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Has your accounts payables process changed with the times? Or do you still struggle with too much paper, impossible approval tracking, and manual entry errors that cost your business time and money every day? TrinDocs is a tailor-made software that's built by accountants, for accountants, with real-world solutions that are proven to increase efficiencies, tighten controls, and help you easily scale growth. Join us for tips and tricks on how to save your team time by automating manual invoici ...
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All across the globe, businesses are looking for ways to achieve operational excellence. In this podcast series, we’ll address the growing challenges for today’s businesses when it comes to mitigating risk, increasing agility, and improving working capital. You’ll hear from industry experts on how to explore, select, and leverage Source-to-Pay and Order-to-Cash technology to enhance your digital transformation.
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The IOFM Podcast is the leading on-the-go resource for the latest news, skill-sharpeners and strategies in the world of Accounts Payable and Procure-to-Pay. Tune in for interviews and insights from top AP professionals and thought leaders as they dig in to what’s new in automation, tax and regulatory compliance, and industry benchmarks, plus hear case studies and listen in on Q&A with experts helping your peers in AP solve their toughest challenges. This podcast is presented by IOFM, the lea ...
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The Sage Thought Leadership Podcast is dedicated to the possibility that entrepreneurs continue the work of creation. We celebrate them by allowing them to tell their stories and share their knowledge with others. In doing so we energize the success of businesses around the world through the imagination of our people and the power of technology.
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PathQuest Solutions

PathQuest Solutions

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PathQuest is a subsidiary of Pacific Accounting & Business Services (PABS). PABS is a renowned outsourced accounting firm, that has been revolutionizing the financial landscape for 15 years. Now, with PathQuest, we bridge the gap between financial operations and automation solutions. Our podcasts spill the beans on modern accounting, giving practical tips and expert insights. Say goodbye to accounting headaches and open doors to your business's full potential.
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OK, everyone knows that #APKnowsIT. Our global team of 500+ geeks, who work globally on five continents, across 30+ countries, are #CreatingExcellence every day. We want to share our excellence with the IT community. We aim to educate, inspire, and motivate IT, professionals, worldwide. Disclaimer: The views expressed in the podcasts are the speaker’s own and do not reflect the view of Authority Partners. ® AP 1998 - 2023
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Are you interested in learning more about the trends and stories that develop in the payments and financial technology industry? You’re in the right place. Find out exactly why The Payments Podcast will soon become your go-to source for anything you wish to know in the world of payments. Brought to you by Bottomline.
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AUGForums.com Real Talk is an Acumatica Podcast: Info, News, Acumatica User Interviews and More! Our Two Rules: 1. No Editing. 2. Publish Immediately. AUGForums.com is the most trusted independent online community dedicated to Acumatica Cloud ERP and CRM.
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Level up your life by mastering tech, boosting productivity and sharpening your mind. I'm your host, Adam Shilton - Top Voice, Technologist & Speaker - and I'm on a mission to help you augment your potential. Join me as we discuss a range of topics to support you on your journey of becoming an irreplaceable human being. Learn more at www.adamshilton.com Get up to speed and stay ahead by listening now! Extra Goodies? - Sign up for 'Framework Friday' at www.adamshilton.com - You can also find ...
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show series
 
For more visit adamshilton.com | Join me as we learn from Tony Roberts, founder of PyXLL, for an in-depth discussion on Python's role in Excel and beyond. We address misconceptions about Python, explore its versatility from beginner to advanced use cases, and examine the pros and cons of AI-assisted coding. Tony shares his journey creating PyXLL an…
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Introducing 'The Adam Shilton Podcast'! It's been a while! Almost 2 months since I spoke at GrowCFOs Global Finance Summit, and a LOT has happened. Tech for Finance was my passion project alongside my full-time job, but as of July 2024, I'm now working for myself. This transition has brought some identity crises, especially feeling imposter syndrom…
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Welcome back to the Digi-Tools in Accrual World podcast! Join us as we throwback to Accountex, where Ryan decided to desert us for the peaceful woods. Indy lost her voice, John was knackered - but thankfully we had some stellar help from the Systems Advisory Network. As always, this episode covers the latest in app releases, raises and acquisitions…
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Since our last update on instant payments, FedNow’s Instant Payments has become readily available in the US market, India and China are showing a strong upswing, and the EU’s Instant Payments Regulation mandates that any euro payments across EU member states be completed within seconds, 24/7. We chatted with Lipis Advisor’s founder, Leo Lipis, to g…
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In March 2024, the IRS quietly released a new version of its Form W-9, “Request for Taxpayer Identification Number and Certification.” Although this revision had been pending for some time, the actual update was introduced with little fanfare. We spoke with tax expert Jason Dinesen to get a better understanding of how the form has changed and what …
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To ensure financial stability in the UK, banks and other financial service firms operating in the UK must be ready to handle unexpected disruptions to their services. Our guest, Richard Ransom, discusses the UK’s new legislation (SS1/21) and the responsibility firms have to mitigate any risk, minimize impact, and continue providing essential servic…
