Blog

10 useful AI examples and ideas for accountants

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One of the most common questions I get when it comes to AI in accounting is “where do I even start?” Given the near-endless possibilities, it’s no wonder that it’s overwhelming. Whether you’re just starting out, or if you want to expand your firm’s existing capability, here are a bunch of real use cases for…

Tools and software

How to use document collection software to request client documents

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If you’ve ever had to request client documents, you’ll know how painful it can be – they’ll send the wrong stuff, send 15 emails with 1 document each, or never get back to you at all.  Using dedicated document collection software will save you a TON of time and frustration in the process of requesting…

Zapier

18 Zapier examples and ideas for cool workflows

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18 cool Zapier examples for your automation inspiration. These are some of my best Zapier workflows, and I hope they give you some ideas for what you can do with Zapier.

Blog

5 time-saving Zapier Gmail automations

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If you’re using Gmail with Zapier, here are a bunch of cool automations you can create that will help you spend less time in your inbox