What's Next For Accounting? - Issue #80

Before we get started - if you've ever been interested in joining a mastermind group of fellow firm-runners, I'm currently matchmaking new groups in my community. Signups close Saturday, and we only do this twice a year. It's a 6 month program, more background on how our masterminds work here.

Canopy Launches AI-Generated Email πŸŽ‰

My most-requested AI feature, generative email went live in Canopy for select beta users this week! Check out the press release. I did a deep dive on how this impacts the market for practice management systems. Currently it'll do the following:

  • Generate an email from a prompt

  • Rephrase selected text

  • Make the selected text more friendly

  • Make the selected text more formal

  • Or correct spelling & grammar errors in the selected text

BUT JASON WHAT IF I DON'T USE CANOPY. Here's how to build this into any other app you use πŸ€«πŸ‘‡

We're using a free app called Ply, that lets you add features to the apps you already use. It also gives you a quick switcher bar in Chrome that you can pop up with ctrl+shift+k.

Using Ply I added two buttons to Gmail: the first gives you a pop-up to generate an email, the second lets your rephrase text:

To build on this example even further, you could:

  • Use your own tone

  • Specify the desired length

  • Pull in the context of the email thread

The process to build these in Ply is pretty simple. Very similar to Zapier, where you chain together a sequence of actions. To build this one you'll need to create an OpenAI account if you don't have one already.

Let me know if you give this a try, and bravo to Canopy for being first to move on this πŸ‘πŸ‘

πŸ’ŽThis Week's Sponsor

πŸ“… This Week

😍From The Community

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 πŸ’— The community is currently about 300 members strong.