Jarrod Adam is Head of Production & Distribution at The Access Group

Explore how Unleashed helps small businesses thrive through AI-driven inventory management, smarter tools, and actionable data that streamline operations and empower strategic growth.

Summary

Today I’m speaking with Jarrod Adam, Head of Production & Distribution at The Access Group. In this episode, we talk about . . . how Unleashed empowers small businesses with actionable data, AI-powered tools, and integrated inventory solutions.

• Introduction to Jarrod Adams and his background in product management
• The story behind Unleashed and its acquisition by The Access Group
• Overview of the inventory and warehouse management landscape for SMBs
• Unleashed’s value proposition for small businesses and advisors
• When and why to move from basic inventory in GL systems to dedicated inventory tools
• Implementation approach and onboarding process at Unleashed
• Unleashed’s ecosystem: integrations with Xero, QuickBooks, Shopify, Amazon & more
• Evolving supply chain issues post-COVID and solutions like Advanced Inventory Manager (AIM)
• AI in Unleashed: Evo copilot, AI feed, and intelligent agents
• Partner Portal for accountants and bookkeepers – real-time client access
• Use of operational data for advisory services
• The Unleashed Manufacturing Health Index – valuable for advisory insights
• Discussion around the manufacturing “haves and have-nots”
• Closing thoughts on simplicity, design, and real value from software

Unleashed, Xero, QuickBooks, Shopify, WooCommerce, Amazon, Access Evo, Advanced Inventory Manager

00:00 – Welcome & Guest Intro: Meet Jarrod Adams from Unleashed. 01:58 – From Tigerland to Tech: A playful rugby-themed intro. 04:20 – Jarrod’s Journey to Product Management: How he fell into software. 06:20 – Auckland’s Thriving SaaS Scene: NZ’s impact on global tech. 08:10 – Inventory, CRM & WMS Landscape: What SMBs need today. 10:50 – What Unleashed Does: Efficient workflows + strategic insights. 13:00 – Signs a Business Needs Unleashed: From post-it notes to stock stress. 15:20 – Accountant & Bookkeeper Pain Points: Data, margins & advisory blocks. 17:30 – Implementation Timeline: Fast, guided onboarding sessions. 19:05 – Unleashed Integrations: Xero, QuickBooks, Shopify, Amazon & more. 21:10 – E-commerce Growth Post-COVID: Why integrations are essential. 23:15 – AI & Forecasting with AIM: Managing supply chain uncertainty. 26:00 – Using Data for Better Advice: The power of operational insights. 28:00 – Manufacturing Health Index: A free resource for advisory. 30:00 – Characteristics of Thriving Manufacturers: Mitigating supplier risks. 32:15 – Partner Portal for Accountants: Real-time multi-client access. 34:00 – AI Copilot & Agents: How Evo enhances the user experience. 35:45 – Final Thoughts & Outro: Software should solve problems, not add them.

Contact details:

Sponsor Offers: Here

Unleashed Software: https://www.unleashedsoftware.com/

Jarrod Adam: https://www.linkedin.com/in/jarrod-adam/

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

Insights from a global panel of women leaders in accounting, exploring influence, ethics, personal branding, and leadership challenges in a male-dominated profession.

Summary

In this special episode of the Accounting Apps Podcast, I moderated a global panel discussion at the Accounting & Business Show Asia 2025 in Singapore. I was joined by Kyelie Baxter (IQ Accountants), Uthaya Ponnusamy (RSM Singapore), and Magdalene Ang (R Chan & Associates, ACCA Singapore Chair) for a panel session I moderated called Influence, Integrity and Impact: Navigating the Reality of Women Leading in Accounting

Together we explored:

✅ Career journeys and leadership pivots

✅ Building confidence and personal brand (hello USP!)

✅ Ethics vs. earnings — where we draw the line

✅ Mentoring, connection and navigating invisible barriers

✅ Creating influence with integrity and making an impact

Listen if you're looking for insight, inspiration, or real-world stories from women reshaping leadership in accounting.

