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Save Time, Be Relevant With AI is happening in 6 days
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📘 Free eBook: The 5 AI Tools Smart Accountants Are Using
A few days ago I asked if anyone wanted to see the guide I put together on the five AI tools I keep coming back to. The response was clear. So here it is. It’s a short, practical guide — 32 pages, no fluff. You can read it in about 20 minutes. It covers: • The five tools that actually make a difference in an accounting firm • Where most accountants waste time with AI (and how to avoid it) • What to focus on first so you get quick wins without overwhelm • A bonus tool almost nobody talks about I wrote it because there’s so much noise around AI right now. Every week there’s a new tool, a new feature, another person telling you what you should be using. This guide cuts through that. Grab your free copy here 👉 https://ebook.the-ai-community.com Let me know which tool surprises you most. 👇
📘 Free eBook: The 5 AI Tools Smart Accountants Are Using
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🎬 Getting Started with Claude — Your Complete Feature Roadmap
Most people sign up for Claude, open the chat, ask a few questions ... and never touch the other 90% of what they're paying for. Sound familiar? I've just released a full walkthrough video that takes you through every Claude feature you need to know ... in the exact order you should learn them. This is actually part of a course inside the AI Academy ... but I wanted to give you a taster of what we do in there. So here it is. We don't just jump into the features. We start with the settings that most people skip ... and they're the ones that make the biggest difference. In the video I walk you through: • The 5 chat settings you should configure before doing anything else (and why custom instructions is the single highest-impact one) • Why the privacy toggle matters when you're handling client data • How to choose between Sonnet, Opus, and Haiku without burning through your usage • All 13 Claude features explained step by step ... from basic chat to Connectors, Projects, Cowork, Skills, Design, and beyond • The additional settings you need when you move to Cowork (folders, permissions, CLAUDE.md, and more) • What makes Live Artifacts, Claude in Chrome, and Claude in Office different from normal chat This is the video I wish I'd had when I first started with Claude. It's 48 minutes, but think of it as your roadmap. You don't need to learn everything at once. Start with the settings, then work through the features one at a time. You'll see the video below 👇 Your Homework I've given you a lot in this video. Now it's your turn. Drop a comment below and tell me three things 👇 Which feature surprised you the most? Which one made you think "I didn't know Claude could do that"? Which feature are you going to try first this week? Not someday. This week. Pick one and commit to it. What questions have you got? If you want to go deeper on any of these features, let me know. I create training on exactly the topics you ask for. Don't just watch and move on. The people who get value from this community are the ones who take action.
🎬 Getting Started with Claude — Your Complete Feature Roadmap
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It's my year end... this is what AI is doing!
It's the end of my first year of trading for one of my companies. I decided to put Claude Cowork and Codex to the test. Wow! First I asked it to go into my QBO account and analyse some of the expense categories and identify any misanalysed expenses my bookkeeper had made. Done ✅ Before I could reanalyse I needed some new Chart of Account entries (such as Intangible assets and Amortisation). I asked it to set them up for me. "Oh... and while you're at it, go through the default sales tax settings for each Chart of Account item and check it is correct for my company." Done ✅ I then needed to pay a dividend and account for it, but there was no "Dividend paid" in the CoA. And I wasn't 100% sure if that should be an Equity or Expense item (yes, I know, I'm a Chartered Accountant and should know better!). Anyway, the AI told me and then offered to set it up for me correctly in the CoA. And then do the journal for me. Done ✅ I then went into the Claude Excel add in and ask it to build out for me the work in papers sheets so I could pass onto my accountant together with the QBO file, so they could finalise and file my statutory financial statements. Minutes later... Done ✅ Next job for my agentic AI... analyse my QBO file and complete all the entries for my work in papers file. I'll let you know how I get on. 👇 Tell me below... how are you using AI to automate your work? Are you using agentic AI yet? Do you prefer Claude Cowork or Codex?
🎥 Missed Yesterday's Webinar? Here's the Recording
Over 200 people showed up live yesterday as I tackled the big question head on: can AI replace accountants and bookkeepers? If you missed it... the recording is now on YouTube. 👉 Will AI Replace Accounting and Bookkeeping? Here's what we covered: - Why agentic AI is fundamentally different from ChatGPT chat — it doesn't just answer questions, it takes actions inside your software - What I actually did using agentic AI on my own year-end accounts (bookkeeping, financial statement review, correcting journal entries — all done by AI) - Cowork vs Codex — which tool to use and why - The 6 techniques that get the best results from agentic AI - Privacy, security, and costs — and why the picture is more positive than you might think I also ran a live poll during the session. Check out the results in the image below ... they tell an interesting story about where most people are right now. The number one barrier? Privacy and security (26%), closely followed by not knowing how to do it (25%). Both of those are addressed in the recording. Which of those barriers resonates most with you? 👇
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Current Pain Points AI Can Actively Solve
Hi all 👋 I recently joined this community as a way to further understand the issues that you/your firms are running into. I've been a CPA at a Canadian tax-focused firm for over five years, and have run into numerous inefficiencies that prevent scaling. I'd love to hear in the comments what issues you've experienced, and what AI solutions you have created to resolve these. Looking forward to hearing from you!
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