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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