Contact details:

Sponsor Offers: Here

Kyelie Baxter, Managing Director at IQ Accountants

https://www.linkedin.com/in/kyelie-baxter-fcpa-43224334/

Uthaya Ponnusamy, Partner & Industry Lead - Not For Profit sector at RSM Singapore

https://www.linkedin.com/in/uthaya-ponnusamy-5bab1763/

Magdalene Ang, Director, R Chan & Associates PAC and Chair of ACCA Singapore Member Network Panel.

https://www.linkedin.com/in/magdalene-ang-fcca-fca-singapore-03b2084b/

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

Kerry Butler, CFO of Woolnorth Renewables, Tasmania shares her bold NetSuite rollout, revealing strategic insights on tech, budgeting, AI, and scaling clean energy operations.

Summary

Today I’m speaking with Kerry Butler, CFO of Woolnorth Renewables, Tasmania

In this episode, we talk about . . .

• Insights from attending SuiteWorld 2025 in Las Vegas
• Strategic NetSuite rollout, starting with Planning & Budgeting (NSPB)
• Overcoming implementation challenges with a lean finance team
• Use of implementation partners: Pivot Two & Netgain
• Multilingual board reporting (Chinese & English) and real-time forecasting
• Integrations with SharePoint, virtual cards, and maintenance systems
• Leveraging AI and Ask Oracle for smarter decision-making
• Community involvement and commitment to renewable energy
• Advice for scaling businesses and choosing the right tech stack

🧰 Apps & Tools Mentioned:

NetSuite, NetSuite Planning and Budgeting (NSPB), Netgain, Pivot Two, SharePoint, Smart View, Camtasia

00:00 – Welcome & Guest Intro: Kerry Butler, CFO of Woolnorth Renewables 01:45 – Why Kerry Chose NetSuite: Flexibility and ecosystem advantages 04:12 – Board-Ready Reporting in Two Languages: How NSPB enabled it 06:57 – Implementing NSPB First: Breaking ERP rollout conventions 09:43 – Smart Budgeting Tools: Using Smart View for real-time inputs 12:21 – Leveraging Implementation Partners: Pivot Two & Netgain's role 15:02 – Complex Accounting Made Simple: Wind farms, loans & derivatives 17:35 – AI & Strategic Finance: What’s coming next in NetSuite 20:14 – Clean Data = Better AI: System integration & SharePoint sync 22:41 – Ask Oracle: AI-powered reporting for CFOs and CEOs 25:33 – SweetWorld Learnings: Building a global CFO network 28:08 – Advice for Scaling Businesses: Plan for future pain points now 30:17 – CFO Life at SweetWorld: Pitbull concert & Aussie networking 33:42 – Final Reflections: Strategic finance, partnerships & impact

Contact details:

Sponsor Offers: Here

L: https://www.linkedin.com/in/kerry-butler-1333kes/

NetSuite: https://www.netsuite.com.au

SuiteWorld: https://www.netsuitesuiteworld.com

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

Scott Wiltshire, VP & GM of Oracle NetSuite ANZ, unpacks key SuiteWorld 2025 announcements, highlighting AI-driven tools, productivity boosts, and why NetSuite is a game-changer for growing businesses.

Summary

Today I’m speaking with Scott Wiltshire, VP & GM of Oracle NetSuite ANZ.

In this episode, we talk about . . .

• Event recap: SuiteWorld 2025 highlights relevant to ANZ
• Key tools: AI Connect Services, Prompt Studio, Autonomous Close, Subscription Metrics
• NetSuite Next: Major platform upgrade promising zero-day close
• Emphasis on AI for automation, reporting, and decision support
• Discussion on value of attending SuiteWorld for ANZ professionals
• Growing importance of NetSuite's partner ecosystem
• Comparison between “automated” vs “autonomous” workflows
• Advice on bridging the knowledge gap with dedicated support
• NetSuite as a scalable “single source of truth” for growth-focused businesses

NetSuite, AI Connect Services, ChatGPT, Prompt Studio, Subscription Metrics SuiteApp, Oracle Cloud Infrastructure (OCI), NetSuite Analytics Warehouse, Safe Search, Advanced Customer Support

Contact details:

Sponsor Offers: Here

L: https://www.linkedin.com/in/scottpwiltshire/

NetSuite: https://www.netsuite.com.au

SuiteWorld: https://www.netsuitesuiteworld.com

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

Dianna Butterworth, CFO of Kieser Australia shares the move from 27 Xero files to NetSuite, improving scalability, budgeting, and team empowerment.

