What's Next For Accounting? - Issue #71

🗓️ 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

Put your client reporting on autopilot with LiveFlow

🤖 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.