On October 29th, Heather and Liz brought the energy of Intuit Connect right to the Appy Hours audience! Broadcasting live from Las Vegas, they welcomed special guests Judie from ClientHub, as well as Matt Lowry and Helina Patience from ApprovalMax, making for an insightful session packed with valuable takeaways. Here’s a quick summary of the event highlights:
Opening Keynotes and New Features Unveiled
Heather and Liz kicked things off by sharing their experiences from the day’s exciting sessions, including a keynote by Sasan, an engaging fireside chat, and a warm welcome from Ted Callahan. A range of new features was announced, catering to different subscription levels and enhancing the enterprise offerings. Notably:
- Bank Feed with AI Assist: A new AI-powered assistant within the bank feed uses Google AI to add context and provide category recommendations.
- Fixed Asset Manager: Enhancing the way fixed assets are handled.
- Journal Entry Uploads: New features allow for easier and more efficient journal entry uploads.
These updates are sure to bring more precision and productivity to accountants and firms!
Guest Spotlight: Judie from ClientHub
Judie from ClientHub joined Heather and Liz to dive into her groundbreaking work with ClientHub. As one of the premier ProAdvisors driving innovative solutions, Judie shared insights into how ClientHub optimizes client relationships and workload management, making communication within firms seamless.
ClientHub is designed to address some of the biggest challenges in the accounting and bookkeeping profession, such as client collaboration and workflow tracking. Judie highlighted how their mobile app keeps clients connected to their firms, a feature that’s truly differentiating. With a core mission of enhancing client experiences, ClientHub stands out by putting accountants in control of smoother, more connected client interactions.
In the Hot Seat: Helina Patience and Matt Lowry from ApprovalMax
In the second half of the episode, Matt Lowry and Helina Patience from ApprovalMax joined the conversation. Matt, originally from Canada and now based in the UK, brings a unique perspective to the team. ApprovalMax, headquartered in Germany and the UK, was founded in 2016 as a financial controls tool with QuickBooks Online integration. It helps prevent errors and prepare for approval processes, making financial management more efficient.
Helina, who recently joined the ApprovalMax team, shared her journey to becoming an advocate for the software. She initially adopted ApprovalMax in her firm due to its flexibility and advanced automation, which allowed her to manage complex workflows with ease. ApprovalMax enables firms to create custom approval workflows based on specific conditions, such as dollar thresholds or personnel assignments, offering a level of customization and control that’s invaluable for firms with intricate needs.
Wrapping Up with a Link to the Episode
For a closer look at these discussions and insights into the latest in accounting tech, be sure to watch the full live episode here!