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In this episode, we speak with highly regarded accounts payable (AP) speaker, trainer, and consultant Debra R Richardson about avoiding fraud, potential fines, and bad vendor data in the AP vendor space. Given her extensive experience and interaction with AP professionals, Debra shares the loopholes she sees, precautions to take, and valuable advic…
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Welcome to TrinDocs’s podcast series, Efficiency Unleashed - Modern Solutions for Accounts Payable! Is your accounts payable (AP) process bogged down by manual tasks and invoice headaches? In this episode, you'll see firsthand how TrinDocs' powerful AP automation solutions transformed Vermeer Wisconsin's AP operations. Learn how TrinDocs can help y…
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#S4E10 Wading through the post-conference blues (before the big blue conference) we’re back with another episode! In App News: 0:04:28 Allica Bank's New Partnerships Team 0:05:50 Closure of Influential Women's Tech Network 0:07:40 Highlights from the Xero Awards 0:09:42 New Features and Updates from Xero 0:10:54 Xero Small Business Index 0:12:29 Pl…
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In this episode, we sit down with Debra Richardson, a beloved and long-time speaker at IOFM events. Known for her engaging sessions on fraud prevention, vendor master file management, and the integration of AI in accounts payable, Debra has become a crowd favorite over the years. Join us as Debra shares her journey into the world of public speaking…
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Jump on board folks. In this podcast ‘Dollars & Delays’, we with our expert hosts Amit B. and Joey M.; dive deep into the world of invoice exceptions – those pesky errors and inconsistencies that cause delays, discrepancies, and lost revenue. But fear not! We’re here with the key. We’ll discuss powerful AP automation solutions that streamline your …
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Banks will forever consider the diverse needs of their retail and commercial customers. But does that always extend to the digital banking platform they offer? While the functional complexities of a more extensive corporate solution may deem it unsuitable for small business usage, the deficiencies of a consumer offering for a business may not deliv…
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Are you ready to take your AP career to the next level? Join us in this insightful episode as we explore essential strategies to help AP professionals stand out and secure a crucial seat at the decision-making table. We’ll delve into how you can shine in interviews by mastering practical tips and techniques that impress hiring managers and help you…
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Welcome to TrinDocs’s podcast series, Efficiency Unleashed - Modern Solutions for Accounts Payable! In this episode, host Jeremy sits down with Michael Christian, a seasoned TrinDocs user, to explore how he has used our AP automation solution to streamline accounting processes across different ERP systems and organizations. As Impreg Americas' Dire…
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The legendary Tony Stevenson from FreeAgent joins us on the podcast this week. Voted the friendliest accounting tech software, we're putting the spotlight on the host of new features they're releasing over the last few months. Watch this space to hear and see more! Also Jordan Vickery reveals the growth playbook for accounting techs looking to shor…
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Watch the video of this presentation here. In this special episode, I present my keynote from the Grow CFO Global Finance Summit, exploring the now and future of AI and machine learning in finance. I the importance of pattern recognition, the role of generative AI, and practical use cases like spend and revenue analysis and outlier detection. Learn…
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Explore a world where papers are less needed! Watch our new Podcast with the expert hosts Amit B. and Joey M.; In this episode, we get to learn about the game-changing AP automation solutions and the cutting-edge trends that are shaping businesses in managing their accounts payables. This is the fast-paced digital era and accounting departments are…
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In this podcast, IOFM Managing Editor Royce Grayson Morse talks to Candace Jaramillo, certified P2P manager at Liberty Oilfield Services and brain-based coach. Jaramillo advises that the first step to creating positivity about AP within an organization is to simply listen — to employees and upper management alike. While taking on her current role, …
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Join us on this podcast on “From chaos to control: Mastering AP Management”, where we unravel the art of Accounts Payable with expert insights and strategies. Join us on a journey to streamline processes, enhance efficiency, and conquer the challenges of AP management. Get ready to transform chaos into clarity and control. Let’s dive in!…
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Welcome to the Podcast on Smart Moves, where we unravel the intricacies of mastering business strategies with Business Intelligence (BI). Join us on a journey through the data-driven landscape, where insightful decisions shape success. Whether you're a seasoned entrepreneur or a budding professional, prepare to unlock the power of BI in this enligh…
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Unclaimed property expert Jim Sadik talks compliance with IOFM Content Manager Grace Chlosta in this interesting podcast on a topic that impacts most businesses. Organizations usually have at least some uncashed checks or credit balances that need to be managed in accordance with unclaimed property laws, but how they choose to handle them varies. S…
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In this insightful episode, Adam welcomes Damien Bird, the Microsoft Cloud Architect and Power Automate Guru with over 10,000 YouTube followers. They dive deep into the world of Power Platform, demystifying the terminology and exploring the vast possibilities of Power Automate. From personal productivity hacks to enterprise-level automation, Damien…
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Have you caught the news on the latest apps in the market? There are some new kids on the block in payment automation apps, and we're keen to hear from some of the OGs to find out their perspectives and lessons learned on market trends/adoption over the last two years. We spend some time with Joe Lines, CEO of Nook, to talk about tech innovations, …
