Webinar Recording:

Real AI Case Studies for Bookeepers and Accountants

Did you miss the session? Or maybe you’re just keen to relive the best bits? Either way, we’ve got you covered.

Watch on as the brains behind the Two Drunk Accountants podcast, Tim Garth and Dan Osborne, openly share how they're appling AI across their own bookkeeping and accounting firm, CATS Accountants. Walk away with practical ideas you can use in your own processes, tasks and workflows: From everyday quick wins with accessible tools you already know (Copilot & Claude), spot use cases for time-sucking tasks (reconciling accounts & preparing documents), to a custom BAS automation using an AI Agent.

Access the webinar recording and slides below.

Sick of Boring Tax Training? Try Tax Nuggets.

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We're Australia's most engaging tax learning platform for accountants. Get access to daily CPD-verified sessions and 700+ hours of recordings.
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AI bookkeeping software.

With Dext, receipts, invoices, and expenses are automatically captured and categorised with 99.9% accuracy, then synced straight to your accounting software.
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Webinar Recording

Real AI Case Studies for Bookeepers and Accountants


Did you miss the session? Or maybe you’re just keen to relive the best bits? Either way, we’ve got you covered.

Watch on as the brains behind the Two Drunk Accountants podcast, Tim Garth and Dan Osborne, openly share how they're applying AI across their own bookkeeping and accounting firm, CATS Accountants. Walk away with practical ideas you can use in your own processes, tasks and workflows: From everyday quick wins with accessible tools you already know (Copilot & Claude), spot use cases for time-sucking tasks (reconciling accounts & preparing documents), to a custom BAS automation using an AI Agent.

Access the webinar recording and slides below.

Sick of Boring Tax Training? Try Tax Nuggets.

Book your demo and unlock a free 10-day trial.

We're Australia's most engaging tax learning platform for accountants. Get access to daily CPD-verified sessions and 700+ hours of recordings.

Get hours back with Dext.

AI bookkeeping software. Book your demo:

With Dext, receipts, invoices, and expenses are automatically captured and categorised with 99.9% accuracy, then synced straight to your accounting software.

Webinar Replay

(Click to view)

Power of Applied AI Report

(Scan / click to access)

Slides

(Click to download)

Learn how to identify low-risk opportunities, protect client data, and build scalable workflows that save you time on day-to-day tasks (without losing the human judgement your clients rely on). 

Webinar Replay

(Click to view)

Power of Applied AI Report

(Scan / click to access)

Slides

(Click to download)

Learn how to identify low-risk opportunities, protect client data, and build scalable workflows that save you time on day-to-day tasks (without losing the human judgement your clients rely on). 

Webinar Replay: 5 Reasons to Watch

Discover how CATS applies AI to recurring bookkeeping and accounting services inside its own firm – and how you can too. No bluff. No bluster. Just the know-how to streamline your mundane bookkeeping and accounting tasks so that you can deliver better client value and more billable work.

In this session, we discover: 

1. Dreaming small: Everyday quick wins with accessible tools you already know (Copilot, Claude, etc).
‍2. A core case study: Creating a custom BAS automation using Agentic AI.
‍3. Spot use cases: Using AI to reconcile accounts, draft client comms, prepare documents and more.
‍4. Applied AI demo: How AI is built directly into the everyday tools firms and professionals already use.
‍5. AI tax research demo: Why general-purpose LLMs are not fit for purpose.

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New to Dext?
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Want to see how applied AI could work inside your firm? Book your demo today.

About Your Presenters

Joyce Ong

Founder & CEO, Tax Nuggets

Joyce is the CEO and Founder of Tax Nuggets, an online tax learning platform whose mission is to eradicate ‘Death by PowerPoint’. Tax Nuggets delivers practical, on-demand learning to 9,100+ accounting professionals throughout Australia. Experience verifiable CPD that's built for real client work, not theory.

Featured as a Top 20 Future Leader by CA ANZ, Joyce is a regular keynote speaker at industry events and a highly regarded tax specialist. She has extensive experience in Big 4 and mid-tier firms as well as the ATO. Joyce held a national role as the Tax Governance Lead in the ATO’s Top 500 program for privately-owned groups.

For more, visit taxnuggetsacademy.com.au 

Two Drunk Accountants & CATS Accountants

Tim Garth & Dan Osborne

With over a decade each in accounting, they’ve seen the industry evolve firsthand — from the days of MYOB dominance and floppy disks to today’s modern tools.

Now running their own firm on the Central Coast of NSW (CATS Accountants), they help clients achieve better balance in business and life.
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They’re also the voices behind Two Drunk Accountants, a podcast blending practical advice with a dose of humour, with 100,000+ downloads globally. Building on that, they’ve launched Two Drunk U, an online platform offering accessible courses and insights to help business owners reclaim their time, improve profitability, and stress less.

For more, visit catax.com.au

About Tax Nuggets

Unlimited Just-in-Time Tax Training for Accounting Firms

Tax Nuggets is Australia's most accessible and engaging tax learning platform for accountants. It's scalable tax training that's personalizable for every member, including tailored learning pathways for teams and firms. Focused on practitioners serving SME and private clients, CEO Joyce Ong founded the company after a decade leading tax advisory and compliance at KPMG and the ATO. Simply put, she was “tired of enduring tax training that’s drier than ten-day-old toast”.

Tax Nuggets is like Netflix for accounting CPD: It’s unlimited training that’s making tax learning cool again. The platform offers daily live webinars, from a network of over 60 instructors, and a library of 700+ hours of recordings.

With over 9,100 learners, including 500+ firms like William Buck and KPMG onboard, subscribers enjoy a range of programs and standalone sessions for both juniors and seniors:

• From Monthly Tax Updates;
• To full programs on FBT, Super, GST and tax fundamentals;
• As well as special topics, like this AI Case Studies for Bookkeepers and Accountants webinar.

So if you’ve been looking for an accessible and engaging way to easily upskill yourself or your team, here’s two risk-free ways to find out more:
Book Your Demo

About Dext

Faster, easier, more accurate: Discover the Dext advantage

Dext, part of the IRIS Software Group, is the leading provider of AI-powered bookkeeping automation. Founded in 2010, the company empowers businesses, accountants, and bookkeepers to thrive through cutting-edge artificial intelligence and machine learning technology that simplifies accounting processes and enables smarter, more timely financial decisions. For more information, visit dext.com
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