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Accounting Apps Podcast| formerly Cloud Stories | Accounting Technology

“Cloud Stories is the world’s coolest accounting podcast” A guy on the Internet told me this once, and I choose to believe him!

The Cloud Stories podcast explores how business solutions integrate with online accounting software (Xero, MYOB and or QBO), and can, in turn, automate processes and improve productivity and profitability. By sharing Cloud Stories from the community listeners gain insights into how small businesses and advisory services can thrive in a brave new world of artificial intelligence, machine learning, and robots.

Over the years, Heather Smith has interviewed Accountants • Bookkeepers • Business Consultants • Cloud Advisors • Cloud Integrators • Developers • Small Business Owners • and Solution Providers • who have generously shared their own Cloud Story on the popular podcast.

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Feb 28, 2024

Today I’m speaking with Cassandra Scott, Director of Laurus Bookkeeping

In this episode, we talk about . . .

- Delve into how Xbert leverages AI to scrutinise client accounting data, spotlighting over 80 potential anomalies and risks.

- Discover the power of automating routine tasks such as payroll, BAS, and bookkeeping with standardised workflows.

- Learn how Cassandra efficiently mapped her first 10 workflows in just half an hour, enhancing consistency.

- Explore Xbert's scheduling capabilities, enabling the assignment of recurring tasks to various cycles, from daily to fortnightly.

- Understand the significance of using client notes to capture unique requirements for bespoke workflows.

- Gain insights into data-driven reporting and analytics, offering a glimpse into staff performance and client engagements.

- Uncover how customisable reporting allows practices to dissect data from diverse angles.

- Get a peek at roadmap features like capacity management, utilising timesheet data for optimal scheduling.

- Hear about the transformative impact Xbert has had on Cassandra's practice, facilitating work with global clients.


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