Summary

Today I’m speaking with Dianna Butterworth, CFO of Kieser Australia s

In this episode, we talk about . . .

Background: Dianna’s path from financial advisor and entrepreneur to CFO Company Overview: Kieser Australia is a physiotherapy-led strength training provider with 31 clinics Initial Challenge: Managing 27 separate Xero files across clinics Solution Chosen: NetSuite ERP with implementation by Anexa Key Outcomes:

1. Replaced 80+ spreadsheets with NetSuite Planning and Budgeting
2. Improved team efficiency, moving from 1:5 to 1:12 clinic-to-bookkeeper ratio
3. Faster monthly reporting and greater data visibility
4. Budget cycle shortened from six months to one to two months

Integrated Tools: Celigo, Zone & Co, ExpenseMe Conference Takeaways: Upcoming AI features in NetSuite and the value of peer networking Advice to CFOs:

• Invest early in scalable systems
• Prioritise agility as much as accuracy
• Build confidence in the numbers to support growth

NetSuite, Xero, NetSuite Planning and Budgeting, Celigo, Zone & Co, ExpenseMe, ApprovalMax, Rippling, Blue Collar Cloud Solutions

00:00 – Welcome and Introduction: Meet Dianna Butterworth, CFO of Keiser Australia 01:40 – Career Journey: From cufflinks to CFO 03:55 – About Kieser: What the business does and how it helps Australians 06:40 – Before NetSuite: The chaos of 27 Xero files 09:10 – Choosing NetSuite: Finding the right ERP for growth 11:30 – Empowering the Team: Moving from manual tasks to analysis 13:45 – Budgeting Breakthrough: Ditching spreadsheets for better planning 16:00 – Role of Anexa: Importance of a strong implementation partner 18:35 – Tech Stack Deep Dive: Celigo, Zone & Co, ExpenseMe 21:00 – Budgeting Speed: From six months to one month 23:30 – Advice for CFOs: Invest early and trust your data 25:20 – Insights from SuiteWorld: AI, networking and lifelong learning 28:10 – Wrapping Up: Thinking big and enjoying the journey

Contact details:

L: https://www.linkedin.com/in/dianna-butterworth-9088947a/

NetSuite: https://www.netsuite.com.au

SuiteWorld: https://www.netsuitesuiteworld.com

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

Craig Sullivan, Group VP of Product Management, NetSuite joins Heather Smith at SuiteWorld25 to reveal AI, automation, and global ERP innovations transforming how accountants and businesses scale smarter.

Summary

Today I’m speaking with Craig Sullivan, Group VP of Product Management, NetSuite

In this episode, we talk about . . .

• Insights into NetSuite Next: AI-native ERP, natural language queries & agentic workflows
• Grounded AI: Role-based, explainable responses tailored to accounting & finance users
• Internationalisation & multilingual support coming to NetSuite AI
• Global compliance & e-invoicing updates—AI-enabled validation for governments
• AI Connector: Bridging NetSuite with tools like ChatGPT for insights and storefront integration
• Advice for accountants stepping into ERP consulting
• Importance of planning in successful NetSuite implementation
• "Suite Success" methodology explained
• Closing with Pitbull (Mr. Worldwide) and the global theme of SuiteWorld25

