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AI Agents Take Over Excel, Karbon & Sage | Dext on WhatsApp & QuickBooks UI Update | Accounting Tech News
Manage episode 513338720 series 3350601
Indi Tatla, Ryan Pearcy, John Toon, Indi Tatla, Ryan Pearcy, and John Toon에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Indi Tatla, Ryan Pearcy, John Toon, Indi Tatla, Ryan Pearcy, and John Toon 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Welcome back to Digi-Tools in Accrual World, your weekly source for the latest accounting tech news and fintech news! This week, Indi and Ryan dive into a massive wave of AI innovation sweeping the industry.
The AI revolution is here! We break down Microsoft's game-changing "Agent Mode" for Excel, which promises to automate complex data analysis and reporting tasks. In other huge app news, Karbon has acquired the AI platform Aider to supercharge its practice management capabilities, and Sage is getting ahead of the curve by launching a new AI agent designed to tackle the administrative burden of MTD for ITSA.
Join us as we cover all the essential updates you need to know, including:
Karbon's AI Future: An in-depth look at the Aider acquisition and what it means for practice management.
Microsoft's "Agent Mode": How AI is about to turbocharge Excel and Word for accountants.
Sage's MTD Agent: A new tool to automate client onboarding and quarterly submissions.
App News Round-up: Dext introduces a WhatsApp integration for easy receipt capture, QuickBooks unveils a major UI overhaul, Acting Office integrates with FreeAgent, and Brieff connects with Karbon for smarter meeting workflows.
MTD Client Transition: We catch up with Dave from FreeAgent to discuss strategies for moving clients to MTD.
Payroll Pitfalls: Kevin Fitzgerald from Employment Hero joins us to explain why running payroll on spreadsheets is a recipe for disaster.
This episode is packed with critical insights into the tools and trends shaping the future of accounting. Don't miss out on the latest fintech news!
Chapters
00:00 Welcome to Digi-Tools in Accrual World
App News
16:02 Karbon Acquires Aider to Boost AI Capabilities
18:18 Brieff Announces Integration with Karbon
21:16 Dext Introduces WhatsApp Integration
22:26 QuickBooks Unveils New User Interface
24:20 Acting Office Integrates with FreeAgent
28:50 Microsoft Introduces "Agent Mode" for Excel
32:01 Xero Launches New Partner Hub
34:22 Sage Announces AI Agent for MTD
37:58 Why Running Payroll on Spreadsheets is a recipe for disaster - Employment Hero
44:24 Accountants and Bookkeepers - Come and join us on the pod!
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