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Owned by Kristin

Finance Flow Lab

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💰 Build Financial Confidence in 30 Minutes a Week. Become the calm, confident, numbers-savvy CEO you’re meant to be.

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3 contributions to AI Community
💡 Do You Want Help Using AI for Tax Research?
I’m currently planning a new tutorial video with practical tips for carrying out tax research using AI — including how to avoid those dreaded hallucinations! I want to make this tutorial as valuable as possible, so… 👉 What are your best tips for doing accurate, reliable tax research with AI? Share your ideas in the comments below. I’ll include the best suggestions in the video — and give shoutouts to anyone whose ideas make it in!
3 likes • Nov '25
@Shabir Ladha agreed - for US based I ask it to include the publication citation, explanation/reasoning to support the position.
🎉 It’s Friday! Let’s Celebrate Our AI Wins
We’ve made it to the end of the week… so here’s a question for you: 👉 What’s been your biggest success using AI this week? It could be something that saved you hours, impressed a client, or even just made your day a little easier. Share your wins below so we can all celebrate and learn from each other. 💬 To get things started, I’ll share my biggest AI success this week in the comments. Your turn—what’s worked best for you?
1 like • Sep '25
@Mark Wickersham have you tried vibe coding anything yet?
1 like • Sep '25
@Mark Wickersham I feel the same way. Need more time in the day to try all the AI tools and fun out there.
AI Agents with Quickbooks/Xero Reach
Hello All! Is anyone using any type of AI Agents yet in their practise? I'm trying to build some out.
3 likes • May '25
I have started to dabble in N8N and more in Make.com. I'm curious what you are trying to automate. Is it a process and can you break it down to a flowchart or do you have a standard operating procedure - that seems the best place to start with these tools and then you can build based on that. I am currently finishing a small build of extracting document information and logging it to a google sheet and then moving the file. I also have an n8n agent I created for content creation. I haven't had time to build out a lot more yet, but it's a VERY powerful set of tools if you can harness it for automation. I've started with the mundane of capturing documentation for those that aren't on an accounting software.
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Kristin Winstanley
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8points to level up
@kristin-winstanley-5734
Your slightly sassy CPA bestie and chaos-fixer. Guiding tech-driven entrepreneurs from overwhelm so they can scale with clarity, ease, and confidence.

Active 1h ago
Joined May 8, 2025
ENTJ
Arizona, USA
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