NetSuite, Oracle, ApprovalMax, Soldo, Synder, ChatGPT, Claude, Shopify

00:00 – Welcome to SuiteWorld25: Craig Sullivan joins live from Las Vegas 02:15 – Why Accountants Should Care: NetSuite's role in SME digital transformation 04:40 – From Frustration to Innovation: Craig’s journey from accountant to product leader 07:55 – Big Reveal: What NetSuite NEXT brings to ERP and accounting 10:30 – Grounded AI & Natural Language: Role-aware, explainable ERP queries 13:25 – Jet Engine, Not Co-Pilot: NetSuite’s bold AI claims 15:40 – Going Global: Supporting business in 160+ countries with OneWorld 18:20 – AI in Multiple Languages: Multilingual support explained 20:05 – E-Invoicing Powered by AI: Compliance turned efficiency booster 22:40 – Ask Oracle & Contextual Insights: Smarter decision-making with AI 24:55 – AI Connectors in Action: Real-world ChatGPT and Claude integrations 27:10 – What Accountants Should Know: Scaling smart from Day One 29:00 – Implementation Pitfalls: Planning as the missing puzzle piece 30:35 – The Power of Sweet Success: Best practice baked into ERP deployment 32:10 – Craig’s Final Insights: AI’s future role in accounting 33:55 – Bonus Fun: Pitbull, Mr. Worldwide, and SuiteWorld party prep!

Contact details:

L: https://www.linkedin.com/in/craigssullivan/

NetSuite: https://www.netsuite.com.au

SuiteWorld: https://www.netsuitesuiteworld.com

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

Madeline Reeves shares how Advisory Amplified is reimagining accounting conferences with community focus, practical advisory content, and a women-led, inclusive approach.

Summary

Today I’m speaking with Madeline Reeves, Founder & CEO of Fearless Foundry, creator of Advisory Amplified.

In this episode, we talk about . . . Reinventing accounting conferences through a six-city U.S. tour focused on practical advisory content and community building.

• Challenges with traditional conferences and the need for real-world application.
• Advisory vs. CAS: Clarifying the terminology and implementation.
• Empowering women and underrepresented voices in accounting events.
• Localised content and community connection via hometown hosts.
• Practical tools and strategies for implementing advisory services.
• Workbook-based workshops with real, actionable takeaways.
• Partnering only with vendors who deliver educational (not salesey) content.
• Launching a virtual version of Advisory Amplified on November 18.
• Vision for future global expansion and continued grassroots connection.

• Fathom – Financial analysis and management reporting tool for accountants and business owners.
• Ignition – Client engagement and billing platform that automates proposals, contracts, and payments.
• Karbon – Practice management software for accounting firms, streamlining tasks, emails, and workflows.
• Relay – Online business banking designed for accountants and small businesses, with integrated financial controls.
• OnPay – Payroll and HR software for small businesses, handling wages, tax filings, and benefits.
• Fearless Foundry – Creative consulting firm that helps entrepreneurs and organisations with branding, marketing, and strategy.

Avalara, QuickBooks Online Accountant (QBOA), TSheets, Hubdoc, Abacor, Firm360, Taxfyle

00:00 – Welcome Madeline Reeves: Advisory Amplified rethinks accounting events. 02:05 – From Avalara to Advisory Leader: Madeline’s tech-to-advisory journey. 06:10 – Why Advisory Amplified Exists: Gaps in traditional conferences. 09:30 – Real Talk: Advisory in the US vs. Global: What's missing in America. 13:25 – Designing Inclusive Conferences: Women-led by design, not default. 17:15 – The Power of Representation: All-female AI panel moment in Chicago. 20:40 – Tools Driving the Advisory Shift: What tech supports real advisory? 23:55 – Advisory Tech Stack Talk: Practical sessions with partner input. 27:10 – From Random Acts of Consulting to Service Lines: Productizing advisory. 30:35 – AI + Advisory Integration: Using AI for better client conversations. 34:00 – Hands-On Learning With Workbooks: Goodbye chicken scratch notes. 37:15 – Building Community with Local Flavour: Hometown hosts & local vendors. 41:05 – Sponsors with Substance: No sales pitches—only educational value. 44:25 – The Value of Diverse Perspectives: Unlocking new ideas through inclusion. 47:00 – Advisory Mindsets & Skills: Let go of perfection, focus on listening. 50:15 – Stop Selling, Start Serving: Grow advisory with current clients. 53:10 – Advisory Amplified Goes Virtual: November 18 launch details. 55:30 – Global Ambitions + The Bus Dream: What's next for the conference. 58:00 – Final Thoughts: Building a future-focused, community-powered industry.

Contact details:

Madeline Reeves: https://www.linkedin.com/in/madelinefearless/

Fearless Foundry: https://www.fearlessfoundry.com/

Advisory Amplified: https://www.advisoryamplified.com/

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