Today, I’m speaking with Tyler Caskey, Partner at The Bean Counters. In this episode, we discuss feature and functionality releases, new integrations, pricing adjustments, and acquisitions in the Accounting Apps space during March, April, and May ‘24.

Our podcast highlights are:

  • 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, were 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 and 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.

This episode is kindly sponsored by

Employment Hero 

Fathom Reporting

XBert

  • Follow-up on stories from the last episode.
  • WorkflowMax by Xero Retirement: The last day to access is 26 June 2024. Users need a migration plan now!
  • Xero New Invoicing: Heather is switching to New Invoicing. But Tyler switched back to Classic invoicing.

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