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14 contributions to AI Community
🤖 Next Wednesday: Can AI Replace Accountants and Bookkeepers?
I did something recently that genuinely surprised me. I used AI to review a full set of year-end financial statements. Not summarise them ... actually review them. It opened the accounts, checked the numbers, flagged errors, and corrected mispostings directly inside QuickBooks Online. Some of it was remarkable. Some of it was concerning. Both reactions are appropriate. So next Wednesday — 3 June, 4pm UK / 11am ET — I'm going live for 60 minutes to show you exactly what happened. I'll cover: - Why agentic AI changes everything accountants thought was possible - What happened when I used AI to review my own year-end accounts - Whether junior bookkeeping and data-entry roles are genuinely at risk - The hidden limitations I discovered during real-world testing - Why privacy and client confidentiality are now the most important conversations your firm needs to have This isn't theory. This is me showing you what I actually tested ... what worked, what didn't, and what it means for your firm. 👆 Head to the Calendar tab 👆, find the June 3 event, and add it to your calendar. The Zoom link is right there. What's your gut reaction — do you think AI can genuinely replace parts of what accountants do? 👇
🤖 Next Wednesday: Can AI Replace Accountants and Bookkeepers?
3 likes • 7d
Will there be a recording of this? I'd like to see if but I also want to see the VPA training.
🤖 Google Just Announced a 24/7 Personal AI Agent ... and It Works While You Sleep
Last week at Google I/O, they announced something called Gemini Spark ... and this one is worth paying attention to. Spark is a personal AI agent that lives inside the Gemini app. But unlike a normal chatbot, it doesn't stop when you close your laptop. You give it a task, and it keeps working in the background ... even when your computer is off. Here's what caught my eye: - It connects directly to Gmail, Docs, and Slides ... so it can actually read your emails, summarise threads, and pull out deadlines without you doing anything - You can set it to do recurring tasks ... like checking your inbox for something specific every day or flagging overdue items - It asks permission before doing anything high-stakes like sending an email or spending money - It's rolling out to Google AI Ultra subscribers in the US first, with a desktop version coming this summer My honest take? This is where AI is heading. Not just answering questions when you ask ... but doing things for you in the background, on a schedule, across your apps. For accountants using Google Workspace, that's a big deal. We're still early days, but this is the kind of shift that will change how firms work over the next year or two. Have you tried any AI agents that actually do tasks for you (not just answer questions)? Or does the idea of AI working in the background make you nervous? I'd love to hear your take 👇
3 likes • 9d
I haven't had AI do tasks automatically for me yet. It does make me a bit nervous, to be honest.
Really Good Reason to Not Pay for Claude
So I've done just a few things in Claude and maxed out since I'm on free account. Decided to go ahead and upgrade from the free plan to the Pro plan. Paid the $220.00 (yearly with tax included in the price). Takes me back to the login page and now says my account has been banned! Like, wth! And they've taken my payment. So I go to appeal the ban of course. The appeal form right off asks for your Organization ID which is found in your account which when you've been banned you can't access. Without this you can't appeal the ban. No email or chat with a real person only their AI bot. And it wants you to login. Can't do that but it does give you a button to push if you can't login. Do that. Gives you the option to "help troubleshoot" or "account has been disabled". So I choose account disabled. It immediately tells me how to appeal with the appeal form that you can't fill out because you can't get into your account and ends the chat immediately without allowing you to respond. Ok so go back in and tell it to help troubleshoot and tell it what has happened and that one can't fill out the form without being able to get the required info from the account. It again gives me the appeal form info and ends the conversation. There's no email to be able to send any info to, no way to contact an actual person to assist in this. So I'm out $220 and no way to get it back. Ask me if I'm interested in learning more about Claude now - ain't no way And this also means that the appeals process is in name only and no real way to actually appeal
2 likes • 28d
That's awful! I'm sorry you are dealing with this and I hope someone here has a way to help get this resolved.
What is your favourite Claude tool?
2026 has been extraordinary (so far)... and Anthropic are building something astonishing. They have launched so many new tools it's hard to know which one to learn first. So let's help each other... Which is your favourite (if you could only have one), and in the comments 👇 say why. And if you're not using Claude, why not? What's stopping you?
Poll
11 members have voted
3 likes • Apr 21
@Mark Wickersham Thanks! I'm going to check into it this week. :) Does it make sense to have both Chat GPT and Claude Teams?
1 like • Apr 22
@Mark Wickersham I already have it in my calendar! 😁
AI tool app for zoom call?
Hello everyone anyone here what AI app do you use to screen record for free your discovery call or zoom call with a potnetial client? I really appreciate your answers and if in case drop the website in the comment section Thank you very much!
1 like • Mar 27
I don't use Zoom but I use Fireflies to record and provide summaries of meetings. Moving to zoom is on my to do list.
1-10 of 14
Staci Baker
3
18points to level up
@staci-baker-7944
My name is Staci Baker, founder of Balanced Bookkeeping LLC.

Active 5d ago
Joined Jun 2, 2025
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