What's Next For Accounting? - Issue #114

💡 Awarding The Best New Stuff of 2023

On Sunday we held the annual Jasies awards, to crown the best new stuff of the year for accounting firms.

Honorable Mentions:

  • Spark - An AI chat tool by Rightworks that’s a spin on ChatGPT specifically for accounting firms

  • QuickBooks Ledger - A low-cost version of QBO to get your once-a-year cleanup clients onto a cloud ledger for the first time

  • Elgato Prompter - A simple, easy to use teleprompter to make your videos a little less bad

  • Google Bard Fact Checking - An update to Google’s chat assistant that fact checks its own statements with a secondary search to confirm what it said is correct

  • CPA.com Generative AI Toolkit - A free resource anyone can swipe, no email required, to help you get started with practical generative AI applications

  • Kitchen Table Automations - Education resources to help you & your team leverage AI in your daily workflows

  • Practice Management Roundup - Our report on the 14 cloud practice management tools your firm should be considering, compared across 200+ features

  • AI Meeting Assistants - A must-have to capture transcripts of your online meetings, check out Fireflies, Fathom or MS Teams Premium

My Winners:

🥉 Digits AI Chat Assistant
At a time when technologists say user interfaces are going away, and we’ll soon simply chat with software, Digits was the first to ship a meaningful version of ledger chat. The jury’s still out on how chat will impact the ledger, but props to Digits for moving first, well before Intuit even announced their Intuit Assist chat assistant.

🥈 Karbon AI
An entire suite of useful AI-driven upgrades, the release of Karbon AI this year set the bar for how practice management systems should be implementing AI. While there’s more room to continue developing in this direction, key features like generative email replies have pushed the category forward.

🥇 RightTool
What if an actual accountant redesigned the QBO UI to make you more productive? That’s the idea behind RightTool, a free chrome extension developed by Hector Garcia. More than any other tool this year, I’m hearing from folks they could never imagine having to go back to vanilla QBO.

🤔 What Would You do?

A client submits their documents before your cutoff deadline

But ghosts you for the next week on follow up questions. Do you rush to get the work done in time? Have they met your info cutoff?

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😍From The Community

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