What's Next For Accounting? - Issue #95
💡 An AI Agent In Your Browser
Agents are the most exciting short-term application of AI. Bigger than ChatGPT, more important than writing emails like a pirate, agents actually do the work.
And this tool is the best general-use agent we’ve seen yet:
But in my opinion the best general use agent today is Hyperwrite’s Personal Assistant.
Click the Chrome extension to pull up a chat dialog on the right
Ask it to do something on the current page of your browser
It opens a background Chrome tab and does its best to complete the task as requested, clicking around & typing as necessary
The more specific instructions you give it the better, but it’s impressively good at reading between the lines as well.
Like ChatGPT this is a general tool - most exciting will be domain-specific applications of this tech. An agent optimized for QBO, for Xero, etc.
Tasks I’ve used it for in the past few weeks:
Completing a standard, repeatable set of tasks in QBO
Looping through all my QBO company files to check something, for example to check for broken bank feeds
On a department of revenue site, looping through all the accounts I have access to & exporting payment information
Clicking the OK button a kajillion times on the Xero reconciliation page
It isn’t pure magic. It breaks, it’s kinda slow, and high-volume tasks get expensive since it’s using GPT-4 to instruct it. But it’s absolutely been worthwhile for me in a number of situations, and gets me EXTREMELY excited for domain-specific agents I can assign recurring work to.
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📅 This Week
The biggest tech issue I see with most small (<100 EE) firms is they don’t have the right core system in place - I developed a list of where to start with your small firm tech stack
Next Tuesday Blake Olives & I will talk AI
I explored how to put ego to work in firm-running
A bunch of ideas for how to get people to promote your firm
Digits’ QBO chat assistant now supports follow-up questions, rather than just a single Q&A
You can now modify your website’s robot.txt file to prevent OpenAI from scraping it to train GPT-4 and GPT-5, but tbd whether that’s a good idea as LLMs have taken a bite out of SEO
Botkeeper announced an upcoming tech-only AI bookkeeping assistant
😍From The Community
My private peer networking community Realize for firm leaders, now capped at 500 members. We’ll be permanently raising the price for new members in a couple weeks.
08/10 💻 Demo Day - Firm360 with Jason Staats
08/11 💻 Demo Day - Client Hub with Jason Staats
08/14 💻 Demo Day - Dryrun with Jason Staats
08/15 💘 Swiping Right - Disengagement Part 1 with Kellie Parks
08/16 💻 Demo Day - Karbon with Jake Kessenich
08/23 🌴 Take A Step Back with Geraldine Carter
08/24 🥸 Role Play - Match Made in Heaven with Nayo Carter-Gray
▮▮▮▮▮▮▮▮▮▮▮▮▯▯▯▯▯▯▯▯ 335/500 members