I tried uploading a bank statement PDF to run a reconciliation, and after waiting through the extraction process, I got a message saying the tool only works with statements that have a single account. I tested it again with another bank, and this time the message said a human needed to review the extraction to confirm accuracy. In other words, we’re helping them train their AI, using our time and effort. Intuit does this a lot… they leverage us as their testing and marketing engine, and then sell the same services directly to our clients, including bookkeeping. I built my own custom GPT to extract transactions from PDFs, and it’s been working great. Once I have the CSV, I open it, verify the math manually—beginning balance + deposits – expenses = ending balance... and if it ties, I upload it to QBO. After that, applying my rules and classifying the transactions makes reconciliation incredibly fast. AI is powerful and genuinely helpful, but at the end of the day, it’s just another tool. Every company is trying to capitalize on it; either to upsell you or raise prices. Behind the scenes, they’re all running the same APIs, which is why some of their tools take longer than simply using your own ChatGPT subscription. Know what you need, choose the tool that performs best—right now, that’s ChatGPT—and tune out the noise. At the end of the day, someone still has to do the work, and that someone is us. This profession is built on relationships. The more you speak directly with your clients, the more they value you. And with the holidays coming, sending a chocolate basket to their team or gifting branded Yetis does far more for your business than advertising yourself as the “most AI-advanced” accounting firm. In my opinion.

Absolutely fascinating. I switch to Gemini AI browser, but did not like it too much. I guess there is a learning curve and adaptation phase to it for us older folks. OpenAI is officially disrupting the browsing landscape with Atlas. This is the start of a new era where AI becomes part of the web experience itself. From an accounting and marketing standpoint, I see this transforming how we approach SEO and content strategy. We’re moving from keyword stuffing to relevant, value-driven content that truly answers intent-based searches. We, as business owners and telemarketers ourselves, need to be on top of these changes in order to get value from our online marketing campaigns. This could completely redefine how businesses get discovered online — and those who adapt early will lead the next wave of digital visibility. 👏

Here is mine at a French Croissant @ Doral Miami meeting with a client for some signatures. This is the view of some great pastries and excellent coffee. The other picture is my assistant taking a break... 😄

@Mark Wickersham maybe that's why Rocco is taking a nap, hummm that's a lot of sugar. 😆

Thank you @Mark Wickersham again, something extremely useful, that I just learned thanks to this group.

Hello everyone, so I open a new Otter.ai account to record a meeting, but the free version only captured 30 minutes of it. I then found out that Calendly.com just launched their Note taker, I will be trying this next time. But, if you are using Google workspace, and need transcripts after the fact from a video. Then... ta-da.... you can use NotebookLM; just drop the video link in the Source, and you will get the transcript below the video; you can then prompt the Chat to organize the transcript with the name of each speaker and there you have it... an organized text transcript for your archives. I will try the Glasp extension to see how it works on live Zoom meetings. Thank you @Mark Wickersham for keeping us up to date.