EPISODE · Nov 17, 2025 · 47 MIN
Firms planning to spend big on AI || Accounting Tech News
from Digi-Tools In Accrual World · host Indi Tatla, Ryan Pearcy, John Toon
John Toon and Indi speed-run a huge week in accounting tech news, and the theme is clear: AI. New research suggests half of UK firms are planning £100k+ AI investments, and the vendors are delivering. This week's fintech news covers Adfin's new "Autopilot" AI credit controller that writes and sends chasers, Bill.com's "touchless" AI agents, and Thomson Reuters' move into agentic AI for tax and audit. Plus, Dwayne Jackson is back. The founder of Kashflow and Staffology has launched Sodium, a new practice management platform - another future IRIS acquisition? Also in this episode: * Ben Carter from Access joins to give tangible examples of Evo's AI, from solving "mystery margin" to an "autopilot world". * Laura Brophy from Xledger explains their "Pick and Mix" approach to digital training, based on adult learning theory * Updates from NetSuite, Digits, and Fathom. Learn how to harness EVO in Unleashed pre-client meetings. Join our Partner Product Webinar on the 17th November at 9pm GMT - https://hubs.la/Q03Q2dcL0 Find out more about Unleashed - https://hubs.la/Q03Q2cWv0 00:00 Welcome to Digi-Tools in Accrual World 03:48 Unleashed: Using AI to Solve "Mystery Margin" & Create an "Autopilot World" App News 12:23 Firms Plan Major AI Spend as Agentic AI Arrives 16:49 BILL Launches AI Agents for ‘Touchless’ SMB Finance 19:26 Thomson Reuters Unveils Agentic AI for Tax and Audit 22:45 Adfin unveils ‘Autopilot’ AI 25:22 NetSuite launches ‘NetSuite Next,’ 28:04 Sodium practice software expands features 33:08 Digits announces new ‘Connect API’ 36:32 Fathom introduces ‘Forecast Snapshots’ 40:25 Xledger: The "Pick and Mix" Approach to Digital Training
What this episode covers
John Toon and Indi speed-run a huge week in accounting tech news, and the theme is clear: AI. New research suggests half of UK firms are planning £100k+ AI investments, and the vendors are delivering. This week’s fintech news covers Adfin’s new ”Autopilot” AI credit controller that writes and sends chasers, Bill.com’s ”touchless” AI agents, and Thomson Reuters’ move into agentic AI for tax and audit. Plus, Dwayne Jackson is back. The founder of Kashflow and Staffology has launched Sodium, a new practice management platform - another future IRIS acquisition? Also in this episode: * Ben Carter from Access joins to give tangible examples of Evo’s AI, from solving ”mystery margin” to an ”autopilot world”. * Laura Brophy from Xledger explains their ”Pick and Mix” approach to digital training, based on adult learning theory * Updates from NetSuite, Digits, and Fathom. Learn how to harness EVO in Unleashed pre-client meetings. Join our Partner Product Webinar on the 17th November at 9pm GMT - https://hubs.la/Q03Q2dcL0 Find out more about Unleashed - https://hubs.la/Q03Q2cWv0 00:00 Welcome to Digi-Tools in Accrual World 03:48 Unleashed: Using AI to Solve ”Mystery Margin” & Create an ”Autopilot World” App News 12:23 Firms Plan Major AI Spend as Agentic AI Arrives 16:49 BILL Launches AI Agents for ‘Touchless’ SMB Finance 19:26 Thomson Reuters Unveils Agentic AI for Tax and Audit 22:45 Adfin unveils ‘Autopilot’ AI 25:22 NetSuite launches ‘NetSuite Next,’ 28:04 Sodium practice software expands features 33:08 Digits announces new ‘Connect API’ 36:32 Fathom introduces ‘Forecast Snapshots’ 40:25 Xledger: The ”Pick and Mix” Approach to Digital Training
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Firms planning to spend big on AI || Accounting Tech News
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