in transfer, they don’t import tax data
  • Thorough tax return dashboard
  • Clock in the software to log time
  • Quotes and estimates created through task management and charge rates
  • If clients aren’t on Xero, a paid Xero ledger is required

 

 

Xero XPM

Presenter: David Burke and Sam Allert

Thursday, 31 October 2019

 

Xeppo

Presenter: Paul Campbell

Monday, 4 November 2019
  • Focussed on CRM, work flow and reporting
  • Designed for connectivity with an open API infrastructure, as much client data in one place
  • Cloud-based
  • Group ranking fee category, see clients ranked by each business, who is number 1, tag and segment and see who is engaged with which services
  • Mailchimp linked, ability to export data easily for a variety of other platforms
  • Document store but not document management
  • Designed to reduce data discrepancy by highlighting assumed errors

VIEW PRESENTATION SLIDES

Waive

Presenter: Luke Moran

Wednesday, 6 November 2019
  • Tailored invoices, emails and SMS
  • Annual review emails easily created, with the option to pay fees in one sum
  • Cloud-based
  • Fees paid only by credit card, ASIC gets their portion directly
  • A list of those who have paid, signed, not signed etc. is available with reminders
  • Soon to have integration with Xero (1st quarter 2020)

 

 

Waive

Presenter: Gabriel Dukes

Monday, 4 November 2019

MYOB

Presenter: Stephen Watts

Wednesday, 6 November 2019
  • Workflow/digital process tool
  • The idea of everything displayed in one view
  • Practice management, CRM, document management and compliance tool
  • Whole client file with balances on one page
  • Dashboard can be customised to each team member
  • Can work with Handisoft for file transferal
  • Tasks/to do similar to outlook
  • ¾ cloud based, will progress more onto cloud

 

MYOB

Presenter: Stephen Watts

Wednesday, 6 November 2019

Have a Say in Your Tech Day

Do you wish you had more information from any of the presenters above?

Please complete this short survey to help each vendor better tailor their session to our needs and your questions at the Accounting and Technology Workshop on Thursday, 14 November 2019.

COMPLETE SURVEY

Brisbane (Head Office)
(07) 3219 2555
Level 3, 50-56 Sanders St
PO Box 6530
Upper Mt Gravatt QLD 4122

Gold Coast
(07) 5570 6150
Suite 38, Level 4, 46 Cavill Ave
PO Box 2322
Surfers Paradise QLD 4217

Melbourne
(03) 9391 8332
39 Cabot Drive
PO Box 627
Altona North VIC 3025

Sydney
(02) 9923 2499
Level 2, Suite 201,
157 Walker Street
North Sydney, NSW 2060

Newmarket
(07) 3856 6300
8 Edmondstone Street
PO Box 3080
Newmarket QLD 4051