What's Next For Accounting? - Issue #90
💡 Windows AI Copilot Now Live
The holy grail of chat assistants, a desktop-based assistant that can see & manipulate the programs on your screen just went live. Kind of.
Microsoft’s Copilot is now available in the latest preview build of Windows 11, meaning you could take it for a spin if you’re willing to roll the dice on an early build of Windows. But most importantly, what does it do, and what does it not do?
It adds a button to your task bar that pulls up a panel on the right. The panel lives on top of other windows, and actually shrinks the horizontal space of your desktop.
What it does:
Everything the Bing chat assistant does
Configure local settings on your machine - ie turn off notifications, enable power saving mode etc
Discuss anything you have open in the MS Edge browser
What it doesn’t do:
See other apps you have open
Pointing or clicking
This video shows it in action, and it’s a reasonable version 1, but what we ultimately want is the marriage of MS Copilot and MS Power Automate Desktop.
In the near future we’ll have ChatGPT-like experiences for our desktop, hustling the apps we use. Imagine swiping a megaprompt to instruct the assistant to reconcile a QBO file, file an extension, or key something into your tax software.
Desktop agents will be the most immediately disruptive (in the best way) tech that impacts what we do. We’ve explored this from a few angles on my daily pod:
💎This Week's Sponsor
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📅 This Week
The team behind Corvee launched Instead, a $16/mo R&D credit platform for accountants that you can kick the tires on for free
Creating captions for shortform videos just got way easier
Karbon with a reminder you shouldn’t quit your job due to AI yet
Freshbooks announces the Accountant Hub - a dashboard to manage all your Freshbooks clients
Digits’ CEO Jeff Seibert went on Fox Biz to explain to your uncle that AI’s still a big dumb baby
Quandri launches a digital worker for insurance brokers & agencies - will be interesting in our space to see who ships agents or workers, practice management systems or a standalone company
😍From The Community
My private peer networking community Realize for firm leaders, now capped at 500 members.
07/07 📗 Book Club - S06E02 with Kate Presto
07/11 Swiping Right - Engagement Renewal with Kellie Parks
07/12 📗 Book Club - S06E03 with Kate Presto
07/17 👉 Show & Tell - Canopy with Jake Kessenich
07/19 🏫 Hall Pass - Fulfillment System with Brandon Hall
07/20 🥸 Role Play - Match Made in Heaven with Nayo Carter-Gray
07/26 💻 Demo Day - Scrutinize with Jason Staats
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