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Financial Statements are Like Blood Tests | App Academy thumbnail

Financial Statements are Like Blood Tests | App Academy

App Academy 30 mins FinanciallyFIT Busienss

In this App Academy session, originally presented as a QBTalks-Extra segment, Ruth King introduces Financially Fit Business and explores how financial statements can serve as diagnostic tools for evaluating a company's financial health, much like blood tests reveal important indicators of physical health. Discover how accountants and advisors can use profit and loss statements, balance sheets, and financial trends to identify potential business concerns, explain financial performance, and provide actionable recommendations. Learn how Financially Fit Business helps turn routine financial reporting into meaningful client conversations and valuable advisory opportunities. Speaker(s): Ruth King, Founder and CEO, Financially Fit Business

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Intro To Xero thumbnail

Intro To Xero

App Academy 30 mins Xero

In this App Academy session, Casey Barlow introduces Xero, a connected cloud accounting platform designed to help businesses and accounting professionals streamline financial workflows. Explore how Xero brings accounting, automation, reporting, and connected business tools into one platform to improve efficiency and financial visibility. The session provides an overview of Xero's intelligent features, integrations, and reporting capabilities, helping accountants and advisors discover opportunities to simplify everyday tasks and make more informed business decisions.

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SmartVault: Solving end-to-end Tax Prep Workflows for Accounting Firms thumbnail

SmartVault: Solving end-to-end Tax Prep Workflows for Accounting Firms

App Academy 37 mins SmartVault

In this App Academy session, originally featured during QBTalks-Extra, Daniel Fritz, VP of Product Engineering at SmartVault, demonstrates how accounting and tax professionals can simplify document-heavy workflows through a secure, connected platform. The walkthrough explores SmartVault's capabilities for automated document collection, client collaboration, secure file sharing, e-signatures, and document archiving, including integrations with QuickBooks and Intuit tax software. Discover how SmartVault helps firms reduce manual tasks, improve client experiences, and streamline tax preparation from engagement through final delivery. Speaker(s): Daniel Fritz, VP of Product Engineering, SmartVault Host/Moderator: William “Murph” Murphy Sponsor(s): SmartVault Series: App Academy (Originally QBTalks-Extra)

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See Invoiced in Action: A/R Workflow from Invoice to Reconciliation thumbnail

See Invoiced in Action: A/R Workflow from Invoice to Reconciliation

App Academy 30 min Flywire

In this App Academy session, Jana Rzezniczek of Flywire demonstrates Invoiced by Flywire and how automation can streamline the complete invoice-to-cash lifecycle. The walkthrough covers customer self-service, automated collections, payment processing, cash application and reconciliation, A/R reporting, and integrations with accounting systems and ERPs to help finance teams reduce manual work, improve cash flow visibility, and get paid faster.

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Stop Switching Tools: The End to End Tax Workflow for Intuit + QuickBooks Firms thumbnail

Stop Switching Tools: The End to End Tax Workflow for Intuit + QuickBooks Firms

App Academy 30 min SmartVault

In this App Academy session, Daniel Fritz of SmartVault demonstrates how accounting and tax firms can bring their document and tax workflows into one connected system. See how SmartVault supports the process from client engagement and AI-powered document collection through prep and review, secure delivery, e-signatures, and archiving, with integrations across QuickBooks and popular tax platforms including Lacerte, ProSeries, and ProConnect.

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Kintsugi presents: Sales Tax on Autopilot thumbnail

Kintsugi presents: Sales Tax on Autopilot

App Academy 30 min Kintsugi

Discover how Kintsugi helps accounting professionals simplify sales tax compliance through automation. In this App Academy session, Ryan Le of Kintsugi explores how firms can streamline sales tax workflows, including nexus monitoring, registrations and filings, exemption certificate management, and integrations with accounting and e-commerce platforms—helping reduce manual compliance work while supporting growing clients.

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Cloud, IT, and Compliance. Built for Tax and Accounting Firms thumbnail

Cloud, IT, and Compliance. Built for Tax and Accounting Firms

App Academy 21 min Verito

In this App Academy session, Jatin Narang of Verito explores how tax and accounting firms can simplify technology management while strengthening security and compliance. Learn how secure cloud hosting, managed IT, dedicated private servers, WISP support, employee security training, and 24/7 technical assistance can help firms protect client data and support remote teams while staying focused on their core accounting work.

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Less Time Managing Technology. More Time Growing Your Firm. thumbnail

Less Time Managing Technology. More Time Growing Your Firm.

App Academy 20 min Rightworks

In this App Academy session, Matt Bitz of Rightworks examines how accounting firms can embrace rapid technology change without sacrificing security or control. The session covers cybersecurity risks, secure access for remote and offshore teams, data governance, AI adoption, and the importance of developing an AI policy and incorporating AI considerations into a firm's WISP. Learn practical strategies for building a secure technology foundation that can scale alongside your firm.

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Inside Invoiced: 30 Minutes Inside Modern A/R thumbnail

Inside Invoiced: 30 Minutes Inside Modern A/R

App Academy 20 min Flywire

In this App Academy session, Allyson Kummins of Flywire demonstrates how finance teams can modernize accounts receivable with automated workflows, global payments, and connected business systems. Explore Flywire's Invoiced platform and Integration Studio, including automated billing and collections, customer payment portals, international payment capabilities, and no-code integrations that connect ERPs, CRMs, QuickBooks, project management tools, and other applications.

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Finatical Software: Building Strong Customer Relationships and Cash Flow Growth | App Academy thumbnail

Finatical Software: Building Strong Customer Relationships and Cash Flow Growth | App Academy

App Academy 19 min Finatical Software

In this App Academy demo, Chris Meyer of Finatical Software shows how Flash Reports connects Excel directly to QuickBooks Online, allowing accountants to build live, refreshable reports without exporting data. See how firms use Excel-based dashboards, multi-entity reporting, budget vs actuals, drill-downs, and forecasting to deliver better insights for clients, especially in restaurant, franchise, and advisory use cases. 🔗 Learn more 👉 https://finaticalsoftware.com/

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Accountero: How Firms Use Aimee & Paige to Unlock Capacity | App Academy thumbnail

Accountero: How Firms Use Aimee & Paige to Unlock Capacity | App Academy

App Academy 28 min Accountero

n this App Academy session, Pratheesh Nair from Accountero shows how accounting firms are using AI agents to reduce interruptions, offload client questions, and turn financial data into clearer advisory conversations. See how Amy handles everyday client questions directly from QuickBooks data, and how Paige helps accountants move past the blank page by generating first-pass financial analysis that can be reviewed, edited, and shared with clients. 🔗 Learn more 👉 https://www.accountero.com/

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DIGITS: Unlock the AI-Native Advantage: How Digits Powers the Modern Firm | App Academy thumbnail

DIGITS: Unlock the AI-Native Advantage: How Digits Powers the Modern Firm | App Academy

App Academy 20 min Digits

In this App Academy product demo, Rob Hamilton from Digits walks through how an AI-native general ledger changes the way accounting firms handle bookkeeping, reconciliations, and month-end close. See how Digits automates transaction booking, speeds up reconciliations, and gives firms a real-time, interactive view of client finances without relying on traditional bank feeds or bolt-on tools. 🔗 Learn more 👉 https://digits.com/

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