AI tools are appearing almost every week. Some are interesting… but a few can genuinely save hours of work. In this live session on Tuesday, March 17, I’ll show you 5 AI tools I’m using right now that are making a real difference to productivity. Here’s a quick preview of what we’ll cover: • The AI tool I personally use every single day • A powerful ChatGPT feature most accountants still aren’t using • The best AI tool for situations where hallucinations are unacceptable • Simple ways to integrate AI into your daily workflow 📅 All the details and the join link are in the Calendar tab above. I recommend adding it to your calendar now so you don’t forget. 👇 Quick questions before the session: Which AI tool are you using most right now? And what do you hope to learn from this live session?

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.

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! 🎉

We get monthly sales statements from a client. The information is a composite of all sales. We use ChatGPT to parse out the date, move it to a new spreadsheet that we can upload into QBO. After I came up with the prompt, I asked chat to modify and improve the prompt. Now it works fine and saves us time/effort getting data prepared for upload.j

We got sick and tired of the online to-do task apps for work groups. They were expensive, they did not do what we wanted. They could not be modified. So we used AI [Claude] to develop our own. We used PHP 8.3/JavaScript/CSS and MySQL, and put it onto a domain we own. We are still making modifications/fixes/improvements, but it is going great. It would have taken me forever to get up to speed (I last worked on PHP 5) and then written the code.