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.

What if you could take a simple Excel idea… and turn it into a fully working app? In this short video, I walk you through exactly how I: - Designed a debt repayment calculator for advisory work - Built a powerful Excel model comparing Snowball vs Avalanche methods - Then transformed it into a clean, interactive app with sliders, charts and client views - Used the right AI tools at each stage instead of relying on just one If you work with clients who are in debt… this is serious advisory opportunity. Most accountants stop at spreadsheets. But imagine being able to: - Show clients visually how overpayments change outcomes - Compare strategies instantly - Deliver something that feels modern and high value That changes the conversation. And in the video, I also explain why choosing the right AI tool for the job makes all the difference. If you want the full process, step by step, I’m going deeper on this in the live webinar on WEDNESDAY. 👉 Book your place here Now I’m curious… 💬 What Excel spreadsheets do you currently use in your firm that could be turned into something more powerful? Drop them below.Your idea might become the next demo I build.

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?

Botkeeper — one of the earliest, most visible AI-driven bookkeeping solutions — has announced it is shutting down after more than a decade of innovation. The founder shared that despite building powerful automation and a sophisticated platform, the company ultimately couldn’t achieve a sustainable product-market fit in a market that shifted faster than its capital runway allowed. This closure has sparked a lot of conversation across the industry about the reality of AI in accounting… and what it really takes to build, scale and sustain AI products in practice. Here’s what’s significant: 1. Innovation doesn’t guarantee longevity Botkeeper pioneered the automation of bookkeeping long before many others. They pushed the profession forward, showed what’s possible, and inspired many tools and workflows firms now use. But being first doesn’t always mean you can maintain growth — market timing, pricing, and capital all matter just as much as technology. 2. AI products still need strong product-market fit You can have cutting-edge ML models and automation… but if the firm doesn’t match what real users are ready to adopt today — at scale — that becomes a commercial challenge. This is a reminder that AI alone isn’t the business model — solving real operational problems consistently is. 3. External forces can accelerate outcomes Botkeeper pointed to rapid industry consolidation and macro shifts that impacted revenues and growth plans. The broader AI and tech landscape is also seeing layoffs and cost pressures in areas like model evaluation and infrastructure roles — another sign the industry is still finding its equilibrium. 4. The legacy lives on in firms and tools Even with Botkeeper closing, many firms and vendors continue leveraging the automation and AI learnings it helped pioneer. The idea of AI-powered bookkeeping and advisory is now foundational — it’s the implementation and sustainability that will differentiate winners from losers.