Description

Jarrod Adam is Head of Production & Distribution at The Access Group

Explore how Unleashed helps small businesses thrive through AI-driven inventory management, smarter tools, and actionable data that streamline operations and empower strategic growth.

Summary

Today I’m speaking with Jarrod Adam, Head of Production & Distribution at The Access Group. In this episode, we talk about . . . how Unleashed empowers small businesses with actionable data, AI-powered tools, and integrated inventory solutions.

• Introduction to Jarrod Adam and his background in product management
• The story behind Unleashed and its acquisition by The Access Group
• Overview of the inventory and warehouse management landscape for SMBs
• Unleashed’s value proposition for small businesses and advisors
• When and why to move from basic inventory in GL systems to dedicated inventory tools
• Implementation approach and onboarding process at Unleashed
• Unleashed’s ecosystem: integrations with Xero, QuickBooks, Shopify, Amazon & more
• Evolving supply chain issues post-COVID and solutions like Advanced Inventory Manager (AIM)
• AI in Unleashed: Evo copilot, AI feed, and intelligent agents
• Partner Portal for accountants and bookkeepers – real-time client access
• Use of operational data for advisory services
• The Unleashed Manufacturing Health Index – valuable for advisory insights
• Discussion around the manufacturing “haves and have-nots”
• Closing thoughts on simplicity, design, and real value from software

Unleashed, Xero, QuickBooks, Shopify, WooCommerce, Amazon, Access Evo, Advanced Inventory Manager

00:00 – Welcome & Guest Intro: Meet Jarrod Adam from Unleashed.
01:58 – From Tigerland to Tech: A playful rugby-themed intro.
04:20 – Jarrod’s Journey to Product Management: How he fell into software.
06:20 – Auckland’s Thriving SaaS Scene: NZ’s impact on global tech.
08:10 – Inventory, CRM & WMS Landscape: What SMBs need today.
10:50 – What Unleashed Does: Efficient workflows + strategic insights.
13:00 – Signs a Business Needs Unleashed: From post-it notes to stock stress.
15:20 – Accountant & Bookkeeper Pain Points: Data, margins & advisory blocks.
17:30 – Implementation Timeline: Fast, guided onboarding sessions.
19:05 – Unleashed Integrations: Xero, QuickBooks, Shopify, Amazon & more.
21:10 – E-commerce Growth Post-COVID: Why integrations are essential.
23:15 – AI & Forecasting with AIM: Managing supply chain uncertainty.
26:00 – Using Data for Better Advice: The power of operational insights.
28:00 – Manufacturing Health Index: A free resource for advisory.
30:00 – Characteristics of Thriving Manufacturers: Mitigating supplier risks.
32:15 – Partner Portal for Accountants: Real-time multi-client access.
34:00 – AI Copilot & Agents: How Evo enhances the user experience.
35:45 – Final Thoughts & Outro: Software should solve problems, not add them.

Contact details:

Sponsor Offers:  Here

Unleashed Software: https://www.unleashedsoftware.com/ 

Jarrod Adam: https://www.linkedin.com/in/jarrod-adam/ 

Accounting Apps newsletter: http://accountingapps.io/ 

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