Welcome to the spring edition of the Rotessa Rundown!

In this issue:

  • Webinar recap: rewatch The Bookkeeper’s Tech Stack with Tanya Hilts
  • Holiday Reminders: mark your calendars with our upcoming holiday closures to plan your payments accordingly.
  • Team Highlights: an inspiring afternoon, chatting about AI, as a team!

Here’s hoping for an (early and) exciting Spring!

1. Rewatch: The Bookkeeper’s Tech Stack 💙

In case you missed it, we hosted a webinar for our Rotessa Partners. Tanya Hilts shared expert insights, the latest tools, and trends shaping the bookkeeping industry in 2025.

Here are some of the AI and accounting tools discussed in the webinar to help streamline your bookkeeping workflow:

  • DeepSeek AI – AI-powered search engine
  • Copilot – AI-powered sales prospecting tools
  • Sosha – AI-powered social media content creation tool
  • Xenett – Financial reviews and month-end close processes
  • Client Hub – Accounting practice management

Reach out if you have any questions or want to learn more about Rotessa’s Partner Program.

2. Upcoming holidays 📆

We will not be processing payments and our support centre will be closed on the following dates:

🙏 Good Friday, Friday, April 18
🌷 Victoria Day, Monday, May 19

Any transactions scheduled on these dates will be processed the following day.

3. Rotessa AI Summit

We recently spent a Friday afternoon learning from one another.

AI is a part of our everyday lives, so how can we wisely integrate it into our work to better serve our users? Asking each other this question was truly inspiring!

We’re excited to see how we can use AI to be the best payment tool that small service-based businesses can’t live without!

Our takeaways:

  • Focus on enhancing payment processing features with AI
  • Develop a comprehensive AI policy and evaluation framework
  • Use AI to complement, not replace, human skills
  • Consider AI’s role in long-term strategic planning

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We’d love to hear from you 💙

If you have any comments or feedback about any of our updates or changes, please let us know at [email protected]. Your input helps us continue to make Rotessa better. Stay tuned for the next Rotessa Rundown for more exciting news and updates.

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