🗓️ This Week
- A reminder I'll be giving a couple talks at Engage and would love to see you there! I'll be a Scaling New Heights in June as well
- I made a video running through a few of my favorite ChatGPT use-cases
- GeniusSheets launches ChatGPT for your QBO file - take it for a spin for free on their demo file
- New accounting ledger Puzzle raises a $15M Series A
- My thoughts on how to sell to accountants
- Related, a roundup of things accountants wish their tech vendors knew: LinkedIn | Twitter
- Raycast adds GPT and vector search - if you're on MacOS Raycast is a must-have, it's like Alfred but extendable
- Locus is a more intelligent ctrl+F for your browser - rather than matching on text, it'll match on similarity search
- I created a swipe file for tax pros to avoid pricing debates
- "Effortless expense and income tracking for your small business"
- Enterprise app builder Tangle raises a $1M seed
- Charts for Notion
- Capsule raises $5M - a platform to collect internal & external videos, and turn them into nicely edited + branded landscape or portrait videos
💎This Week's Sponsor
🤖 Automate My Thing
Chat With Your Meeting Transcripts
You just got off a long client call. So many action items to get back to the team, but you're headed straight into another call. wHaT tO Do 😵💫
Let's take a look at a new Fireflies.ai feature, AskFred. It lets you chat with your meeting transcript, which could be a great unlock for you & your team when you need specifics from a meeting.
Two main ways I'd use this:
- Asking questions of old meetings I don't remember. Did we talk about Steve's daughter going to college?
- My team asking questions of meetings I had. Did they talk about the rental property, or sale of home?
What do you think? Are you using meeting summarizations yet? Is this a helpful step beyond summaries?
😍From The Community
- 02/27 🕸️ Into The Chadiverse with Chad Davis
- 03/01 📗 Book Club - S04E06 with Kate Presto
- 03/01 🎤 Who Runs The World - “It’s me, Hi, I’m the problem it’s me” with Twyla Verhelst
- 03/07 💘 Swiping Right - Discovery & Booking with Kellie Parks
- 03/07 💻 Demo Day - Routable with Jason Staats
- 03/10 💻 Demo Day - Practice Protect with Jason Staats
- 03/16 🚜 The Content Farm - Publishing Your Writing with Jason Staats
- 03/23 🏫 Hall Pass - Social Landscape with Brandon Hall
My community Realize is a private space for people to swap ideas & collaborate. At $180/mo it’s also the way I finance everything else I do, pay a full-time creative director, and a part-time developer in an effort to make the accounting industry a slightly better place 💗 The community is currently about 280 members strong.