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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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Sep 27, 2023

Today I’m sharing a panel discussion from the Weel CFO Summit ‘23.

This discussion covered key considerations for finance technology procurement strategies, including expense management solutions, revenue collection processes, and spreadsheet vs reporting apps. The panellists provided advice on touching multiple solutions, negotiating pricing, and engaging stakeholders to understand pain points and maximise existing tools.


The topic was Finance Technology ROI 2023: Where to invest?


The panel participants were:

Alex Miller Co-founder & CEO of Hudled 

Jun Yan Director at Ravit Insights

Laurel Grey National Manager, Digital Advisory at RSM Australia

Tyler Caskey Partner The Bean Counters


In this episode, we talk about . . .


  • The typical procurement strategies

  • The key elements to developing a procurement strategy.

  • Challenges in the B2B market.

  • Procurement process for larger purchases.

  • Navigating step-up costs as part of a procurement strategy.

  • The state of the fragmented expense management space.

  • Dealing with painful is the expense reimbursement processes

  • Challenges businesses face when implementing expense management solutions.

  • The Magic Change Management Playbook.

  • How to convince the board to make a change



Read more about Weel here :

From here, I suggest you join the Xero Mastermind group on Facebook for advanced conversations around the ecosystem. I suggest you  subscribe to the informative Accounting Apps newsletter which gives you a great overview of the ecosystem space.  I encourage you to connect with me on LinkedIn and subscribe to the Cloud Stories podcast.