Insights & News
Stay up-to-date with our latest financial strategies, business growth tips, and industry news.
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Why You Need to Treat GenAI Like an Employee (My New Published Research)
Scale your business with AI. Stop treating GenAI like software and start treating it like an employee. I break down my new published framework for safe, profitable AI adoption.
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The Secret to Never Manually Splitting a Xero Loan Payment Again (And How to Fix Your Cash Flow Report)
Stop wasting hours on tedious loan interest calculations. I was fed up, so I built a simple, custom automation using Google Sheets and the Xero API. Here’s the story of how I saved my clients (and myself) from endless manual data entry.
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How I Automated My vCFO Meeting Prep with AI (The Intern & The Manager)
AI isn’t the CFO, but a CFO with AI is unstoppable. See how I automated a meeting prep engine: an “Intern” that pulls 12 months of Xero data, and an AI “Manager” that flags cash traps, spots anomalies, and writes my advisory briefs on autopilot.
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Beyond the Hype: How We Built a Custom AI Agent to Automate Xero Invoicing (and MYOB!)
If you’re tired of hearing about the “hype” of AI and want to see a practical, real-world application, this case study is for you. We show you step-by-step how we built a near real-time AI Agent that reads complex PDF statements from emails, applies bespoke tax logic, and automatically drafts Xero invoices. Say goodbye to manual data entry and expensive third-party app subscriptions.
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How We Used AI to Build a Zero-Cost Invisible Employee for Our Clients
Learn how we leveraged AI to build an invisible employee. A completely custom, automated bridge between Xero and Google Sheets that fixes operational bottlenecks.