Accounting Apps Podcast

AI Tools Accounting Firms Are Using Right Now 🤖

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This special panel episode, recorded live at Accounting Business Expo, explores AI tools that are genuinely useful right now for accounting firms. With perspectives from firm owners and a software vendor, the discussion covers practical implementation, guardrails, and real-world results.

  • Chris Wheatley, Kylie Baxter, and Tim Garth share how AI fits into their tech stacks
  • Liam Hindle shares MYOB’s vendor perspective, including how AI is automating BAS preparation and removing the “work around the work” so accountants can focus on higher-value advice.
  • Meeting transcription tools like Otter, Fireflies and Copilot are becoming essential
  • Workflow automation using tools like n8n and ClickUp is reducing admin time
  • AI agents, sentiment analysis and BAS automation are emerging opportunities
  • Guardrails matter: paid accounts, privacy settings, and compliance boundaries are critical

    • The conversation reinforces that AI is not about hype. It is about removing grunt work so accountants can focus on strategic client advice and better outcomes.

    Apps & Tools Mentioned:

    Otter – https://otter.ai

    Fireflies – https://fireflies.ai
    Microsoft Copilot – https://copilot.microsoft.com
    Practice Ignition – https://www.practiceignition.com
    Ignition – https://www.ignitionapp.com
    Practice Protect – https://practiceprotect.com
    Change GPS – https://www.changegps.com
    Dext – https://dext.com
    MYOB AE – https://www.myob.com/au/products/practice-solutions/accountants-enterprise
    AccountKit – https://www.accountkit.com.au
    Xero XPM – https://www.xero.com/au/practice-manager
    BGL – https://www.bglcorp.com
    BGL Infinity – https://www.bglcorp.com/infinity
    Annature – https://annature.com.au
    Seamless – https://www.seamless.com.au
    Content Snare – https://contentsnare.com
    Law Cyborg – https://lawcyborg.ai
    n8n – https://n8n.io
    ClickUp – https://clickup.com
    Claude – https://claude.ai
    Cursor – https://cursor.sh
    Glean – https://www.glean.com
    Abby – https://www.abby.com.au
    OMBLE – https://www.omble.com.au
    Planful AI – https://www.planful.ai
    MYOB AI BAS – https://www.myob.com
    Twine Apps – https://twineapps.com.au
    Twine Biller – https://twineapps.com.au
    Xero – https://www.xero.com
    Intuit – https://www.intuit.com
    Employment Hero – https://employmenthero.com

    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

    https://www.linkedin.com/in/kyelie-baxter-fcpa-43224334/

    https://iqaccountants.com.au/

     

    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

    https://www.linkedin.com/in/liamhindle/ 

    https://www.myob.com/au 

     

    Accounting & Business Expo : https://www.terrapinn.com/exhibition/accounting-business-expo/index.stm 

     

    If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on:

     

    LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ 

    Accounting Apps newsletter: http://accountingapps.io/ 

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

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

    X: https://twitter.com/HeatherSmithAU

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    Accounting Apps PodcastBy Heather Smith | Accountant & Storyteller
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