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Save Time, Be Relevant With AI is happening in 6 days
📘 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
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!
Update to Really Good REason to Not Pay for Claude.ai
Update: So almost a month later (yesterday) I tried logging into the account and it gave me an option to ask for a review so I did and told them what had transpired that day. This evening I received the following response to that review: "Thank you for taking the time to submit your appeal. After carefully considering your appeal, we have determined that we cannot reinstate your account at this time due to a violation of our Usage Policy." But do they bother to say what the violation was, of course not. So still no clue why the ban in the first place, what the "violation" was. But at this point you couldn't pay me to use Claude.ai. I'll stick with my trust Vox (ChatGPT). 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
How we used AI at work
A client didn't have a spreadsheet for some data we needed. All they had was a couple PDF files of AR in a dropbox folder we couldn't download from. We used screen capture to get images that we put into AI for OCR, and told AI to create a spreadsheet adding the sheet with each new image we added. When we added the last image, AI ran totals and subtotals. And found that at least one set of data was missed. It told me the values to look for. It took me less than a minute to find the missing transaction. Everything match up after that. Whoo-hoo!
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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?
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AI Community
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Helping accountants & bookkeepers confidently leverage AI, ChatGPT & Claude to streamline workflows, boost profitability, and future-proof themselves.
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