If you missed the webinar last week on how to use AI to save time and stay relevant in the profession, it's available for two more days. Click here to watch it. In this webinar, I shared practical examples of how we can use tools like Claude and ChatGPT to build Excel spreadsheets, financial dashboards, client reports, and much more.

Welcome to the AI Community! I'm thrilled you're here. 👋 Watch the quick START HERE to get oriented and see exactly how to make the most out of your membership. You can find it here. Then, let's get connected—introduce yourself below! Share where you are from, what you're excited to learn about AI, and your biggest goal for joining this community. This is your place to explore, engage, and elevate your accounting practice through cutting-edge AI. I'm here to support your journey every step of the way. Let’s get started! 🎉

It's the end of my first year of trading for one of my companies. I decided to put Claude Cowork and Codex to the test. Wow! First I asked it to go into my QBO account and analyse some of the expense categories and identify any misanalysed expenses my bookkeeper had made. Done ✅ Before I could reanalyse I needed some new Chart of Account entries (such as Intangible assets and Amortisation). I asked it to set them up for me. "Oh... and while you're at it, go through the default sales tax settings for each Chart of Account item and check it is correct for my company." Done ✅ I then needed to pay a dividend and account for it, but there was no "Dividend paid" in the CoA. And I wasn't 100% sure if that should be an Equity or Expense item (yes, I know, I'm a Chartered Accountant and should know better!). Anyway, the AI told me and then offered to set it up for me correctly in the CoA. And then do the journal for me. Done ✅ I then went into the Claude Excel add in and ask it to build out for me the work in papers sheets so I could pass onto my accountant together with the QBO file, so they could finalise and file my statutory financial statements. Minutes later... Done ✅ Next job for my agentic AI... analyse my QBO file and complete all the entries for my work in papers file. I'll let you know how I get on. 👇 Tell me below... how are you using AI to automate your work? Are you using agentic AI yet? Do you prefer Claude Cowork or Codex?

We have been using our task manager for about 2 months now. We are still adding features. The code is running on our own private website, which has a name unrelated to our company. Right now, work is assigned to a manager to monitor. Subtasks go to individual staff members, when they finish their part and mark it done, the next subtask goes automatically to the next staff member, when everybody is done, it goes back to the manager. We have the staff enter their time as they work. We have weekly data on who worked on what, the time per day they work on their subtasks. We know who worked on billable & non-billable work, how much time on each. We have the time available for payroll, by staff, with their rates. Managers can review current work by client, or by staff currently working on something. Instead of paying $30 - $60 per staff per month, we pay $0. I have had to babysit the project, telling claude to check the html, js, and php code. I maintain the database and the code base.

Most people will scroll past this. That’s a mistake. Because the latest updates aren’t just “a bit better”… They fundamentally change what you can actually do with AI in your firm. 👇 Find out more during Wednesday's live session. Here’s why this matters In the latest release, we’re seeing some serious shifts: 1. AI that can actually do the work, not just answer questions We’re moving beyond prompts and replies… These new models can: - Build tools and dashboards from messy data - Fix problems without constant hand-holding - Work across multiple steps to complete a task This is getting very close to real “assistant” behaviour. 2. Much stronger reasoning and accuracy You’ll notice this immediately. It’s better at: - Analysing unstructured information - Turning data into something usable - Producing outputs you can actually rely on That’s critical if you’re using AI in client work. 3. A big leap in visual and content creation This is the part most people will underestimate. The new capabilities mean you can now: - Create highly detailed visuals with accurate text - Generate reports, dashboards, and client-ready outputs - Combine research, reasoning, and presentation in one go It’s no longer just “nice images”… it’s practical output. 4. More autonomy… less prompting You don’t need to babysit it as much. It can: - Plan - execute - iterate …all from a single instruction. That changes how you use AI day-to-day. What this means for you If you’re an accountant or bookkeeper… This is not about “playing with AI tools”. This is about: - Faster analysis - Better client insights - New advisory opportunities - Less manual work Want to see how to actually use this? 👉 Join me live on Wednesday I’ll walk you through: - What these updates really mean in practice - How to use them inside your firm - Real use cases you can implement immediately Quick question 👇 What’s the one thing you’d most like AI to do for you right now?