Activity
Mon
Wed
Fri
Sun
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
What is this?
Less
More

Owned by Mark

AI Community

2.3k members • Free

Helping accountants and bookkeepers confidently leverage AI and ChatGPT to streamline workflows, boost profitability, and future-proof their firms.

AI Academy

521 members • $79/m

Unlock more productivity with expert-led AI training and a powerful ChatGPT prompt library. Designed for business owners + accounting professionals.

Memberships

The AI Advantage

75.6k members • Free

Lovable AI

1.1k members • Free

The Virtual Bookkeeping Series

78.9k members • Free

Number Coaching Academy

16 members • $39/m

Almost Evergreen

782 members • $444

AI Pioneers

8.4k members • Free

ChatGPT Mastery

746 members • Free

Value Pricing Academy

660 members • Free

AI Foundations

558 members • $97/m

182 contributions to AI Community
Build an Excel Model in Minutes… Then Turn It Into an App 🤯
Most accountants use spreadsheets every day. But what if AI could build the spreadsheet for you in minutes… and then turn it into a fully working app? That’s exactly what I show in this new video. In the example, I built a debt repayment calculator that helps clients see how different strategies (like snowball vs avalanche) affect how quickly they can get out of debt. Here’s what you’ll discover in the video: • How AI can generate a complete Excel model with formulas and calculations in minutes • Why choosing the right AI tool for the job makes a huge difference • How a simple spreadsheet can be transformed into an interactive client app with charts, sliders, and dashboards This is a great example of how accountants can move beyond spreadsheets and start building tools that deliver real advisory value to clients. Excel Models with Claude 👇 Watch the video below If you find it useful, please like the video and leave a comment on YouTube. It really helps the channel reach more accountants who want to learn how to use AI effectively. And I’m curious… What Excel spreadsheets do you use most in your work today? Tell me in the comments. I may use your ideas in a future video showing how to turn them into apps.
0 likes • 13h
@Laura m Bush Yes, it is pretty cool. There are now lots of Excel spreadsheets I want to build.
0 likes • 12h
@Shelly Phillips Thank you.
📌 Start Here! (Welcome & Introduction) 🚀
Welcome to GhatGPT For Accountants! 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! 🎉
1 like • 3d
@Frances Rivera What a great introduction, and welcome to the community. I love the name of your firm. That's cool.
0 likes • 1d
@Melissa Jacobs Welcome, Melissa. Sarah and I went to Atlanta a few years back for Scare New Heights. I think it was 2018. We spent a few days there, did the Coke factory and the aquarium.
🔥 Why the Anthropic vs U.S. Government Story Matters to the AI Community
You may have seen a lot of discussion online about Anthropic, Claude, the U.S. government and OpenAI — and not all of it is clear or accurate. Here’s a concise summary of what’s been happening, why it’s significant, and a chance to hear your view. 📌 What triggered the dispute Earlier this year, the U.S. Department of Defense (Pentagon) demanded that Anthropic grant unrestricted access to its Claude AI for military use, including lawful purposes that could include domestic surveillance or autonomous weapons deployment. Anthropic’s CEO, Dario Amodei, refused, citing ethical guardrails the company has built into its AI — especially prohibitions on mass surveillance and fully autonomous weapons without human oversight. When Anthropic stood firm, the Pentagon threatened to cancel a significant contract (≈ $200 million) and label the company a “supply chain risk.” Shortly thereafter, President Trump directed all U.S. federal agencies to stop using Anthropic’s AI technology, citing national security concerns. Anthropic has publicly stated it plans to challenge the “supply chain risk” designation in court and maintain its ethical stance. CEO Amodei characterised his decision not to relent as compatible with defending democratic values — even if it means falling out with government authorities. Meanwhile, OpenAI struck a separate deal with the Pentagon to supply AI for classified military networks, which some commentators believe reflects a different approach to the same set of ethical red lines. 🤔 Why this matters for anyone using AI tools This isn’t just about military contracts — it highlights key tensions in our industry: 1. AI ethics vs. use case pressureCompanies are being pushed to bend their internal safety guardrails in the face of external expectations about how their AI should be used. The Anthropic standoff shows how far a company might go to stick to its principles — and the real consequences when it does. 2. Competition and positioningAnthropic is also promoting easier switching to Claude, even offering tools to import chat histories — part of a broader strategy to attract users amid the controversy.
🔥 Why the Anthropic vs U.S. Government Story Matters to the AI Community
1 like • 2d
@Oriol López perhaps it's because they are US companies and are less concerned with European legislation and guidelines 🤷‍♂️
0 likes • 1d
@Shaun McGillvary Absolutely, but just to put one more complication into the mix, professional advisors, accountants, bookkeepers need to consider privacy and security, and particularly client confidentiality. My understanding is that Claude is not GDPR compliant. It does have some great privacy features built Intuit, but if GDPR is really important, I think that ChatGPT's business plan is the only option for inputting client information.
Quickbooks integration
I have a built a very basic client portal where clients to upload documents and submit support requests. Any Ideas how I can integrate this with QBO so users can see out standing balance and outstanding invoices? Any suggestions would be appreciated.
0 likes • 7d
@Jeffrey Nash He's on vacation at the moment. When I say "my developer" he's a friend of mine who runs an automation business for large corporates. He built my prompt library software as a favour to me. So I can't give you his contact details... but if you let me know what you want, I will talk with him when he gets back from his vacation. When he does get back to Portugal, I will be scheduling a meeting with him because I want to learn how he cracked the QBO integration!
1 like • 3d
@Jim Eatmon that's really helpful Jim. Thank you.
🚀 This Dashboard Could Change How You Deliver Advisory
Let me ask you something… What if you could build an interactive financial dashboard for your business, or a client in minutes… not hours? I’ve just recorded a short video showing what this looks like in practice… and why it matters for accountants and bookkeepers who want to deliver better advisory. Here’s what I cover in the video: • What an interactive client dashboard can look like (with real financial insight, not just pretty charts) • How you can turn financial statements into something clients actually understand • Why this kind of output can lead to better client meetings and better decisions If you want to stay ahead of where advisory is heading… watch this now. 👉 Click the link here to book your place on the webinar (where I’ll go into the full step by step). And comment below: 💬 If you could wave a magic wand… what would you want your perfect client dashboard to show?
🚀 This Dashboard Could Change How You Deliver Advisory
1 like • 10d
@Helen Parker And I look forward to seeing you on Wednesday on the live session. I'll have a Q&A session, so as you think of questions, please ask, and I'll help as best I can.
0 likes • 4d
@Donna Olah-Reiken I'm not sure. I'm unfamiliar with the concept of un-posted transactions in QBO. Can you produce reports in QBO that do include those areas, those transactions in the review area? The dashboard I created was based on uploading spreadsheet data. If you can export from QBO a P&L; and balance sheet that includes those unposted transactions, then the answer is yes. Of course it may be that you want to build a dashboard that has the QBO API key so it pulls in data directly. If you do that I'm not sure whether there's a facility to pull in those unpostered transactions. I'll have to do some research.
1-10 of 182
Mark Wickersham
6
559points to level up
@mark-wickersham-1857
Public speaker, author and entrepreneur teaching owners of accounting firms how to build more successful businesses.

Online now
Joined Mar 19, 2025
Powered by