Today I’m speaking with Miquel Palet, Founder of GetInvoice

Miquel Palet is a Barcelona-based entrepreneur and product leader, known for founding Ucademy, an edtech platform, and GetInvoice, a tool for automating invoice retrieval from emails and other sources. With a background in engineering from Universitat Politècnica de Catalunya, Miquel combines technical expertise with a passion for simplifying business processes. His ventures reflect a commitment to innovation and user-centric solutions.

GetInvoice is an AI-driven invoice automation software that automatically retrieves and processes invoices and receipts from emails and web portals, including Amazon and Google Ads. We extract all invoice data and integrate with accounting tools like QuickBooks, Xero or Business Central, and other tools like Google Drive or Google Sheet, to automatically forward all processed invoices. GetInvoice is already used by more than +1,000 freelancers, startups, and small businesses around the world that are looking to automate their pre-accounting work and save +10 hours every week.

In this episode, we talk about . . .

Guest: Miquel Palet, founder of Get Invoice and co-founder of Ukademy
Background: Engineering and entrepreneurship from Barcelona
Get Invoice: AI-driven software automating invoice retrieval from emails and portals like Amazon & Google
Integrations: Works with Xero, QuickBooks, Business Central, Google Drive & Sheets
Origin Story: Born out of a pain point at Ukademy while scaling fast
Market Focus: Small businesses (10–200 people) in Europe and the US
Milestone: Bootstrapped growth reaching and surpassing $10K ARR within 6 months
Security: Uses secure Google/Outlook APIs with strict access limitations
Growth Strategy: Lean, product-focused, and quick iteration
Fun Fact: Inspired by Spotify Wrapped to create an email analytics campaign
Language: Currently English-only despite Spanish roots
Reading: Balances business books with classical literature like The Iliad

Contact details:

Get Invoice https://www.get-invoice.com

Miquel Palet https://linkedin.com/in/miquelpalet

Miquel Pale https://x.com/paletmiki

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Today I’m speaking with Cloudoffis co-founders Viral Kanabar and Manish Sheladia

In this episode, we talk about . . .

• Cloudoffis' journey from SMSF audit automation to AI-first tax workpaper solution, TaxSorted.

• Their goal is to create a complete cloud-based operating system for accounting firms.

• The shift from manual processes (PDFs, Excel) to seamless AI-enhanced workflows.

• The importance of integrations with BGL, Class, FYI Docs, and the ATO.

• Key challenges facing accounting firms: time poverty, tech adoption hesitation, and rising compliance pressures.

• Cloudoffis’ approach to fostering startup culture internally with hackathons and open innovation.

• Vision for accountants to evolve into business analysts and trusted advisors, moving beyond data entry.

• Viral's reflections on attending leadership events and staying energized.

• Plans for international expansion into the US, UK, and Canada.

Key Takeaways:

• Automation and AI can free accountants from repetitive tasks, enabling more strategic advisory work.

• Building contextual, seamless AI into workflows is key to improving both efficiency and client outcomes.

• Collaboration with tech partners and embracing startup thinking drives ongoing innovation.

Cloudoffis began its journey by supporting SMSF auditors and accountants with automated workflows, work papers, and collaboration tools that drive efficiency, compliance, and standardisation across their practices. With over 20% of Australian SMSFs now audited through the Cloudoffis platform, Cloudoffis has become the trusted brand for more than 2,000 auditing and accounting firms across Australia.

In 2024, due to popular demand from tax teams looking for the same benefits their SMSF teams were experiencing, Cloudoffis launched Tax Sorted - a new AI-first tax work paper. Tax Sorted streamlines the preparation, review, and approval of tax work papers for both businesses and individuals, enhancing efficiency and compliance across the Australian accounting market.

Read how I work with some apps here http://endorsementdisclosure.com/

Contact details:

Viral Kanabar https://www.linkedin.com/in/kanabarviral/

Manish Sheladia https://www.linkedin.com/in/sheladia/

Cloudoffis https://cloudoffis.com.au/

Accounting Apps newsletter: http://HeatherSmithAU.COM

Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind

LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/

YouTube Channel: https://www.youtube.com/ANISEConsulting

X: https://twitter.com/HeatherSmithAU

Today I’m speaking with Colin Hewitt, Founder & CEO of Float

In this episode, we talk about . . .

• Evolution of cash flow forecasting from spreadsheets to intelligent cash flow platforms.

• Differences between direct and indirect cash flow forecasting.

• Float’s shift to support fractional CFOs and the growing need for 13-week forecasts.

• New features in Float:
  
  

• • 13-week forecasting reports with click-to-detail functionality.

  • Consolidated cash flow view for multi-entity businesses.

  • Enhanced PDF reporting capabilities.

  • Upcoming VAT & GST forecasting features.

  • AI-driven expected payment dates and "intelligent cash flow".
    
    

• Importance of embracing AI internally and the concept of becoming an "AI-first" company.

• Colin’s experience launching The New F Word podcast, focusing on the rise of fractional CFOs.

• Building visibility via LinkedIn thought leadership.

Key Takeaways:

• Cash flow tools should integrate seamlessly with reporting stacks, not replace them.

• Fractional CFOs face context-switching challenges Float aims to solve.

• AI offers new efficiencies but requires thoughtful, user-focused implementation.

Contact details:

Float: https://www.floatapp.com/

Colin Hewitt: https://www.linkedin.com/in/colinphewitt/

The New F*Word (F for Fractional Finance) https://podcasts.apple.com/gb/podcast/the-new-f-word-f-for-fractional-finance/id1779512563

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