Accounting Tech Updates May’24 : 🛠️Exploring Inventory, Practice Management, and Must-Try Apps

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

Heather Smith and Tyler Caskey discuss feature and functionality releases, new integrations, pricing adjustments, and acquisitions in the Accounting Apps space during March, April, May ‘24.

Today I’m speaking with Tyler Caskey Partner at The Bean Counters. In this episode, we talk about . . .

News and updates from Xero, QuickBooks & MYOB were discussed, including new features, integrations, pricing changes, and acquisitions

Stories from the Inventory management space, including pain points and promising solutions explored

Practice management tools for accounting firms featuring FYI Elite: Combined document, employee, and practice management solution.

Apps recommended for both work and personal use, such as donate blood and seven rooms

Lightyear acquisition by The Access Group analysed for hospitality industry benefits

Synder & Cin7: Integration for seamless inventory and financial management.

Fathom Reporting: Compare Actuals YTD + Budget against the Full Year Budget reporting.

Calxa Features: Bulk Connections for multiple Xero organisations, and Sub-Accounts for detailed financial tracking.

Finlert’s SubSync: Integration between Stripe and Xero.

A2X Accounting: New Settlements and Payouts page for e-commerce transaction reconciliation.

BOMA Marketing AI: Content Assist for customising marketing content.

Sharesight: Enhanced trade file upload functionality.

Netgain: Automates repetitive back-office tasks, specialises in ERP software solutions.

NetSuite Updates: Enhanced inventory transfer settings, batch payment approval workflows, and options to mask company bank account numbers in electronic payment files.

New apps we’ve tried recently and a few personal favourites

Follow up on stories from the last episode.

WorkflowMax by Xero Retirement: Last day to access is 26 June 2024. Users need a migration plan now!

Xero New Invoicing: Heather has switched to New Invoicing! But Tyler switched back to Classic invoicing.

Many thanks to the sponsors of todays episode:

• Employment Hero
• Fathom Reporting
• XBert

Contact details:

Tyler Caskey https://www.linkedin.com/in/tylercaskey/

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

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