Jazoodle Pty Ltd

02/10/2026

Now live in Advisorli: Profit Drivers Interactive Gauges

We are excited to release a new feature that gives you an instant view of some of the key numbers your clients are producing.

Our new Profit Drivers Interactive Gauges track client performance and compare results against a benchmark or advisor-set targets, making it easier to see what is going well and where attention is needed.

From margins and cash runway to liquidity and debtor days, the gauges help turn financial data into something practical and easy to act on.

If you want to try it for yourself, head to https://advisorli.com and get started for free.

01/10/2026

15/09/2026

How much advisor time disappears into loan applications?

Funding support can be valuable advisory work.

But too often, highly skilled people spend their time gathering information rather than advising.

Financial statements.
Business details.
Performance information.
Existing liabilities.
Serviceability inputs.
Loan covenant metrics.

Then comes the inevitable back-and-forth when something is missing.

Advisorli changes the starting point.

With the Lender Pack, around 65% of the information required for a typical application can already be pre-populated, using the financial information available within Advisorli.

Your team can then focus on reviewing the application, assessing the numbers and helping the client present their business effectively.

Not copying figures between systems.

The benefit isn’t simply a faster loan application.

It’s creating more capacity for higher-value conversations around:

How much should the client borrow?
Can the business comfortably support it?
What does the funding enable?
What financial metrics will the lender care about?

That’s the difference between administration and advisory.

→ Explore the Advisorli Lender Pack: https://advisorli.com

10/09/2026

We're so proud to be a Finalist in the Australian AI Awards 2026 for the Advisorli platform. We were nominated in the AI Innovator: Accountancy Services. We're so proud of what we're building

We’re proud to share that Jazoodle has been named a finalist in the Australian AI Awards 2026, in the AI Innovator - Accountancy Services category, for the innovation behind Advisorli.

It’s a significant recognition of what we’re building.

Advisorli is the Financial Operating System for SMEs and their advisors, designed to turn financial data into clearer decisions, structured action and better business outcomes.

Accounting platforms do an essential job of recording what has happened.

Advisorli builds on that foundation.

By bringing together connected financial data, structured financial workflows and applied AI, Advisorli helps business owners and advisors move beyond reporting and actively manage what happens next.

See → Plan → Optimise → Fund → Exit.

From understanding financial health and managing cash flow, through to identifying opportunities, preparing for funding and building long-term business value, Advisorli creates a connected financial operating layer across the business lifecycle.

AI is embedded throughout that experience where it can make a meaningful difference, analysing information faster, identifying patterns and opportunities, reducing manual work and helping turn financial insight into practical action.

The result is something much broader than another reporting platform or AI assistant.

It is financial infrastructure designed to help SMEs and their advisors operate with greater clarity, discipline and confidence.

That is why recognition in the AI Innovator - Accountancy Services category is particularly meaningful to us.

It reflects the opportunity we see for technology and AI to transform the role financial data plays in a business, from something primarily used to report on the past, into an operating asset that helps shape the future.

And this recognition means even more knowing that Advisorli was nominated by people who had seen what we were building and believed it deserved to be recognised.

Thank you to those who nominated us, to everyone supporting the Advisorli journey, and congratulations to the other finalists.

The winners will be announced in Sydney on 30 October 2026.

We’re proud of the recognition.

And even more excited about what comes next.

08/09/2026

What if advisory started with just a five minute conversation?

Advisory doesn’t always need to start with a 90-minute strategy meeting.

Sometimes it starts with a five-minute phone call.

Open your client’s 13-week cash flow in Advisorli.

Look for:

• A cash squeeze
• A large upcoming liability
• A declining cash balance
• A funding requirement
• A period where the client may need to act

Then call them.

“I was reviewing your numbers and noticed something in your next 13 weeks. Have you got five minutes?”

That conversation might lead nowhere.

Or it might uncover:

A working-capital problem.
A need for funding.
A margin issue.
A cost review.
A forecasting engagement.
A broader advisory relationship.

When time is at a premium, the goal shouldn’t be to make advisory more complicated.

It should be to make the next valuable conversation easier to identify.

