Smarter finance workflows - from purchase orders to expenses

We’re continuing the year with a strong focus on simplifying finance workflows for growing teams. In this month’s edition, you can register for our upcoming session on connected expense management, explore our latest customer success story and watch our on-demand webinar on purchase order approvals. Plus, we’re sharing product updates designed to help you work smarter, move faster and gain greater confidence in AccountsIQ.

Customer story: From 3 hours to 3 minutes: Aquazone’s finance transformation

Aquazone, part of the Ross-Shire Engineering Group, modernised its finance operations by moving away from Sage 50 and manual processes.

With AccountsIQ, the team now benefits from:

Automated reconciliations
Faster reporting
Seamless integration with Flow

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💬 “The elevation from Sage 50 and paper-based accounts to AccountsIQ has been phenomenal.”

Watch Aquazone's story

Customer Webinar: From spend to insight with AccountsIQ and ExpenseIn

As finance teams grow, managing expenses efficiently becomes increasingly important, from controlling spend to maintaining visibility at month-end.

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We’re hosting a short webinar to explore how ExpenseIn and AccountsIQ work together to support modern, growing finance teams with a single, connected workflow.

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In this session, you’ll see:

How expense management typically evolves as organisations scale
A live end-to-end workflow: submit → approve → post → report
How ExpenseIn integrates seamlessly with AccountsIQ
A customer perspective from Triathlon Ireland
Live Q&A with our product and customer success teams

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We’ll also cover practical next steps, including what makes the ExpenseIn integration different, from receipt capture flowing directly into AccountsIQ, to project and dimension coding applied in ExpenseIn and available instantly for reporting.

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Whether you’re planning for growth or reviewing your current processes, this session will provide practical insight and clear next steps.

Customer Webinar: Mastering purchase order workflows

Missed our recent customer webinar? You can now watch Mastering Purchase Order Workflow Approvals on demand.

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In this practical session, Aisling Wright and Valerie Eccles from AIQ Learning & Training walked through how finance teams can simplify purchase order approvals, reduce delays, and gain clearer control over purchase orders.

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What we covered:

How to set up effective workflow approval processes
Managing purchase orders from creation through approval
Ensuring purchase orders are tracked accurately and consistently
Making the process easier for both requesters and approvers

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We also explored how the AccountsIQ User Homepage helps speed up approvals by allowing approvers to:

See at a glance how many purchase orders are waiting for approval
Access and action purchase orders directly from homepage activity tiles

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By combining structured workflows with clear, action-driven visibility, finance teams can ensure purchase orders are approved promptly and confidently, without unnecessary back-and-forth.

Watch the on-demand recording

A fresh new look for the AccountsIQ Academy

We've updated the AccountsIQ Academy to make learning even easier and more intuitive.

The refreshed Academy experience gives you a clear view of your courses and progress as soon as you log in, with role-based learning paths designed to help you build confidence and expertise in AccountsIQ at your own pace.

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With short videos, interactive quizzes, practical exercises, and automatic progress tracking, you can pick up exactly where you left off - on desktop, tablet, or mobile.

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🎓Plus, complete courses and you earn CPD certificates you can download or share on LinkedIn.

Coming soon: new optimised sidebar

Switch now to the new navigation and get ready for the upcoming improvements with the optimised sidebar.

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Finding your sidebar a bit crowded? Good news: we are launching an upgraded sidebar design which is easier to read, remembers your preferences and appears and disappears when you need it to.

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We take your feedback seriously and listened when you said it needed faster access, fewer clicks and more personalisation. With new dropdowns and an icon-only collapsible design, you can now navigate and add features in a way that suits you. You can also save your favourite tasks such as setup or add new to make sure your workflow is bespoke to your preferences.

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Watch this space for more details on when this will be available and keep your feedback coming. If you are interested in BETA testing this feature, vote in the Ideas and Roadmap Portal to be auto-enrolled.