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While ISO 20022 is not new, it will soon become the de facto standard for sending financial messages between financial institutions and businesses. The drive and industry development behind upgrading payment infrastructures, instant payments and cross-border payment capabilities make adopting ISO20022 paramount in its importance and urgency. Only w…
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In the age of rapid technological change, keeping up with the latest tools and trends can feel overwhelming. Dave Hartley, a technologist turned CPA, shares his insights on how businesses and individuals can navigate the AI revolution without getting left behind. He discusses the challenges of change management and the importance of being intention…
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Steve Hearsum discussed the limitations of quick fixes and the importance of functional collaboration in a complex world. They also explored the link between anxiety and creativity, and the need for leaders to acknowledge their limitations and learn. Lastly, they examined the persistence of the heroic leadership concept and the need for a shift in …
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Domenic Colasante discussed the potential benefits and challenges of integrating artificial intelligence in marketing, emphasizing the importance of human expertise and the need for more personalized and impactful content. The concept of heroism was also explored in relation to professional life, with Domenic identifying CMOs as heroes due to their…
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In this episode, Adam Shilton and Mike Manalac dive into the creative side of accounting and finance. Mike, an illustrator and accounting manager at Google, shares how he incorporates drawing and visuals into his work to enhance collaboration, problem-solving, and overall productivity. They discuss the power of visual thinking, the role of technolo…
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When Arecka Mather, APM, had to manage her team through a system conversion, she was particularly challenged. As a person who herself struggles with change, her leadership was essential to the success of the project, but she needed to overcome her own anxiety while getting everyone else on board as well. In this podcast, Arecka talks about her expe…
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Apron, the AP accounting tech focusing on all things payable, has been on a mission for some big software releases since it burst onto the scene late last year post their Series raise. We catch up with Bogdan Uzbekov about his plans to service the accounting market and plans to go into banking, carding or lending. Hear more here. Don't forget to bo…
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Welcome to TrinDocs’s podcast series, Efficiency Unleashed - Modern Solutions for Accounts Payable! In this episode, Heather Short, Director of TrinDocs, helps shed light on how the company drives core values of integrity, excellence, growth and happiness by focusing on the client and the end-users in all they do, featuring the TrinDocs Leadership …
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Join Microsoft MVP Mark Proctor and Adam Shitlon as they delve into powerful tools like VBA and Power Query, and how they can revolutionize your workflow, automating tedious tasks and streamlining processes. In this insightful episode, Mark addresses the common misconception that VBA is a dated language and explores its potential resurgence with th…
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Our recent podcast episode explores the transformative journey of Accounts Payable (AP) from manual drudgery to seamless automation. Host Amit talks with Tom Johnson, a seasoned accounting professional, to shed light on the challenges faced in the past and the immense benefits reaped through automation. Here’s a quick glimpse: The Manual Era: Imagi…
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Summary David G. Ewing emphasized the importance of mapping individual customer journeys, utilizing a systematic approach encompassing systems, processes, culture, and incentives to deliver exceptional customer experiences. He highlighted examples that exemplified the power of empathy and cultural values in providing meaningful customer service. Fi…
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Join John while he interviews Vidya Peters on her time so far with Datasnipper. Ex-Marqeta COO, Vidya was appointed CEO of Datasnipper, an intelligent automation platform that recently raised $100 million in a Series B funding round at a valuation of $1 billion. John catches up with Vidya to find out the plan for growth in the UK and all things acc…
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Summary Anton Skornyakov, the co-founder and managing director of Agile.Coach, discussed his role in coaching organizations and individuals on agile project management methodologies. He emphasized the importance of delivering small, useful pieces of a project to customers for feedback and the challenges encountered when implementing new ERP systems…
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Our guest in this episode is Ernie Humphrey, the chief evangelist of The Finance Collective, who has over 20 years of experience in treasury leadership. Ernie will discuss the importance of soft skills in treasury, such as listening, building relationships, and communication, and how improving them can lead to better productivity.…
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Scott Tillema discussed the importance of negotiation skills in various fields, particularly business, and how techniques used in crisis negotiations can be applied to business situations. Scott emphasized the need for emotional intelligence, self-regulation, and effective communication in difficult conversations. He also discussed the importance o…
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In this episode, we welcome Danielle Stein Fairhurst, a renowned Microsoft MVP, Author, and Corporate Trainer. Danielle shares her expertise in financial modeling, highlighting the crucial distinction between models and reality. We also delve into best practices for building accurate financial models, emphasising the importance of separating inputs…
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Kendyl Campbell , a director of strategic partnerships, emphasized the importance of bridging the information gap between companies, field operations, and financials. She highlighted the potential for cost savings by integrating systems to eliminate the information gap and shared her role in creating the "Dirty Boot Show" podcast, aiming to connect…
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