That’s exactly what a Financial Operating System should do.

→ Turn five minutes into your next advisory opportunity with Advisorli.

01/09/2026

So proud to receive this recognition this morning. Chuffed!

🚀 MASSIVE NEWS FOR ADVISORLI.

We’re incredibly proud to announce that Advisorli has been selected by Xero for its “New and Noteworthy” collection on the Xero App Store for the entire month of September.

This is a curated collection designed by Xero to showcase recently certified apps offering something "unique, innovative or delivering outstanding customer experiences".

And for Advisorli, this is a huge milestone.

Because we didn’t build another accounting dashboard.

We built the Financial Operating System for SMEs and their advisors.

Xero provides the accounting foundation.

Advisorli turns that financial data into action.

See → Plan → Optimise → Fund → Exit.

Connect your Xero organisation and Advisorli can transform your numbers into:

📊 Business Health Score
💰 Business Valuation
📈 13-Week Cash Flow Forecast
🤖 AI-powered financial insights and coaching
✨ Prioritised optimisation opportunities
📑 Board Packs and Lender Packs
🎯 Strategic planning tools
🚀 Capital and investor readiness

The goal is simple:

Move financial data beyond reporting, and turn it into better decisions, stronger businesses and measurable financial outcomes.

Being selected for Xero’s New and Noteworthy collection is a significant vote of confidence in what we’re building and the problem we’re solving for SMEs, accountants and business advisors globally.

And we’re only getting started.

A huge thank you to the Xero Platform team for recognising Advisorli and giving us the opportunity to showcase what the Financial Operating System can do.

👇 See why Advisorli is New and Noteworthy.

Visit https://advisorli.com

Or find Advisorli on the Xero App Store and connect your Xero organisation today.

Your accounts tell you what happened.
Advisorli helps you decide what happens next.

27/08/2026

Cash flow is the hook. Advisory is the opportunity.

If you want to grow advisory revenue, starting with a full strategic planning engagement can feel like a big leap, for both the advisor and the client.

A 13-week cash flow conversation is different.

It’s immediate.
It’s practical.
And it’s directly connected to decisions the client already needs to make.

With Advisorli, your team can open a client and quickly see their rolling cash position, including upcoming liabilities and potential periods of pressure.

No separate model to prepare before the meeting.

That gives you an obvious reason to call:

“I’ve been looking at your next 13 weeks. There are a couple of things I think we should discuss.”

From there, the conversation can naturally move into:

Working capital.
Cost management.
Growth planning.
Funding requirements.
Business performance.

The cash flow isn’t the advisory service.

It’s the hook that opens the advisory conversation.

Advisorli helps practices turn financial data into structured action, and recurring advisory opportunities.

→ See how Advisorli supports scalable advisory: https://advisorli.com

25/08/2026

The easiest advisory conversation may already be in the numbers

Most SME clients don’t need another historical report.

They need to know:

“What does the next 13 weeks look like?”

That’s why a 13-week rolling cash flow can be such a powerful entry point into advisory.

With Advisorli, there’s no spreadsheet to build and no lengthy preparation process.

Connect the client’s accounting data in 60 seconds and get an immediate forward-looking view of:

• Expected cash position
• Upcoming pressure points
• Statutory liabilities
• Potential funding gaps
• The weeks where action may be required

That changes the client conversation.

Instead of explaining what happened last quarter, you can start discussing what needs to happen next.

And that is often the bridge from compliance work into a more valuable advisory relationship.

See the numbers. Identify the issue. Start the conversation.

That’s the role of a Financial Operating System.

→ Explore Advisorli for your practice: https://advisorli.com

24/08/2026

We’re proud to be sponsoring M² Academy’s first Fearless Leadership Program, supporting the next generation of leaders in the accounting profession.

Taking the step from being technically good at what you do to leading people, clients, and a business takes a very different set of skills. FLP is a practical two-day program designed to help emerging and current leaders build those skills, while learning alongside others facing many of the same challenges.

Join us at QT Gold Coast on 29 and 30 October.

Early bird pricing is available until 26 September.

Find out more and register: https://www.m2academy.com.au/fearless-leadership-program