Fast-growing businesses eventually reach a point where their finance systems struggle to keep up. In this episode, CFO Anita Chow shares how Acusensus moved from a Xero and spreadsheet-based environment to a full ERP Oracle Netsuite platform to support rapid growth and international expansion.

The discussion explores what triggers the shift to ERP, the challenges of managing multiple entities and growing transaction volumes, and the benefits of having a scalable financial infrastructure. The move dramatically improved automation across key areas such as reporting, lease accounting, and financial consolidation while enabling the finance team to spend more time partnering with the business.

The conversation also highlights important lessons for finance professionals and advisors supporting scaling companies. Clean data, thoughtful change management, and clear success metrics are critical. Ultimately, technology is only the enabler. The real value comes from how finance teams use better systems to deliver insights, manage risk, and support strategic decisions.

Apps & Tools Mentioned: NetSuite, Xero, Excel, ProSpend, Zone & Co, Netgain, Employment Hero, Airwallex, NetSuite Planning and Budgeting

Contact details:

Oracle Netsuite : https://www.netsuite.com/portal/home.shtml

Acusensus : https://www.acusensus.com/

Anita Chow: https://www.linkedin.com/in/anita-chow-b77a0016/

Accounting Apps newsletter: http://accountingapps.io/

Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind

LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/

YouTube Channel: https://www.youtube.com/ANISEConsulting

X: https://twitter.com/HeatherSmithAU

How do you modernise a family business when the older generation resists change? This episode explores emotional barriers, trust, and a practical tiny pilot approach to digital adoption.

Summary

In this episode, I explore the challenge of introducing new technology into long established family businesses. Inspired by a LinkedIn post from Tony Harcourt, we unpack why tech resistance is often emotional, not practical.

Key discussion points:

• The generational technology gap in family businesses
• Emotional drivers behind software resistance: identity, control, pride, risk
• Insights from Xero’s behavioural research on tech adoption
• Why trust and communication shape innovation success
• The “Tiny Pilot” method for low risk digital change
• Practical scripts to reduce defensiveness and build collaboration
• Handling common objections like “It’s too expensive” or “We’ve always done it this way”
• The role of external advisors in supporting family dynamics

Key Takeaway:

Successful technology adoption in family businesses is about protecting legacy while reducing friction. Start small, make it reversible, and focus on outcomes, not features.

Contact details:

Tony Harcourt: https://www.linkedin.com/in/tony-harcourt/

LinkedIn Post: https://www.linkedin.com/feed/update/urn:li:activity:7432901025231159296/

WorkGuru https://workguru.io/

Behavioural Research by Xero https://www.xero.com/au/media-releases/behavioural-research-by-xero-uncovers-barriers-for-au-small-businesses/

Accounting Apps newsletter: http://accountingapps.io/

Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind

LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/

YouTube Channel: https://www.youtube.com/ANISEConsulting

X: https://twitter.com/HeatherSmithAU

Cameron Anderson General Manager XBert

What does AI fluency really mean for accountants and bookkeepers? This episode explores governance, prompting frameworks, and practical AI use cases you can apply immediately.

Summary

In this episode, we explore AI fluency for accountants and bookkeepers and what it really means in practice. From governance to prompting frameworks, we unpack practical steps firms can take today.

• What AI fluency means for modern bookkeeping firms
• Traditional AI vs Generative AI explained simply
• The AI and human partnership model
• Governance, ethics, and client disclosure considerations
• The RTRI prompting framework: Role, Task, Requirements, Instructions
• AI use cases across client communication, reporting, and operations
• Using AI for financial analysis and contextual insights
• Capacity planning and workflow intelligence
• Starting small and building sustainable capability
• Why data quality underpins every AI initiative

• AI should augment human judgement, not replace it
• Start with low risk, easy to validate use cases
• Build AI capability alongside human skills
• Transparency and governance matter
• Small, consistent learning builds long term fluency

XBert, Xero, ChatGPT, Gamma, Otter.ai, Fireflies.ai, Gmail, Microsoft Outlook

Contact details:

Cameron Anderson : https://www.linkedin.com/in/cameronanderson2/

XBert : https://www.xbert.io/

Accounting Apps newsletter: http://accountingapps.io/

Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind

LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/

YouTube Channel: https://www.youtube.com/ANISEConsulting

X: https://twitter.com/HeatherSmithAU