AI tools, guides and news for Australian small business finance, tax, BAS, EOFY and accounting.
A new survey from BILL has turned up a stat that probably matches what you’d find if you asked the same question in any strip mall accountant’s waiting room: 86% of small business leaders are already using AI in their financial operations. But only 19% say they trust it completely. That’s not a small gap….
CMC Markets gives you a CSV. AI can help turn it into something your accountant can actually use — but only if you know where the workflow breaks down.
AI tools are saving financial planners hours every week on documentation, client communication, and research tasks. That time saving is real and available now. But the compliance questions that come with it are not hypothetical, and they’re not being asked loudly enough in the financial planning community. This article covers what AFSL holders and their…
The average financial planning client meeting generates 30 to 60 minutes of follow-up work. Notes to write, actions to record, the SOA summary to update, the follow-up email to draft. That work happens after the client leaves and often competes with time the adviser should be spending on the next meeting, or going home. AI…
What Is Otivo? Otivo is an Australian-built AI financial advice platform that gives personal, regulated financial advice for a fraction of what you’d pay a traditional adviser. It was founded in 2015 by Paul Feeney, a former private banker and financial planner who watched millions of Australians get priced out of the financial advice market…
QuickBooks Online is the world’s most-used accounting software by subscriber count. In Australia, that global footprint runs into a local reality: most bookkeepers, accountants, and software integrations here are built around Xero or MYOB. QuickBooks sits a clear third in market share, not because it’s a bad product, but because the network around it never…
GoCardless and Stripe both support Australian bank payments — but they’re built for different businesses. Here’s what each costs in Australia, where they integrate, and which one fits your billing model.
Part of the AI by Industry & Function matrix, exploring how Australian businesses use AI across every function. Running a small accounting firm means drowning in paper. Receipts arrive crumpled in shoeboxes. Bank statements come as PDFs, scanned images, and the occasional fax. ATO correspondence lands in three different inboxes. Source documents for a single…
Part of the AI by Industry & Function matrix, exploring how Australian businesses use AI across every function. Running a financial advice practice in Australia means carrying two financial lives at once. There’s the client side, portfolios, SOAs, rebalancing, retirement projections. And then there’s the practice itself: invoices going out, licensee fees coming off, ASIC…
Part of the AI by Industry & Function matrix, exploring how Australian businesses use AI across every function. Accounting firms run on people. Every client engagement, every tax return, every set of financials depends on having the right staff, with the right skills, available at the right time. That sounds obvious until June hits and…