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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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Forces in Fintech is a bi-weekly podcast produced by REPAY, a leader in integrated payment solutions since 2006. We’re dedicated to revealing what’s behind the digital transformation of fintech and commerce. In season 1 of the podcast, we’re talking with industry experts to discuss modern technologies and how they influence market trends.
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In the CFO Corner, we sit down with CFOs and corporate finance professionals to hear about the innovative approaches and technology they have used to scale and grow their organizations. They share the challenges they’re facing with mundane repetitive tasks and give their takes on what they’d like to see in the corporate finance function that can help CFOs achieve a stress-free working life. This is the podcast for you if you’re ready to learn about the innovative approaches that are out ther ...
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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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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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Interarbor Solutions' Briefings Direct: Unique B2B informational podcasts that offer the value of objective perspectives from leading industry analyst Dana Gardner. Briefings Direct delivers actionable knowledge on the latest enterprise IT subjects to those who need to know the most about the business of IT now.
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show series
 
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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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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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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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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The next BriefingsDirect expert interview podcast explores best practices for deploying artificial intelligence (AI) with a focus on sustainability and strategic business benefits. As AI rises as an imperative that impacts companies at nearly all levels, proper concern for efficiency around energy use and resources management has emerged as a key i…
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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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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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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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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.…
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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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With a team as important and hard-working as Accounts Payable, it is easy for members to feel overworked, overwhelmed, and unmotivated to come to work. As leaders, it’s important to build our teams up, help them utilize unique communication strategies, and think outside the box in order to be efficient. In this episode, we speak to Katie Noto, a Se…
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This week we are joined by MD of Major's Accounts, Eriona Bajrakurtaj, who talks about her entrepreneurial journey from very humble beginnings to being one of the most enterprising female entrepreneurs in the accountancy industry. If you're looking at how to shake up your Practice and press a hard reset, give this a listen to see if Eriona's playbo…
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Our latest podcast dives into the world of business intelligence (BI) and its impact on strategic decision-making. Our host Amit welcomes Tom Johnson, a seasoned regional sales director, to discuss how companies can leverage data for success. Learn from real-world examples and case studies showcasing the impact of BI on decision-making.…
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Our latest podcast dives into the world of business intelligence (BI) and its impact on strategic decision-making. Our host Amit welcomes Tom Johnson, a seasoned regional sales director, to discuss how companies can leverage data for success. Learn from real-world examples and case studies showcasing the impact of BI on decision-making. Key takeawa…
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Welcome to TrinDocs’s podcast series, Efficiency Unleashed - Modern Solutions for Accounts Payable! In our inaugural episode, we take a close look at the current state of traditional accounts payable processes for small to medium-sized businesses. With special guest, Jeremy Prichard, Sr. Director of Sales and Marketing at TrinDocs, we explore how m…
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IOFM receives a lot of questions about the process for correcting 1099 filings, and even whether a correction is necessary in the first place. In this podcast, we speak to Jason Dinesen about the circumstances under which it might be necessary to issue one. What if the recipient’s name was spelled wrong? What if the dollar amount or a TIN number wa…
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Overview: – Explore the world of predictive analytics and business forecasting – Understand the importance of accurate forecasting in today’s competitive landscape – Learn about the process of turning raw data into actionable insights – Discover how businesses utilize forecasting to anticipate market trends and stay ahead – Hear real-world examples…
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This week we're joined by the super impressive Sabby Gill who talks to us about how Dext has levelled up on its core product, Bookkeeping Data Automation. We cover latest changes and priorities for the business as well as Dextension and the application of AI in the roadmap. Also in this week's app news: End of QB desktop in US? - https://insightful…
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Uncover the power of Business Intelligence (BI) with our expert hosts Amit and Tom on “Business Talks: Numbers Tell Stories, BI For Business.” Dive deep into the world of BI as they explore how data transforms into actionable insights, driving strategic decisions for businesses. From real-world examples to future trends, discover how BI empowers or…
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It’s February, and romance is in the air! However, what you don’t want is for a scammer to woo you into doing something you shouldn’t. Unfortunately, fraudsters are always upping their game and developing new techniques to rip off unsuspecting AP professionals. Some of their latest gambits involve getting close to you on a personal level in order t…
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The next BriefingsDirect mobile devices security and privacy discussion examines how a new balance needs to be struck between giving users at the remote edge all the productivity they want, while protecting the most sensitive information. Listen to the podcast. Subscribe to it on iTunes. Read a full transcript or download a copy. Stay here to learn…
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Hear the latest app news with Ryan, John and Indi: HMRC mandate payrolling benefits https://www.accountancyage.com/2024/01/25/hmrc-to-mandate-payrolling-of-benefits-from-april-2026-implications-and-preparations-for-accountants/ Launch of Receipt Bot - https://www.accountingweb.co.uk/tech/accounting-software/receipt-bot-targets-accounting-data-revol…
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While the terms leadership and management are sometimes used interchangeably, there are important differences. IOFM recently spoke with Tracy Zurcher, District Manager at FedEx Ground, to get her thoughts on how to advance both within your organization. She notes that while management tends to focus on process handling, leadership involves relation…
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Embark on a journey of strategic planning and business success with PathQuest BI’s latest podcast episode. Hosted by Amit, this captivating session features insights from special guest Tom Johnson, a seasoned entrepreneur and business strategist. Tune in now for more thought-provoking episodes and visit www.PathQuest.com for additional resources an…
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Ryan, John and Indi spend a bit of time popping the hood of Johnny Gaunt’s new venture, Socket. Hidden in stealth for the best part of a year, JG has re-emerged and taking Linked In by storm with his recent spate of social influencing on speed. Hear more about his latest venture and how he’s helping to remove friction points and avoid the Frankenst…
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The next BriefingsDirect IT security best practices discussion examines how a leading German home builder has adjusted to a major economic market disruption. Germany’s home building demand has recently reversed, putting pressure on builders to reduce IT costs while remaining secure. Subscribe to the podcast on iTunes. Read a full transcript or down…
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When COVID hit, many Accounts Payable teams were unprepared, particularly if they relied on paper invoices and checks. Lynn Tate, APM, Accounts Payable & Expense Report Analyst for Urban Science Applications Inc., found herself in a situation that required a significant degree of creativity: In order to get her invoices approved and paid in a timel…
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Take a deep dive into the latest episode of PathQuest BI, where hosts Amit and Tom Johnson unfold the mysteries of Business Intelligence (BI) Automation in the ever-evolving business landscape of 2024. In this captivating conversation, witness the shift from traditional number-crunching to a new era of harnessing the power of AI and Business Intell…
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Join our Digital Disruptors community to keep updated on the latest app news and events we'll be running this year. This week we have a bumper app news to kick off 2024 and we take a look back at 2023 on apps we would bed, buy, bin based on their releases and forward plans. In app news this week: GI and Advancetrack settle - https://www.accountancy…
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Dive into the dynamic world of small and medium-sized businesses (SMBs) and technology with our recent PathQuest episode. Hosted by Amit, we explore the compelling trend of SMBs investing in Accounts Payable Automation, featuring expert insights from Tom. In this insightful conversation, we unveil compelling statistics showcasing the impact of tech…
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End of the year and that's a wrap for 2023. We end on the same note as we started with AI, or as Daniel Lawrence of Bots For That puts it, "Intelligent Automation". Have you considered RPA or using AI of manual tasks such as bank reconciliation rather than hiring? Well this tidy interview gives you an idea of how other accounting firms are using in…
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