💡The Future of Spreadsheets

Two days ago new age, skinny-jean wearing spreadsheet app Rows launched Rows AI, and it’s a great peek into how AI will upgrade your spreadsheets.

AI Analyst - Generate a set of insights based on your data

Chat With Your Data - Ask questions of your data

Classify - Classify data into any arbitrary category you provide

Formula Ask - Generative responses from inside cell formulas

Excel & Google Sheets have teased similar functionalities, but we don’t have anything more than fancy trailers. Props to Rows for being the first-mover 🏆

Check out the full release here, this is just the tip of the aiceberg.

💎This Week's Sponsor

Watch Jason Roast FinancialCents’ Pitch Video - Learn More About FinancialCents

Have a product or job opening to advertise? Reply to this email for more info.

📅 This Week

• You need to start recording your client meetings - I know it’s weird, but let me convince you why

• Ed Zollars shares his thoughts on 3 new proposed tax bills - I chucked the text of all 3 bills into a chat bot here

• This app monitors your email inbox for receipts & invoices, and pushes them to your accounting system. Still VERY early for that app, but I like the approach

• This week’s video covers the value of delivering financials & tax returns over video

• How some new OpenAI tech will take us a big step closer to fully-automated bookkeeping

• For developers, a fairly significant release from OpenAI this week:

  • A new more structured approach to let models call functions, making it easier for developers to integrate GPT with third-party systems

  • A version of the GPT-3.5 model with 4x as much memory (context) - unfortunately they’re still using the wee bitty one in ChatGPT

  • The embeddings model we discussed in that fully automated bookkeeping pod? It just decreased in cost by another 75%

  • A slight decrease in price for the old 3.5 model

• OpenAI also released a guide to help you write better prompts

• Financial modeling tool Mosaic raises a $26M series C

😍From The Community

My private peer networking community Realize for firm leaders, now capped at 500 members.

• 06/20 💻 Demo Day - Copilot with Jason Staats

• 06/20 🐠 EOS-Ish - Where To Go From Here with Rachel Fisch

• 06/21 🏫 Hall Pass - Sales System with Brandon Hall

• 06/21 🎤 Who Runs The World - “Feelin’ good as hell” with Twyla Verhelst

• 06/26 🕸️ Into The Chadiverse with Chad Davis

• 07/11 Swiping Right - Engagement Renewal with Kellie Parks

▮▮▮▮▮▮▮▮▮▮▮▮▯▯▯▯▯▯▯▯ 315/500 members